Capital Business Solutions is excited to be working with the staff of The University of Vermont Health Network on their Blackbaud Raiser’s Edge and Financial Edge software.

CBS spent time with Steve Warren, Chief Financial Officer at University of Vermont Health and Ginger Lubkowitz, Chief Development Officer plus their teams to review the integration of Raiser’s Edge and Financial Edge and do a comprehensive assessment of their databases, processes and procedures. The Raiser’s Edge sessions included meetings with the organization staff, a review of current fundraising processes and systems, and a discussion of future needs. A recommendation for addressing the items contained in the findings report was provided and used as a reference for additional discussion and formulation of a detailed work plan. Areas that were covered during the process included data entry, constituents, gifts, mail and exports, database review including table configuration, modules, campaigns, funds and appeals, reports, along with identification of user training needs. As a result of the System Assessment future work will be performed including data cleanup, conversion and user training.

On the Financial Edge side The System Assessment sessions included a review of the General Ledger, Account Structure and Reporting along with thorough discussion with key staff regarding business processes, office workflows, tasks and responsibilities. The sessions also included help in determining reports needed from the system and identification of training needs for end users. As a result of the Assessment CBS will be contracted for additional data cleanup, system changes and training.

Who is University of Vermont Health Network?

UVM Health

Working together to better serve their communities makes them stronger, focused on collaboration instead of competition. As a team, The University of Vermont Health Network improves the lives of their patients by delivering outstanding care cost-effectively, as close to patients’ homes as possible. Their hospitals and physicians are bringing the best of community and academic medicine together, sharing their knowledge and resources to give patients access to leading-edge technology, advanced treatment options and the highest level of compassionate care – the heart and science of medicine. The University of Vermont Health Network cares for communities on both sides of Lake Champlain, from the Adirondacks to the Green Mountains and beyond. Members include; The University of Vermont Medical Center, Central Vermont Medical Center, Champlain Valley Physicians Hospital and Elizabethtown Community Hospital.

Which CBS Consultants are working with University of Vermont Health Network?

Alyson Watts – Fundraising Practice Manager

Alyson offers 13 years of fundraising experience in a variety of nonprofit settings, including 9 years in a Director of Development capacity and 6 years administering The Raiser’s Edge® databases. Her fundraising experience includes corporate development, membership, annual giving, special events, grant writing, and capital campaigns; and her nonprofit management experience includes strategic planning, budgeting, volunteer development, staff structuring, and training. She has direct experience with both national organizations with hundreds of employees and with small non-profits with budget size of under $1 million. Her professional services experience includes implementing software, managing software conversions and upgrades and devising workflow and written procedures manuals.

Christy Anderson – Senior Consultant and Implementation Specialist

Christy has more than 15 years of experience with the Blackbaud products, having worked at Blackbaud from 1994-2001 where she was a Senior Support Analyst and Software Trainer. Christy’s thorough product knowledge and training abilities made her a great resource for modifying and restructuring training workbooks; providing internal training to new analysts and coaching new trainers on their presentation skills. Christy started with Capital Business Solutions in 2001 where she currently directs client implementations for Capital Business Solutions and provides an in depth understanding of non-profits along with a wealth of Blackbaud experience for our clients.

If you are interested in finding out more about customized Fundraising Software Training and Consulting, Nonprofit Accounting Software Training and Consulting, or School Administration Software Training and Consulting please call 919-821-1244 x26 or contact us to chat.