Raiser’s Edge NXT:Moving to and Mastering the Next Generation of REPRESENTED BY BILL CONNORS, CFRE, bCRE-Pro

I’m excited about RE NXT!

#bbcon

#blkbre

#theNXTera

@BillConnorsCFRE

Tweet this now

Agenda

• What Raiser’s Edge NXT is

• Briefly, in Bill’s wording

• Why I think we should be excited about it

• How to get ready to move to it

• How to move to it

• How to get the software and your users

ready for it

FYI

• Emphasis is on moving to it, but perhaps

helpful for those already on it

• Similar content to my NXT Roadshow

presentations, though updated

• We’ll move quickly, I don’t leave until

Saturday and I do reply to emails and

phone calls

What Raiser’s Edge NXT Is

What Raiser’s Edge NXT Is

• It includes the next generation of The Raiser’s Edge

• Simple, beautiful, modern interface

• Easier

• More powerful and functional

• It’s not just a new “overlay”

• But it’s also much more than “just” RE, it’s a package

of RE and Blackbaud software and services

• It’s cloud-based, SaaS

• Access, backups, upgrades, secure, no IT time or server

• Any time, anywhere, any device

• Unlimited users

Re: How often do you use your RE Backup? in

Raiser's Edge 7 Forums General DiscussionsPosted on October 22, 2015 at 5:45 PM

We backup the RE database every 12 hours and run the system maintenance nightly. We backup the server

upon which RE runs every night. The database files reside on a RAID 5 array (three or more drives) so a single

drive failure will not cause a work stoppage. The backup files are copied to a separate network drive for

redundancy. The backups are then moved offsite. We keep the backup files on the server for 10 days,

externally for 60 days and offsite for 6 months.

The real question is: How much work (transactions) are you willing to loose? A whole day worth of work? A few

hours? This would depend upon your workload and the number of transactions (entries) your enter into RE.

We backup our website databases every 15 minutes (as an example).

We've been using RE since its flagship windows product (I think it was 6.1). I promise you that backups have

been our salvation many times because of hardware failures, Microsoft updates, and a whole host of factors

external to Raiser's Edge.

Manual updates should be performed ALWAYS before any RE upgrade (like the 7.95 version to be released late

November).

SQL databases like constant maintenance! Failure to do so regularly will cause your performance to become

slower that drool.

See the whole thread…

What Raiser’s Edge NXT Is

• It’s role-based

• It’s prescriptive

• It’s a more integrated Blackbaud experience

• Website login, customer support, access to other Blackbaud products, training, community

• It’s a new paradigm of software release

• RE NXT is released and being used,

• While it’s still being built,

• And while we continue to use RE 7, the “database view”

• There’s no conversion

• Implications now and for later

• Open, free, web-based, REST API

The Web View

The Web View

The Web View

SU

BS

CR

IPT

ION

PA

CK

AG

ES

STARTER

CLOUD ACCESS

Hosting (web & mobile)

Unlimited users

Training videos & chat support

FUNDRAISING & SUPPORTER MANAGEMENT

Online Express: Simple email & online fundraising

Everyday Hero: Crowd-fundraising

Recurring gifts (EFT) & payment processing

Tribute & memorial gifts

Planned giving

Prospect Research

Events, Membership, Volunteer, Alumni

DATA ENRICHMENT & ANALYTICS

Address updates & wealth ratings

Email & phone appends

Suggested major donors & ask amounts

ResearchPoint: Prospect research screening

EVERY SUBSCRIPTION PACKAGE INCLUDES:

Modules, analytics, hosting, and online functionality in EVERY LEVEL.

ESSENTIALS

Pick 1

PRO

Pick 3

Raiser’s Edge 7

Client – Local Server

RE7 DB

RE7 Application

Local Server

Raiser’s Edge On-Premises Today

Raiser’s Edge 7

Hosted

Raiser’s Edge 7

Client - Server

RE7 DB Raiser’s Edge Moves to Hosting

Raiser’s Edge 7

Hosted

RE7 DB

Current Customers: Raiser’s Edge Moves to Hosting

“Database” View

Raiser’s Edge NXT

“NXT Web” Viewpower of The Raiser’s

Edgeflexible, SMART, &

built for the future

Built for the Cloud

“Database” View

Raiser’s Edge NXT

“NXT Web” View

Fundraising

Executive

Reporting

Membership

Events &

Marketing

Data Entry

Volunteer

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

FundraisingFundraising

Executive

Reporting

Membership

Events &

Marketing

Data Entry

Volunteer

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

Fundraising

Executive

Reporting

Fundraising

Executive

Reporting

Membership

Events &

Marketing

Data Entry

Volunteer

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

Fundraising

Executive

ReportingEvents &

Marketing

Fundraising

Executive

Reporting

Membership

Events &

Marketing

Data Entry

Volunteer

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

Membership

Fundraising

Executive

ReportingEvents &

MarketingMembership

Volunteer

Fundraising

Executive

Reporting

Events &

Marketing

Data Entry

Volunteer

“Database” View

Raiser’s Edge NXT

“NXT Web” ViewFamiliar processes Simple and smart

Data entry

Fundraising

Executive

Reporting

Membership

Events &

Marketing

Data Entry

Volunteer

Fundraising

Executive

ReportingEvents &

MarketingMembership

Volunteer

What Raiser’s Edge NXT Is

• It includes the next generation of The Raiser’s Edge

• Simple, beautiful, modern interface

• Easier

• More powerful and functional

• It’s not just a new “overlay”

