Your Path to Raiser’s Edge NXTTM

Presented by Anthony Tomaino & Lauren Culbertson

2

Agenda

VISION

ROADMAP

DEMO

YOUR PATH

VISION: GUIDING PRINCIPLES

Easy migration

More people accessing information

anywhere…any time… any device

Simple, beautiful interface…

Smart, role-based experience

RE NXT will focus on the jobs to be done.

Delivering the right tool for the right job…

Free your data. Bring your organization together.

SO, WHAT IS IT?

Web UI Focused on Jobs to Be Done

A Completely New Experience

UserCommunity

Knowledgebase

TrainingCentral

Training Central and Help Tools

Full “Classic” Raiser’s Edge Feature Set

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RE NXT – “In the Cloud”

Always Up-to-Date

Always on

Secure

Zero IT Hassle…lower cost of ownership

Raiser’s Edge NXT – “In the Cloud”

YOUR MISSION.YOUR PEOPLE.ONE SOLUTION.

INFORMATIONACTIONABLE ANALYTICS &

FLEXIBLE REPORTING FOR

DEEPER INSIGHT

FUNDRAISINGTARGETED MARKETING,

ONLINE FUNDRAISING &

CROWDFUNDING

RELATIONSHIPSWORLD’S LEADING

CRM DATABASE FOR

NONPROFITS

FINANCIALSEASY GIFT & PAYMENT

PROCESSING POSTED RIGHT

TO YOUR DATABASE

PROGRAMSBETTER MANAGEMENT:

EVENTS, MEMBERSHIP

VOLUNTEER PROGRAMS

SECURITY

TRAINING

BENCHMARKS

COMMUNITY

CLOUD

RELATIONSHIPS

CRM DATABASE

ALL YOUR RELATIONSHIPSIN ONE PLACE

DEMOGRAPHICS

GET TO KNOWYOUR SUPPORTERS

DATA ENRICHMENT

AUTOMATICALLY FINDAND CORRECT DATA

INFORMATION

ACTIONABLEANALYTICS

SCREEN, TARGET,GET RESULTS

FLEXIBLEREPORTING

PUSH DATA AND INSIGHTBACK TO YOU

FUNDRAISING

TARGETEDMARKETING

COMMUNICATIONS THATENGAGE & INTERACT

SOCIALFUNDRAISING

GOVIRAL

MULTICHANNELGIVING

DRIVE ONLINEDONATIONS

PROGRAMS

FUNDRAISINGPROGRAMS

Events, Volunteer Programs, & Membership

FINANCIALS

CLOUDACCOUNTING

EMPOWER TRANSPARENCY,STEWARDSHIP, AND

COMPLIANCE

PAYMENTPROCESSING

ACCEPT,PROCESS,

RECONCILE

BUT ENOUGH TALK…

ROADMAP

Timing

Tech Preview

Tech Preview #2

Nov

Early Adopter Program

March

June

Initial Release

Sept

In Progress

Roadmap Cadence

• Release Every 1-2 Months• New features and new capabilities based

on roles• Never have to install software to receive

updates• Proactive communication of upcoming

features

Focusing on the Jobs to be Done

“I wish I could’ve recorded their [staff] facial expressions when they saw it [Raiser’s Edge NXT]. When they understood what it changed for them. They had been hesitant to make the change, but once they were working in it, their faces were glowing! And most of them have now said, ‘NOW, we are ready to do our jobs!’”

– Daysi Serrano, Olive Crest Treatment Centers

Multi-hat Fundraiser• Add and edit

capabilities• List building

Building the Experience by RolesNXT “Role” Roadmap

Executive Director• Reports• Dashboards• Action

items• Workflow

planning

Frontline Fundraiser • Constituent

record• Fundraiser

Workcenter

Major Giving Manager• Notes• Actions• Proposals• Self-service

lists

Others (Timing & Order TBD):• Annual Fund

Manager• Events Manager• Communications• Data Entry• Marketing• Membership• Volunteer

foundational product microservices, interactions and application capabilities

Aug 2015 Jun 2016

YOUR PATH TO NXT

3 subscription levels

Records based pricing

Analytics in every package

Simple online fundraising included

Ability to add-on modules as needed

Packages

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How to Prepare for Raiser’s Edge NXT

• Consider hosting

• Prepare your database

• Subscribe to npEngage

• Utilize your Training subscription

• Easy migration• Built-in analytics,

online fundraising, payments

• Smart• June 2015

Contact Your Sales Rep to Learn More!

Free your data. Bring your organization together.

ARE YOU READY?