Omatic Software
53 Case Studies
A Omatic Software Case Study
The University of the Pacific faced significant challenges when switching its development CRM to Raiser’s Edge NXT, as it needed a method to integrate gift data with its existing Ellucian Banner accounting system. With a tight deadline and a small team, they urgently required a solution to automate daily gift transaction reports and posting to the general ledger, replacing a cumbersome manual process prone to error. They turned to Omatic Software for its PostOmatic solution to address these issues.
Omatic implemented PostOmatic to seamlessly integrate Raiser’s Edge NXT with Ellucian Banner, automating financial posting and streamlining gift adjustments. This solution saved the university's advancement services team 2-5 hours each day, drastically reduced errors, and made donor funding available for campus use in record time. Omatic's implementation allowed the team to process thousands of daily gifts in minutes, providing campus units with immediate confidence in their financial data.