eTapestry

• New eTapestry Modules
• Consulting PASS
• Database Audit Options
• Import Consulting
• Accounting Integration Consulting (e.g., QuickBooks, Peachtree)
• Correspondence Consulting
• Advanced Security Consulting
• eStore Consulting
• Personal Fundraiser Consulting
• Curriculum-Based Training
• Contact Us

Built for you by eTapestry Consulting Services.

Do you have additional fundraising needs that need one of our newest modules?  We have a neat new offer where we can get you set up with any of the following fundraising requirements in an instant.  These modules include providing you with our expert recommendations of the fields you will need to best track these items. Corporate-wide we have more than 15,000 non-profit clients—we think we’ve learned a few things from them!

Each module below includes pre-determined list of User Defined Fields that we will insert into your database and we’ll auto-magically also create important Queries and Reports to complement those new fields.

Price: $695 per module

Volunteer Management

• Pre-consultation questionnaire filled out to identify client’s current Volunteer program & process
• 9 Donor User Defined Fields
• 6 Journal User Defined Fields
• 1 Contact Method
• 6 Pre-built Queries
• 2 Pre-built Reports
• 1 hr walk-thru with Consultant to review the module bundle (User Defined Fields, Queries, Reports)
• 30 minute data entry simulation
• 1-2 page Volunteer doc (left with client)

Planned Giving

• Pre-consultation questionnaire filled out to identify client’s current Planned Giving program & process
• 1 Donor User Defined Fields
• 9 Journal User Defined Fields
• 1 Contact Method
• 3 Pre-built Queries
• 2 Pre-built Reports
• 1 hr walk-thru with Consultant to review the module bundle (User Defined Fields, Queries, Reports)
• 30 minute data entry simulation
• 1-2 page Planned Giving doc (left with client)

Grant Tracking

• Pre-consultation questionnaire filled out to identify client’s current Grant Tracking program & process
• 1 Donor User Defined Fields
• 16 Journal User Defined Fields
• 1 Contact Method
• 4 Pre-built Queries
• 1 Pre-built Report
• 1 hr walk-thru with Consultant to review the module bundle (User Defined Fields, Queries, Reports)
• 30 minute data entry simulation
• 1-2 page Grant Tracking doc (left with client)

Memberships

• Pre-consultation questionnaire filled out to identify client’s current Membership program & process
• 4 Donor User Defined Fields
• 3 Journal User Defined Fields
• 1 Contact Method
• 5 Pre-built Queries
• 1 Pre-built Report
• 1 hr walk-thru with Consultant to review the module bundle (User Defined Fields, Queries, Reports)
• 30 minute data entry simulation
• 1-2 page Membership doc (left with client)

Major Gifts

• Pre-consultation questionnaire filled out to identify client’s current Major Gifts program & process
• 9 Donor User Defined Fields
• 6 Journal User Defined Fields
• 1 Contact Method
• 6 Pre-built Queries
• 2 Pre-built Reports
• 1 hour walk-thru with Consultant to review the module bundle (User Defined Fields, Queries, Reports)
• 30 minute data entry simulation
• 1-2 page Major Gifts doc (left with client)

New eTapestry Modules - Data Sheet

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The Consulting PASS provides the option of on-demand consulting services with a dedicated consultant for eTapestry. Designed to meet an organization’s short or long-term consulting needs, the Consulting PASS can be used for a variety of consulting services. The customer and the consultant work together to create an agenda for use of consulting hours. Purchase them in blocks of five hours at a time. Consulting hours are available for use anytime during the 12 months from the date of purchase.

Examples of potential Consulting PASS sales opportunities:

• Project Management
• Poor data integrity related to staff turnover and data entry mistakes
• New employee training needs
• System security concerns
• Mailing issues
• Preparation for end-of-fiscal year activities
• Best practices consulting needs
• Data Purge Needs
• Reconciliation and financial reporting concerns

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One of the most challenging times in a nonprofit organization is when it’s Executive Director, Development Director or Administrator leaves. eTapestry recognizes that it can be difficult for new staff to know exactly what eTapestry is, how effectively your organization is using it, and quickly get up to speed in using it to its fullest.

With this in mind, Professional Services offers the following audit services to help our customers with this important transition.

Basic Audit Consulting

• Professional Services consultant will provide your team with a remote, comprehensive walk-through of your eTapestry database current setup, licenses, and functions.
• Consultant will conduct an audit of your database and development system practices by reviewing your database and discussion with your team on the following areas:
1. General Setup
2. Funds, Campaigns, Approaches
3. General User Defined Fields
4. General Data Entry & Gift Entry
• Consultant will provide a written summary of audit findings and recommendations and will walk through the audit with your team during a remote call.

Advanced Audit Consulting

• Professional Services consultant will provide your team with a remote, comprehensive walk-through of your eTapestry database current setup, licenses, and functions.
• Consultant will conduct an audit of your database and development system practices by reviewing your database and discussion with your team on the following areas:
1. General Setup
2. Funds, Campaigns, Approaches
3. General User Defined Fields
4. General Data Entry & Gift Entry
5. Thank you letters/offline communications
6. Basic Querying/Reporting
7. Advanced Querying/Reporting
8. Ecommerce/Cart/Personal Fundraising
9. E-communications
10. Accounting and/or Auction Integration
11. Specific Tracking UDF’s such as volunteer tracking, grant tracking, events, memberships etc.
• Consultant will provide a written summary of audit findings and recommendations and will walk through the audit with your team during a remote call.

