Addressing addresses

Andrew,

Stacy in Patron Services is talking to an important donor who provides several addresses for his account.  One of the addresses on his PERSONAL account is his office address at “Large Financial Corporation”  So Stacy feels that the address should look like this:

                                Mr. Big Bucks                                                     Salutation

                                Director of Important Stuff                          Business Title

                                Large Financial Corporation                         ???????

                                51 Liberty Plaza                                                 Street1

                                Room 20DA157g                                               ???????

                                New York, NY 10017                                        City, State, Postal Code

Stacy needs places for all of this kind of stuff.  But the account is not an official “Large Financial Corporation” account.  So this should not show up as a name on the account.

She runs into a problem setting up this kind of address today because there are not enough fields so she compromises.  She puts in the address this way.

                                Mr. Big Bucks                                                     Salutation

                                Director of Important Stuff                          Business Title

                                Large Financial Corporation                         Optional Address (t_address.street2)

                                51 Liberty Plaza, Room 20DA157g              Street1

                                New York, NY 10017                                        City, State, Postal Code

Stacy does not understand what address type is about so she puts this in as a home address.  Because this is easiest and this is not for an for an official corporate relationship.  “This is a personal account for sure.”

She then needs a way to mark that this is where Mr. Big Bucks wants his tickets sent, and other addresses are for other things on this personal account.  The corporation information is only an aid for delivery.  It is not an official relationship with the corporation.  An OK compromise from Stacy’s point of view.  She gets the tickets out to the customer.  The customer come to the show.  Everyone seems happy.

Then (Story 2),

When Joe the IT guy send the data to data from story one above out to NCOA review he has to keep all of these things separate.

                                Mr. Big Bucks                                                     Salutation

                                Director of Important Stuff                          Business Title

                                Large Financial Corporation                         ???????

                                51 Liberty Plaza                                                 Street1

                                Room 20DA157g                                               Street2

                                New York                                                            City

NY                                                                          State

10017                                                                    Postal Code

USA                                                                       Country

When Joe is looking to send this data for NCOA processing.  The NCOA processor wants Company Name, Name, Street1, Street2, City, State, Postal Code.  The problem for Joe, that gives him Gray hairs and keeps him up at nights is that because we do not have a clear place for a Corp Name in the address

In fact it is likely best if he sends the following address to be checked

                                Large Financial Corporation                         ???????

                                51 Liberty Plaza                                                 Street1

                                Room 20DA157g                                               ???????

                                New York                                                            City

NY                                                                          State

10017                                                                    Postal Code

He needs to be able to filter on Country Code so he does not send any international items to the NCOA process.  NCOA does not process international customers.

The issue is that Joe has a hard time teaching the computer to guess exactly what is in which fields in the address.

Andrew I have lots of other stories about addresses but it is getting late.

For example:

o   The one about the guy who moved while his order was still open.

o   And the one about the guy who moves and 3 months later provides a change of address card to the USPS, and the marketing manager who want to get his new address back on the account.

o   And the one about 40% of the customers on the web site who put all of their information in lower case and the Ticketing Services Agents who have to go in and manually correct the addresses

o   And the one about the Tessitura team that cannot decide on a standard on addresses, and does not want to use the All uppercase USPS preferred standards, and yet want the Tessitura system to automatically update the addresses to keep them standardized.

o   And the one about the Development department that wants to manually maintain all of their addresses because they do not trust a automated system to maintain the addresses.

o   And the one about the USPS changing standards about what is an acceptable address

o   And the one about the USPS increasing the number of times a year that addresses have to be reviewed for NCOA

o   And the one about the E-Marketing Manager who wants to get as many email addresses on the web and create accounts, but does not want to have to get street addresses to create the account.

o   …

--Tom

As we reported in the Next Gen webinar this week, Release One of the Next Gen software will focus on Constituent themes.  We have already asked about Constituent Search and Constituent Relationships.  Today’s question surrounds Postal Addresses (we will ask about email, webpages, phones etc. in a separate thread).

Thinking about Postal Addresses in your business, some very BROAD questions: 

What are some challenges that you have surrounding addresses today?

Are there trends you are seeing that could impact postal address functionality in the future?

What do you like about Postal Address functionality in existing Tessitura?

What would you like to see changed/improved about Postal Address functionality?

Any other thoughts about addresses, your business, and Tessitura?

(For extra credit: We ultimately take user requirements and express them as “stories”. Feel free to answer this thread however you’d like, but for fun, you could answer in the form of  a “story”.  An example of a story might be: “As a Special Events Director, I need to be able to send Gala Invitations that include very formal addressing (Street rather than St., Boulevard rather than Blvd), even if this isn’t the mailing convention for other aspects of our business.”)

Thanks!

