Prospect Research (and Tessitura) are relatively new to our organization. When we moved from another platform, a lot of information fell into random places. I am trying to map out a plan for the research tab(s) that will pull comprehensive information into a full profile report. Would love it if anyone could share best practices or examples of a full donor profile. I have a clean slate as they say.
Hi Kimberly -
This is a great question, are you looking at using any of our integrated ecosystem partners to continue on your prospect research journey or just trying to organize information you already have in your system. For our ecosystem partners, they all store their data in a custom table within Tessitura. You may get more traction asking about research data (in general) from the fundraising forum if this is not about the specific ecosystem partners.
Best of luck prospecting!
Heather
Thank you Heather. My question does pertain to our ecosystem partners in terms of the ability to extract key points of data so that we have the ability to pull a single profile vs. one from the Tessitura "research" tab and one from the ecosystem partner 'custom tab'. I hope this makes sense - not sure I am articulating my thought process.
Thanks for the clarification. I'm not quite sure what you are looking for, but perhaps this will provide a bit of clarity? For the DonorSearch and iWave integrations that we provide a full set of output set elements for all the research elements that those integrations pull back into Tessitura. That will allow you to build output sets with a combination of standard Tessitura Elements and Wealth Screening ones. You could then take a standard built output and present it through a merged / spreadsheet format. They also include list elements so you can slice and dice the data alongside standard Tessitura data.
Does that help with your thought process or did I completely miss the mark?