your ticketing or fundraising needs, our expertise and our
nearly 20 years of experience can help you accomplish your
long and short-term goals.
through the RFP process for new software
to search for new software? We can help you analyze and prioritize
your needs and then format a Request For Proposal or RFP to
of software comparison grid
After analyzing and prioritizing your
software needs, you may need help comparing the answers you
get from software vendors. We can help you translate vendor’s
answers and make a comparison of software features, costs
(including hidden costs) and requirements.
conversion plans for software transitions
Once you have decided on new software,
you need to create a timeline and plan for your conversion
process. Who should do what and when? We can help you form
a plan and help you manage your conversion process, including
helping you work with your new vendor.
of current hardware and software
If you have limited or no I.T. staff,
you may wonder if you are utilizing your software to the best
of its abilities and your needs. You may wonder if your hardware
is keeping up with your work pace. We can help you analyze
both your software and software and help make a plan for your
of databases and elimination of duplicate data and processes
If you collect information about the
same processes or people in multiple databases, chances are
you are duplicating information. For example, you may store
information about your volunteers in your ticketing software,
your fundraising software and in a volunteer tracking database.
We can help you identify and eliminate duplicate processes
and data collection and figure out how to efficiently pass
information between databases.
Sometimes you are faced with out-of-the-ordinary
projects that can become overwhelming. This could include
anything from how to fit a capital campaign into your database
processing to a software upgrade or change to a building move.
We can help you plan, manage and successfully carry out special
Sometimes the built-in reports in ticketing
or fundraising software packages just don’t meet your
needs. We can help you customize special reports and document
the report and its procedures for your staff.
and functional planning for regional or consortium ticketing
Are you considering creating a regional
ticketing consortium? How do you get multiple organizations
to agree on ticketing processes? Can your software handle
separating your data accurately? Should you maintain separate
databases or should you merge your databases together? We
can help you work through these complicated issues.
and data organization, de-duping and cleaning
Duplicate records cost time and money
and can cause embarrassment when dealing with patrons. Identifying
duplicate records can be tricky, but preventing them from
occurring in the first place can be even trickier. We can
help you recognize your data capturing weaknesses and create
a strategy for regular maintenance of duplicate records that
and documenting data standards and procedures
You know the saying “garbage in,
garbage out”? This holds true for databases. In order
to create predicable reports, analysis and mailings, you need
to know that you are entering data consistently and logically.
We can help you create data standards that work naturally
with the software you use and then help you document those
standards so that your employees can apply them.
of custom documentation
Most Box Office and Development offices
have frequent turnover in staff. If you do not document your
procedures and the specific way in which you use software,
staff transition can be awkward, time consuming and can create
inconsistencies in data. Let us help you create documentation
that matches your processes and is readable by your staff.
and personalized training
Training provided by software manufacturers
and by national software training chains can be frustrating.
Often training spends time on features that you do not use,
confusing your employees that are being trained. We can customize
training to your needs, your use of software and limit training
to only the features that are the most meaningful to you.
It isn’t fun to think about the
worst possible scenarios that could happen to your data or
your systems, but your data is your business and without it,
it can be difficult, if not impossible, to continue. Let us
help you work through possible crises and make sure you are
well protected against whatever the future could bring.
design and implementation
In this day and age most organizations
have some sort of a network installed. You may not have all
of the pieces tied together yet, however, and you may have
heard that doing so is difficult and expensive. We can help
you weed out fact from fiction and suggest a plan to phase
you into the twenty-first century.
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