Training

David Quirk

I am the new ED of a university foundation that uses both RE and FE for our CRM and financial management. We now have an entirely new staff and nobody has a clear understanding of how to do anything other than the basics (data entry, etc). I have found the reporting system entirely frustrating in getting data out that would be useful for our trustee meetings. I can't even get simple things like expense reports that show the funds or accounts that the expenses are charged to.

I feel confident that this is both a product of lack of knowledge and also either poor implementation/set up by the team before us. Blackbaud University has generally been unhelpful in the level of details that we need. I am hoping there are good in-person trainings offered by Blackbaud or 3rd party consultants to maybe check our work and set us on a path of success going foward. Hoping some people here can provide some recommendations/guidance.

Kevin Brazell

Blackbaud University is great for button ology, but you're looking for very , database specific functions. That's when you need consulting. I'd recommend reaching out to your Account Executive and they can offer you options for both RE & FE consulting options. I'd look at the Advisory + engagement as they do long term strategic consulting on both sides , and lay out action plans for each year to focus on.