Move a large volume of data within a very short timescale – within eight months of appointment – from a legacy fundraising system, Raiser’s Edge by Blackbaud, to the new cloud-based Salesforce Foundation (a platform built with charities in mind), which delivers greater efficiency and scale, at reduced cost.
Take data that’s not a natural fit for the new system and make it fit, therefore helping to avoid disruption and downtime during the switchover that could negatively impact on the critical lines of funding for the charity.
Create and leave a legacy of data governance by creating Data Quality Rules (DQRs) for data on the new platform. The migrated data, and any new data added in the future, must follow DQRs that improve its quality, and ensure that it’s clean and up to date. Also, train the staff at the charity on the DQRs to safeguard the long-term cleanliness and accuracy of the data.
Deliver consistency of data and processes on the new platform. Work in partnership with the systems integrator, Deloitte, who were focused on the application development, and the staff at the charity who will be regularly using the platform, to ensure the new system is easy to use, familiar and does what they require.
Help to deliver Gift Aid functionality for those donating money on the Salesforce Foundation platform. This would be the first time this has been successfully implemented.