Luminate Online - Procedures Manual

Candace Prawalsky 2 · June 2017

I'm wondering if anyone has created a Luminiate Online Procedures manual for your organization and if you'd be willing to share? We have inquired with BB and although one does not exist formally (that BB has created) we are feeling the increasing need to create one. Thanks in advance (TIA)!

Allison King · June 2017

Candace Prawalsky:

I'm wondering if anyone has created a Luminiate Online Procedures manual for your organization and if you'd be willing to share? We have inquired with BB and although one does not exist formally (that BB has created) we are feeling the increasing need to create one. Thanks in advance (TIA)!

I'm very interested in this too. As the BBU Luminate Curriculum Lead, I've been considering developing a class or two to help walk Luminate Online customers through developing a Policies and Procedures manual. I'd love feedback as to what people are doing and what information would be useful in a class. If you don't want to post publicly, please feel free to message me privately.

Kimberley Cote · June 2017

This would be amazing! I have no idea where to even start but know we're going to need this as we are just about to go live!

Lisa Slawinski · June 2017

Allison King:

Candace Prawalsky:

I'm wondering if anyone has created a Luminiate Online Procedures manual for your organization and if you'd be willing to share? We have inquired with BB and although one does not exist formally (that BB has created) we are feeling the increasing need to create one. Thanks in advance (TIA)!

I'm very interested in this too. As the BBU Luminate Curriculum Lead, I've been considering developing a class or two to help walk Luminate Online customers through developing a Policies and Proceedures manual. I'd love feedback as to what people are doing and what information would be useful in a class. If you don't want to post publicly, please feel free to message me privately.

Allison,

A class would be helpful as we are still struggling with how some things are connected and best practices. Like Kimberley, I wouldn't know where to start with a Procedure Manual, but know we should eventually have one.

Thanks,

Lisa

Sara Hoffman · June 2017

When I was at Defenders of Wildlife, WWF, and Avon, I wrote Standard Operating Procedures (SOPs) for specific things (modules, scenarios, updates as features were released), but they were highly specialized to the business rules and configuration settings for each organization. I created a few "templates" for how content should be structured for the creation of action alerts or donation forms - there's a screenshot below.

As a former Convio employee and someone who has used LO for ~10 years (and whose role at those organizations skewed towards "LO Systems Administrator"), I don't think that should be a responbility of Blackbaud to provide process or procedures beyond the documentation they already provide in the Help (or Knowlege Base or whatever they're calling it now). Each of the modules contains process navigation and it's up to your organization to decide what and how the system is used - especially when it comes to naming conventions, permissions and security categories/wrappers.

Find or define a "Systems Administrator," give them a project manager hat, find a template/structure that works for your org and tell the business owners to document how they do what they do for your org - whether that's send email, make survey, create a ticketed event, etc - then unify that the underlying Site Data Parameters and business rules for why things are they way they are and ta-da!

Here is an old example of a donation form request form (yay for intentional redunancy):

6360a13e1d88f55483d054e9d6ebb28f-huge-do

Anne Berlin · August 2017

Paul St Onge:

Hey there, we've created one for our clients and after seeing this string we plan to generify it for the community. Please email me at paul.stonge@hjcnewmedia.com if you would like a copy.

PS -In case you are wondering who we are, we have lots of experience with LO! We're a 2-time Blackbaud Partner of the Year and have done LO implementations for about 150+ orgs in the last 8 years.

Thanks,

Paul

Paul- did you end up making this happen?

Dale Anania · August 2017

Candace Prawalsky:

I'm wondering if anyone has created a Luminiate Online Procedures manual for your organization and if you'd be willing to share? We have inquired with BB and although one does not exist formally (that BB has created) we are feeling the increasing need to create one. Thanks in advance (TIA)!

We have a variety. We use Importomatic to get Luminate data into Raiser's Edge, so that's a long document, and then we have a variety on how to upload or download data that are based on directions found in Luminate but customized for our uses.

Dale

Kathryn Hall · August 2017

Paul St Onge:

Hey there, we've created one for our clients and after seeing this string we plan to generify it for the community. Please email me at paul.stonge@hjcnewmedia.com if you would like a copy.

PS -In case you are wondering who we are, we have lots of experience with LO! We're a 2-time Blackbaud Partner of the Year and have done LO implementations for about 150+ orgs in the last 8 years.

Thanks,

Paul

Paul, I'm curious to see if you created this "genericized" template, too. Would be happy to share it more widely with Luminate customers and give you credit! :-)

Jill Freidmutter · August 2017

We just finished our first TeamRaiser, and would like to be in on the LO procedures and policy manual discussion. I generated a flow chart for how to bring constituents and gifts through the RELO plugin. It's conservative based on advice I received from LO support recommendations, and required a lot of RE merging of duplicate records. I'm not 100% convinced that it needs to be this conservative, but it's how we are doing it at the moment.

Luminate Online - Procedures Manual

Comments

Categories