Managing all of the data streams of a not-for-profit organization from donor contact to giving histories and comprehensive fundraising reports is a challenge for most organizations. Nonprofit database software can be a game-changer for organizations ranging from small-to-medium-sized associations to enterprise-tier nonprofits. Here are six ways any nonprofit can use a cloud-based integration platform to simplify data management for nonprofits.
Consider What Data You Should Be Tracking
Identifying which information you need to keep track of and setting aside outlying points is an effective way to lighten any data management load. While contact, affiliation and gift information are usually givens, data that pertains to long-past engagement may not be as useful for fundraising and outreach. Prioritizing important data also makes it easier to use nonprofit management software to integrate platforms with different data architecture.Use Omatic Cloud Data Manager to Rid Your Data of Any Errors or Duplicates
A cloud-based integration solution such as Omatic Cloud Data Manager can be helpful for increasing data accuracy by merging duplicate records. The MergOmatic utility can provide deduplication functions and this platform also offers resources for checking and completing records. The ability to import and export optimized records across platforms is one of the major benefits of centralized data management.Automate Cross-Platform Imports
In addition to providing the functionality to import and export records, an integration solution that supports automation can simplify the management of data across more than one platform. Setting up imports to take place based on user input or on a conditional or scheduled basis can greatly simplify an aspect of data management that could otherwise be prone to errors or omission.Take a Centralized Approach to Integration
One of the primary challenges of using multiple software suites for relationship management, fundraising or engagement is that relevant data can end up siloed or stuck on one platform. Cloud-based integration software with support for a centralized database and cross-platform imports and exports can provide the best solution to this potential obstacle to optimal data management.
Improve the Quality of Constituent Records
Taking a comprehensive approach to data health goes beyond deduplication and the availability of donor data across platforms. The Omatic Data Health and Integration Suite can ensure that every record is as complete and accurate as possible by drawing on data across every platform in use. Making better information available to stakeholders is a primary goal of data management.Ensure Data Stays Current Across Platforms
Forging connections across software platforms is only the start of the integration process. Good data management calls for maintaining the flow of information between all of the resources in use at an organization. Up-to-date giving information can allow for more informed asks and timely follow-ups on pledged or open donations to help an organization meet its fundraising goals.All of these methods enable an organization to focus on the most relevant data while taking measures to improve the quality and accessibility of donor information across platforms. Pursuing one or more of these measures can make it possible for any association to manage data more effectively.
