lattice
business applications
business applications
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.
Gift recency and frequency segmentation, gift upgrade/downgrade profiles, high level giving analysis, return on investment analysis and more.
Prospect cultivation and giving forecasts and projected reliability indicators, segmented by donor/prospect audience.
Prospect profiling and modeling on behavioral, social and financial clusters.
Modeling of purchase and giving behaviors by product/service category, value and purchase method.
Regional and national demographics profiles including age, gender, family composition and more.
Report generators work with data sources from leading providers such as Experian, and aggregators like Wealth Engine.
Lattice Analytics integrate with leading prospect management systems such as Raisers Edge™, Luminate™ and BSR™.
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.
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.
OpenXML documents and spreadsheets work in leading wordprocessing and spreadsheet applications.
Data processing and document generation run on multithreaded, distributed applications for high performance.
Whether your potential prospects are patients, alumni, museum visitors, or concert attendees, we can help.
Your constituents flow directly into the prospect identification pipeline, utilizing leading rating services such as Experian and Wealth Engine.
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!
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.
Our Web applications are intuitive and easy to operate.
PCI/HIPAA compliant security with strict segregation of data by participating organization/division.
Themed styling and branding through Enclave CMS for a consistent, familiar and trustworthy Web experience.
Administrators can easily add participating organizations/divisions and users through Enclave CRM.
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.
With Enclave Query Designer, participants can produce data sets and reports of limitless variety, using intuitive visual tools.
Segment your enterprise into any number of organizations or divisions, and view prospects/donors common to any number of them simultaneously.
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.
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.
Lattice recognizes that hard PII 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.
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.
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.
PCI/HIPAA compliant security with strict segregation of data by participating organization/division.
Themed styling and branding through Enclave CMS for a consistent, familiar and trustworthy Web experience.
Administrators can easily add participating organizations/divisions and users through Enclave CRM.
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.
With Enclave Query Designer, participants can produce data sets and reports of limitless variety, using intuitive visual tools.
Globally Add, Update and Remove Raisers Edge data in useful ways that would be difficult and time-consuming with Raisers Edge alone.
Smart, fast attribute assignment and cleanup.
Automatically assign prospects to solicitors, and clean up former/inactive relationships.
Create new funds and automatically assign GL distributions to them.
Automatically assign soft credits to Spouse/Partners.
Assign and cleanup households, and consolidate redundant/duplicate address and phone information.
Directly accesses Raisers Edge data for gift history, actions, proposals, ratings and more.
Report recipients are managed in Raisers Edge, and the Report Generator builds fresh distribution lists on demand.
Generated reports and documents are presentation quality, yet they can be edited in Microsoft Office and GoogleDocs apps.
Reports are tempoarily "parked" on network file folders, so that relationship managers and solicitors can review and edit them prior to distribution.
Reports are distributed as secure attachments to smart personalized email communications.