• But it’s also much more than “just” RE, it’s a package

of RE and Blackbaud software and services

• It’s cloud-based, SaaS

• Access, backups, upgrades, secure, no IT time or server

• Any time, anywhere, any device

• Unlimited users

What Raiser’s Edge NXT Is

• It’s role-based

• It’s prescriptive

• It’s a more integrated Blackbaud experience

• Website login, customer support, access to other Blackbaud products, training, community

• It’s a new paradigm of software release

• RE NXT is released and being used,

• While it’s still being built,

• And while we continue to use RE 7, the “database view”

• There’s no conversion

• Implications now and for later

• Open, free, web-based, REST API

To Learn More

• www.theNXTera.com

• Webinars

• Roadshows over the year next year

www.theNXTroadshow2016.splashthat.com

• Your Blackbaud account executive

• (And do not worry about RE 7…Blackbaud will continue

to support it for many years to come. RE NXT is an

exciting opportunity, not a requirement.)

Why We Should Be Excited about It

Why We Should Be Excited about It

10. We have something new and exciting!

9. Anywhere, any time, any device

8. State of the art design and technology

Why We Should Be Excited about It

Why We Should Be Excited about It

7. API and the Blackbaud Marketplace

Why We Should Be Excited about It

6. Better integration with Blackbaud’s products and

services

5. Ease of conversion and implementation

4. Cloud-based

3. Unlimited users

Why We Should Be Excited about It

2. Prescriptive nature

Why We Should Be Excited about It

1. Role focus, starting with fundraisers!

Moving to It

WHAT YOU NEED TO WORK ON

• Spread the word

• Consider Blackbaud hosting

• Talk with your account executive about the best package for your organization

WHAT YOU DON’T NEEDTO WORRY ABOUT

• Should I delete constituent records?

• What about getting the data ready?

• How much work is the implementation?

GETTING READY FOR NXT

SHARE THE ENTHUSIASM!

Pick the 3 things you

and your team are

most excited about!

READY TO GO TO

BLACKBAUD HOSTING?

THIS DOES APPLY TO

• Financial Edge integrations

• Omatic products

• Any work directly off the backend SQL Server tables

THIS DOES NOT APPLY TO

• Crystal Reports – fully supported

• Exporting and importing – fully supported

• Printing – fully supported

• Blackbaud online integrations – fully supported

If you’re already on Blackbaud hosting, you’re all set!*

Reach out to your account executive with specific questions

Do you have any integrations or processes that might have issues with hosting?

READY TO GO TO

BLACKBAUD HOSTING?

Media

SELECT YOUR NXT

PACKAGE

NXT comes with significantly more than Raiser’s Edge 7 maintenance

• Hosting

• Unlimited users

• More modules

• Online Express

• Data enrichment services and analytics

• NXT

Compare what you’re paying now

For example:

• Blackbaud hosting, Blackbaud analytics, Blackbaud data enrichment services, Blackbaud online tools

• Replaces Wealth Engine, Constant Contact, Network for Good, etc.

• No Server or related expenses needed

REMEMBER. THIS REPLACES YOUR MAINTENANCE, NOT IN ADDITION TO IT

PROBABLY NO

Let’s not replace one bad habit for another

Caution: There’s much more to a record than just gift history

Don’t just delete inactive records

Instead:

Run the Duplicate Report

Do the results there justify any must-do-first work?

(Remember, the count is of possible duplicates, not necessarily actual duplicates.

There are usually more not-duplicates than duplicates.)

SHOULD I DELETE

CONSTITUENTS?

Does the number of records you might possibly find justify the effort and risk?

Analysis of a database with 160,000 records:

49,586 records with no hard credit gift activity

• 45,099 of those have no actions

• 44,804 of those have no linked event record

• 44,500 of those have no volunteer assignment

• 21,002 of those have no volunteer time sheet (which means that 23,498 of these folks do have a volunteer time sheet)

• 20,999 have no proposal

• 17,559 have no individual relationships

• 6,735 have no org relationships

• 5,365 have no soft credit gifts

• 3,437 have no notes

Contact Bill at bill@billconnors.com for his

whitepaper on this topic

DELETING

RECORDS?

