This is how SFCF currently uses Blackbaud and Fusion products

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Kory Lyons
5 years ago
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1 This is how SFCF currently uses Blackbaud and Fusion products

2 2 For customer relationship management For financial accounting For grants management Grants we give to nonprofits Grants our fundholders give to nonprofits

3 3 Inside the Firewall Blackbaud Raiser s Edge (RE) a customer relationship management software (CRM) Blackbaud Financial Edge (FE) an accounting software Fusion Labs GrantedGE (GE) a grants management product

4 4 Secure Bridge Area (LL) Fusion Labs Proffer an online grant application module of GE Blackbaud NetCommunity (BBNC) an online fundraising and marketing software

5 5 Outside the Firewall Santafecf.org website on Blackbaud NetCommunity platform

6 6 Activities from the outside Users interface with our website to access static information and to enter data into various online forms that allow them to

7 Make secure donations (BBNC/RE) Register and/or pay for an event (BBNC/RE) Sign up to receive eblasts from SFCF (BBNC/RE) Create a Consultant profile (BBNC/RE) Create a grantseeker account (BBNC/RE/GE/Proffer) Create and submit a grant application (Proffer/GE) Submit a nonprofit announcement request (BBNC/Outlook) Submit a meeting space rental request (BBNC/Outlook) Coming soon fundholder access 7

8 8 Secure Bridge Transactional data from the forms is held for processing Credit card data is immediately sent to IATS for processing at the bank (we only retain certain info) External users never interface with the databases and have access to very limited information through their grantseeker or fundholder accounts

9 9 Inside the Firewall Staff retrieves the form data and processes the submitted information in order to

10 10 Update a current RE record with new gift info Create a new RE record with gift info Create a new RE Record with contact info and eblast selections Create a Consultant Directory profile web page Create a participant record in RE s Event module Create a grantseeker account in Proffer Create a grant proposal in Proffer Or retrieve ed request for a meeting room or an eblast announcement

11 BBNC interface with RE - - Processing BBNC form data 11

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19 19 Last, First Last, First Last, First Last, First Last, First Last, First Last, First Last, First Last, First Last, First

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21 21 Then what? Integration between GE, FE, and RE allows the data to be synchronized and reconciled according to the granting and accounting business requirements.

22 22 Plus From the outside (BBNC) information can be pushed to the community through eblasts, newsletters, surveys, etc. using the contact information held in RE. This replaces Constant Contact-like services.

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24 24 With BBNC as our website platform, we Maintain the website by creating each page and its various parts; Create online forms; Create online registration pages; Do everything a website developer does up to a certain point! Higher degree of difficulty development goes to an independent contractor.

25 Administrating our website page via BBNC on the Internet 25

26 26 Online Grant Application Unique applications for each round populate proposal records in GE once they are processed from the secure bridge Proposals are exported and used in pdf format to send to applicant and the committee Grants processing is performed as per the business requirement GrantedGE integrates with FE

27 Administrating our grant application pages via BBNC on the Internet 27

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30 30 Notes: Proficiency-lag for staff is a given when using any of these robust software platforms; BBNC is not open-source, so not every web developer can step in without training, and even staff-level web development requires training; Proffer web page development requires the help of a BBNC developer; Fusion and Blackbaud products integrate pretty well with each other, and both companies offer products of different sizes to suit different sized organizations and different needs; Play it safe and DO NOT offer to beta test in order to get a better price.

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Fundraising Effectiveness Project

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