Workflow improvement and KPI Measures
I am handling a project for a foundation as an industrial placement student, currently I am assessing the current of the data entry and management process, Please I will need some help to better understand how blackbaud RE can help to simplify this, especially in the area of document uploads and task division. And also I plan to model these KPI on powerbi, I will need some help with that also. Thanks
Comments
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@Nathaniel Ifeanyi I would also post this in the Sky Developer community as I would imagine you would see more functionality with Power Automate than the standard RE NXT workflow tool can offer.
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@Christine Robertson
Hello Christine, that will be great. thanks0 -
@Nathaniel Ifeanyi
Blackbaud RE NXT cannot help simplify process, you use it like any other CRM. Workflow in RE is extremely limit in what it can do.However, SKY API via power automate can simplify by automate your process. So start with what is your process, best if you create a flow chart of your process, then use power automate to automate each action and decision tree.
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@Alex Wong Thanks Alex, Please can we connect because I want to know how power automate can better help to improve my current process and also if power automate can be sync with my existing CRM?
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@Nathaniel Ifeanyi
You can reach out to me at ffxkenshin@gmail.comit is best if you tell me exactly what you want to do, or what is the process you want to improve.
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@Alex Wong Thanks, I will send you a detailed mail when I get home today. Cheers
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@Alex Wong Hello Alex, I sent you a mail on Friday as regards what I am working on and what I hope to achieve, I don't mind posting it here also, if its ok with you
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