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Clear allInnovation can feel out of reach for many reasons. Whether it isn't in your job description, or you don't have resources for it, or you aren't the "creative type." Let's discuss why innovation is everywhere, why you're a key driver, and how to get buy-in for more.
Our university President wanted an "airport status-type" view of any prospects she was related to via manager assignment, attendance on an interaction, team assignment, VIP flag, or University Dean's assignments. Along with this status type view, she wanted a full list of her "universe", and an easy one-page view of that prospect's engagement and interests. We decided to deliver this through Power BI for ease of access, and to take advantage of the flexible filtering PBI offers.
Social impact technology exists to enable organizations to build a better world faster and more efficiently. And the opportunity for nonprofits and foundations to drive innovation that fuels this impact has never been greater. Come learn how you can partner with Blackbaud to invest in your staff to build pro-code and low-code solutions to accelerate your business needs and outcomes.
Get meta and query the Query API developers and preview testers about our newest API! We will demonstrate the capabilities of the new Query SKY API for RENXT and FENXT. Customers involved in our query public preview program will describe their initial experiences, projects, and plans using the API and extensions.
We will walk through a hands-on example of integrating Blackbaud data into a cloud-based data warehouse using Airbyte, Sky API, and BigQuery. Focusing on practical application, this demo will illustrate how to set up automated data extraction and ingestion, showcasing each step to configure these tools effectively. Attendees will learn not just the 'how' but also the 'why' behind each process, emphasizing the benefits for data governance and strategic data use. We'll detail how this integration framework facilitates better data management practices and supports a data strategy that relies on warehoused data for analysis and decision-making. Expect to leave this session with actionable knowledge on creating a secure, efficient, and governance-aligned data architecture that can be applied to your own data ecosystem.
Widgets, Shortcuts, and Automations abound. This session will explore ways you can link your iOS / macOS devices into the SKY API ecosystem. This will use native features such as Widgets and Shortcuts as well as 3rd party Apps.
Learn how processes in Blackbaud Award Management can be automated to save yourself time. We will then take it to the next level as we explore how BBEM can be extended and leveraged within the Higher Education ecosystem as not only an award management tool, but a recruiting tool.
Join us as we guide you through several unique Luminate Online Event registration layouts, showcasing the potential of the Event Module when it receives a touch of creativity, customizations, and code. You'll leave with fresh inspiration to enhance your registration process, improving your donor experience and boost ticket sales for your events!
The University of Manitoba Donor Relations department has undergone a major transformation in the past 2 years to become a data driven organization. This presentation will discuss the roadmap taken to achieve a significant shift in culture, fundamental values, and expectations from the business. From the initial sponsorship at the executive level to the redefining of roles and responsibilities throughout the units.
SKY UX is Blackbaud's open source Design System and Angular Component library. Join to learn more about SKY UX in general as well as new features and functionality available. Key highlights will include how we've simplified form component development and automated accessibility features where possible.
Building off of Blackbaud's recent announcements around our investments in Artificial Intelligence, Functional Expert Amanda Elsner and Product Manager Ian Craddock would like to review with you Blackbaud's AI strategy, including our commitments to privacy, security, and trustworthy stewardship of your and your constituent's data. We will demo for you how we take this strategy and use it to inform our product development with a walkthrough of the new AI Acknowledgements feature within Raiser's Edge NXT.
ApplePay and Venmo are just the start. What if you could have personal quotes and images from TeamRaiser participants, right there on the form? What if you could skip extra steps and make the thing take 20 seconds from start to finish? What if you could have the PDF receipt right there on the page instead of only in the email? Oh, and let's get Donor Advised Funds as an option. And gift matching. It won't be simple, but it *is* doable. Join the session, and let's take a look!
In this session you'll learn: • Why well-written labels and programmatic accessible names are essential for users of assistive technology to be able to use your web application. • How to design, write, and code labels for a range of web inputs and elements so they are accessible for users with differing abilities. • How SKY UX supports labels, accessible names, and has components with naming support automatically built-in to help you achieve highly accessible web applications.
