Description

A database assessment is only as valuable as what happens next. In this session, we'll use real client examples to show how thorough RE NXT reviews translate into prioritized, actionable roadmaps covering data integrity, classification cleanup, prospect management, and reporting strategy.

But we'll go a step further than the findings. We'll walk through the lightweight tools and techniques consultants and power users actually use to surface problems and validate data — including built-in RENXT functionality you may not be fully leveraging, and accessible tools like Power BI and Power Automate that don't require a developer background to use effectively.

You don't need to write code to think like a developer when it comes to reviewing your database. You'll walk away with a practical framework for turning findings into recommendations your team can actually execute, plus a handful of techniques you can apply to your own system right away.

Name
From Assessment to Action: Turning RENXT Reviews into Executable Roadmaps
Date & Time
Tuesday, June 2, 2026, 2:35 PM - 3:25 PM
Becky Kimball
Day
June 2
Session Type
Panel/Expert Session
Solution
Raiser’s Edge NXT
Competencies and Skills
Beginner/Non-Technical, Marketplace/Partner, Automation, Power Platform