ResearchPoint Designshttp://bbdesign.squarespace.com/rp-designs/en-US2008-12-04T08:18:45ZSquarespace Site Server v5.0.0 (http://www.squarespace.com/)Estimating Wealth and Giving Capacityhttp://bbdesign.squarespace.com/rp-designs/2008/4/8/estimating-wealth-and-giving-capacity.htmlJohn O'Connell2008-04-08T17:06:15Z

Do you use estimated wealth calculations to help you determine a prospects wealth and/or major giving capacity? I am looking at designing a Wealth Estimator feature for ResearchPoint and would like your feedback on how you use wealth estimating in your organization. Who do you share the information with? Do you find it successful in getting a larger gift? What factors and asset types do you use to estimate a prospects wealth or major giving capacity? Do you have a formula that works for all of your prospects, or does it vary from prospect to prospect?

Feel free to post feedback here, or contact me at john.o'connell@blackbaud.com and we can set up a time to talk.

]]>What use does your organization have for mapping?http://bbdesign.squarespace.com/rp-designs/2007/12/5/what-use-does-your-organization-have-for-mapping.htmlJohn O'Connell2007-12-05T17:14:45ZDo people with your organization currently use any mapping tools for locating consitutents, planning trips or any other purposes? If not, is their a need that could be addressed with mapping tools? I would really like to get some of your input on:

- Who in your organization has needs to use a mapping tool (what is their role and interaction with CRM system)

- What tasks do they need to accomplish (for themselves or for others) with mapping tools

CofC%20Map.PNG

]]>Overall rating for a prospect or grouphttp://bbdesign.squarespace.com/rp-designs/2007/11/15/overall-rating-for-a-prospect-or-group.htmlJohn O'Connell2007-11-15T14:17:35ZDo you use your own internal system to rate a constituent as a prospect for your organization. If so, what is your system. One example I have heard was rating as an A1, A2, B1, B2, etc...

Do you also rate groups of constituents, like a household, family or family foundation? If not today, do you envision doing so?

]]>Relationships in Sherlockhttp://bbdesign.squarespace.com/rp-designs/2007/9/13/relationships-in-sherlock.htmlJohn O'Connell2007-09-13T13:29:46ZI would like to see if you have feedback on relationships in Sherlock. The following screen shots capture what we are proposing to do. The first is the general relationships tab which captures all known individual and organizational relationships. I think of these as first degree relationships in the six degrees of separation concept. These are relationships that someone in the system has added. The second screen shot is the relationship tree which somewhat captures the six degrees of separation idea. All constituents in the relationship tree are constituents in the database. The final screen shot represents extended relationships found by PeopleLink. These people may or may not be constituents in the system.