Advanced Audit Consulting with Training

• Professional Services consultant will provide your team with a remote, comprehensive walk-through of your eTapestry database current setup, licenses, and functions.
• Consultant will conduct an audit of your database and development system practices by reviewing your database and discussion with your team on the following areas:
1. General Setup
2. Funds, Campaigns, Approaches
3. General User Defined Fields
4. General Data Entry & Gift Entry
5. Thank you letters/offline communications
6. Basic Querying/Reporting
7. Advanced Querying/Reporting
8. Ecommerce/Cart/Personal Fundraising
9. E-communications
10. Accounting and/or Auction Integration
11. Specific Tracking UDF’s such as volunteer tracking, grant tracking, events, memberships etc.
• Consultant will provide a written summary of audit findings and recommendations and will walk through the audit with your team during a remote call.
  
• Provide one (1) day of remote or onsite training. Specific training agenda will be created by the consultant and customer prior to training date.

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Need help with your import? We can assist you in understanding the Import functionality in eTapestry and to provide guidance to complete an initial import.

Basic Import Set Up

• Receive the text file of data to be imported from the client
• Review the import file and offer advice in formatting for effective importing
• Assist remotely with the import setup and initial import
• Provide advice regarding avoiding the creation of duplicates
• Work with Account and one Persona and associated User Defined fields
• Data elements included in the basic import:
• Name
• Address
• User Defined fields
• Review the options available for dealing with records already in eTapestry

Advanced Import Set Up

• Receive the text file of data to be imported from the client
• Review the import file and offer advice in formatting for effective importing
• Assist remotely with the import setup and initial import
• Provide advice regarding avoiding the creation of duplicates
• Work with Account and one Persona and associated User Defined fields
• Data elements included in the advanced import:
• Name
• Address
• User Defined fields
• Review the options available for dealing with records already in eTapestry

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Duplicate data entry should be a thing of the past. Efficiency means moving data from eTapestry to your accounting package without additional data entry. eTapestry offers several programmed exports for accounting packages. Other accounting packages can use typical exports.  Depending on your accounting setup and procedures, you can select the appropriate level of consultations to assist you with QuickBooks or other accounting packages.

Accounting Export Consulting Package (QuickBooks)

• Applies to custom conversion projects from software other than QB
• Review methods used in Accounting system
• Review requirements in eTapestry to match Accounting system
• Review eTapestry export process
• Assistance with eTapestry export setup
• Provide cleanup sheets to match Funds to QB Accounts
• Demonstrate export from eTapestry and import into QuickBooks

Existing eTapestry Accounting Export Consulting Package (QuickBooks)

• Applies to existing eTapestry clients who want to integrate with QuickBooks
• Review methods used in Accounting system
• Review requirements in eTapestry to match Accounting system
• Review eTapestry export process
• Assistance with eTapestry export setup
• Demonstrate export from eTapestry and import into QuickBooks
• Identify any data issues in regard to accounting compatibility
• Obtain quotes and make recommendations for cleanup

eTapestry Accounting Export Consulting Package (Other)

• Review methods used in Accounting system
• Review requirements in eTapestry to match Accounting system
• Review eTapestry export process
• Assistance with eTapestry export setup
• Identify any data issues in regard to accounting compatibility
• Obtain quotes and make recommendations for cleanup
• Does not include export to QuickBooks

Accounting Integration Consulting - Data Sheet

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eTapestry is the ideal tool for communicating with constituents.  Would you like to get even more out of it?  Correspondence consulting allows your organization to take advantage of the knowledge our team has acquired working with non-profits for over 20 years.

• Detailed walk through of templates
• Clean up of correspondence templates, if necessary
• Suggestions for leveraging written and email communication
• A written one page “inspection and recommendation” checklist for implementing recommendations

Correspondence Consulting - Data Sheet

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Advanced Security gives you the ability to set specific levels of data access to any degree you desire. eTapestry can help you configure security for each user, and work with you to determine the specific sets of data that each user has, or doesn’t have access to. This service is ideal for organizations with multiple locations or chapters need to limit access to a selected group of accounts.

The following services are included in the Advanced Security Consulting package:

• Review the Advance Security capabilities
• Review the security needs of the organization
• Recommend an effective strategy to meet the security needs
• Assist with configuring the following:
• Security Groups
• Required User Defined Fields
• Required Queries, if appropriate
• Security Codes, if appropriate

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eTapestry’s eStore takes ecommerce to a new level of flexibility and integration..all at the fingertips of your team!  Whether it’s selling product, tickets or registrations for events, let us work with you to help plan, define, and design your eStore to take full advantage its functionality!

• Review existing eStore functionality and best practices
• Review eStore Set up Wizard
• Configure at least one sample eStore item

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Whether you call it “friends asking friends”, “team fundraising”, or just plain “using the internet to get more support,” personal fundraising is the fastest growing complement to your current fundraising arsenal.  Do you have the Personal Fundraiser module and feel like you need someone to sit next to you for a long lunch and show you how to best use it?

• Review existing Personal Fundraising site functionality
• Review Personal Fundraising Set up Wizard
• Set up at least one Personal Fundraising sample page

Personal Fundraiser Consulting - Data Sheet

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Curriculum-based training can accommodate multiple staff members and cover a wide range of topics. Training can occur either onsite or remote. Training topics may include (but are not limited to) the following:

• General Overview
• Review of Menus
• Constituent Level Data
• Journal Entry Data
• Queries
• Basic Queries
• Custom Queries
• Compound Queries
• Reports
• Standard Reports
• Custom Reports

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For more information on our training and consulting options, please contact us at .(JavaScript must be enabled to view this email address) or at 888-739-3827.