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

“Bill has been an incredible partner to our small fundraising team. We asked him to do an audit on our database, and he provided us with a very thorough review and a prioritized action list that would help us move towards a more high-functioning team. His knowledge of best-practice fundraising and his passion for demonstrating how data informs our strategies is such a gift to any fundraising team!

“Bill has helped us during two staff transitions and he has a genuine interest in helping everyone succeed, no matter their roles in the office! I especially admire his integrity; he is more than willing to share when a project might cost more if he’s involved, and perhaps recommend someone else who can respond in a way that can save the organization hard-earned revenue.

“I am so grateful we were given his name and I encourage everyone I know who uses RE to seek him out!

“P.S. He’s a delight to work with, a straight-shooter, and someone who is passionate about excellence in fundraising!”

Chief Philanthropy Officer
Organization Serving Older Adults in Virginia

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