MPower Feature Listing

People Module

• Extensive donor management and tracking
• Rich library of predefined attributes for any type of entity: donors, companies, churches
• Unlimited user defined attributes
• Store multiple email addresses, email directly from an account, or pull an email segmentation for a mass mailing
• Support for multiple addresses, phone numbers, email addresses, and other contact information
  • Automatic rollover to alternate addresses, and phone numbers
  • Track all donor touch points including:
    • Gifts
    • Orders
    • Pledges
    • Planned Giving
    • Subscriptions
    • Major Donors
    • Matching gifts
• Donor account management tools (unlimited notes, codes, important dates, etc.)
• Donor transaction history
• Advanced Search capabilities including Soundex (phonetic name search)
• Relationships between donors and other donors and/or organizations
• Donor value including hard, soft and related contributions
• Fast data entry including automatic entry of city, state from zip/postal information
• Detect and merge duplicate records
• Attach digital documents to records including, pictures, scanned documents, PDFs, Word, Excel and more
• Audit Trail of all adds, changes, and deletes on an account
• Powerful Segmentation Engine allowing users to segment based upon any field, value, or calculated value in the database – including nested queries.

Tasks

• Ability to create tasks, i.e., To Do list, contact management reminders, campaign and project planning, and more
• Task management in all modules
• Date and time triggered alerts (reminders)

Projects

• Plan, implement and analyze:
  • Campaigns
  • Projects
  • Activities (events functionality – not a separate module)
  • Major donor development/Moves Management
• Email, mail, phone and task coordination
• Powerful export tool for all segmented accounts
• Segmentation for targeted communication
  • Group and manage segmentations
  • Extensive predefined library of segmentation to speed your development
  • Step-by-step development of new segmentations
  • Power User mode includes direct SQL statement input
  • Manage large numbers of segmentations, filtering by type, user and other attributes
  • Merge and split segmentations

Transactions

• Extensive transaction entry and management including:
  • Gifts/donations
  • Premiums
  • Orders
  • Pledges
  • Subscriptions
  • Matching gifts
• Rich attribution for analysis and communication to further donor development
• Track by motivation, source, project and user defined codes
• Detailed links to accounting (GL, fund, project, sub accounts)
• Automatic prompting for matching gifts from corporations or other matching organizations
• Payment processing (credit card, ACH/EFT) with direct support to preferred payment processor or API access for third party payment processors
• Recurring credit card and ACH gift support
• Fast data entry support for standard giving profile, recent gift(s), or bar code input
• Audit trail with the audit attributes used for further segmentation, analysis and reporting
• Integrated import of complete transaction and donor data
• Transaction and donor data export includes industry standard formats (XML, MS Excel, DBF)
• Export to accounting systems (includes direct support for Intuit’s QuickBooks)

Inventory Module: Available features if needed information at the Donor level.

• Optional
• Rich product attributes
• Searching for products by keywords
• Bill of Materials and kitting
• Ability to activate and de-activate products
• Track service, non-inventory, and internally built products
• Multiple pricing level support
• Multiple location and multiple warehouse support
• FIFO/LIFO/Dollar Costing Averaging options for pricing inventory
• Order management
• Receipting capabilities
• Transfers
• Re-order tracking
• Live inventory status including allocated product
• Back order management including group or individual order splitting
• Interface to UPS WorldShip

Analysis

• Predefined reports for all areas of the system
• Predefined reports can be customized
• Ad Hoc Report Writer: New reports can be developed directly in the system
• Third party reporting tools (Crystal Reports 9.0 Advanced) can also be used
• All reports can be viewed on screen
• Export for further analysis in tools such as Microsoft Excel, XML, CSV
• Summary and detail level reports include:
  • People
  • Transactions
  • Campaigns
  • Projects
  • Standard motivation and user defined codes

Administration

• Standardized and speed system setup with templates for
  • User profiles
  • User signatures
  • Organizational signatures
• Manage system defaults for currencies, units of measure and codes
• System-wide ability to change a code across all areas of the software in one step

Security

• User roles and rights
• Customized security to the code and note field level
• Every form and field is securable
• Centralized system administration

Usability

• Rich online help that is searchable and context sensitive
• Complete product documentation available online
• New and improved user interface
• Interactive graphical depiction of all major system processes for reference by users
• Microsoft Windows standard interface (menus, mouse, screen options)

Architecture

• Built on industry standards including XML, SQL, Microsoft .NET
• Supports industry standards including XML, XSLT, SOAP, DBF file format, Microsoft Word and Excel, and more
• Extensible and open architecture
  • Documented API’s enable complete customized solutions to be developed
• Separation of presentation layer, business logic and database logic allows:
  • Deployment on an N-tier physical architecture (as few as 1 machine to a multi-server and multi-client deployment)
  • Custom interface development that triggers all necessary business rules
  • Cost effective custom extensions
  • Deployment to less expensive client desktops
  • Maximum scalability
• Ships with Smart Client
• Supports small operations to large organizations with millions of transactions

Media Module

• Optional
• Paid, Shared and Free Contract Placements
• Media Outlet Contact Management
• Preloaded DMA and Metro Coverage Areas
• Media attribution at the transaction level
• ROI reports per media outlet