Why Infinity Workflow?
You are the fundraising director for a large nonprofit organization. You receive a major gift and add it to Blackbaud Enterprise CRM. How does your organization react?
Who should you notify? What’s the next step for the acknowledgment? Do you categorize the donor as a major donor? Does the donor have a prospect plan? If not, how do you get approval to start a prospect plan? Do you need approval to conduct research on the donor?
The steps to follow after you receive a large gift could span many days and affect multiple people and roles in your organization. Certain decisions must be made along the way. This is where Infinity Workflow can help.
Infinity Workflow allows you to enforce best practices for your standard business processes. Workflows include the following characteristics:
- Multiple users and multiple steps over a period of time
- Multiple decision points for the workflow to follow different paths
- An event triggers the workflow
Workflows allow you to organize multiple program features into concrete software artifacts that encapsulate your policies and procedures. This allows your organization to formalize and automate business processes to ensure they are implemented consistently and to reduce the risk that someone in your organization drops the ball. With Infinity Workflow, your organization can create multiple workflows for your specific needs.