Integrating Creative Ideas Into Your Raiser's Edge

Integrating Creative Ideas Into Your Raiser's Edge

How often do you test new and creative ideas for Raiser's Edge that could possibly benefit your organization?  I think that it is important to setup a monthly meeting where new ideas are mentioned and discussed that could be very different from how you are currently using Raiser's Edge.  No idea should be discouraged no matter how big or how small.  Consider the use of all of them and look at pros and cons of each.  Once your team discusses, present the idea to an expert and ask for their opinion.  I would be happy to provide my feedback on any of your ideas, so please do not hesitate to pass them along to me and I will get back to you asap.

Here are a few examples to start you off.

1) Create every record type as it's own constituent record.
2) Records that clean themselves.
3) Data tells you when to contact a constituent.
4) Reading and reporting on backend Raiser's Edge data.
5) Alternatives to current duplicate clean-up process where records are not merged.
6) Record more targets and goals within Raiser's Edge.
7) Have constituents manage their own records in Raiser's Edge.
8) Colour coding of data.
9) Other methods for hunting for new relationships to build in Raiser's Edge.
10) Automated tips to engage constituent.
11) Reports that have an analysis section which identifies errors.
12) Training sessions on new things found in your data.
13) Benchmarking against similar organizations that are not competing.
14) Self generating action tracks.
15) Post event review of events based on comparison with other events.
16) Staff focus on people while technology handles all required tasks within database.
17) Auto recording of actions based on calendar.
18) Reporting that suggests your priorities for day.
19) Function that allows you to ask "why" for anything you see in Raiser's Edge.
20) Automated table coding recommendations.

Please let me know what you think of the above ideas.  Let me know what new ideas you can come up with as I look forward to providing you with my opinion on them.

Have a great day!

Robin
http://www.resolutionstech.com

Is Your Data A Dump?

Is Your Data A Dump?

After assisting organizations with thousands of requests to clean up their data over the past number of years, I have realized that no matter the size of organization or the resources committed to cleaning up data – there is always still more garbage to clean-up.  So what becomes important is to structure your Raiser’s Edge database in a way where this does not affect the accuracy of your reporting and where your Raiser’s Edge database helps you identify newly entered garbage data to clean-up.

Here are a few tips that should help an organization reduce, reuse, and recycle their data to help keep your Raiser’s Edge data organized in the best possible way, get rid of all garbage, and make sure you have the most accurate reporting.

1)  Monthly table scan

2) Weekly query data entry review

3) Monthly Reconciliation reports

4) Weekly duplicate reporting

5) Monthly active/inactive constituent review

It is critical that you create a schedule just like you have at home for your garbage collection to keep your Raiser’s Edge clean and tidy.  Let’s all work to prevent future mountains of data that have no use to your organization.

Please let me know if you are interested in having us assist with this regular clean-up of your data.  Our team at RESolutionsTECH would be happy to start assisting you right away.

Robin

http://www.resolutionstech.com