Database Administration

Our Database and Query experts can step in to improve your reporting, database management, and training. We have deep experience in wide range of tools and products, and are able to support a larger number of CRMs. We have decades of experience making data and data usage better. We build a bridge from one data source to another or help staff use its CRM better.

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Conversion Coaching and Assistance

• Pre-conversion data management and extraction
• Field mapping
• Post-conversion audit of data transfer and repairing lost or corrupted data

Raiser's Edge Remote Administration

• Database administration and global data management
• Code Table reconditioning
• Remote gift entry including single entries and batches
• Data Clean Ups and Audits
• Query and Export creation, 
• Review and upgrade of security settings 
• Raiser's Edge training, 
• Dashboard creation, 
• VSE report creation and liaison with CASE
• Staff assistance​

Query, Export, and Reporting Design
Efficient, timely, data-driven reports for:

• Metrics and overall management
• Gift officer portfolios and performance management
• Annual Giving program results
• Forecasts and gap analysis 
• Engagement metrics and results
• Events management
• Campaign goals and management
  

Reports written in:

• Crystal Reports 
• Tableau
• Excel (with custom ribbons and programmed dashboards)
• Power BI
• Raiser's Edge in web view

Data Integrity

• Data audits with available data appends of current addresses and other demographic data
• Corporate relationship mapping and clean up
• Gift reconciliation: Monthly, quarterly, and yearly
• Staff data entry tracking and assessment, including identification of data entry changes 
• Policy manuals, practices and procedures review, and policy creation; 
• Custom procedure manuals and staff training on clean data entry