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 installation
  • 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

“We are so fortunate to have you as a resource, and I’m really glad that you were able to be part of our project team. I really think there’s no way we’d have been as successful in completing these conversions and implementing RE NXT had it not been for you.

“Your genuine interest in wanting to understand our organization, along with your guidance, wisdom, expertise, and patience were vital to our project being a success. I most appreciate how you truly became part of our team; helping us get into all the nitty-gritty details that we needed to address in order to strategically set up and effectively utilize our new database for long-term success.

“I think it’s rare to find a consultant who really cares as much as you do about the long-term success of the organizations you are helping. I’m so confident in how our database has been configured and in our staff’s ability to effectively use it.

“I’m certain I would not have this level of confidence, especially in my own abilities as database manager, had our conversion and implementation assistance been limited solely to that of Blackbaud’s trainings and resources. I can’t thank you enough for all you’ve done to help us. Seriously, anyone doing a database conversion needs to have you on their team.

“There’s so much to learn in RE NXT and the numerous tips and insights you were able to give us that we didn’t get from trainings are why I know our database is set up so well. I really don’t know how we could have done it without you.”

Director of the Annual Fund & Donor Analytics
Foundation in the San Francisco Bay Area