Greg Duke's Free Webinars

REGISTRATION NOW CLOSED - Join Greg at 2pm Eastern on February 10th for - Data Auditing: How to Fix a Bad Relationship with Your Data

Once upon a time you and your organization’s database were the perfect match. Getting reports and mailing lists was a joy, and finding new prospects seemed to be an endless adventure. But lately…well…the data isn’t fulfilling your needs any more. The amount of returned mail from bad mailing lists is becoming an embarrassment, and you’re starting to look elsewhere for your reporting needs. Let’s face it, you’re falling out of love with your data.
 
But your data can change…really! Join Dr. Gregory Duke as he hosts a webinar on a number of ways to reignite your data’s spark: a few simple methods to identify bad data, adding fields to help you find prospects and streamline development officer travel, and techniques to boost your reporting power. Don’t break up with your database before getting a prescription from Dr. Duke!
Action Pact: Building Moves Management Programs in
​Raiser's Edge 7 and NXT
The Action Tab in Raiser’s Edge is easy to use…and not always easy to build a moves management program around. Raiser’s Edge canned reports can’t always be built around your program, and unless your organization has policies and procedures governing action entries, custom reports can be difficult to create as well. During this webinar, Dr. Duke will discuss:
  • How to create policies and procedures around Actions and moves management that everyone can understand and use;
  • Building custom queries and exports in Raiser’s Edge which give you the moves management metrics you need;
  • How to use the Timeline feature in Raiser’s Edge NXT to effectively understand the relationship between actions, mailings, and gifts;
  • Setting up Future Actions to create prospect plans and timelines;
  • And how to track when and how often Actions are entered into Raiser’s Edge
​Next NXT Steps:  More Ways to Optimize Your NXT database
Our previous webinar discussed many ways to optimize your RE7 database before conversion to NXT.  In this webinar, we’ll continue that discussion, and also consider ways to get more out of your future or existing NXT database.  During this webinar, Dr. Duke will discuss (among other topics):
  • Building Constituent Views for everyone in your department
  • Getting the most out of NXT’s new reporting tools
  • Working with Past Due Actions and Pledges
  • Using Lists to identify new prospects and create fundraising trips and plans

April Webinars:

Data Auditing and Cleanup in Raiser’s Edge
During this time when a large number of us are working at home, many Raiser's Edge users have an opportunity to perform the data auditing and cleanup tasks which they have never had the time to perform. Topics will include:
  • How to prevent bad data from getting to your nonprofit's database
  • Fields in Raiser's Edge where bad data often resides (and where it's more likely to affect your operations)
  • How to identify data problems already in your database
  • Free tools for fixing data issues
  • How to pace yourself during data cleanup projects and how to optimize your usage time of Raiser's Edge​
Before the NXT Step: Optimize for NXT
Use the button below to download the slides from this webinar, a video is not available
Is your institution considering moving to NXT, is in the process of a transfer to NXT, or has just finished converting to NXT? During this webinar, Greg will address a wide range of topics for future or new NXT users, including:
  • What is NXT, anyway? Is it a new database program or is it an extension of RE7?
  • Data optimization for conversion
  • Differences between RE7 and NXT which might not be immediately obvious
  • Training staff on how to use NXT and its new features​​
© COPYRIGHT 2023 Staupell Analytics Group. ALL RIGHTS RESERVED.