The ability to easily manage or even cancel memberships online is a standard expectation of modern users. While cancellation functionality may traditionally have been a cause of concern for fundraisers focused on retention, offering it to your users can actually provide long-term organizational benefits that outweigh the short-term financial impacts resulting from cancelled gifts. In this session, you’ll hear from Save the Children US about the user and technical requirements for their recent implementation of a self-service gift cancellation function within their custom Luminate Online supporter center, including an overview of the end-to-end integration with Blackbaud CRM.
Embark on a journey of exploration with Alvernia University Director of Advancement Operations, Hallie Guiseppe, as she dives into the realm of data management using Microsoft Power Automate and Blackbaud RENXT APIs. Join this session at bbdevdays, where Hallie will share Alvernia's experiences and insights, showcasing how these powerful tools have enabled Alvernia to extend their Blackbaud solutions. Low-code developers discover practical ways to enhance data integrity and streamline processes so you can focus on higher-value tasks. Hallie will share practical examples and insights to inspire low-code data management strategies at your own organization. Let's explore together, learn new skills, and uncover a world of possibilities!
A demonstration of using advanced lists in BBEM combined with Power Automate to email out-of-season enrollments and withdrawals to school staff members on a weekly basis.
Come see how Holt International took a legacy eCommerce system and moved to Shopify in four months using a low code/ no code approach to integrate with BBCRM. We will demonstrate the wonders of this fully automated process, requiring very little manual intervention.
We will explore a Power Automate process used to move proposals/opportunities from open status to pending when a pledge is received and funded when a gift is received. This automation also includes a process to inactivate previously funded or closed proposals/opportunities by other users.
Come and hear from the Red Arc team how the new Query API has enabled a generational change in our marketing automation connector. How it simplified the architecture, added responsiveness and dependability, plus radically altered the user experience. The team will walk you through why we did it, what it involved and show you what the new experience looks like!
Microsoft Fabric is a powerful suite of data analytics solutions that brings together various integrated services under one umbrella. For nonprofit organizations, it offers a transformative approach to handling data, enabling them to focus on their core mission without getting bogged down by infrastructure complexities. In this session, we will explore real-world examples of how nonprofits are leveraging unified data environments and powerful analytics solutions to spend less time on operations, and more time on their mission.
From harnessing human creativity through Generative AI to generating tech value through modernization and technical wellness, it’s important for organizations to maintain an integrated business strategy, a solid technology foundation, and an inspired workforce. Join Deloitte Consulting LLP’s Eddy Krumholz as he dives into Tech Trends 2024 and discover how pioneering leaders are finding equilibrium between shine and substance in today’s emerging tech landscape.
Blackbaud Grantmaking (BBGM) has recently modernized its existing APIs to SKY API.This opens a host of possibilities for connecting to solutions, like accounting platforms or productivity tools. Let's talk about how you're using BBGM APIs, what you'd like to see in the future development, and ideas and use cases you're thinking about now.
This is a tool to assign (either by list, or one-at-at-time) and flesh out all prospect-related data points. It takes care of migrating / end-dating current data points if needed, and allows for overrides to control what is added/updated. All updates are staged on a review tab before completing the process. The interface manages multiple concurrent list assignments separately, so you can be handling multiple fundraiser caseloads at one time.
Dive into the realm of artificial intelligence as we explore the revolutionary techniques of employing vector stores for fuzzy matches to enable efficient filtration of vast constituent datasets. Discover how leveraging Large Language Models (LLMs) and prompt engineering allows us to comprehend and implement matching criteria articulated in natural language by users. Uncover the power of this approach as we seamlessly navigate through the dataset, identifying potential duplicates and matches based on user inputs. Don't miss this insightful discussion on the fusion of advanced AI technologies for enhancing constituent matching accuracy and efficiency.
