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913.888.0772 | imodules.com RE Adapter for Encompass (v2.0) Encompass and The Raiser's Edge® Integrated Data Solution CONFIDENTIAL.

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Presentation on theme: "913.888.0772 | imodules.com RE Adapter for Encompass (v2.0) Encompass and The Raiser's Edge® Integrated Data Solution CONFIDENTIAL."— Presentation transcript:

1 | imodules.com RE Adapter for Encompass (v2.0) Encompass and The Raiser's Edge® Integrated Data Solution CONFIDENTIAL

2 | imodules.com What is the RE Adapter? The RE Adapter for Encompass is a solution that enables organizations to quickly and easily synchronize member and gift data between Encompass and The Raiser’s Edge® (RE) fund raising database from Blackbaud Inc. It utilizes the Encompass Web Services API to exchange data, providing a secure and reliable method of transferring constituent information between clients’ online iModules database and their offline RE database. 2CONFIDENTIAL

3 | imodules.com Key Benefits Increased automation of data synchronization - Save time and eliminate room for error ✔ Staffing of RE import expertise is not required - #1 inhibitor of the manual batch file data transfer ✔ Richer set of data available for synchronization - Even the most proficient RE users are typically synchronizing only a small set of data ✔ Bi-directional capability - Upload data from RE to iModules without handling batch files‏ ✔ iModules “One Vendor” Support 3CONFIDENTIAL

4 How does the RE Adapter work? iModules assists in installing a small piece of software called the JCA Repository on a PC in the client’s network CONFIDENTIAL4

5 How does the RE Adapter work? The RE Adapter runs automatically on a regular schedule and extracts new information from The Raiser's Edge®. CONFIDENTIAL5

6 How does the RE Adapter work? Updates in RE since the last run of the RE Adapter are picked up for processing. CONFIDENTIAL

7 How does the RE Adapter work? This information is sent to Encompass and updates are made via iModules Web Services. CONFIDENTIAL

8 How does the RE Adapter work? Next, the RE Adapter takes changes made within Encompass and outputs these changes into text (.csv) import files. The use of import files going into The Raiser's Edge® allows for a point in the process where data validation can occur. CONFIDENTIAL

9 How does the RE Adapter work? These import files are stored on the client’s network and are separated by the type of data that is pulled. Everything up to this point is fully automated and requires no user intervention. From here, the RE administrator must run up to nine (9) biographical and (3) gift imports (*not shown) each time the RE Adapter synchronizes - ideally every day. CONFIDENTIAL

10 How does the RE Adapter work? The RE import process is greatly simplified using the RE Adapter by making file manipulation unnecessary. CONFIDENTIAL

11 How does the RE Adapter work?‏ Use of the RE Adapter results in less than ten clicks per import. The entire process can typically be done in less than 5 minutes as opposed to hours! CONFIDENTIAL

12 Want to maximize your data transfer? The RE Adapter synchronizes: Preferred Address/Phones/ Organization/Business Spouse/Family Education Constituent Codes Campaigns(gifts) *Up to 245 total data fields ‏ CONFIDENTIAL

13 Technical Requirements ✔ The Raiser’s Edge® version 7.8 or higher running on SQL Server 2000 or higher - MSDE is not supported ✔ Windows.NET Framework 2.0 or higher installed on the PC running the Adapter ✔ Windows 2000 or higher ✔ The Raiser’s Edge® installed locally, not hosted ✔ Access through the firewall to send and receive using HTTPS (Web Services) CONFIDENTIAL

14 “One Vendor” Support Includes... ✔ Installation and configuration ✔ Data mapping ✔ Training ✔ Solution upgrades - Campaign data to be transferred in Version 2.0 ✔ iModules phone/ support 7:00 AM – 7:00 PM Central Mon – Thurs 7:00 AM – 6:00 PM Central Friday (913) CONFIDENTIAL

15 About Jacobsen Consulting... The development of the RE Adapter for Encompass is the result of a strategic partnership with Jacobson Consulting toward providing data integration services between the Encompass and The Raiser's Edge®. Jacobson Consulting is one of the top consultant company's in the area non-profit technology, fund raising systems and database management. They have extensive experience with The Raiser's Edge, as well as many other systems and databases. More information on Jacobson Consulting is available on their website: CONFIDENTIAL

16 Interested? Want to know more? We are very excited about the RE Adapter for Encompass data solution and believe you will be as well. RE Adapter for Encompass (v2.0) Encompass and The Raiser's Edge® Integrated Data Solution Contact your iModules Account Manager for more information and pricing. CONFIDENTIAL


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