Posted tagged ‘business rules’

Can Managers And Executives Keep Tabs On Important Information Conveniently And In Real Time?

October 22, 2012

Q: Can managers and executive keep tabs on important information conveniently and in real time?

A: Your key decision makers and executives can only do their jobs as quickly and accurately as the data they have available. While receiving accurate, up-to-minute data on a regular schedule is critical, there are some benchmarks, metrics, and events that deserve more immediate attention.

Orange Leap’s digital dashboard can be configured to supply easy-to-read, up-to-the-minute data on all of your organization’s most important metrics.  Executives and staff can keep their fingers on the pulse of whatever is important for them to know.  Because the dashboard is configurable by role, you won’t swamp anyone with extraneous or unwanted data, but rather ensure they have the exact information they need.  Dashboards can include such information as month-to-date giving; plan, actual, and variance data; or “who’s giving” segmentation data.


Can Orange Leap Be Customized?

October 19, 2012

Q: Is the application customizable?  How easy is it to make the application reflect the way my organization operates?

A: Orange Leap is built to be customized to your organization’s needs.  In addition to internalizing your own business rules and operating parameters with Orange Leap, we can customize the name and order of fields for you.  Instead of using preset field names or orders, we can conveniently adapt the user interface to reflect the terminology your staff and volunteers use every day to discuss your particular environment – for example, we could include fields titled “student” instead of “client” or “donor” or any other unique requirements you may have.

Using the same everyday terms and language that staff and volunteers are accustomed to, makes it easier for everyone to input data, run searches, and generate and read reports.

Orange Leap also helps make defining fields easier with drop-down menus, called “pick lists” – which offer standardized entries for many fields.  For instance, instead of one user typing capitalized two letter abbreviations for state names while another spells out the entire state – you furnish all users with a defined list of options so that all entries are standardized.

Is There Software That Can Automate Giving Levels, Thank You’s and Receipts?

October 8, 2012

Q:  How does your software use business rules to automate processes such as giving levels (first time donor, major donor, silver/gold/platinum membership) and automatically generate thank you emails and donation receipts?

A:  Orange Leap has customizable business rules to automate the complicated processes associated with accepting gifts and keeping in touch with your constituents. For instance, when a gift is entered into the system, it’s critical to proper stewardship to determine if that gift qualifies the constituent to receive recognition, specialized communications, or premiums.

Orange Leap furnishes the intelligence to customize the way the system tracks your constituents – so it conforms to just the way your organization naturally wants to do it.  For instance, it automatically tallies a gift within the donor’s profiles and calculates – in real time – in which segment the donor properly belongs without requiring manual entry and report generation – eliminating the opportunity for error and oversights.  It can also provide automated support to reach our to lapsed donors – donors who haven’t given in a certain period of time – automatically guiding outreach designed to reactivate their interest and donations.

Orange Leap allows you to ‘bake in’ your organization’s processes and business rules, so you don’t need to worry about losing invaluable institutional knowledge if key employees get sick, retire, quit, or get promoted out of their position.  It means Orange Leap intelligently and accurately keeps information up-to-date and available in real time.  It also means that it is easier for volunteers to use and it prevents errors and disruptions that can attend staff turnover.