New, modernized Grantmaking APIs make it easier than ever to connect payments to Financial Edge NXT. Join us to see one example of a full-circle grant payment using APIs. We’ll use Power Automate to push scheduled BBGM payments to FENXT invoices and then bring completed payment details back into BBGM.
Have you been building flows in Power Automate using the RENXT connectors? Now is the time to branch out! Austen Brown and Stacy Cope will walk you through how to use the SKY API documentation to do things like get education records, giving summaries, and more!
Low-code platforms can give your team great power to improve their day-to-day workflows and increase their productivity. But with great power comes great responsibility, and this is true when it comes to wielding power over the data that your constituents entrust to your organization with. To protect them and your organization, you have must get cybersecurity right for your low-code and no-code projects. In this session, we'll cover some basic cybersecurity considerations to make as your organization joins the low-code revolution.
In last year’s "next steps" CRC had laid out four fields that we were trying to work with and this year we will be able to present on how 3 of those areas are now being updated using BVDL. As part of the presentation, we’ll show the next part of our data flows that take a table visualization in Power BI and turn that into an import file for UNITY queue to process all without a user needing to make the change. The next part will be to discuss limits that have been found and pushed in Power Automate for large files and moving data around. We’ll finish out with a bit of additional reporting that we do with this type of process to watch for issues in the automation. We will also touch on CRC’s data security best practices and how these add additional challenges to the work that we do for the users.
Using the School API to directly access the SIS database allows me to apply our own rules to standardize the data that we receive from our Admission Office for incoming students and families. The group of programs streamline the process for handling new student data and identifies records that have inconsistent or missing data.
This session will cover the project that Hollie McKain, Ashley Moose, and Dan Snyder completed as part of the 2023 Innovation Award. It is an adaptive card to process bio updates (address, email, phone, employment) from users who have access to Raiser's Edge NXT, but maybe not access to make the updates. Additionally, we are able to report on the updates completed in Power BI to calculate various metrics.
Come learn how to customize digital reports for donors using Blackbaud data, such as donor names, giving levels and donor interests. This data can be used to customize content for personalized donor and impact reports with more engaging stories, with the help of AI. Storyraise and other solutions are various pieces of the puzzle for nonprofit tech that can improve storytelling and display your community impact. Thanks to AI, new tech has emerged including out of the box solutions using your existing Blackbaud donor data.
In this workshop we present a home grown application built from within a Blackbaud school to solve the problem of tracking substitute requests. This session will cover the problem space, the technical overview of the application, and the next steps for development. This session will address some of the issues with in-house application development and how to facilitate school developed applications to solve problems within the community.
For schools using Blackbaud as their SIS, there is an incredible amount of valuable data that you are able to access and utilize (such as advanced lists) to help manage your systems and data syncing. Think about syncing rosters, contact information, enrollments, etc. Oftentimes, you are stuck with this process: Create the list, Run the list, Download the data as a spreadsheet, and then do this all again once there is new data and try to keep all the spreadsheets named correctly. What if you were able to leverage the Blackbaud Sky API and Google Apps Script to break into Blackbaud and automatically pull this data out for you in an automated way! The possibilities are endless! Suddenly, this process went from the tedious task of constantly manually exporting outdated data to automatically pulling up-to-date data all the time. Take some time with Nick to learn how to set this up for your school and start exporting automatically and not manually.
A pro-code breakdown of how ZERO customized Blackbaud checkout for our Run/Walk program. We'll be looking at how to weave together Bootstrap, JavaScript, Luminate API requests, and S-Tags. Beyond customizing the base BlackBaud Checkout form, we'll also look at adding third-party payment processors, enhancing donation forms with constituent images and personal quotes, and adjusting your LO instance so it uses the most recent version of Bootstrap 5.
