Hi Tessiturians:),
The Development team in my organisation is pretty new to using Tessitura.
After a very long process of restructuring our campaigns and funds, we have closed old plans, and set up plans for each and every donor on our data base- assigned to the various development team members.
Moving forward I was wondering if you can maybe share best practices in plans project management.
It's great that the infrastructure is finally in, but I'm not really sure how to use the plans summary and step detail report successfully after pulling out the report.
I'm worried that if I don't manage the stage of implementation correctly , plans will be inserted but not used- and months worth of work will go down the drain.
Wisdom in DEV/Plans project management will be really appreciated..
Thank you in advance,
Yasmin
Good morning Yasmin,
This isn't anything that you could implement immediately since it isn't coming until Tessitura Analytics launches with v14.2 of the application, but there is going to be an entire pre-made Dashboard of Analytics that deals with Plans and actually will include some pivot table elements in the dashboard itself. Very exciting to think about the possibilities for.
If you didn't have a chance to catch the webinar, you can find it here: https://www.tessituranetwork.com/Items/Videos/Webinars/2018/Tessitura_Analytics_and_You
Thank you,
Brian
Thanks Brian