Looking for information from users who have been involved in the beta testing of the intigration of WealthEngine into Tessitura. With the intigration, we want to begin utilizing WealthEngine in the upcoming year, but before signing on, I just want to hear overall impressions for the beta testers. Some of the things I'm wondering about are how the export/batch processing/upload process works, Tessitura reporting abilities...any information testers can offer would be appreciated - thanks!
Hi Aaron,
The PSO is currently Beta Testing the integration. Currently, Wealth Engine does not have an export file built for a user to export information out for Tessitura import. After a number of attempts of trying to create one, they ended up exporting our data for us and giving it to us. Now I am in the process of checking records as it appears data that exists on the website is missing from the import file they created. There are things that need to be worked out and once they are, I can only hope it will be a useful tool. Perhaps others have had a more positive experience, but I have been dealing with Wealth Engine since last summer and it’s been a long and frustrating process. There have been a number of issues and I must say I am highly disappointed with Wealth Engine’s very poor customer service, their lack of understanding the issues and their slow response in resolving them.
T.C. Brown
Database Administrator
412.392.4834
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Aaron Rouse Sent: Friday, March 22, 2013 11:36 AM To: TC Brown Subject: [Tessitura Development Forum] Tessitura and WealthEngine
This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
I would also like to hear from others regarding the integration of WealthEngine data into Tessitura. We have just begun to research this. Thank you.
Kira Florita, Sr. Director of Development & Advancement
NASHVILLE OPERA
Noah Liff Opera Center, 3622 Redmon Street
Nashville, TN 37209
615.986.3560 nashvilleopera.org
PNB is new to WealthEngine in 12/13. We did our first large batch screening last fall. Knowing that WealthEngine is rolling out a Tessitura integration product, we've held off on doing a lot of custom integration with Tessitura for the time being. I pulled out the essential metrics we're interested in (P2G score, estimated capacity, and a couple of others,) and had our DBA set up a custom table for me so that I could create some list criteria and output set elements. I'm definitely using WealthEngine info for building lists and reporting, but that's about it at the moment as far as Tessitura goes.
We anticipate adding WE's custom integration product in 13/14, after we've completed our v11 upgrade process. My initial conversations with their sales staff about it weren't hugely informative, but I was hoping that was just because it was brand new to them at the time. We will reassess at the end of the season. T.C.'s comments are definitely not encouraging.
That said, overall I think we're pretty satisfied with the service. It's been immensely valuable for individual research.
Has anyone begun using Wealth Engine's W8 and its custom Tessi integration? My understanding from conversations with Wealth Engine is that there are only a few who are in beta testing at the moment. I'd love to hear from you. And if you have recently done a batch screening with Wealth Engine where you've had anywhere from 10,000 to 50,000 records screened, please send me a note to let me know. jsundberg@5thavenue.org
We are now in the process of installing the integration product, but I haven't seen it yet, so stay tuned on that one. We screened just over 16K records about a year ago and I've definitely been using FW8 since release.