Omatic Blog

Did you know that the report card form in The Education Edge allows you to customize and modernize your report cards? Report cards don’t have to be plain and contain only a grade for the term. We work with a lot of clients that utilize The Financial Edge or The Education Edge, many of whom use […]

Did you know there are a multitude of different reports that can be extremely helpful for your different needs? If you are willing to put in the proper research time and create a strategy for cultivation, your solicitation efforts can be directed very specifically to provide the appropriate level of stewardship for regular and increased […]

Below is a list of 10 of the most commonly asked questions our support team gets, we hope it helps! 1. Explanation of interactive pop-up boxes Do you have the IOM User Guide?  The most current User Guide is available on our website. The section titled “Import Processing” contains detailed explanations of each of the […]

Are your queries, reports, or exports running slowly?  Is reporting on data in The Raiser’s Edge (RE) a struggle?  Does producing reports in RE take FOREVER? Do seemingly simple tasks take SO long to complete? These are all signs you may need database auditing. As a database consultant, I have conducted numerous audits over the […]

Omatic Software is now a repeat honoree on the Inc. 500 List! We are excited to share that Inc. Magazine has ranked Omatic Software as #189 overall, #20 among software companies, and #2 in South Carolina on their list of the fastest growing companies in America. We are also very proud to be the ONLY […]

Charleston Animal Society in Charleston, SC, is close to Omatic for several reasons. They happen to be just down the street from us! We also have two of their former employees on our staff, me being one! It was a delight that earlier this year we worked closely with their team when they successfully implemented […]

It’s almost that time of year again! BBCON provides the annual opportunity for Blackbaud product users and nonprofit technology leaders to network and exchange best practices. While the audience for the conference has evolved a bit over the years, the vast majority of attendees still represent nonprofit organizations who are using The Raiser’s Edge (RE) […]

“You cannot manage what you do not measure” Peter Drucker This is the final installment of a three-part series of blogs focused on the Fundraising Effectiveness Project (FEP) and how it can have an impact on your nonprofit organization. We started with an introduction to FEP in Part 1. Then, we looked at how your […]

In a recent post, I discussed the Benefits of a Test Environment. While having an environment to test processes that cannot easily be undone is ideal for maintaining data, database backups are also an important safety net every organization should have. Regardless of whether or not you have a test environment, your backup and recovery […]

According to a study conducted by the Corporation for National & Community Service, Americans volunteered approximately 7.9 billion hours in 2011. That is a HUGE number and a valuable resource that many nonprofits are successfully leveraging. Volunteers have traditionally performed any number of tasks at an organization, but there are a few critical things to […]

Since its adoption in 1996 and final publishing in 2003, substantive changes to Health Insurance and Portability and Accountability Act (HIPAA) have been few and far between…until now. On January 17th the U.S. Department of Health and Human Services (HHS) announced upcoming changes which will significantly enhance the security, privacy, and enforcement of the original […]

“…even small improvements in the level of attrition can generate significantly larger improvements in the lifetime value of the fundraising database. A 10% improvement in attrition can yield up to a 200% increase in projected value, as significantly more donors upgrade their giving, give in multiple ways, recommend others and ultimately perhaps, pledge a planned […]

Customer service was the topic of the month during the latest installment of our Brown Bag lunch series. Part of the new employee training at Omatic includes a discussion about how important customer service is to our reputation. With our “go-above-and-beyond-to-see-who-can-get-the-most-holiday-cards” approach to customer service, our clients rave about us, and we’ve given them a […]

“Although nonprofit organizations usually watch their overall growth-in-giving results carefully, they seldom pay as close attention to the gains and losses that make up those results… To understand what is really happening … it is necessary to analyze both the fundraising gains and the fundraising losses – in dollars and donors — from one year […]

We use files on our computers every day. We open them, save them, edit them, and move them around, but what do we really know about our files? A file’s name consists of two basic parts – the actual name of the file (“My Cool Blog Post”) and the extension (“.docx”). The name is how […]

Summer can be a very busy time for nonprofit organizations. For some, June and July signal the end of the fiscal year. For others, it’s time to promote the graduating students to alumni or load the incoming students and parents to your system. These types of tasks or any other regularly scheduled action that requires […]

As many of our blog followers know, we are fortunate to have a very knowledgeable and experienced staff at Omatic. Our Brown Bag Lunch Series is an employee initiative where we share our personal knowledge with other team members. We collectively submit topics and vote on the next one in our series. So far, it […]

A quick glance at AHP’s Industry News page reveals constantly evolving approaches to fundraising, particularly among healthcare organizations. I’ve had the privilege to speak to and work with a number of accomplished healthcare fundraising professionals to learn more about their Grateful Patient Programs and their recipes for success. One high level takeaway from those interactions has […]

Why do we segment data? Mentioning the word segmentation among a group of nonprofit professionals usually elicits quite a few groans. This rings especially true from the direct mail veterans who cringe at the thought of building queries, refreshing queries, merging queries, exporting data, and then spot checking huge spreadsheets of data. As time consuming […]

To ensure the reliability of the financial records for your organization, reconciliations are a must. A robust reconciliation process improves the accuracy of the financial reporting function and allows the Finance Department to publish financial reports with confidence.  The Financial Edge has the ability to assist with this process through the running of easy to […]