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EXAGO BI CASE STUDY

SofterWare Lifts Market Value of their DonorPerfect Platform with Flexible Reporting and Dashboards

 


"DonorPerfect’s powerful suite of tools features extensive layers of user-definable security and client customizations. We needed to offer an embedded reporting solution that tightly integrated at nearly every level, yet offer seamless, easy-to-use functionality for dashboards and self-service reporting. Exago was the only product we found that met our challenge at every turn."

                                       — Tom Gimpel, Vice President - Product Development and Delivery

 

save developer time Saved 100s of hours of Developer and QA effort

reportsMigrated 30,000 existing user-defined reports without modification

save money Increased DonorPerfect’s market value

 

Over 34 years, SofterWare has grown from a small entrepreneurial business to a $35 million+ company with over 10,000 nonprofit, childcare, camp, school, and payment processing clients. They credit their longevity and success to their team's dedication to providing complete customer satisfaction through outstanding products and services.

SofterWare’s DonorPerfect fundraising software takes the hassle out of time-stealing administrative tasks, so nonprofits can focus on furthering their missions and raising more funds. Offering flexible, integrated solutions tailored to nonprofits’ needs, SofterWare creates software that simplifies the way nonprofits manage constituent data and fundraise. Learn more about DonorPerfect here.

 

Challenge

SofterWare’s homegrown reporting solution had grown “long in the tooth,” according to Tom Gimpel, SofterWare’s VP of Product Development. They wanted to overhaul their solution in order to offer easy-to-use self-service reporting, scheduling, and dashboards to their DonorPerfect users, but whichever embedded BI solution they found also needed to be able to do two things: 

  • Intercept and modify report SQL calls in real time due to extensive user-level security filtering 
  • Support on-the-fly migration of thousands of existing reports.

Exago was frankly the only tool that had the flexibility from the tools we looked at to really be able to do that and to handle our security needs,” said Gimpel.

 

Solution

Exago BI’s flexibility provided the SofterWare team extensive control over both design and runtime UI elements. It was the only embedded solution they found that let them fully implement their security model and allowed their users access to thousands of existing reports they had already created, a feat Gimpel “had written off” as a possibility “prior to the implementation” of Exago BI. 

They were also able to deliver scheduling and dashboards “to everybody at every price level” within their product, which, “right out of the gate lifted the market value of [DonorPerfect] substantially,” according to Gimpel.

 

Result

Embedding Exago BI saved hundreds of hours of SofterWare developer and QA effort versus building their own custom solution in-house, and Exago BI’s established development framework allowed SofterWare to focus on integration. 

Flexible, customizable reporting and dashboards has provided DonorPerfect end users a seamless experience that caters to their different levels of ability and allows them control over their own organizations’ data.