Database Analysis and Cleanup
It can be very frustrating working with a database that is not setup properly. It may be due to a conversion from another database or it may be due to lack of proper training. Sometimes it is just inherited. Whatever the case, it does not need to stay that way!
Without confidence in your database, running reports can become an impossible task. Simple mailings can cause complaints from donors receiving multiple mailings. The frustration can be endless!
We have created a process to analyze, cleanup and setup your Raiser's Edge® database allowing our clients to process reports and mailings without frustration. Our clients receive a "report of findings " and approve all changes before they occur.
Steps for Database Analysis and Cleanup |
| Step 1 | Analysis of Database Perform database analysis and create detailed report for client.
| Off-site Project |
|---|
| Step 2 | Report of Findings Email database analysis report to client for review and schedule an on-site meeting to review findings.
| Off-site Project |
|---|
| Step 3 | Approval Process Meet with client on-site to review the database analysis report and get approval to make changes.
| On-site Project |
|---|
| Step 4 | Cleanup Begins Begin and complete the database cleanup in accordance with the client approved deadline.
| Off-site Project |
|---|