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
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
From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Lucie Spieler Sent: Tuesday, November 05, 2013 6:58 AM To: Shereen Marino Subject: RE: [Tessitura Marketing Forum] WealthEngine
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
______________________________ Lucie Spieler IT Development and Training Manager FLORIDA GRAND opera
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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!!! :)