A Brief Overview Making Ministry Manageable - Version 2014 (Click the ‘Next Slide’ icon, ‘Previous Slide’ icon, or ‘Home’ icon to move from page to page.

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Presentation transcript:

A Brief Overview Making Ministry Manageable - Version 2014 (Click the ‘Next Slide’ icon, ‘Previous Slide’ icon, or ‘Home’ icon to move from page to page. Press ESC to exit) RDS Advantage RDS Advantage ® Welcome to © Photo by J. Paul Moore ©

Examples of RDS Advantage ® features Click on the center button to move to the beginning. Press the ESC key to exit. For more about RDS Advantage ® and RDS Connect ® see

Two Ways to Use RDS Applications: RDS Advantage ® applications are installed on your on- site server, and accessed by workstations on your network. Remote access can be used with Terminal Services, Remote Desktop or third party remote applications. Download updates from the RDS website. RDS Connect ® is hosted on a Tier III data center using Cloud technology. SaSS - this is Software as a Secure Service. All RDS Advantage ® applications and accounting are included. Data security, backup, updates, software and hardware administration are provided as a service. Use 32 and 64 bit Windows and Mac devices.

Maximum security and up-time – SaSS (software as a secure service) hosted on a Tier III data center Use Windows and Apple/Mac All that’s needed is an Internet connection Automatic daily backup of data Reduced hardware (IT) management costs Unlimited toll-free customer phone support System upgrades automatically installed Includes the powerful RDS Advantage features (Accounting, Check-In, Library, Scheduler, more-more-more) RDS Connect ® Your complete hosted-in-the-Cloud church system Backed by 30 years of successful service to churches and not-for-profit organizations

Integrated outreach, contact management, and small group tracking Scanned entry for contributions, attendance, inventory and library Advanced fund-accounting, secure audit ACH automated entries for all banking ‘Kiosk’ Check-In for classes and events The Mission hasn’t changed – The Methods have Credit/Debit card contributions integrated with accounting Music, Library, Scheduler, Web calendar, Equipment Maintenance, Sermon files, and more Web integration, VOIP voice messaging, and other applications included. Mobile Contact Management capability

It all begins with security authorization A ‘multi-company’ system. You can process as many different organizations as you need, each with its own separate data files. Great for your church plants. Each user’s ‘username’ and ‘password,’ determine for each user which applications can be used, the mode of access (add, change, delete, inquire, print, etc.), and the time of day and range of dates. RDS Advantage is secure

Intuitive Desktop Provides Ease of Use Applications are on top toolbar - listed on drop-down menus Utility Menu Applications Menu Common Systems Menu Functions Every major system is quickly accessed from the Applications Menu. Standard Windows keystrokes and functions are used.

Icons Provide Instant Actions The Icon toolbar puts often used functions at your fingertip The Icons displayed above are the same in all applications. EXIT icon, ESC key, and the X all exit to the previous window. MODE CHANGE icon permits instant change of mode (inquire, change, add, delete, etc.). Click on the icon to change mode at any time. Use of ‘Mode’ helps prevent entry errors. LOOKUP icon pops up a lookup window of the records for the field in which the lookup is made. Search for any information displayed. FIND NEXT moves you to the first, or next record in the database. The GOTO icon takes you directly to any application in the system - instantly. CLEAR FIELDS icon removes all entries in the data entry fields. HELP provides instant and easy access to hypertext help. Extensive glossary and ‘Tutorial’ helps are included. The WEB icon takes you directly to the RDS Advantage web site, where you can download files and other helpful information. Click the icon to select one or more persons to send an message. If there is a PHOTO for a family, couple or individual selected, the camera icon is black, and their photo can be displayed, printed or printed in a directory. When in an application, the icons that are unique for that application are displayed on the right side of the toolbar.

GoTo Function Click on the GoTo icon on the top toolbar to move directly to any application in the system. You will still remain open in the application you leave. When you exit that application you will be returned to previous applications you have open. When any Lookup window is displayed, as at right and left, you can search for any string of text. Application numbers are two alpha characters that designate the system plus a three digit number.

More than 1,500 topics of on-line, hypertext help When in any application, click the ‘Help’ icon or press the F1 function key to display help. Index, Bookmark, Glossary, Print, and change font sizes are instantly available. Click on the ‘Tutor’ icon to see abbreviated help. Every term used in the system is included in the Glossary. Access Help from the Internet or from your server.

