Correction: The following line:
" It is also true that all platforms have their own inherent strengths and
limitations. "
Should read as:
" It is also true that all platforms and products have their own inherent
strengths and limitations. "
*Medha Nanal*
*Strategic Data & CRM Consulting for Nonprofit Organizations*
(Fundraising, Programs, Operations, Communications)
650-600-9374
www.topcloudconsult.com
----------------------------------------------------------------------------------------
On Sat, Mar 16, 2019 at 2:17 PM Medha Nanal <
medhananal@topcloudconsult.com>
wrote:
> Hello,
>
> This is a great list! Thank you for posting, Brian. As a consultant who
> helps with assessment of needs and operations, and setting the
> organizations' data strategy and processes, I completely agree with Brian's
> list of considerations. It is also true that all platforms have their own
> inherent strengths and limitations.
>
> One item I'd add is that, Salesforce is a "platform" whereas RE and many
> other systems are products. An important difference is that a *platform *supports
> or easily combines with many different types of data (e.g. advancement,
> enrollment, LMS etc)., you need to add components such as online payment
> processing system, to create a complete solution. Specifically for
> Salesforce, these components are available, but need to be purchased
> separately with individual vendors.
>
> Conversely, a *product *typically comes with all these features already
> built in, however, typically support for various types of data is limited
> or non-existent. An in-depth needs analysis would point at which approach
> would suit the organization better.
>
> Also, after the transition to the new system is complete, it would be a
> good idea to review processes and see if any of them need to be
> re-engineered, to bring in efficiency.
>
> Hope this helps,
>
>
> *Medha Nanal*
>
> *Strategic Data & CRM Consultant for Nonprofit Organizations*
> (Fundraising, Programs, Operations, Communications)
>
> 650-600-9374
>
www.topcloudconsult.com
>
> ----------------------------------------------------------------------------------------
>
>
> On Fri, Mar 15, 2019 at 8:16 AM Brian Dowling <
brianwdowling@outlook.com>
> wrote:
>
>> I’m assuming that by Raiser’s Edge, you mean Raiser’s Edge NXT? Or
>> Blackbaud’s CRM?
>>
>>
>>
>> We are currently going through this exercise, some of the key
>> considerations, not in priority order:
>>
>>
>>
>> - Ease of direct integration with other campus and other systems such
>> as your online giving, events management, volunteer management, etc.
>> - Degree of customization capabilities using point and click
>> declarative interfaces vs. “hard core” coding in SQL, Javascript or similar
>> languages.
>> - Ability to automate workflows and processes within the application
>> using a declarative interface.
>> - Ability to imbed data integrity rules directly within dialogs and
>> screens using a declarative interface.
>> - Availability of an extensive application ecosystem to extend the
>> functionality of your system beyond what a base product provides.
>> - Technical expertise within your Advancement shop and with your
>> central IT shop.
>> - Ability to access your data directly with tools like Tableau for
>> analytics and reporting.
>> - Strength of reporting and dashboarding capabilities within the
>> product.
>> - Batch processing capabilities.
>> - Ability to turn field history on an off for any table in the system.
>> - Robust system administrative tools, access to logs, enterprise
>> grade security.
>> - Extensive customer support and training offerings.
>> - Extensive ecosystem of implementation partners.
>> - Frequency, scope and breadth of regular vendor product updates and
>> enhancements.
>> - Total capital outlay, and ongoing licensing costs.
>> - Extensive and robust user community, user groups, regular regional
>> meetings and conferences.
>>
>>
>>
>> There are a number of others, and all platforms also have their inherent
>> limitations.
>>
>>
>>
>> If anyone would like to have a direct conversation, feel free to email me
>> off list and we can set up a time for a call.
>>
>>
>>
>> Thanks
>>
>>
>>
>> Brian
>>
>>
>>
>> *From: *Advancement Services Discussion List <
>>
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of Jolynn Hall <
>>
jhall144@UNCC.EDU>
>> *Reply-To: *"fundsvcs@LISTSERV.FUNDSVCS.ORG" <
>>
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
>> *Date: *Friday, March 15, 2019 at 7:56 AM
>> *To: *"FUNDSVCS@LISTSERV.FUNDSVCS.ORG" <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
>> *Subject: *[FUNDSVCS] Raiser's Edge vs. Salesforce
>>
>>
>>
>> Good morning,
>>
>>
>>
>> We currently use Banner Advancement and are looking to possibly convert
>> to a new system post-campaign. Our campus is slowly moving to Salesforce
>> (Enrollment, Finance, etc.) Some in Advancement want to move to Raiser's
>> Edge. Has anyone gone through the process to decide on one or the other?
>> Any insight on the hows/whys is greatly appreciated!
>>
>>
>>
>> Thank you,
>>
>> Jolynn
>>
>>
>>
>> Jolynn Hall | Operations Liaison | University Advancement Operations
>>
>> UNC Charlotte | Foundation Building 106
>>
>> 9201 University City Blvd | Charlotte, NC 28223
>>
>> Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259
>>
>> j <
bmhutchi@uncc.edu>
hall144@uncc.edu |
www.uncc.edu
>> <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.uncc.edu%2F&data=02%7C01%7C%7Cde79bdc6e3ca4198ecfb08d6a9567695%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636882586147821993&sdata=fO0iAOR%2FmcO6GzdVBZv3KjpHHe9%2FjQr%2F6%2FBejbByWm8%3D&reserved=0>
>>
>