Your Implementation: Go-Live
In this phase of the project we will program your final run data and a Blackbaud consultant will deliver your Go-Live consultancy.
Submit Final Extract of Data
Task: Submit your final copy of data to us.
Action:
- Provide your final Excel document to your conversion programmer via our Blackbaud Secure Thru Box for your final run. Your project manager will provide you the details
Go-Live Resources
Final Run
Task: Your conversion programmer will complete the final run of your data into The Raiser’s Edge NXT
Action: Ensure that you have completed any final training prior to the Go-Live consultancy
Upload Test Run to hosted environment
Task: We will send your completed Test Run database to the hosting team for upload
Action: Your consultant will provide you with access to your Test Run database during the Test Assistance consultancy
Go-Live
Task: Your consultant will deliver your Go-Live Session. Download your agenda now.
Action: In preparation for this session:
- Ensure all attendees have attended all of the online instructor led fundamentals training course and any additional courses as needed
- Prepare a list of questions/tasks to complete with your consultant
- Review your post Go-Live tasks and create an internal plan for their completion (see list below)
- Set up your BBMS/BBPS Account. These accounts need to be set up in order to access Online Express during your Go-Live consultancy. Please see the knowledgebase article below to set up your BBMS/BBPS details, if you have any problems with this please do not hesitate to contact our support team who can help.
Go-Live Considerations
A number of tasks need to be completed by you either during the Go-Live period or shortly following this. Below are examples of the types of tasks that will need undertaking. Some of these may be completed with your consultant during the Go-Live period, with others being completed by you after. You will be asked to prioritise tasks as part of the Go-Live planning process.
Post Go-Live Tasks:
- Create new Campaigns, Funds, Appeals and Packages
- Create new Event Records
- Create new RENXT Database view Queries and RENXT Webview Lists
- Create new RENXT Database view Reports and RENXT Webview Analyse Dashboard
- Finalise RENXT Webview Giving Analysis and Constituent Records Settings
- Each user to set up user setting: RENXT database view User Options, RENXT webview – Tiles, Columns and layout
- Create new Batch Templates
- Create Donor Acknowledgement Letters
- Create new Mail Templates
- Create new Export Templates
- Create new Letter Templates
- Create new Addressee/Salutation Formulas
- Create new Attributes and associated table entries
- Finalise International Address Block Formulas
- Create new Field table entries
- Finalise Business Rules
- Set up Consent Configuration
- Set up all security groups and invite users
- Run the Duplicate Management Tool and merge Duplicates
- Create Quality Control Queries
- Apply your BBMS credentials
