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Professional Services

View all of the different conversion services offered for Sage Fundraising 50, Fundraising 100, Fundraising 100 - Rainbow Edition and Sage Endowment Management.
Click here to download a printable version of Professional Services topics. (PDF)


Here is a sample offering of services available to Sage Fundraising 50, Sage Fundraising 100, and Sage Fundraising 100 Rainbow Edition customers worldwide:

Conversion Services
Your donor history is key to your future fundraising success. Sage offers comprehensive data conversion services that help you to keep that data intact as you move to your new fundraising product. These services include but are not limited to:
  • Actual extraction and conversion of data and mass updating of data
  • Data cleanup
  • Verification of accuracy of conversion
  • Co-ordination of testing and management of the process
  • Installation of modules in the customer environment

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    Realtime Consulting

    Consulting offered via Webex to customers to help them with the use of certain functions or modules that they have already been trained on as they are working with those functions or modules to effectively utilize them within their own environment.

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    Workflow Analysis
    Consultants will work with customers to provide them with workflow process mapping as it relates to the system usage and everyday critical tasks. Also offered is position profiling, which is a mapping of positional tasks and how those tasks/positions interrelate with each other and the workflow process.

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    Database Health Check
    Recommendations on how to better make use of system data and required data cleanup. This service is targeted to customers who have been using the system for over 2 years.

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    Database Tune-up
    The work recommended in the Database Health Check is performed by consultants or the consultants will work with the customer to perform the clean up together. The work is done using a mix of system utilities and foxpro/sql scripts.

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