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Blackbaud Pacific Health & Wellness Checks

Our health & wellness checks are useful, cost effective, and an efficient way to check where your organisation's database and fundraising success stands relative to industry best practices. Our expert team takes a holistic view of your current goals and business, documenting your processes to give you a customised plan designed to help you achieve more.

Cost efficient and effective

Blackbaud’s professional consulting team has conducted over 150 business process Health Checks for organisations of all sizes and from all parts of the not for profit industry - healthcare, higher education, cultural, and social services - to determine the current health and well-being of their organisation.

During the Health Check a Blackbaud consultant will lead high level discussions with you. Possible topics of discussion include:

    • Staffing
    • Security groups and staff access
    • Addressee/salutation use to personalise name formatting on mailings and reports
    • Gift entry and processing procedures
    • Special events processing
    • Basic techniques for data cleanup
    • Data hygiene procedures
    • Fundraising/Marketing Plan review
    • Constituent data entry procedures
    • Change management processes
    • Sources of data
    • Reporting needs and other output processes
    • Acknowledgement and receipting process, as
      well as donor care practices
    • Organisational policies and procedures
    • Web integration
    • Procedures for tracking activity associated with
      various constituent types
    • Current hardware and software configuration

We will deliver a comprehensive report that should be shared among relevant staff. The report will include:

      • Opportunities for data cleanup, data hygiene, and system configuration improvements
      • Suggestions for best practices from other Asia-Pacific organisations, as well as from those of organisations world-wide
      • Suggestions for improving specific business processes to maximise time and other critical resources
      • Tips to become more effective in today's competitive environment
 

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Health Checks for The Raiser's Edge

Health checks can benefit existing Blackbaud Pacific customers, and organisation's who use fundraising databases other than Blackbaud products. Clients who currently use The Raiser's Edge will benefit both from our fundraising expertise, and extensive product knowlege.

 

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Wellness Assessments

Wellness Assessments are available for organisations using eTapestry, or organisations currently using spreadsheets or an Access database. Wellness assessments are designed to:

  • Identify achievable opportunities for growth
  • Identify gaps or areas for improvement
  • Identify opportunities to streamline and centralise your data
  • Determine practical and efficient ways to achieve all of the above and more!

    Your Wellness Assessment will deliver a comprehensive report to your organisation, including:

    • Opportunities for data cleanup, data hygiene, and system configuration improvements
    • Tips for best practice fundraising
    • Suggestions for improving specific business processes to maximise time and other critical resources
    • Ideas to become more effective in today's competitive environment
     

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Who will benefit?

“The consultant conducting our Health Check showed a dedication to assisting us with finding effective, achievable
solutions for complexities that were limiting best practice use of the database at the Library. The Consultant’s quick
mind and ability to multitask meant we could cover a lot of ground. Management were grateful for the breadth of
the report’s scope and its finding and the report provided a substantial document to assist in our decision making
moving forward.”

— Lisa Morisset, National Library of Australia

 

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Serving the nonprofit, charitable giving, and education communities for more than 30 years, Blackbaud (NASDAQ:BLKB) combines technology solutions and expertise to help organizations achieve their missions. Blackbaud works in over 60 countries to support more than 30,000 customers, including nonprofits, K–12 private and higher education institutions, healthcare organizations, foundations, and other charitable giving entities, and corporations.

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