Join the Blackbaud team for a demonstration of the new capabilities and possibilities of Blackbaud Cloud Operations for BBCRM. We will discuss the Total Cost of Ownership of Cloud Operations vs on-premise, what migrations processes look like, and why our best practices exist for cloud operations and how they help customers who want to remain on premise.
In an era defined by rapid technological advancements and evolving user expectations, the user experience (UX) landscape is constantly evolving. For nonprofit organizations, ensuring an engaging and intuitive online experience is essential for driving impact and fostering meaningful connections with stakeholders. This session will explore the latest UX trends shaping nonprofit websites in 2024, providing developers with insights and strategies to create compelling digital experiences that support their organizations' missions.
Inspired by the popular TV show that gives behind the scenes looks at the complexity involved in bringing to life everyday products, this is an updated version of the behind the scenes view of Blackbaud software engineering. Presented by a senior software architect, this session will cover the inner workings of the technical machinery that powers the SKY API ecosystem. This is an updated presentation with new content for 2024 focusing on the new Altru and Blackbaud CRM SKY APIs and the mysterious "Engineering System" that is powering the 2024 innovations coming from Blackbaud.
As we dive into bulding more custom report via Power BI (or other method/tools), there will come a point where simply "adding" each report on the homepage of RE/FE NXT becomes overcrowding. This session will discuss and show method I used for my organization to have a homepage that categorize all custom reports and have a search tool to help find reports within it.
Join this session to learn how Red Arc and Civic Champs worked with Raiser’s Edge NXT engineers to create a two-way integration using SKY API. Civic Champs is the most awarded volunteer management software platform winning recognition and funding from the Gates Foundation, NBA Foundation, IDEO, and the Richard King Mellon Foundation. Working with Red Arc, Civic Champs created a two-way integration with RENXT that gives organizations a real-time sync of volunteer data into RENXT and one-click data import of RENXT constituent data into Civic Champs through the SKY API.
This session will describe the differences between accessing RENXT data through three different methods: Queue, regular backups, and APIs including the soon-to-be-released Query API. What are the strengths of each, and how can you decide which is the best fit for your purposes?
Ensuring your website is accessible can be a point of pride, a moral duty, and increasingly a legal necessity. However, when resources are limited this vital topic is often overlooked - which could leave your supporters and beneficiaries excluded and frustrated. So let's start making the web a more accessible place, one page at a time. This practical session will demonstrate the basics of website accessibility testing and problem-solving - with no technical skills required. By the end of this session, you won't have all the answers, but you will know what key questions to ask of your website maintainers and design agencies - and you might even be able to fix a few issues yourself!
The newest Blackbaud Donation Forms are currently available in RENXT and will later release to Altru and BBCRM customers. Let's take a look at these forms and how they're built to convert, then have a conversation about what types of customizations and add-ins you'd like to see.
Uncover the powerful roadmap to help navigate the path from idea to impact. We'll walk through the steps to spark curiosity, encourage ideation, iterate through experimentation, build a personal network of champions, and celebrate discoveries, driving both personal and company success. Join Ashima Sharma, CEO and co-founder of Dreami, as she charts the path to unlock your inner dreamer and entrepreneur to propel both your career and organization forward.
Blackbaud's Social Good Startup Program is a unique, year-long tech accelerator that supports early-stage software companies that are dedicated to solving problems that matter to the social impact community. Come and see the incredible innovation these up-and-coming companies are bringing to our community.
Want to increase revenue and bring back lapsed constituents? In this session we will explore some of the simple reasons your constituents stop responding and discuss three guiding principles to implementing a data strategy that are actionable now!
