Articles in this Newsletter April 06, 2018

Integration part 2...

Last week we talked about the importance of having a single-page documented data collection plan. This week let's dive into how you evaluate your current database. Take a look at the data elements on your plan, and next create a data mining operation to extract data and analyze it. Don't try to look at every account in your system - pull only your most critical accounts to begin. Think about your top leadership donors, then volunteers, then other donor groups. You must take a segmented approach to this work to achieve success.

See a video of data mining...

Read more about data mining...

Users Conference Update

The conference is just a few weeks away...

Here are a few reminders:

  • Remember to make your hotel reservations.
  • To edit/change your Wednesday - Friday class schedule please click here.
    • If you are not able to edit your class list- please email us to unlock your schedule
  • To view your schedule click here.
  • Documentation is scheduled to be posted the week of April 16. 
  • Visit the conference website for more information:

If you have any questions please feel free to email Eric or Pam.

Your Andar/360 Tools

What modules does your organization have? How many e-Pledge transactions did we receive? Who, within your organization, reads this newsletter?

These are all good questions, and we have the answers. Just visit

eClass - DC Payout Overview

This class includes an introduction to the foundational elements associated with Donor Choice Payouts (Designations, DC Structure, DC Contracts & Parameters) and a comprehensive summary of the steps involved in the overall process (Definition, Pending Reports, Completion, External Reports, Download, Rebuild).

 Join us on Thursday, April 19. Class will start at 1pm EDT and run for approximately 2 hours.

Fee: $ 200.00 per site [One WebEx & Phone Connection]

Click to register.

Project/Process Management and Andar/360

Andar/360 plans is a project management tool all users have access to. A plan is a group of things to do (tasks) that are required to reach a desired goal.

For example, an Employee Campaign Plan might consist of procedural steps (tasks) that are used to solicit donors within a workplace:  Introductory email, CEO Call, ECC meeting, Employee Rally, Thank You Rally, and ECC turning in Pledges. These tasks are often performed by different individuals and on different days. All of the tasks are attached to one account - keeping straight where in the process you currently are with one particular account.

See them in action.

Contact Eric to learn more and to find out how we can help you create plans.

Quote of the week

An individual has not started living until he can rise above the narrow confines of his individualistic concerns to the broader concerns of all humanity.

Martin Luther King Jr.

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