Conversion and Implementation Services

The following are the typical steps in implementing Raiser’s Edge NXT at all organizations, though the complexity of each conversion and implementation are dramatically affected by the size and sophistication of each organization. Bill’s services generally are used for a combination of (1) leadership and guidance to organizations’ staffs as they work through these steps and (2) doing the work with and for the organizations to drive the process through to successful completion.

  • Assessment, review, and project plan, including project and change management
  • Software preparation
  • Implementation team training in preparation for the implementation process
  • Former database conversion mapping to Raiser’s Edge (identifying how data from the source system should be converted to Raiser’s Edge) and creation of pre- and post-conversion cleanup lists and processes
  • Critical process development for data entry and data output, such as:
    • Campaign, fund, and appeal structure
    • Constituent entry and management
    • Gift entry and acknowledgement
    • Solicitation, newsletter, invitation, and other mailings and emails
    • Development, financial, and executive reporting
    • Design specifications for custom reports, customizations, and integrations
  • Conversion mapping finalization
  • Trial and final conversion testing
  • Database setup
    • Security
    • Configuration (Tables, Custom Fields, Business Rules, Settings, etc.)
  • Full staff training
  • Assistance with go-live
  • Implementation of post-go-live activities
    • Post-conversion cleanup
    • Additional uses of software, such as major gifts, events, volunteers and online activity

“There is honestly nobody I can recommend more highly than Bill Connors. He took us from a clumsy system to Raiser’s Edge. It seemed like nothing less than a miracle that he was able to convert our data, which was admittedly a mess (!), into Raiser’s Edge, and give us a working system that we all love. He is a Raiser’s Edge EXPERT, in the truest sense of the word. He has deep knowledge of every aspect of RE.

“In addition to knowing the system inside and out, he is a great person. We all enjoyed working with him, and we miss him! Bill is also extremely organized – doesn’t waste a minute of your time and money. Our CFO – a very tough customer – felt completely at ease that we were getting more than our money’s worth from Bill.

“I’ve worked with many consultants over my years in Development, and Bill is by far the best I’ve ever encountered.

“You’re lucky to have found him, and you’ll be smart to hire him!”

Director of Development
Public-Supported Television

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