Even very complicated gift processing processes can be made easier
One thing you know if you’ve been in advancement for a while is that organizations can have vastly different policies, rules and procedures for processing and posting gifts.
From assigning soft credit to multi-part gifts and pledges, to the desgnation assignments and matching gift policies, there are many variables that your office must work through to record gifts.
Flexible processing First of all, we’ve built Foundation xRM donor management system recognizing that each organization is different and wants to process, recognize, credit and assign gifts they way that makes sense to them. So the system allows your unique nonprofit donor database process to be embraced, while still giving you access to tremendous features for speeding up the process and reducing data entry.
Automation You are empowered to set up all of your nonprofit donor database rules for assigning credit, designations and allocations, accounts, matching gift policies and even credit to the fundraisers involved. And once the rules are set up, the donor management system’s workflow runs the rules and handles all the work that right now is a processing headache.
What do I get when I sign up?
You get access to videos showcasing xRM's features and how we stand out from other soltuions.
Your advancement office is unique. We want to get to know you and understand your specific needs. This allows us to ensure we're aligned to your organization before the work begins.
Were do we start?
First we prepare a fixed price SOW that meets your specific needs. The next step to put together a project plan outlining our resources and schedule a date to begin the work. Our implementations include design, fit gap analysis, project management, development, testing, deployment, training, and post-development support.
For more detailed information on our process, read below.
xRM is built on a flexible platform. To taking advantage of this flexibility we make sure your business needs are clearly understood so the solution can enable them comfortably and efficiently.
Whether it’s data entry processes, prospecting management, performance reporting or constituent interactions, our process begins with a business analyst helping to collect use cases which are used to drive solution implementation and integrations.
Works with stakeholders and subject matter experts to define processes and deliver use cases
Helps define solution design which describes how the solution will enable those processes
Defines data required for all use cases, reports and processes
Documents business needs and integration needs and coordinates with developers
Acts as the bridge between the dev team and the business subject matter experts
Engineer & architect
Our Architects lead the scoping and execution of our engagements. They have a high-level knowledge of project architecture and are responsible for leading the strategic design and implementation of Business Intelligence solutions.
Provice a vast knowledge of the features and capabilities of xRM.
plans large-scale deployments for enterprise businesses.
Designs non-redundant entity relationship diagrams (ERD).
Expert in the Microsoft .NET Framework, NET solutions, Dynamics 365, etc.
Develops and leads the planning, execution, and maintenance of data models with respect to relationships, entity definitions, metadata definitions, data definitions, access permissions and time, batch process, device allocation, organization, documentation, protection, and security.
Designs custom non-redundant Microsoft SQL Server databases for your project.
Insures the overall success of an engagement. They assign work to the development team and are in charge of clearly communicating your needs to the developers.
Tracking and upkeep of all assigned projects.
Budgeting time to ensure projects are accurately scoped and deadlines are met.
Ensure that availability of developers through the length of the project.
Sends you weekly status reports and keeps you involved in the progress of the project.
Makes sure your expectations are met and we deliver the highest quality service.
Develops the overall project management strategy.
Closly monitors daily activities of the project team to ensure the work is progressing as planned.
Can work on several projects by delegating work to other managers or works as the sole primary Project Manager on large-scale .NET development engagements.
Highly technical individuals with a high degree of competency in the platform Software Development Kit (SDK) and the Microsoft .NET Framework architecture. Possess problem solving skills and utilize extreme programming practices to ensure that all code is written with best practice techniques.
Being up-to-date with the latest additions to the development platform SDK.
Proficient in writing upgradable code that is compliant with the SDK.
Utilizes appropriate .NET design patterns as well as extreme programming techniques.
Training & digital asset creation
Our training focuses on two distinct types of users. First and foremost, you, the end user who will be using the solution on a daily basis. Second, your support team, a more technical training designed for individuals that would be internally supporting your efforts. Our custom training solutions and courses cater specifically to both of your needs and goals.
We train individuals to train others.
Offer on-site classroom training at customer facilities.
Tailored training for users based on customer business process and business logic.
Live meeting tutorials or answer sessions with customer end users.
Digital Asset Creation - Videos and Documentation.