According to Dictionary.com, for many in the Gen Z demographic, "drip" refers to your look or style, particularly when it’s considered extremely fashionable; consider it as an updated version of the word, "swag". If someone mentions your "drip," you know that you can take it as a compliment. Automation in anything we do in our day-to-day jobs is definitely fashionable. That being said, do you ever have a question that is asked repeatedly by your supporters that you have a "canned" answer for the question (e.g. what do I need to do to volunteer; do I need a background check, special training, etc.) ? Do you have an idea for an email campaign where you release information in parts? You're thinking about an email "drip" campaign. Did you know you can automate it as a recurring delivery? During this session, we will work with Luminate Online surveys, queries, and recurring deliveries to set up an automated recurring email delivery as a "drip" email campaign, releasing information in parts, through a series of email messages that drive value for your supporters who have subscribed to receive email updates from your organization. Note: HTML, CSS, and jQuery code is discussed during this session. Web developers with a basic understanding of these coding languages are recommended to attend.
In this session, you will discover how this comprehensive Power BI dashboard is designed exclusively for K12 leaders, providing vital insights into admissions, enrollment, advancement, and diversity..
Gain practical insights into crafting a personalized developer roadmap at this conference session. Beginning with an exploration of pain points and common challenges faced by developers, participants will embark on a structured journey towards roadmap creation. Learn techniques for identifying, prioritizing, and addressing pain points effectively, ensuring that the resulting roadmap tackles the most critical challenges first. Discover strategies for developing actionable solutions within the developer journey, aligned with organizational goals and product objectives. Through the concept of working backwards from desired outcomes, attendees will gain valuable skills to define actionable steps and propel their technical products forward. Don't miss this opportunity to acquire practical strategies and techniques for charting a successful developer journey tailored to your goals.
At Fred Hutch we created a unique HIPAA-compliant solution to support out Patient Family Fundraising program. Join to hear about the journey from a simple flat file to a suite of powerful tools allowing Gift Officers securely access sensitive patients information, supporting them in their work with healthcare providers on identifying best donor prospects and providing visibility to additional wealth screening. From using SKY API to create new records in the system, to integrating and exposing the data in RENXT through SKY Add-ins, designed and built with SKY UX framework, learn how we used tools available to all developers to create this fully automated data-driven solution.
Power Automate and Power BI give those of us with the abilities to use them a toolset to create powerful customizations for our organizations. But just because we can, should we? Are there better uses of our time? Will our successors be able to support and update the customizations? And if we do proceed, how can we do so thoughtfully to ensure the ongoing use and success of our work?
Session will demo a 3rd method (SKY Add-in dynamic calculation) of a classic to-tag or not-to-tag problem in RENXT. The problem relates to if a constituent should be tagged or not when the "tag" is related to constituent's giving history.
Creating a Support ticket with Blackbaud should be a seamless experience for you. Let us walk through what is required for the best and quickest outcome.
External Data Warehouses are often used to consolidate data for reporting and analysis. This session will take a different perspective in utilizing external data storage to extend the functionality of your Blackbaud Solutions such as Raiser's Edge NXT. Microsoft Dataverse, part of the Power Platform, will be used as the basis of the discussion though alternative options will also be covered for those that don't have access to the Dataverse.
Overview of Support's digital transformation, what we have accomplished, where we want to go, and feedback from customers on what self-service resources they would like to see
In this session we will cover how to add digital DAF giving to any Luminate Online donation form with DAFpay and ensure that DAF gifts are properly tracked in your CRM. We will review the key elements of the public API for this integration, walk through a live implementation and highlight the best practices for passing DAF gift details to the CRM.
Managing hundreds or thousands of restricted funds across multiple departments, units, and siloed systems can be a challenge and even causes underutilized funds.With a holistic view of fund data, advancement teams, department heads, and leadership can better honor donor intent and be more effective with their human and financial capital. In this session, the FundMiner team will explain how their platform uniquely aggregates data from your existing systems to provide you with an enterprise-wide fund management solution. They will provide insight on how pairing FundMiner with your existing CRM system, accounting system, and/or awarding system can seamlessly automate and simplify your fund management operation. FundMiner takes fundraising operations and fund management to the next level with tools like impact reporting, spending plans, and utilization monitoring.