Andrew

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Andrew,

Stacy in Patron Services is talking to an important donor who provides several addresses for his account.  One of the addresses on his PERSONAL account is his office address at “Large Financial Corporation”  So Stacy feels that the address should look like this:

                                Mr. Big Bucks                                                     Salutation

                                Director of Important Stuff                          Business Title

                                Large Financial Corporation                         ???????

                                51 Liberty Plaza                                                 Street1

                                Room 20DA157g                                               ???????

                                New York, NY 10017                                        City, State, Postal Code

Stacy needs places for all of this kind of stuff.  But the account is not an official “Large Financial Corporation” account.  So this should not show up as a name on the account.

She runs into a problem setting up this kind of address today because there are not enough fields so she compromises.  She puts in the address this way.

                                Mr. Big Bucks                                                     Salutation

                                Director of Important Stuff                          Business Title

                                Large Financial Corporation                         Optional Address (t_address.street2)

                                51 Liberty Plaza, Room 20DA157g              Street1

                                New York, NY 10017                                        City, State, Postal Code

Stacy does not understand what address type is about so she puts this in as a home address.  Because this is easiest and this is not for an for an official corporate relationship.  “This is a personal account for sure.”

She then needs a way to mark that this is where Mr. Big Bucks wants his tickets sent, and other addresses are for other things on this personal account.  The corporation information is only an aid for delivery.  It is not an official relationship with the corporation.  An OK compromise from Stacy’s point of view.  She gets the tickets out to the customer.  The customer come to the show.  Everyone seems happy.

Then (Story 2),

When Joe the IT guy send the data to data from story one above out to NCOA review he has to keep all of these things separate.

                                Mr. Big Bucks                                                     Salutation

                                Director of Important Stuff                          Business Title

                                Large Financial Corporation                         ???????

                                51 Liberty Plaza                                                 Street1

                                Room 20DA157g                                               Street2

                                New York                                                            City

NY                                                                          State

10017                                                                    Postal Code

USA                                                                       Country

When Joe is looking to send this data for NCOA processing.  The NCOA processor wants Company Name, Name, Street1, Street2, City, State, Postal Code.  The problem for Joe, that gives him Gray hairs and keeps him up at nights is that because we do not have a clear place for a Corp Name in the address

In fact it is likely best if he sends the following address to be checked

                                Large Financial Corporation                         ???????

                                51 Liberty Plaza                                                 Street1

                                Room 20DA157g                                               ???????

                                New York                                                            City

NY                                                                          State

10017                                                                    Postal Code

He needs to be able to filter on Country Code so he does not send any international items to the NCOA process.  NCOA does not process international customers.

The issue is that Joe has a hard time teaching the computer to guess exactly what is in which fields in the address.

Andrew I have lots of other stories about addresses but it is getting late.

For example:

o   The one about the guy who moved while his order was still open.

o   And the one about the guy who moves and 3 months later provides a change of address card to the USPS, and the marketing manager who want to get his new address back on the account.

o   And the one about 40% of the customers on the web site who put all of their information in lower case and the Ticketing Services Agents who have to go in and manually correct the addresses

o   And the one about the Tessitura team that cannot decide on a standard on addresses, and does not want to use the All uppercase USPS preferred standards, and yet want the Tessitura system to automatically update the addresses to keep them standardized.

o   And the one about the Development department that wants to manually maintain all of their addresses because they do not trust a automated system to maintain the addresses.

o   And the one about the USPS changing standards about what is an acceptable address

o   And the one about the USPS increasing the number of times a year that addresses have to be reviewed for NCOA

o   And the one about the E-Marketing Manager who wants to get as many email addresses on the web and create accounts, but does not want to have to get street addresses to create the account.

o   …

--Tom

As we reported in the Next Gen webinar this week, Release One of the Next Gen software will focus on Constituent themes.  We have already asked about Constituent Search and Constituent Relationships.  Today’s question surrounds Postal Addresses (we will ask about email, webpages, phones etc. in a separate thread).

Thinking about Postal Addresses in your business, some very BROAD questions: 

What are some challenges that you have surrounding addresses today?

Are there trends you are seeing that could impact postal address functionality in the future?

What do you like about Postal Address functionality in existing Tessitura?

What would you like to see changed/improved about Postal Address functionality?

Any other thoughts about addresses, your business, and Tessitura?

(For extra credit: We ultimately take user requirements and express them as “stories”. Feel free to answer this thread however you’d like, but for fun, you could answer in the form of  a “story”.  An example of a story might be: “As a Special Events Director, I need to be able to send Gala Invitations that include very formal addressing (Street rather than St., Boulevard rather than Blvd), even if this isn’t the mailing convention for other aspects of our business.”)

Thanks!

Andrew

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We coincidentally enough just discussed the exact scenario in a meeting today prior to me reading this. We are 100% behind Tom’s suggestions!

-Marta