| BluePearl is a comprehensive Customer Relationship Management (CRM) solution
that enables maintenance of detailed information about donors,
referrals, community members and all other participants and the history
of their relations with the organization. Through its sophisticated
search functionalities, it enables targeted communication for promotion
of events and services. BluePearl also provides features to efficiently manage internal
operations such as human resources and volunteer management, literature
and promotional resource management, event scheduling and mail tracking. The application includes 11 core functional modules. |
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Women’s Sports Foundation (WSF).
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Stony Brook University’s Center of Excellence Wireless
Internet and Information Technology |
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| Technology |
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Client/Server Architecture |
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Visual Basic 6 Front-End |
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Microsoft SQL Server, MSDE RDBMS |
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Win98, Win2000, Windows XP |
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Crystal Reports |
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Master is the main module, which
is used to maintain detailed information about individuals that
somehow have been involved with the organization. This includes
the contact information, the affiliation with the organization,
membership information, financial transactions and history of
correspondence with this individual. The Master module features
Task Monitoring, which notifies users of scheduled tasks once
they login. It also directs users to the appropriate areas of
the application where they have to complete the task they select
from their task list.
Grants are resources available to support activities and events that are
relevant to the cause of the not-for-profit organization such as
scholarships, training or research. The application process and the
tracking of grant utilization are managed through this module.
The Donors module is used to maintain information about donors that
directly help the organization by providing financial support. Detailed
profiles of these donors are stored in order to better target promotions
or fund raising efforts.
Awards that are given to individuals or organizations for recognition of
their support or contribution are tracked using the related module. This
helps maintain information about all awards, nominees, nominators,
finalists and winners.
Not-For-Profit organizations arrange various Events and Activities in
order to raise funds or create awareness about their cause. The related
module helps in managing these events or activities by maintaining the
basic information such as location, duration, sponsors etc. It is also
used for event scheduling and maintaining information about people who
contribute to these events (i.e. speakers, guests etc.).
The Mail Tracking module is used in order to evaluate the effectiveness
of promotional efforts that concentrate on mailed materials. This
provides feedback for creating cost effective campaigns and promotional
channels.
The Information and Materials Library module is designed to keep an
inventory of various promotional, educational or other resources that
may be used to provide information about the not-for-profit
organization.
Using the Information Referral Services module non-profit
organizations can manage the way they provide information to the public
using their free or paid resources such as articles, promotional items,
videos, books or magazines.
Non-profit organizations can manage their employees and human
resources related functions using the Employees module. This module
provides the tools to track employment histories, salaries, benefits and
leaves of internal staff.
Volunteers are vital resources for not-for-profit organizations. The
related module helps tracking volunteers that contribute to internal
functions as well as in events and activities.
The photo database helps maintain a searchable inventory of
digital images for events, publications and promotions. It
provides the ability to store digital images in various
resolutions with thumbnails and real size versions for efficient
viewing. It also features descriptions, sources and keywords
which can be used to search images.
The system also includes search and reporting features that are used to
retrieve data and information for strategic decision-making and various
operations. The Query Builder, which is seen below, is a comprehensive
tool that enables users to create detailed queries on all fields of
the database. It provides flexibility in defining the output and
search criteria by giving the option to select fields from the
database and to specify search conditions on these fields.
For commonly used or frequently
needed queries users can save and share their search criteria.
On the other hand, users can utilize any number of filters to
refine their queries and improve their search results.
It enables the output of search
results in different formats and creation of predefined reports
using these result sets. The system also generates financial and
statistical reports in tabular, list or graphical formats and
enables automatic letter, form and label printing. Other
important features are bulk and individual e-mail messaging as
well as bulk data updates based on query results.
The major advantage of BluePearl is the wide spectrum of functionality
it provides in contrast to other products in the market. It brings
together most of the functions a not-for-profit organization would
require in one package. While current products concentrate on specific
functionalities such as accounting, donor management or mail tracking,
BluePearl integrates these in one application to present an end-to-end
solution.
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