Professional Services

Expertise You Can Count On

Omatic Product Implementation Services

Our Professional Services team takes pride in implementing the broad suite of Omatic products, including ImportOmatic and its Connectors, List Management, SegmentOmatic, ScoreOmatic, EventOmatic, PostOmatic, and others.

We have developed a unique implementation methodology that combines product and platform experience with expediency, to ensure effective and timely deployments. Implementations are far more than product training. Our product deployment process includes data analysis, configuration support, process instruction, and comprehensive testing prior to ‘go-live’.

Business and Functional Consulting Services

Omatic’s Professional Services consulting team members come with a depth of experience in all areas of technology to meet the business needs of nonprofits. This can range from very focused data remediation projects to major system overhauls and multi-database consolidations. Key Professional Services consulting offerings include:

Blackbaud Database Audits

Omatic can conduct a comprehensive audit of your database, in which a senior consultant examines and assesses system integrity, cleanliness, usage of good practices, and the extent to which the database meets the business needs of the organization using it. All audit engagements include an audit report, recommendations, an action plan, a system configuration analysis, and a final interactive session with the consultant to review these outputs.

Database Hygiene

Omatic has led hundreds of Blackbaud clients through database clean-up projects, especially when systems have been in use for a very long time and/or when databases have been consolidated in the wake of organizational restructuring. Omatic’s deep experience, combined with our proprietary high-tech toolset, allows us to quickly understand your business requirements and then work to get your system in the best possible shape to support your needs.

Database Migrations and Conversions

Omatic has become the go-to team for organizations that are consolidating Blackbaud databases, converting a non-Blackbaud system into a Blackbaud database, or migrating a Blackbaud database to a new platform. Omatic’s deep knowledge of nonprofit data and data structures, and our focus on effective system design and required data-mapping, has set us apart as database migration leaders in the nonprofit industry. Omatic’s comprehensive methodology – that includes assessment, design, mapping, training, and testing – ensures effectively migrated data and clients who can use their ‘new-and-improved’ systems productively and efficiently.

Business Process Improvement

Omatic’s team of consultants can work with you to examine your business processes, ensure that you are focused on best practices, work with you to configure your system to effectively support those processes, and document everything for posterity.

Grateful Constituents

Omatic works with a broad group of organizations who use Blackbaud systems for fundraising and different systems for mission-related constituent engagement – whether with patients, alumni, ticket-buyers, congregants, etc. In conjunction with leveraging Omatic software solutions including ImportOmatic, List Management, and SegmentOmatic, our Professional Services team works with clients to build and document specific business processes around routinely and systematically imported data into the Blackbaud system to indicate propensity to give and level of engagement, generate prospect and acquisition lists for major giving and/or direct marketing strategies, and tracking responses.

Software Instruction

The Omatic team are experts on Blackbaud software and can build and deliver a custom training program to suit the particular needs of your organization. Whether it’s individualized or group training, conducted onsite at your organization or over remote screen-sharing, your end users and executives can learn the things they need to know at the right pace for them.

Technical Consulting and Development Services

Omatic’s Professional Services team includes technical architects, business analysts, and developers with deep experience in building custom solutions for nonprofit clients, leveraging current technology and Omatic’s proprietary intellectual property. (Please note, there are some limitations when working with clients who are hosted by Blackbaud.)

For Blackbaud clients, our Professional Services technical team can design, build, test, and deploy:

ImportOmatic Customizations

From time to time, ImportOmatic users need the software to do something that doesn’t come ‘out of the box.’ For these clients who need enhancements to ImportOmatic, our team of developers can generally extend the software to meet your unique set of needs.

Custom Integrations

Omatic can build custom API-based ‘connectors’ and other utilities that exchange data between systems cleanly and quickly, and that minimize user interaction. Our custom integrations leverage proprietary Omatic algorithms that ensure the highest level of data integrity as data are exchanged.

Custom Reports and Outputs

The Professional Services team has report developers who can build custom reports to suit, leveraging today’s most flexible reporting platforms.

Custom Functions and User Interfaces

For clients who need their Blackbaud system to support new functionality that does not come ‘out of the box,’ Omatic can assess the feasibility of building out and deploying full custom functions and workflows that meet unique or specific client requirements. As needed, these can be developed with a custom user interface so that end-users can effectively interact with the custom function that supports their work.

Technical Training

Our technical consultants are experts in Blackbaud’s software development kit (‘SDK’) for the infinity platform. We routinely conduct onsite SDK training classes for organizations’ database administrators and SDK developers.