Newly diagnosed cancer patients and caregivers benefit from quick responses to their questions about their cancer diagnosis. Using a survey linked to their website, a nonprofit used it as a trigger for an automated workflow that provided resources to these patients and caregivers. Using third-party applications and Raiser's Edge NXT as tools, the automated workflow was developed with the single goal of quickly supporting these patients and caregivers. This workflow, starting from a survey submission to the building of the constituent record in Raiser's Edge NXT, will be demonstrated during this session.
Unable to find an existing solution that met our needs the Parkinson's Foundation worked with DNL Omnimedia to develop a custom tile in RENXT to allow for data entry of volunteer activity and tracking of information collected via Luminate Surveys.
Presentation on using the BizOps API to access custom datalist or searchlist specs for various needs using a narrowly limited role in CRM. We have chosen to use PHP code to assist with this and to either display the data, on webpages external to CRM, or to create a JSON object which is then stored (for performance reasons) and used on a BBIS page, for something like a GivingDay campaign. We were also able to use this method to support hourly challenges for our GivingDay based on the BBIS database tables.
DNL efficiently replicates Luminate Online, Raiser Edge NXT, and Financial Edge NXT data and objects into an accessible database, supercharging your analytics and enabling seamless integration with other systems. More data means more dollars - elevate your data game with a data warehouse!
Session will use real life example of fundraising business needs to discuss tips and tricks of creating Power Automate flows, including how to use some of the mostly used expression and data operation action to make the flow more efficient and avoid unnecessary loops. Will also discuss pros and cons of the New Editor on Power Automate flows and when to use or avoid it.
Join us for a focused workshop designed to equip you with essential skills to integrate and utilize the SKY Payments API. This session is tailored for organizations looking to unify payment processes across various fundraising platforms with live coding demos that will show you how to seamlessly set up Blackbaud Merchant Services (BBMS) to work with applications, capture payments using digital wallets, plus how to effectively push payment data into Raiser's Edge NXT. Whether you are just starting or looking to refine your skills, this workshop will provide you with actionable insights and techniques to enhance your organization's payment operations using Almabase's proven strategies.
This is an introduction to using ZAPIER as a complement to Power Automate and for some as an alternative for out-of-the-box data integration. This session will cover from end to end all the different elements involved in successful data transfers and synchronizations.
The non-profit industry is constantly evolving with innovative technology and areas of growth. Moving your on-premise database to the Cloud is just one example. As a result, many organizations find themselves implementing new Business Intelligence and Analytical Reporting tools, like F9, Power BI, Tableau, and other cutting-edge reporting methods, to stay ahead of the curve.
But what happens when you can no longer directly access your NXT data, in a secure SQL Database environment, the way you have always been able to do when it was in house? How will you run those critical reports leadership relies on for making business decisions and the board expects you to deliver for their meetings? Creating and maintaining your own data warehouse is asking a lot of your already stretched-thin IT team.
This was the challenge Robert McConnaughey faced as CFO and Interim President of The McCallum Theatre. You’ll hear how Data Moose helped Robert activate fresh RENXT data, delivered securely via the SKY API, into a SQL data warehouse, allowing Robert to access his NXT data like it was on-premise.
Come see the automation created by the Diocese of Trenton to prevent mailings to deceased records. The Diocese receives an average of 250 records from almost 100 parishes each month that have to be updated. Leveraging data from ParishSOFT, the Diocese has created an automation that saves hours in data processing and treats our constituents with respect.
As bbcrm developers, we do a lot of very specific often weird things that you can’t necessarily ask Chat GPT to do for you directly. This session will explore how to prompt Chat GPT for assistance with typical BBCRM tasks.
Back by popular demand - get your Gear on at the Print Your Cause Magic Show. Learn how Print Your Cause can simplify and streamline printing and fulfillment of logo gear operations, and have a ton of fun in the process. The prizes don't stop until the magic fades away!