WHAT DO I HAVE TO DO TO GET THE DATABASE READY?

• Fundraisers (Solicitors) who will want to use the Work Center function of NXT: link constituent records to user accounts.

• If you’ve not yet gone to 7.94/7.95, grab screenshots of your pivot reports.

• If you’re on EE, see KB article 96538.

DATA

PREPARATION

WHAT’S THE IMPLEMENTATION LIKE?

IF YOU’RE NOT ALREADY ON BLACKBAUD HOSTING, TO MOVE TO

HOSTING:

1. When you’re ready

2. Send Blackbaud a backup

IMPLEMENTATION

MOVING TO HOSTING

3. Upgrade to 7.94

IMPLEMENTATION

MOVING TO HOSTING

3. OR Upgrade to 7.95

IMPLEMENTATION

In 7.94 and 7.95:

MOVING TO HOSTING

4. Install Citrix client on workstations only for those that need the Database

View

IMPLEMENTATION

MOVING TO HOSTING

5. Set up Blackbaud hosting accounts only for those that need the

Database View

IMPLEMENTATION

MOVING TO HOSTING

6. Train users on accessing and logging into hosting only if they need the

Database View

IMPLEMENTATION

MOVING TO HOSTING

There might be some slight re-work of certain things now that you’re in the

hosting environment, but these are usually quick and simple. For example:

• Move Crystal Reports and re-set report parameters

• Set up User Options

• If you had not yet moved to 7.94/7.95, be sure you prepare BOTH the

database and the users for the changes that presents

• See the plug-in(s) referenced earlier

• See the upgrade guide

IMPLEMENTATION

NXT WEB VIEW SETUP: Action Statuses

IMPLEMENTATION

NXT WEB VIEW SETUP: Prospect Statuses

IMPLEMENTATION

NXT WEB VIEW SETUP: Security Groups

IMPLEMENTATION

May require refining your RE security groups (hint: Save As)

NXT WEB VIEW SETUP: Users

• Google accounts or email?

• 10 seconds per user to invite to NXT

IMPLEMENTATION

NXT WEB VIEW SETUP: Users

• Tell users invitation email is coming so they know it’s legitimate and respond

• Host an introduction and trainings with them, several short ones, additional brown-bag lunches

• Database and NXT web views, status of NXT

• Technology

• Work Center

• Lists: opening, creating and saving

• Portfolios

• Tags, including definitions

• Searching

• Constituents

• Tiles

• Renamed items

• Adding and editing actions, notes and proposals

• Ratings

• Prospect statuses

• Attachments

• Reminder of browser capabilities

UH, THEN…THAT’S IT!

• No software to install for NXT Web View users

IMPLEMENTATION

OVER TIME, AFTER YOU’RE IN NXT…

• Clean up solicitor assignments and portfolios

• Set up solicitor goals

• Clean up code tables that NXT web view users will be using most (e.g.,

Action and Note Types)

• Clean up policies and procedures regarding Solicitors, Actions, Notes and

Proposals

• But… these are things we all “should” be doing anyway and being in NXT

will help you get the buy-in from your users to make real progress on

these things because they will care!

OVER TIME, AFTER YOU’RE IN NXT…

• Begin to think about things differently; for example:

• Exports, reports, custom reports, queries… and the Work Center and Lists

• Action reminders

• Be sure to join the Blackbaud Support Community and the RE NXT

community to monitor continuing additions

• You don’t even have to do any of this to get the NXT subscription

benefits on Raiser’s Edge 7 now.

IT’S REALLY EASY:

1. Present the new features and benefits to your team

2. Consider Hosting

3. Work with your account executive to get the right package

THAT’S IT! YOU CAN MOVE TO NXT.

SUMMARY

Visit

theNXTera.com -- for a brief NXT demo

Q&A and Contact Info

Bill Connors, CFRE, bCRE-Pro

Independent Consultant on

The Raiser’s Edge and

Raiser’s Edge NXT

415.861.5454

bill@billconnors.com

www.billconnors.com

Join us…Clear your calendar. They’re here. And

coming to a city near you. The NXT Roadshows are continuing into

2016.Register here:

www.theNXTroadshow2016.splashthat.com

City Venue Date

Atlanta Georgia Hotel and Tech Center Tuesday, Dec. 8, 2015

Seattle Bell Harbor Conference Center Tuesday, Jan. 26

Dallas MTC Tuesday, February 23

Houston JW Marriott Houston Downtown Thursday, February, 25

Baltimore Hotel Monaco Thursday, April 7

Denver Denver Art Museum Wednesday, June 15

Philadelphia The Hubb Wednesday, July 13

Indianapolis JW Marriott Thursday Sept. 15

Toronto St. Andrew's Club Thursday, Nov. 16

Vancouver Simon Fraser University Tuesday, December 6