WealthEngine

Hi, Shereen:

I am not one of the people who use WealthEngine data in our organization, so I can’t speak to that side of it except to say that I know we like to run lists of people who have tickets to things against a WealthEngine attribute we’ve added to Tessitura (the P2G) to see if there are any attendees whom we didn’t know had, potentially, a high gift capacity. I did the integration, and it went fairly smoothly. I ran a couple of scripts, added an InfoMaker pbl for the custom screen to our local library, and updated a couple of settings in Tessitura.

The only tricky part of the installation was actually importing the data from Wealth Engine into Tessitura. It took a few tries before the provided file was in a format Tessitura could use. WealthEngine support staff were very responsive, though, so getting the data corrected so that I could import it happened quickly.

Setting up WealthEngine in Tessitura took an hour or two, but it was perhaps a week or so after that before I actually got data into the local tables. The web connect custom screen worked immediately after the installation, though.

Lucie

______________________________
Lucie Spieler
IT Development and Training Manager

FLORIDA GRAND opera

Thank you, Lucie.  If we move forward I’ll be the one responsible for the implementation so this information is very helpful.  Were the scripts provided or did you need to create them?  Were you provided with complete instructions for the implementation?  Lastly, are you part of a consortium and if so how did this affect implementation if it affected it at all?

Shereen Marino
Data Analysis Manager | The Phoenix Symphony | Tel. 602-452-0414 | Fax. (602) 253-1772
SMarino@PHOENIXSYMPHONY.ORG | www.phoenixsymphony.org

Everything is available for download (scripts, pbl, instructions) on TASK. The documentation is pretty thorough. As I said, the only issue I really had was the actual import of data. If you’ve ever imported constituents, it’s a similar process. If not, you may have to figure out how to format the path of your import file.

Lucie

Thank you, Lucie.  You’ve been very helpful!

Shereen Marino
Data Analysis Manager | The Phoenix Symphony | Tel. 602-452-0414 | Fax. (602) 253-1772
SMarino@PHOENIXSYMPHONY.ORG | www.phoenixsymphony.org

Thank you, Tiffany!  I may be in touch if we move forward with this project.

Shereen Marino
Data Analysis Manager | The Phoenix Symphony | Tel. 602-452-0414 | Fax. (602) 253-1772
SMarino@PHOENIXSYMPHONY.ORG | www.phoenixsymphony.org

From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Tiffany Evans
Sent: Tuesday, November 05, 2013 10:35 AM
To: Shereen Marino
Subject: RE: [Tessitura Marketing Forum] WealthEngine

I have to chime in Shereen, only because we are also on RAMP and the process was a little challenging for me. We completed the integration process about 3-4 months ago and I was in the same role you are in terms of handling the import.

Wealth Engine ran our screening last November, so we did not know we could ask them to reformat our data to work with the import utility.  I had spent several days assuming that I had to format a huge access file when all I had to do was ask Wealth Engine to do it for me.  Also, when we mentioned to them that we were on RAMP, they didn't know what that meant, which surprised us a bit.

Feel free to send me an email if you have any issues with this up the road.  Good luck!!! :)