Many Pies

Many Pies

Tuesday, March 27, 2012

GoRaise Mobile for Raiser's Edge


I've been given a sneak preview of GoRaise, a new product from Shaun Sullivan, who used to be CTO of Blackbaud. You can see screenshots on the Electric Plum site. (It's only recently been given that name, and at the time of writing that web page hasn't been updated with that name yet.) It gives you access to a subset of RE functions from mobile devices.

It's a HTML5 product, so you only need a browser to access it, no other apps to install. The home page has recently accessed records on it, and then four buttons at the bottom - home, find (i.e. search constituent), query and info. Query lets you search predefined constituent queries. Find lets you search for constituent records. So you only have access to constituents (not funds, campaigns etc.)

You can view what would be on the tabs on a constituent record, as well as a summary page which has a pie chart and first, latest and greatest gifts. You can add actions to constituents as well.

Query results are presented as a list of constituents, each of which you can expand to display a few extra fields, and then the option to go to their record.

The information is presented clearly and simply, with probably just enough of what you need. The downside is that you don't have access to all of RE, but for people out "on the road" it's probably what they need to look up constituents and record the meetings they've had with them.

David Zeidman has another review of it.
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