Enter Contribution Checks and Deposit Electronically Check Scanner identifies each contributor Copies front and back of each check and stores images Prints deposit endorsement on back of check Sends check deposit to bank electronically Integrated Credit/Debit card and ACH processing Accounting entries and bank deposit are handled as one process Remote Deposit Capture integrates data entry and check deposit in one step

On-Line Credit/Debit Card & ACH Contributions Contributions and payments for fees/tuition easily made from Internet or on-site Kiosk Recurring payments are supported. User-defined funds & fees to accept payments. Receive Gifts & Payments No annual fees Low transaction costs Integrated with RDS Accounting Your personalized contribution entry window

Your contributors can make automated electronic contributions. Use the National ACH Clearing House Association capabilities of your bank. Contributors authorize payments made directly to your bank. The bank deducts the contribution from the account of the contributor and deposits to your account. ACH Direct Payment of Contributions RDS Advantage supports ACH direct payment processing through Recurring Contributions. Recurring entries eliminate the need to enter the contribution data over and over in detail. With an optional check imager an image of each check is automatically stored on the computer. Check images can be viewed, printed, and sent by to verify entries. Weekly, Monthly, etc. withdrawal by bank Automatically Deposited to your account You can send contribution reports to contributors by – Great Savings.

The system automatically enters all data it can, (such as city and state) when entering the zip code. Phone numbers and dates are automatically formatted, and phone area codes entered. ‘Membership’ files include up to 9,999,999 organizations or families with up to 108 individuals in each family. These records include members, visitors, prospects, contributors. organizations - anyone for whom it is desired to include information in the database.

More Powerful, Easier, Reporting and Printing You do not have to be a computer guru to select records, sort, and print hundreds of report formats to any printer, print to a file or export data in any file format. Just answer the questions on the report form to select the records wanted for a report. From the Print menu, select the report form. Choose the records to be included. Select ‘Print,’ ‘File,’ or ‘Export’ Make the choices for a report, type a description, and save for future use. The next time you want to run that report, select it by clicking on the ‘Select Report’ icon on the top toolbar. Report Selections may be saved, modified or deleted.

Family, Organization and Individual information is maintained from one window. From one window enter, change and inquire information about families, individuals, organizations, advisories, and cell phones, photos, activities, attendance, gifts, notes, contacts and guardians. For each family, individual and organization you can track an unlimited number of addresses, phones, addresses and web sites. Each is identified by type and sub-type groups, and can be included in reports and messages.

Quick Entry application speeds integrated tracking... Quickly add visitors and/or new members, record contacts, and enroll them in one or more activities all on one fast data entry window. 50 visitors to track from Sunday worship? No problem. The Quick Entry application provides fast entry of basic information about families and individuals, then records the contact made, and enroll in one or more activities (church school class, etc.). These entries trigger the integrated outreach and contact management features.

Contact Management supports outreach and ministry Track contacts with visitors and prospects, all types of ministry to individuals, establish teams for many types of contacts such as evangelism, home visitation, financial drives, counseling, and more. All terminology is yours to use. There are almost unlimited applications for this capability. Define teams, relate contacts to individuals and unlimited activities, establish next contact dates, define types of contacts, and enter comments about each contact. The system displays the total number of contacts that have been made to each individual and/or couple. Reporting of Contacts is extensive, including reports, visitation cards, address labels, address envelopes and postcards, and print name tags -- all based upon contacts. Use tablets to access Contact records while on the go. When printing reports, selection criteria is based upon all elements of your stored data. Communicate with , text messaging and VOIP voice messaging.

Comprehensive Inquiry Displays All A comprehensive inquiry shows everything the computer knows about each person, family or organization- all on one window. See details - see photograph - just a click away. Print information. Click on the Lookup button on the left side of the window for each area: children and ages, addresses, , web sites, phones, employment info, personal dates and information, all the person’s activities and attendance, contributions, contact records and notebook entries. Click the camera to see their picture. Only the information for which the user has security access can be seen.

Photographs can be stored for all individuals couples and families. Photo directories with text can be printed for membership and activity groups. Thumbnails can be displayed. Choose the number of rows and columns for photo directories – up to 81 photos per page. An unlimited number of phone numbers, addresses, and web site addresses can be stored for each individual and family. Image formatting software is included. Store multiple addresses, , and phones Multiple addresses, phones, -- storage, display and print of photographs -- integrated applications for outreach and assimilation of prospects and visitors, and much more....

