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Integrating The Raiser's Edge® and The Financial Edge™ — The Strategic Point of View
Session Level: Intermediate
Speaker:Stu Manewith and Richard Geiger
Session Description: Join us for part-two of this series on integrating The Raiser’s Edge and The Financial Edge. In this session, we'll explore the strategic side of integration. Whether you have been using the solutions independently for a long time or you have recently added one or both products, key decisions have to be made by the development and financial staff working in collaboration with each other. Join our experts to learn about the imperative questions you need to ask (and answer), including how the purpose of a donor’s gift will be recorded on both the development side and the accounting side, how the source of a donor’s gift should be recorded in both systems, whether you want system to make appeal and event expenses available in both systems, how you will manage deposits to different banks, and whether you need to transmit constituency code information from one system to the other.
__________________ Peter Gulka
Chief Bus Driver
Blackbaud User Society www.blackbus.org
Hi Peter,
I have just joined Blackbaud User Society and saw this post from over a year ago about integrating The Raiser's Edge and The Financial Edge. Our organization purchased both products - we are running them independently now (and have been for about 4 months), but are anxious to integrate soon. We have had trouble getting assistance from Blackbaud in receiving steps to assure we integrate properly. Do you still offer any seminars? Or could you direct me to where I could find just the basic steps of integration?
Any assistance would be greatly appreciated.
Thank you!
Natalie Higdem nhigdem@council-houston.org
281-200-9335