Administrative Services
Free your organization from the burden of administrative system tasks so you can focus solely on accomplishing your mission. Think of SofTrek as an extension of your team; our specialists know your system and will help you manage any or all of your administrative needs quickly and efficiently. We can lend assistance by running reports, uploading batches, running auto updates, and adding or updating user security information. Allow us to alleviate your administrative workload so you can focus on what's really important - your mission.
Auto Updates
Your application includes a utility designed to globally update large numbers of records. With it, you can select records from your database that are to be updated with given values, e.g., creating a contact for every prospect selected, setting the acknowledged flag to sent for every gift selected, adding a group of donors to an invitation list. Our team can work with you to define and write the query to select the records to be updated, and run the process for you.
Batch Handling
Batch entry of gifts, pledges and payments is a standard function for most nonprofit organizations. Our team can make it easier by helping you define templates, set the most efficient defaults, organize your batches, or actually do the entry for you.
Credit Card Processing
Processing credit cards and electronic fund transfers (EFT) is standard fare for nonprofit organizations. Your application includes utilities for credit card and EFT billing for multiple merchant accounts and to multiple vendors. Our team can help you organize your electronic needs from setting up accounts and procedures and helping you automate your processes, to running the programs for you, including reconciliation and resolution.
Credit Card Vaulting
In order to be compliant with Payment Card Industry (PCI) Standard regulations, your nonprofit must follow specific security requirements for handling and storing credit card data. A breach of security resulting in the theft of donor credit card information could have devastating effects due both to steep penalties for non-compliance and the damage to your nonprofit's reputation. Our data vaulting solution eliminates the burden for your nonprofit to become PCI certified by safely removing all credit card information from your donor database. Credit card information is sent fully encrypted via the web to our PCI-compliant data center where it is securely stored.
Data Import/Export
Complete data import and export capabilities are critical to your ability to fundraise successfully. We offer a range of data import and export capabilities that help you keep your donor and gift information current and easily accessible for use in all of your campaign initiatives and analysis. Our import and export functionality allows you to process standard functions including NCOA updates and CASS certification, donor mailing lists, and gifts from online contributions. Our team provides assistance in creating imports that enhance and ensure the integrity of your data and in creating exports that meet the needs of the recipient system. Your imports and exports can be scheduled to run on a one-time or recurring basis in order to meet your specific needs.
Reporting
Reporting is an integral part of any nonprofit organization’s operations. Producing and delivering reports to appropriate parties on a regular (daily, weekly, monthly, annual) basis can be a resource consuming process, taking up valuable staff time and slowing down your system during work hours. Our team can help you manage this by working with you to develop appropriate report parameters, define schedules, or run your reports for you during off-hours.
User Security Profiles
Developing security profiles for your users and adding new users to your system is a complex activity, requiring knowledge of all sorts of application features and functions. Let our team work with you to understand your system security need, defining security profiles, and creating new users for you.
Contact us to learn more about the administrative services that would benefit your nonprofit's ability to effectively manage your donors and successfully support your mission.
