Download - eTapestry Product Roadmap - eTapestry User Group 2013

AGENDA9am to 10am Welcome

Jeremy Vanscoy, Toney Boor and Mike Rusche

10am to 10:15am Break

10:15am to 11:30am Breakout Sessions

11:30am to 1pm Lunch and Tour of Blackbaud Indy offices

1pm to 2:15pm Breakout Sessions

2:15pm to 2:30pm Break

2:30pm to 3:45pm Breakout Sessions

4pm to 4:15pm Prizes!

ETAP USER GROUPNovember 14, 20113Indianapolis, INMike Rusche, eTapestry Product Manager

TWEET ABOUT YOUR SESSION

#ETAPHORIZON

#BLKBETAP

#MRUSCHE

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Introductions

Mike Rusche

Has been with Blackbaud 14 Years

Product Manager for the eTapestry software.

Started when eTapestry was first developed. Initially did everything (sales, finance, take the trash out) and then moved on to head up Support, Training and eventually eCommerce before moving over to Product Management.

Introductions

Lisa Wang

Uses eTap 3 days a week on average

Works for a Social Outreach Program

Is the main user of eTap, but also coordinates the volunteer program and picks up the mail and answers the phone and buys the office supplies and, and, and and you get the picture. Oh did I mention she only “30 hours” per week.

Introductions

Leanne Waters

Uses eTap 5 days a week

Works for a Healthcare Foundation

Logs into eTap when she arrives in the morning and is in it until she shuts down her computer to leave.

Is the main user, who is responsible for all things eTap from making sure that gifts get in to running reports for the board to everything in-between. She is all eTapestry all the time.

Introductions

Focus on the CustomerI don’t need a

software, I need a tool that works with me to help me get my job done. A tool

that is powerful and efficient to

use.

I need something that is easy to learn and use. Something that

gives me the same power as a larger

organization without all the cost.

Two very different users

Two very different organizations

No extra time to struggle with their software.

Same types of challenges when it comes to their donor management software.

Focus on the Customer

How is Blackbaud Helping?

Conducting Discovery

Blackbaud is helping Organizations By:

www.blackbaud.com/discovery

Talking to customers


Iterating, Iterating, Iterating


Engineering to solve a need.


Releasing updates to eTapestry that save time and anticipate your needs.


Let’s Look at how Blackbaud is Helping

Easier Navigation

Dynamic Search

Embedded DIY Pages

Visual Updates

Outlook Integration Update

Blackbaud is Helping With….

Easier NavigationThe new menu is a real time saver for navigating all

the different places I need to

go in eTap!!

This new menu is so much easier to

remember when I don’t login everyday!

Dynamic SearchI love the

Dynamic Search because it gets

me to the account I am

looking for more quickly.

Less clicks means saved

time and I need all the time I can

get!

Dynamic SearchIt would be great

if I could go to the journal right from that search drop down box.

DIY Embedded PagesNow that is what

I am talking about

Blackbaud. Giving me a tool that really helps!

DIY embedded forms gives me a donation form that

looks like our website without

the big cost.

Visual Updates

My eyes thank you!

The new look is fresh and clean.

Looks like a whole new product!

Outlook Integration UpdateThank you

Blackbaud for making my new Outlook version

work with Blackbaud!

And more to come!

Printing in eTapestryI just want to hit a

button to print what I am looking at on the screen.

NCOA Integration

I need to run an NCOA on my records.

Can eTap help me with

that?

Gift EntryI enter a lot of gifts. There has to be a better way to do that without all of

those extra fields. Do I have to see all

of them?

Is that really and accordion menu?

Really, what does “Final”

mean?

Gift Entry

Gift EntryUpdating an

accounts address from the gift screen equals TIME

SAVER!

Thank you for only showing me the fields I have

to enter.

So What is Next?

So What is Next?Is there any way we could process credit cards via a mobile device? That would be

great when we are at an event!

I have more and more donors

asking me about being able to

donate from their phone. Can you

help?

Integration with Blackbaud Mobile Pay.

DIY Pages Mobile Compatible

eTapestry, Ecommerce and Mobile

So What is Next?I wish I had a better

understanding of the whole Social

Media thing. How do I connect with my donors that

way?

• How many of you know someone who uses some type of social media?

• How many of you use some type of social media?

• How many of you keep your social media profile up-to-date?

• In a “life event”, how many of you would update your social media account before you updated your bank?

Social Media and eTapestry

@john_t20

• What is the “issue” our customers are trying to solve with Social Media?

• What information do our customers want brought in from Social Media into eTapestry?

• How do our customers want eTapestry to interact with Social Media?

Social Media and eTapestry

@john_t20

So What is Next?Seems like we work so hard to get a donor and

then we lose them so quickly!

• For every 100 donors, organizations gained in 2012, they lost 105 donors.*

• How many of you know your current donor retention rate?

• Do you know how much it costs to acquire a new donor vs keeping an existing donor?

• Would you do something to try and keep a donor if you knew they were ready to stop giving to your organization?

Donor Retention

*FEP Final Report 2013

• What do our customers want to see about a donor’s retention “status”?

• How would our customers use that information?

• What actions do our customers want to take once they know that information?

Donor Retention

*FEP Final Report 2013

So How is Blackbaud Helping?

Discover, Design and Engineer items that:• Save you time• Save you money• Connect you with your donors• Make eTapestry a tool and not just a product

So What is Next?

TWEET ABOUT YOUR SESSION

#ETAPHORIZON

#BLKBETAP

#MRUSCHE

#ETAPUSERGROUP