Charlotte Ory Consulting provides a range of services to help organisations optimise the use of The Raiser’s Edge database
Charlotte's expertise and enthusiasm were absolutely central to our ability to successfully complete a project to get all our high value fundraising teams onto Raiser's Edge and using it in a consistent way. I found Charlotte to be a pleasure to work with. She is a real Raiser's Edge expert but she also understands fundraising and how to utilise a database to enable successful fundraising. She supported us in driving process development, recommended database set up and processes, provided thorough documentation and personally carried out training. All of this to an extremely challenging timetable! I would recommend her whole heartedly to other organisations.
The University of Surrey initially approached Charlotte to help fill a gap due to a vacancy in our Data Support Team in the Alumni & Development Office. Charlotte has been able to help bridge this gap, provide a bespoke training programme for new team members and also streamline our processes and provide support for larger projects.
Charlotte has provided a professional service to the whole of the Alumni & Development Office, and has been able to tailor her training and advice to the specific needs of the team members. Her experience and ability to understand and translate a business need into a practical application, together with the detailed documentation she has provided, has enabled our team to move on confidently and independently.
Charlotte provided tailored Raiser's Edge training for the BALTIC Development Team. She offered a comprehensive training programme fitted around our work schedule. She was able to give practical advice and guidance as to how to get the best from our database, as well as providing follow up support. Her input has been invaluable and has helped us reap tangible rewards.
Charlotte and I have worked together over a period of two years and in that time she has been unfailingly professional, highly knowledgeable and, most of all, a real pleasure to be with. I would recommend her to anyone who needs expert advice on Raiser's Edge.
Charlotte developed and conducted a week of bespoke Raiser's Edge training specific to the needs of departments and individuals in Children in Crossfire. She carried out the training in a friendly, personable and very informed way. I would highly recommend Charlotte's services and hope to work with her again in the future.
Charlotte has, over the last year, applied her incredible knowledge of the Raiser's Edge to impressive effect, advising significant changes to how we record and manipulate our database. Her professional, diligent and friendly approach has ensured that all colleagues have felt able to benefit for the changes she has recommended. She also has the valuable strength of being able to understand the unique needs of an organisation and to suggest bespoke remedies to best suit each issue, rather than trying to apply a one size fits all approach.
We have employed Charlotte over the past few years to help us with a number of database tasks. We initially approached her to carry out a full database audit and the document she produced proved invaluable in enabling us to get our database campaign ready, highlighting parts that were underused, or could be used to better effect, or whose use needed to be rethought. Charlotte also carried out tailored and comprehensive database training for all our staff, and managed to make it relevant and useful for all members regardless of experience and/or ability. We then asked Charlotte to work with us to produce a range of Crystal Reports. The reports she produced and the training and support she delivered were excellent. Charlotte has always provided a thoroughly professional, flexible and responsive service to the whole team, and we have been very impressed by her calm, unflappable, and always cheerful presence. We would certainly recommend Charlotte to other organisations.
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