lattice
business applications
Non-Profit Products and Services
Prospect Identification, Cultivation and Web Presence
 

Lattice provides a full range of application development and consulting services to non-profit organizations, from analytics and program planning to database automation applications and integration with leading non-profit CRM software and services, such as Blackbaud Raisers Edge™ and Wealth Engine™.

Scroll this page for a portfolio of just some of the many professional services that we provide.

Prospect/Donor Analytics

Program Review, Modeling and Projections

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  • Multi-Year Program Review

    Gift recency and frequency segmentation, gift upgrade/downgrade profiles, high level giving analysis, return on investment analysis and more.

  • Predictive Modeling and Projection Reports

    Prospect cultivation and giving forecasts and projected reliability indicators, segmented by donor/prospect audience.

  • Prospect Behavior Profiles

    Prospect profiling and modeling on behavioral, social and financial clusters.

  • Purchase and Giving Behaviors

    Modeling of purchase and giving behaviors by product/service category, value and purchase method.

  • Demographics

    Regional and national demographics profiles including age, gender, family composition and more.

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  • Multi-Source Overlay/Rating Data

    Report generators work with data sources from leading providers such as Experian, and aggregators like Wealth Engine.

  • Works with Leading Software

    Lattice Analytics integrate with leading prospect management systems such as Raisers Edge™, Luminate™ and BSR™.

  • Expert Data Preparation and Audience Segmentation

    Lattice works with its clients to segment prospect/donor databases by vital indicators such as gift recency, lifetime giving and capacity. We also aggregate household members and soft-credit data to maximize the accuracy of key indicators and projections of future performance.

  • Multi-Dimensional Modeling and Projections

    We understand that monetary worth and giving capacity are not the only predictors of future behavior. We also factor non-monetary aspects of prospect involvement and cultivation, such as special event attendance and volunteerism, to gauge giving propensity.

  • Open, Editable Reports

    OpenXML documents and spreadsheets work in leading wordprocessing and spreadsheet applications.

  • Multithreaded Apps

    Data processing and document generation run on multithreaded, distributed applications for high performance.

Coming Soon
Coming Soon!
  • Real-Time, Self-Serve Program Analysis via the Web
  • Web-Based Self-Serve Modeling and Program Projections
  • Real-Time Prospect Ratings, from Anywhere

Prospect Identification and Profiling

Turn Constituents into Prospects and Donors Quickly and Efficiently

With the rising costs of donor acquisition, efficient prospect identification is more vital than ever. Lattice can help your organization identify top prospects and assign them to solicitors fast.

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  • Works with Any Constituency

    Whether your potential prospects are patients, alumni, museum visitors, or concert attendees, we can help.

  • Automated Prospect Screening

    Your constituents flow directly into the prospect identification pipeline, utilizing leading rating services such as Experian and Wealth Engine.

  • Smart Donor Identification

    Our systems connect directly with leading prospect/donor management software such as Raisers Edge™ to identify constituents who are already being cultivated by your organization. Our applications stop constituent duplication before it starts!

  • Automatic Updating to Donor Management Systems

    New prospects are automatically loaded to your donor management software. We can add new prospect constituents with address/contact information, wealth ratings, and giving propensity indicators. We can even automate the assignment of prospects to solicitors, and we can attach pending Phone/Meeting Actions.

  • Easy to Use

    Our Web applications are intuitive and easy to operate.

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  • Secure

    PCI/HIPAA compliant security with strict segregation of data by participating organization/division.

  • Web Experience

    Themed styling and branding through Enclave CMS for a consistent, familiar and trustworthy Web experience.

  • Extendable

    Administrators can easily add participating organizations/divisions and users through Enclave CRM.

  • Distributable

    Application can be hosted on an internal network, as an Intranet, or it can be made available to users as a distributed mobile/responsive Web application. Either way, hosted data is safe and secure.

  • Data Mining Resource

    With Enclave Query Designer, participants can produce data sets and reports of limitless variety, using intuitive visual tools.

Cross-Organization Prospect/Donor Overlap

Report on Prospects and Donors Shared by Multiple Organizations

With the increasing pace of mergers in healthcare and higher education, it is more vital than ever to identify prospects and donors that multiple organizations share. Not only to quantify duplication of effort and reduce donor fatigue, but also in recognition that "multi-donors" have high giving propensity and are the most valuable prospects.

