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“We used to be weeks behind on our gift processing…”
“We hired a bunch of temps for our year end processing…”
Do these comments sound familiar? Like many other nonprofits, The Prostate Cancer Foundation and The McCormick Foundation were manually processing a large amount of gifts into the Raiser’s Edge from direct mail campaigns, lockboxes, online gifts, and prospect lists. Despite dedicated development teams they still found themselves behind in gift processing these or hiring data-entry temps just to keep up.
Import-O-Matic, a plug-in for the Raiser’s Edge, provides organizations the ability to quickly and easily process these gifts from their lockbox services, websites, and banks into the Raiser’s Edge seamlessly without adding duplicates to their database.
Using Import-O-Matic, The Prostate Cancer Foundation is saving over $1,000 and 50 hours per week and is able to process gifts daily before noon. The McCormick Foundation no longer has the need for year-end temps, which is saving them money every year.
Import-O-Matic offers nonprofits the ability to import data files from banks, prospect lists, web sites, lockboxes, mail houses, or Excel efficiently and accurately. With on-the-fly duplicate checking, Import-O-Matic will process constituent, address, gift, and relationship records simultaneously. Import-O-Matic allows users to import to gift batches, set default values, and convert fields automatically. Beyond gift processing, Import-O-Matic is also used for processing constituent updates, such as colleges that frequently update their alumni information.
“I’m always so happy to talk about this software,” proclaims Xochitl Vega from the Prostate Cancer Foundation, “it has been such an amazing time and energy saver for us. I have been using Raiser’s Edge for 11+ years, and this is by far the best plug-in utility that has been created.”
Import-O-Matic has helped many organizations automate this process, saving them time and money. Some of these organizations include Teach for America, UNICEF Canada, Mercy Corps, American Humane Association, University of Texas San Antonio, Milken Institute, and the Oregon Food Bank.
A pre-recorded demonstration and additional information on Import-O-Matic can be found on O-matic Software’s website. For questions, to speak with a reference, or for pricing please call (888) OMATIC-ME or email Info@OmaticSoftware.com .
O-matic software, a Blackbaud Application Partner, provides non-profits with tools to eliminate tedious, inefficient, and manual processes to create automated and efficient workflows. With seamless integration to the Raiser’s Edge and the Financial Edge, O-matic Software offers an array of custom and packaged software solutions that significantly improve the effectiveness of organizations using Blackbaud products.
This article is part of the Blackbus Marketplace program. Each vendor listed in our Marketplace is entitled to one feature article on the front page of Blackbus per month.
Are you an independent consultant or do you work with a firm? Contact us to get your feature article on the front page!
Why spend more than you have to? For almost two decades Conversion Professionals (formerly Ron B. Coscia & Associates) has been providing low-cost data migration and related consulting services to the non-profit community. Our philosophy has always been to keep our overhead expenses down and pass those savings on to our clients.
Wealth screening has become standard practice for identifying your best prospects. However, most wealth screening vendors either are not familiar with the nuances of The Raisers Edge® or, if they are, will charge dearly for step-by-step assistance. Not so at CP. We have assisted hundreds of organizations with export/import procedures for wealth screening, NCOA, age overlay, telephone and email address searches…some projects costing as little as $100. We have worked with RE since the DOS days (before Blackbaud had their own internal conversions department), so we know where the results data are supposed to go in RE. Give us a try with your next project. The only thing you will lose is the high price tag.
Please contact Ron at roncoscia@yahoo.com, 925-684-9825 Pacific Time or www.conversionprofessionals.org for background and references.
Ron Coscia – Bio
Ron Coscia has over 30 years of experience in the computer software industry as a programmer, systems analyst, project leader, customer support representative and, as an independent consultant. He has worked for such notable companies as Computer Usage Co., and Computer Sciences Corp. Since 1990, his focus has been on the non-profit community, helping organizations convert outdated fundraising software to more modern and efficient systems, as well as assisting with general data query/import/export issues.