Case Study: Avon Old Farms School streamlines prospect research and donor outreach with Omatic Cloud

Avon Old Farms School cuts data import time from half a day to 10 minutes with Omatic Software

Avon Old Farms School, a boarding and day school for boys, faced significant challenges in managing its constituent data. The school's advancement office struggled with time-consuming manual data imports from its Veracross system into Raiser’s Edge NXT. This process was inefficient, failed to properly link family records, and required weeks of data cleanup each summer, which delayed prospect research and donor outreach efforts. To resolve these issues, the school turned to Omatic Software for a solution using Omatic Cloud.

By implementing Omatic Cloud, the school automated its data imports, which now take minutes instead of half a day. The solution properly linked constituent records, automatically formatted international data, and dramatically improved data integrity. This saved massive amounts of staff time, accelerated donor research, and allowed major gift officers to plan their outreach visits much earlier in the year. The measurable impact included significant cost savings from preventing returned mail and duplicated household outreach. Omatic Software provided the tools that enabled the school's team to focus on strategic donor engagement rather than data management.

Avon Old Farms School