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  • No Limits

    Segment your enterprise into any number of organizations or divisions, and view prospects/donors common to any number of them simultaneously.

  • Secure Data

    The prospect/donor data of participating organizations is strictly segregated. Participants share only what they want to share with participating organizations. Database updates are self-serve: participants upload and control their own data, from end to end.

  • Easy to Use

    Participants select organizations of interest with a simple tag cloud console, and overlap results are presented in real-time Web views that are equipped with powerful search and drill-down tools.

  • Fast, Smart "Fuzzy" Matching

    Lattice recognizes that hard PCI identifiers such as Social Security numbers seldom available, so our software uses alternative matching methods. We match prospects across organizations with "soft" indicators such as name, address, demographics, and anything else that the participants choose to share. Users can select the level of matching accuracy that best suits their needs.

  • Match Reliability Reports and Overrides

    Users can view the specific data elements that contribute to a "fuzzy" cross-organization match, and they can override false matches with a single click to prevent false matches from appearing in reports.

  • Prospect Search and Drill-Down

    Users can search for specific prospects by Name, Constituent ID, Address, Solicitor/Prospect Manager and more. and they can drill down into results using powerful attribute filters.

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  • Secure

    PCI/HIPAA compliant security with strict segregation of data by participating organization/division.

  • Web Experience

    Themed styling and branding through Enclave CMS for a consistent, familiar and trustworthy Web experience.

  • Extendable

    Administrators can easily add participating organizations/divisions and users through Enclave CRM.

  • Distributable

    Application can be hosted on an internal network, as an Intranet, or it can be made available to users as a distributed Web application. Either way, hosted data is safe and secure.

  • Data Mining Resource

    With Enclave Query Designer, participants can produce data sets and reports of limitless variety, using intuitive visual tools.

Coming Soon
Coming Soon!
  • Expanded Database Support for leading enterprise platforms such as Oracle and IBM.
  • DBA/Administrative Tools for Self-Installation and Database Maintenance
  • Lattice Overlap Detection as a Secure, Cloud-Based Subscription Service

Power Tools for RE

Data Automation and Efficiency Tools for Raisers Edge™

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  • Automated Updates

    Globally Add, Update and Remove Raisers Edge data in useful ways that would be difficult and time-consuming with Raisers Edge alone.

  • Attributes

    Smart, fast attribute assignment and cleanup.

  • Relationships and Constituencies

    Automatically assign prospects to solicitors, and clean up former/inactive relationships.

  • Smart Fund Creation

    Create new funds and automatically assign GL distributions to them.

  • Soft Crediting

    Automatically assign soft credits to Spouse/Partners.

  • Household Assignments and Addresses

    Assign and cleanup households, and consolidate redundant/duplicate address and phone information.

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  • Windows Desktop Application
  • Fast, Direct Lookups through the Raisers Edge Database
  • Raisers Edge API/VBA Automation
  • Personalized Web Mail Notifications to Staff and Administrators
  • OpenXML Documents and Reports
Coming Soon
Coming Soon!
  • RE Power Tools for the Web

Personalized Reporting and Distribution

Publish and Distribute Targeted, Personalized Reports for Managers and Program Stakeholders

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  • Automated Data Collection

    Directly accesses Raisers Edge data for gift history, actions, proposals, ratings and more.

  • Dynamic Distribution Lists

    Report recipients are managed in Raisers Edge, and the Report Generator builds fresh distribution lists on demand.

  • Open, Editable Documents

    Generated reports and documents are presentation quality, yet they can be edited in Microsoft Office and GoogleDocs apps.

  • Built-In Report Review and Vetting

    Reports are tempoarily "parked" on network file folders, so that relationship managers and solicitors can review and edit them prior to distribution.

  • Personalized Web Mail Distribution

    Reports are distributed as secure attachments to smart personalized email communications.

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  • Windows Desktop Application
  • Fast, Direct Lookups through the Raisers Edge Database
  • Raisers Edge API/VBA Automation
  • Personalized Web Mail Notifications to Staff and Administrators
  • OpenXML Documents and Reports
Coming Soon
Coming Soon!
  • Configuration Tools for CRM Integrators

 

 

Lattice Business Applications Inc.
Boxford, MA

Connect With Us
Contact John Winship at Lattice

© Lattice Business Applications Inc.

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