Blackbaud, Inc. · NASDAQ:BLKB
Blackbaud — Investor Presentation (April 2010)
26 slides from Blackbaud's investor presentation, Apr 28, 2010
Slide 1: Blackbaud Online User Clinics
Blackbaud. BLACKBAUD ONLINE USER CLINICS Log on, Listen, and Learn Make the world a better place.
Slide 2: The Financial Edge Online User Clinics: Homepages and Dashboards
Blackbaud Online User Clinics The Financial Edge Online User Clinics: Homepages and Dashboards April 28, 2010 Host: James Bradley, Solutions Consultant Page #2 © 2010 Blackbaud
Slide 3: Q&A and Technical Assistance
Blackbaud Online User Clinics Q&A and Technical Assistance To submit a text question: 1) Click the ‘Q&A’ pane 2) Type your question 3) Click the ‘Ask’ button Note: Use the scroll button to scroll to your answer if necessary. For technical assistance connecting: Intercall: 800.374.1852 Live Meeting:
Slide 4: Agenda
Blackbaud Online User Clinics Agenda Welcome and Introductions Blackbaud News and Updates Homepages and Dashboards Presentation Upcoming Web Events How Blackbaud Can Help Q&A Page #4 © 2010 Blackbaud
Slide 5: Blackbaud NetCommunity Spark
Blackbaud Online User Clinics Blackbaud NetCommunity Spark™ o Blackbaud NetCommunity Spark is a new online marketing and membership solution that ignites your website! o Spark seamlessly integrates with The Raiser’s Edge o Bring your website to life with: • Unmatched online membership and fundraisin
Slide 6: Blackbaud Learn
Blackbaud Online User Clinics Blackbaud Learn™ Blackbaud Learn is an annual training subscription offered in tiered packages to best serve your training needs: • Learn • Learn More • Learn Everything Training is available for the following solutions: • The Raiser’s Edge 7 • The Financial Edge • The
Slide 7: Blackbaud Learn
Blackbaud Online User Clinics Blackbaud Learn™ Get the most out of your solutions with Blackbaud Learn! Live classes on software skills (online and classroom) Live lessons on best practices and nonprofit strategies Role-based curriculum for specific skill sets Exclusive Q&A office hours with experts
Slide 8: Blackbaud Application Hosting
Blackbaud Online User Clinics Blackbaud Application Hosting™ Security: World-class security measures that employ 24/7/365 system monitoring Uptime Guarantees: 99.9% or better uptime – applications are always available and designed to perform at the optimal level Disaster Recovery: Immediate access t
Slide 9: Blackbaud's 2010 Conference for Nonprofits
Blackbaud Online User Clinics Blackbaud’s 2010 Conference for Nonprofits o Join us to experience everything you have come to love about the Blackbaud Conference – three days of educational content dedicated to your specific needs and opportunities to network with your peers and industry experts – al
Slide 10: Homepages and Dashboards
Blackbaud Online User Clinics Homepages and Dashboards Page #10 © 2010 Blackbaud
Slide 11: Home Page: What is it?
Blackbaud Online User Clinics Home Page: What is it? You can designate records and processes you use most frequently as favorites The Financial Edge Homepages act much like internet favorites Page #11 © 2010 Blackbaud
Slide 12: What can be linked from my Homepage?
Blackbaud Online User Clinics What can be linked from my Homepage? Record Searches Adding Records Reports Imports Exports Queries Word Docs Website Links In short just about anything you can do in the Financial Edge can be accessed by creating Favorites on your Home Page! Page #12 © 2010 Blackbaud
Slide 13: Action Reminders
Blackbaud Online User Clinics Action Reminders Actions track any tasks or activities you complete for a record. • For example: • In AP, a vendor action may track a review of a maintenance contract • In GL, a project action may track reports that need to be sent to a Grant Organization • In Payroll,
Slide 14: What is Homepage?
Blackbaud Online User Clinics What is Homepage? The starting point for The Financial Edge Gives users the ability to add shortcuts for all of their daily tasks through the use of “favorites” Similar to setting up a homepage on an Internet browser Serves as a message board to remind you of all of the
Slide 15: Demonstration of Home Page Functionality in The Financial Edge
Blackbaud Online User Clinics Demonstration of Home Page Functionality in The Financial Edge Page #15 © 2010 Blackbaud
Slide 16: What is Dashboard?
Blackbaud Online User Clinics What is Dashboard? A car’s dashboard shows you up-to-the-minute information about your car – your speed, how much gas you have, how hot the engine is, etc. A Financial Edge Dashboard is very much the same – showing you timely information about your organization in a vis
Slide 17: Dashboards
Blackbaud Online User Clinics Dashboards A powerful management tool that gives you a snapshot of important performance indicators Quickly and easily, it summarizes your organization's most valuable information Create dashboards with panels containing information from all the programs within a databa
Slide 18: How do I make my Dashboard?
Blackbaud Online User Clinics How do I make my Dashboard? The Customize button is where you configure your dashboard. The available panels of reports are listed on the left. Choose the panel by clicking Add. Click the Edit button to format the report, change date ranges, and apply filtering. Page #1
Slide 19: What can I do with my Dashboard?
Blackbaud Online User Clinics What can I do with my Dashboard? In the Panel: • Copy the Panel to the Clipboard to use in PowerPoint, Word, etc. • Print the Panel for hard- copy distribution. • Send the Panel as an e- mail! Drill down into Records, Transactions and Source Documents! • For example, yo
Slide 20: Some Tips about Dashboard
Blackbaud Online User Clinics Some Tips about Dashboard Dashboards are “cross-modular”. You can have over 200 panels in each Dashboard. You can make as many Dashboards as you want. Dashboards can be shared with other users. Dashboards must be refreshed to show the most current information. Page #20
Slide 21: Demonstration of Dashboards in The Financial Edge
Blackbaud Online User Clinics Demonstration of Dashboards in The Financial Edge Page #21 © 2010 Blackbaud
Slide 22: Insert Topic Slides
Blackbaud Online User Clinics Insert Topic Slides Page #22 © 2010 Blackbaud
Slide 23: The Financial Edge Online User Clinics
Blackbaud Online User Clinics The Financial Edge Online User Clinics Topic Date Query 3/17/10 Homepages and Dashboards 4/28/10 Enhancing Your Purchasing Process 6/9/10 Making the Most of Raiser’s Edge and Financial Edge Integration 7/21/10 Reconciliation 9/1/10 Year-End Procedures 10/13/10 Preparing
Slide 24: Upcoming Web Seminars
Blackbaud Online User Clinics Upcoming Web Seminars Advanced Budget Management • 5/25/10 at 2:00 p.m. ET • 6/29/10 at 2:00 p.m. ET F9 for The Financial Edge • 5/27/10 at 2:00 p.m. ET Take Invoice & Purchase Requests Online: WebPortal for The Financial Edge • 5/26/10 at 2:00 p.m. ET For a schedule of
Slide 25: How Blackbaud Can Help
Blackbaud Online User Clinics How Blackbaud Can Help Contact Blackbaud Support for more information on: Additional Modules: Multiple module purchases and bundled training Training Services: Blackbaud Learn™ Hosting Services: Blackbaud Application Hosting™ Consulting Services: Conversions, customizat
Slide 26: Questions?
Blackbaud Online User Clinics Questions? Phone: 800.443.9441 Email: [email protected] Thank you for joining us! Page #26 © 2010 Blackbaud