Meet Pam Cottle, Karen Brown, and Bill Rosenberger. These three are not your typical Directors and VPs. They are hands-on, do-it-right-the-first-time executive leaders who wear too many hats to count. With each leading a nonprofit organization with fewer than 15 people, these leaders crave effective processes, time savings, and tools that can simplify the day-to-day work. Let’s explore how Andar/360 is the core operational tool for departments across their nonprofit organizations.
Karen Brown, Senior Director of Finance and Administration at the United Way of Waco-McLennan County had an epiphany about Andar/360 that changed her perspective on how she approaches the system.
“We are so used to buying a database that is one size fits all where you have to make your data fit the database. Andar/360 is not like that. Andar/360 helps you organize the data that you do have. You don’t have to fill in every blank. You just take your data and get it in Andar/360. It’s my data, and however I want to use it, I can set Andar/360 up that way. It’s so flexible.“Karen Brown
Andar/360 is a fully configurable CRM and donor management database powering data-driven outcomes for hundreds of nonprofits. Each day, thousands of nonprofit employees – from resource development staff to volunteer coordinators to program managers – log in to Andar/360 to input, review, or extract data.
Getting a clear view of the metrics important to your role is why so many departments rely on Andar/360’s customizable dashboards and bio tabs. In just one click, you access role-relevant information. For example, dashboards allow you to see how your campaigns perform compared to one another. They can help you see your goal progress for each member of your fundraising team in a dashboard.
Pam Cottle, VP of Operations and Marketing at Butler County United Way, had the Andar Software team develop a custom dashboard that’s reactive and pulls in account details in real-time. With Pam’s dashboards, she can monitor mail, see her response rates at-a-glance, and even pull a report directly from the dashboard.
As an Andar Software Hosting customer, Pam receives managed IT services and “relies on Andar Software Hosting 100%”. Pam trusts the Andar Software team compared to her previous “total nightmare” experience with a local IT service. When Pam’s team migrated to a hosted Office 365 suite, she recalls, “the Andar Hosting team was so helpful in making [the transition] happen. They are truly willing to help with just about anything that comes our way.” Pam concludes by graciously adding, “I wholeheartedly recommend them. They are very responsive and very helpful to us.”
When it came time to automate thank you letters, Bill Rosenberger, the Development Director, and his team at United Way of the River Cities worked with Andar Software’s professional service team and a specialist with over 15 years of experience with Andar/360. Bill’s team went from using individually typed thank-you letters in Word to generating and sending personalized thank-you letters directly from Andar/360.
Bill’s resource development team also sent a personalized letter to every donor in the database. The letters included what donors gave last year, what they gave to United Way of the River Cities over their lifetime, and any major gifts given. Andar/360’s data was able to produce these letters and as Bill states, “that was huge for us!” His team received many emails and letters back from donors saying things such as, “wow I didn’t realize that I had given $30,000 over the last 10 years, that’s amazing,” Bill adds.
Many donors responded to their letters with cheque donations. Bill recalls the example of one individual who gave $1200 annually, but this year was $1607 short of hitting a cumulative $20,000 in donations. Bill was able to make the personalized ask for $1607 this year, and sure enough, they received it! Imagine getting a 33% increase on each donation by simply looking at donors’ giving history. “If it wasn’t for utilizing the data and the tools, I couldn’t have made that personalized ask,” Bill concludes.
When Karen’s team decided it was time to go digital with fundraising but didn’t have the internal bandwidth to set up all her e-Pledge online fundraising campaigns, she called on Andar Software’s professional services. “This was huge because I didn’t have to sit there and learn all the little ins and outs on how to do it. I just called Andar Software, and yes there was a little bit of a fee to do it, but it was worth every penny to have someone else set it up. I knew it worked and I didn’t have to worry about it,” Karen recalls.
Likewise, Pam’s team is ditching the paper campaigns and went digital with e-Pledge. Since 2020, Butler County United Way have converted 90% of their campaigns over to e-Pledge. Pam encourages you to “take your time” with this process and reminds us that “Andar Software customer care is there to answer your questions. It is important to use this resource as much as possible. They are able to share insight and best practices to enhance the outcome of your project.”
As the Senior Director and Finance Administrator who single-handedly runs the financial duties of her United Way, Karen needs to ensure her financial reporting is as precise and easily accessible at a moment’s notice. Running separate campaigns in Andar/360 for each revenue stream (such as grant income, workplace giving) that “tie back directly to our general ledger makes it very easy,” Karen explains.
With Andar/360, your finance department can rest assured that data is organized correctly, and therefore they can pull reports quickly when questions arise. When working with her community impact team, Karen can pull reports that show real-time campaign information. Similarly, every month, Karen runs a report that covers all key financial information that helps their third-party accounting team balance the books.
Andar/360 expands onto the web through webpage portals designed for you to connect with agency partners, volunteers, and even board members. The Finance Manager at Pam’s United Way use the agency portal to locate and send designation reports. Karen also uses the agency portal for designation reporting and describes that “I don’t have to sit there and PDF or print or fold or email, it just happens… It works great and is such a time saver to push the button and out goes the reports.” Pam adds, “why didn’t we use this 5 years ago? It is such a time saver and definitely enhances your production.”
By connecting to the web, your assigned user will log in and have access to their personalized view. In the cases above, a finance manager would be able to view designation letters in their online portal. Whereas a volunteer with access the online portal can review their upcoming time commitments and view other volunteer opportunities in their area. Similarly, agency partners use the Andar/360 online portal to find qualifying grant opportunities and report back to their grant maker with program reports.
Another unique use of Andar/360’s online portal is creating an online access point for board members. At Butler County United Way, Pam’s team developed a portal specifically for their board directors to access weblinks, videos, webinars, and board meeting documentation. Pam speaks to the flexibility of the online portal tool by adding, “you can use [the online portal] for whatever you want it to be used for, it is really limitless.”
All and all, Andar/360 has impactful tools for all areas of your organization, even those departments not covered in Pam, Karen, and Bill’s examples. Andar/360 is a fully integrated CRM.
As Karen says, “think of Andar/360 like a Swiss army knife with a corkscrew, a knife, scissors and a spoon.” Think of these gadgets as each of your departments. She continues, “you don’t necessarily need to know how to use the other tools [outside of your department], but once you learn one piece [of Andar/360], you can learn it all.” Karen follows up with an encouraging statement to “get comfortable and learn the tools in Andar/360 and it will make [learning any other area of the system] much easier.”
For more information on the Andar/360 nonprofit CRM, contact us.