“Activities” Track How People Are Involved An Activity is any event which shows how a person is involved, including classes, boards, committees, time and talents, spiritual gifts, volunteers, small groups, and more. Attendance can be tracked for every activity, including worship services. Up to five user-defined attributes of attendance, in addition to present and absent, can be tracked (e.g., made a reservation, brought a guest, etc.). Reports can select by Activity, Activity Type, and Activity Sub-type. Leaders of groups can manage their groups remotely (with tablets, for example) Attendance can be recorded by scanned bar codes, keychain ID, fingerprint ID, and more. Print reports, address labels, name tags, postcards, envelopes, directories with or without photos for involved and non-involved persons. Print reports based upon attendance, non-attendance, attendance percentages, graphical display for each person for numerous months, and more. The capabilities of this section are limited only by your imagination. See the Insta Check-In system for unlimited check-in capabilities. Track an unlimited number of activities – need a million? OK Each individual can be enrolled in an unlimited number of activities. Each activity can have an unlimited number of people enrolled in it.

Sample Activities Organizational Structure Organize your activities based on activity groups, activity sub-groups, and then unlimited activities under each sub-group. Below is an example of how your Education ministry might look. All descriptions and terminology are yours. Education Activity Type Activity Sub-Type AdultsSinglesYouthHighPrimary Activities Class The number of activity groups, sub-groups and activities are unlimited. One of the benefits of this structure is the ability to sort and select individuals in activities for the purpose of writing personalized letters, printing reports, address labels, etc., on the basis of Activity group, sub-group, activity, and each individual’s involvement status and position/function in an activity. For example, you could choose to write a personalized letter, send , etc. to all church school teachers in all adult and singles classes. Any combination is possible based on all these criteria. You can manage spiritual gifts, volunteers, small groups, and much more, with powerful communication capabilities.

Nearly Unlimited Activity and Attendance Reports Almost unlimited reporting capabilities are included. The records to be included in a report can be customized to meet your needs on the spot. Each report selection can be saved for repeated use. There are reports based upon involvement, non-involvement, directories (both text and text with photos), and statistical and attendance related reports. In the selection window below just answer the questions to include the records you want, print order, and whether to print to a printer, print to a file or export to other applications such as Word or Excel. Arrows indicate additional report options, as shown for ‘involvement reports.’

Insta Check-In Insta Check-In ®... Child Security at its best Identify yourself, print name tag, receipt and record attendance in one step. Security by parent or guardian. Use touch or mouse monitors. Express Check-In for instant processing. Track time of activity. The whole family can check in at one time. Name tags are printed (at your option) for each person, and their attendance automatically recorded for all their activities for that day. Take photos and store in real time. Take photos and store with data for guests. Page parents when needed. Print Session notes on Check-Out Sheets. Track health and medical advisories. Control ratios of students to teacher/staff. Determine ages, gender, marital status and location.

Insta Check-In Insta Check-In ® Automates Event Tracking Use a touch screen or mouse so patrons can easily identify themselves and check in. Just touch the phone numbers, family last name, scan keychain ID or use finger-vein technology to quickly identify a family or individual. All family members can be displayed, then pick the ones for whom name tags are to be printed and attendance recorded. Members and guests can register attendance with tablets. Every activity in which an individual is enrolled and that meets on the current day can be displayed. Attendance can be recorded for as many as desired. For example, record attendance for Sunday school and worship service. New Attendees can be entered into the database, and guests can be entered into the database automatically. Receipts to pick up and check-out infants and younger children are automatically printed. All the software needed is included in your RDS Advantage system at no additional cost.

Kiosk Plans Available A kiosk is a nice way to use Insta Check-In at your entry locations for activities (Sunday school, worship, nursery, events, etc.). Instead of purchasing expensive kiosks, you can build your own for just the cost of materials. Download from the RDS Advantage website construction plans for the kiosk shown at the left. If you have members who are amateur or professional woodworkers they can build these kiosks for about $100.0 in materials. On the RDS Advantage website click on ‘News,’ then ‘Articles’ to download kiosk plans (Kiosk.pdf).

For the next slide show of more features, go to: “RDSShow2.pps” or “RDSShow2.pdf”