1

2

3

4

5

6

7

8

9

- RE platform has been around for over 25 years and is a solid tool, but the technology is

older and harder to extend

10

11

12

13

Decision points on where data lives – household vs. individual

Should households just be a roll-up point, or active constituents

Should be part of every design area, for example:

-Revenue – can households be donors?

-Marketing – who receives the mailing?

-Prospecting – can both the individual and household be managed?

14

Classifications are typically insanely long lists

Codes vs. actual words

Allow plenty of time for mapping these for conversion

Good opportunity to do some clean-up

15

16

17

18

19

20

SmartField – Calculated value that lives on constituent record – can be queried and

reported on

KPI – measure performance against goals with interim performance targets

Query – Ad-hoc (full) or Smart (pre-defined logic) – great for reviewing data and navigating

between records in BCRM

Export – Export raw data from the database, history of exports is maintained for auditing

and control

Datalist – Means of displaying a list in BCRM, updates dynamically

Report – Formatted, snapshot in time. Can be scheduled to email and is more known as

traditional report

Data Warehouse and OLAP – Eliminates performance concerns in CRM for complex

calculations – can be used for OLAP explorer in CRM, OLAP Excel reports, and standard

reports

Email Alerts – System or custom-defined messages sent to users based on various triggers

RSS – User-based subscription to push alerts and can consume through any RSS reader

(doesn’t need to flood inbox)

21

22

23

24

25

26

27

28