Transcript Gift Entry and Processing How to better steward your resources

Gift Entry and Processing
How to Better Steward Your Resources
Presenters
Seattle’s Union Gospel Mission
• Elizabeth Horton
Gift Processing Director
• Charry DeAndres
Gift Processing Manager
Aqubanc, an MPower Product Partner
• Jim Cowen, CEO
Objectives
•
To describe image-based system
•
To share SUGM experience
•
To present demo of the system
Topics Involved:
•
Why SUGM decided to replace manual operations
Major changes involved (Work routines/Reply Devices)
•
Benefits
•
How does data get into MPX (Demo)
•
How checks are deposited (Demo)
•
Summary and Recommendations for other MPX
Users
SUGM Replaced Manual Operations
The increased speed, efficiency and accuracy provided by the imagebased system translate into time and cost savings, improved
customer service, and increased user satisfaction.
Features
• Same Day Deposits
• Online access to images, deposits and reports
• Ability to capture reply devices and import data into MPX
• Multi-level security access
Major Challenges/Changes:
• Work Routines
• Reply Devices
Manual Operations
Work Routines
vs.
1. Hand Sort Mails
Image-based System
1. Mail Opener Sorter Machine
•Opens/extracts mail
•Counts total mail processed
•Conveyor/Stacker Holds about 1000
2. Run 2 Batch Tapes
2. Batch Listing
•Assign batch number in MPX
3. Manual Gift Entry (MPX)
3. Scanner captures
•Checks and Reply/Response Devices
•Edit and Verify
•Extract Files (Import to MPX)
4. Checks deposited Physically
•Checks endorsed manually
5. Documents retained for 1 year
4. Deposit sent electronically
•No endorsement necessary
5. Digital Image Archive
Processing Time Comparison
Manual Operations
vs.
Image-based System
10-15 minutes per batch
5-7 minutes per batch
5-6 batches per hour
10-12 batches per hour
Reply Devices
RD must be
“consistent”
•Font type and Font size
- OCR : OCR-A, 10 point font, black
•The X and Y coordinates for the OCR line
Set the code to print an exact amount of space from the left side of the RD
whenever possible.
- Optimum would be ½ inch from left edge
- ¼ inch from top and bottom of codes/fields
•The Distance between codes/fields
Set the number of spaces between codes/fields to be the same every time
- 1 to 2 spaces
Example (Good)
Example (Bad)
Example (In-House)
BENEFITS:
• Faster access to your money
• Make fewer trips to the bank (Cash Only)
• Productivity
• Faster receipting of gifts
• Easy to install and use
• Historical data at your fingertips (paperless)
DEMO
•How does data get into MPX
•How checks are deposited
Questions
Thank you.
©9/25/2008 Seattle’s Union Gospel Mission and Aqubanc, LLC | All rights reserved | www.Aqubanc.com | [email protected]