Omatic Integrations with Blackbaud's Hosted Products: Part 3

If you are looking for time-saving shortcuts in Blackbaud’s hosted environment, then the products offered by our partner, Omatic Software, may be able to help. This is the third in a series of posts to provide an overview of the Omatic Software product integrations that are available in the Blackbaud Application Hosting environment. Information on ImportOmatic and SegmentOmatic can be found in the first post of this series, and EventOmatic and Record Radar are featured in the second post. If you would like more details on the products featured, please follow the links below their description, which will take you directly to the Omatic site.

Omatic Software provides efficiency solutions designed exclusively for users of Blackbaud’s software.  From enhanced importing and event management to advanced segmentation, check fraud prevention and the ability to send email notifications, Omatic Software’s solutions focus on eliminating labor intensive, manual processes. Omatic Software has helped countless organizations transform their data processes.

The following products integrate with The Financial Edge or The Education Edge and are compatible with the hosted environment:

 

MailOmatic for Accounting 
Financial Edge users accustomed to printing invoices, stuffing envelopes, applying postage and spending valuable employee time, now have a solution to automate the process and potentially reduce the number of resources needed.  The MailOmatic for Accounting ("MOMA") add-on works within the EFT Module of The Financial Edge and  allows for electronic mailing of invoices, paystubs, 1099s, purchase orders, accounts receivable (AR) statements and electronic fund transfer (EFT) notifications via email. This results in faster payments and payer notifications and ultimately, significant cost savings for the organization. Users are also able to customize their AR and EFT notifications by utilizing  a customized WYSIWIG editor which may be used to create customized HTML notifications to send to payees. By utilizing the MOMA add-on, accounting departments can eliminate the manual processes associated and reduce the notification time and cost associated with these necessary activities.
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MailOmatic for Schools
Traditionally, registrar and student billing offices have utilized manual processes to print and mail their student communications such as: tuition & projected statements, receipts, report cards, infraction reports, and class schedules. Not only are these manual methods dated and time consuming, but they also create communication delays. With more parents and students requesting electronic communications and more schools desiring lower costs and a streamlined process, Omatic developed MailOmatic for Schools.  MailOmatic for Schools (“MOMS”) integrates with The Education Edge and The Financial Edge, and allows for paperless notifications. Working within the Student Billing and Registrar's Office modules, MOMS allows users to easily eliminate the manual printing and mailing processes and  reach their contacts faster and more efficiently with customized emails, statements and general notices. MOMS enables schools to email tuition statements, projected statements, custom statements, report cards, infraction reports, schedules, additional attachments and general emails from the Student Billing and Registrar’s Office modules.  With an easy to use WISIWIG template editor, automatic tracking of contact history, and email efforts, this level of insight into MOMS correspondence will allow for a more efficient approach to student registrar and billing communications, and ultimately cost savings.
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FindOmatic
Users of The Raiser's Edge or The Financial Edge often need the ability to search for constituent information while not on the home screen of those applications. FindOmatic ("FOM") is an add-on that allows for searching of any parameter from any screen within these programs. The instant results from FOM are sorted in an intuitive drop-down menu above any current screen and allow for one click access to the complete record information.  The FOM application also provides duplicate checking and allows users to select from a list of possible matches or auto pick an exact match.  FOM can serve as a time saver for these users and help eliminate process-stopping searches within The Raiser's Edge or The Financial Edge.
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Founded in 2002, Omatic Software has been a Blackbaud Application Partner since 2004 and boasts over 10 software solutions integrated with The Raiser’s Edge, The Financial Edge, and The Education Edge.  With nearly 1,000 customers, Omatic Software recently ranked the 11^th fastest growing software company on the 2012 Inc 500 list.

If you are interested in purchasing these products, please contact your account manager.