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WealthEngine

Shereen Marino
$organization

Hello,

I've been tasked with researching the WealthEngine integration as possible addition to our system - we're a consortium and use RAMP. Could anyone provide feedback regarding this product, i.e. pros/cons and how it's benefited your organization?  Could you also provide information about the actual integration, i.e. how long did it take and what were the challenges if any?

Thank you,

 

Shereen

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  • $organization

    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

    From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Monday, November 04, 2013 3:54 PM
    To: Shereen Marino
    Subject: RE: [Tessitura Marketing Forum] 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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing 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!
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  • $organization

    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

    From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Monday, November 04, 2013 3:54 PM
    To: Shereen Marino
    Subject: RE: [Tessitura Marketing Forum] 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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing 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!
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