Courses and
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Professional Services
View all of the different services
offered for Millennium.
Click
here to download a printable version of Professional Services
topics. (PDF)
Here is a sample offering of services available to Millennium
customers worldwide:
Technical Consulting
Technical consulting can be contracted to fulfill a specific technical
need, such as:
Upgrading Millennium to the latest version
Diagnosing and correcting ongoing performance problems
Moving Millennium database and IIS to a new server
Separating reporting to a new server
Upgrading the server OS
Reviewing and reconfiguring our security settings
Setting up and executing replicated reporting
These types of visits normally last two to three days
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Custom Report Coaching
Whether you need a kick-start on your first or current report
or a personalized tutorial on more advanced topics in Crystal
Reports, our Custom Report Coaching service is designed to give
you the help you need. With Custom Report Coaching, Sage offers
you a personalized, one-on-one session with an experienced Crystal
Reports developer using your report and your database. These
sessions are conducted over the Internet from your own office.
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Custom Report Programming
By utilizing Sage Software’s custom report writing services,
your nonprofit organization can arrange complex data in meaningful
ways to increase fundraising results and enhance communications
both within and outside the organization. We understand the
reporting needs of nonprofit organizations - custom needs that
may go beyond our Standard Report Libraries – and can provide
efficient and accurate reports to meet these needs. Our specially
trained Millennium experts understand advanced selection criteria
and are experienced Crystal Reports developers. We produce custom,
complex, reports that range from data extractions to mailing
houses, directory services, and campus call centers, to constituent
profile reports, to fundraising progress reports to ‘Moves’
management reports to advanced giving reports.
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Custom Utility Programming
By utilizing Sage Software’s Millennium custom utility
programming services, your organization can improve productivity,
automate almost any routine
database task, improve data integrity, enhance fundraising procedures,
and increase fundraising results. We have a team of specially
trained Millennium experts who understand the specific needs
of nonprofit organizations and can enhance the use of Millennium
within your organization in several key areas by providing general
ledger interfaces, lockbox interfaces, new student imports,
new graduate updates, third-party imports (Martz & Lundy,
P!N, Ruffalo Cody and Smart Call to name a few), and data extractions
to mailing houses, directory services, and campus call centers.
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Millennium Data Entry Kits
This kit includes step-by-step detailed procedures for virtually
all of the Development processes. Screen shots are incorporated
for a comprehensive overview of how to manage your processes
in Millennium.
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Millennium Quick Referrals
These fast reference points are invaluable for the experienced
data entry and reporting personnel that need to verify fine
details or understand information that is infrequently managed.
The documents include screen shots and can be incorporated into
your Site Specific Help section in Millennium. These tools are
also great snapshots for management and they are easily customized
to your specific practices.
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Post Implementation Services
1) Policies and Procedures Development/Training: Working with
your staff, consultants will develop detailed data entry, reporting
and system procedures for every area requested. These procedures
will conform to your site specific data and working needs, and
will be uniformly documented in a user-friendly manner. All
procedures will be tested and verified, and the documentation
will be provided for your future reference and auditing needs.
Appropriate staff will be extensively trained on all procedures,
and exceptions reporting measures will be highlighted for future
development.
2) Quick Referral Development: Utilizing their extensive Millennium
and Development experience, senior consultants develop key points
for your customized data entry rules. These quick reference
sheets are used by all data entry personnel, report writers
and others that need to intimately understand the Millennium
data and how the system works.
3) Exceptions Reporting Inconsistent and inaccurate data can
cause reporting errors and a great deal of user frustration.
These errors can be virtually eliminated with detailed data
business rules and regular data sweeps to identify violations
of these business rules. Consultants will work closely with
your staff to develop detailed business rules, if they are not
already available. After these rules are finalized, programs
will be written to identify violations of these rules, and a
detailed, systematic Exceptions Report will be developed and
tested. Training and documentation will also be provided on
the Exceptions Report.
4) Standard Utility Implementation and Training Consultants
are available to assist in the deployment, documentation and
training for all of the standard Millennium utilities. This
includes, where applicable, working with your staff and developing
tools to massage the data set prior to importing it into Millennium.
This will often provide better, more consistent imported data.
The consultants will provide also valuable assistance on how
to effectively utilize the Millennium tools with Internet Reporter,
if applicable, and will provide insight on strategies for utilizing
the Millennium utilities.
5) Post Conversion Data Cleaning and Data Enhancing The key
to developing good SQL scripts and effective data cleanup tools
is to make sure that the problem is extensively written up for
the programmers, and data examples are provided. Therefore,
the first step of this project is a Data Integrity Specification
and Review Site Visit. During this visit, consultants will work
with your team to extract all of the information necessary to
prepare detailed programming specifications for all of the data
issues. Screen shots of data problems will be printed (if applicable),
as well as screen shots of data that is functioning correctly.
This will allow the programmers and consultants to fully understand
what needs to be accomplished. After the Data Correction and
Enhancement Specification sheet is finalized, programming work
will begin based upon the work you approve. All programs will
be run and tested on test data set to ensure that your data
integrity stays in tact.
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On-Site Consultation Services
In the event that a new staff member is hired, or existing staff
members require special assistance in other areas, on-site training
and consulting is available. Rates are on a per-day basis plus
expenses and should be scheduled at least 30 days in advance.
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Standard Onsite Online Constituent Directory Implementation
Consulting Package
In order to best understand the needs of your institution, a
pre-visit conference call will be conducted with key members
of your staff and a Sage Software
Research & Development Manager, Implementation Manager and
the Implementation Consultant assigned to work with your institution.
This conference call will help identify site-specific topics
that will need to be covered during the onsite visit, make recommendations
for your website configuration, and allow you to gather any
additional information with a team of Sage Software experts
prior to the onsite visit.
Next, an Implementation Consultant will travel onsite for a
two-day visit to work with the IT department to set up the Online
Constituent Directory in Millennium and to train the staff on
the use of the system. The majority of the visit will be open-ended
based on your institution’s needs.
Sage Software will work with your institution to set up the
Online Constituent Directory functionality in Millennium. However,
it will be your institution’s responsibility for attaching
the link to your website. The institution’s representatives
will need knowledge of how Millennium works with the IIS and
the database and basic web design principles.
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