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May 12, 2014 - May 15, 2014 Community Leaders Conference
Ralph Waldo Emerson

United Way Great Rivers Conference

When: February 18-21, 2014

Where: Hilton Milwaukee City Center, 509 West Wisconsin Ave., Milwaukee, WI 53203

Details:

The Great Rivers Conference (GRC) is designed for United Way staff and volunteers at all levels and sizes of United Ways. Approaching its 20th anniversary, GRC is a quality learning opportunity in a welcoming community environment, with a reputation for being intellectually, culturally, geographically, and financially accessible.  

The pre-conference workshops will include 2 Andar training sessions on Tuesday February 18th.

Andar: Customer Relationship Management Made Easy
Manage your relationships through easy-to-use dashboards. This session will guide you step by step to plan, implement and monitor various resource development strategies from workplace campaigns to leadership and major gifts. Focus on what’s important, measure progress, and get it done. Whether you prefer engagement pyramids, moves management, or the traditional sales funnel, you’ll see how easy it is to implement your favorite techniques with Andar.

Andar: Data Mining Basics
There’s gold in them there hills! Find your best prospects. Segment your constituents. Automate your reporting process. Learn how easy it is to get at your data with Andar’s data mining. This session will provide you with a solid understanding of the data mining process. You will also learn about new options for producing custom reports. You’ll walk away from this session with “cheat-sheets” outlining the data mining process and tips to make data mining easy and fun to use.

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Our customers say...

Andar is a GREAT tool for our United Way. To me, it is very user friendly and performs more than adequately. I will say that users must get the training they need to use it to its fullest! One cannot even begin to know the power and options Andar offers if they do not receive training AND use the software regularly!

Myself, I am very pleased with Andar and recommend it to every United Way.

Sandra L. Taylor
Campaign Processing & Collections Manager

Metro United Way
Louisville, KY

“I have to admit that I was very worried about the conversion from Rainbow but Helix made it seem a lot less stressful. The process went very smooth and to top it off we were ready to go live on our goal date.”

Dallas Smith
CIO
United Way of Allegheny County
Pittsburgh, PA

Our organization is extremely committed to having a relationship-oriented culture where accurate information, efficient processes and tailored communications create strong relationships that help us advance our mission. We’ve found Andar to be just the tool we need to accomplish this goal.

Keely Aggers
VP, Resource Development
United Way of Larimer County

Fort Collins, CO

"The United Way of Central Ohio switched to ANDAR in May of 2001 after approximately 8 years with FMS. This application was selected through an extensive review process that compared three major applications. Our decision was based on a number of factors, some of the most critical being the user-friendly design, integration of a web-based pledging component into the system, and very importantly, our previous experience and relationship with the vendor Helix and their key staff."

"...The entire Helix team is professional, reliable and very customer focused."

Edward C. Sabatino, Jr.
Chief Operating Officer
United Way of Central Ohio
Columbus, OH

"...The one thing I always tell people when they ask my opinion of Helix is that you can't get better service anywhere."

Kathleen K. Jewell, CPA
Vice President, Finance
Tulsa Area United Way
Tulsa, OK

We found our pot of gold [Andar] at the end of our Rainbow.

Terri Buordolone
Manager, Donor and Financial Services
United Way of Burlington & Greater Hamilton
Hamilton, Ontario

Andar/360 is the most complete CRM system designed for United Ways that I have encountered in the last twelve years. Other software solutions contain some of the functionality you get with Andar but to manage your entire operation, you need the tools and flexibility only Andar provides. As United Ways change from fundraising organizations to focus on CRM to make an impact in the community and engage our constituents, there isn't a better system on the market than Andar/360.

Wayne Meadows
United Way IT Collaborative (UWITC)

I have been working with Andar for almost 7 years. Over that time, we’ve purchased additional modules—we now have eCommunity, i-Attend, MIG, and e-Volunteer—in order to increase our CRM and reduce the amount of importing/exporting of files between Andar and other software systems. The ability to apply your existing Andar knowledge to setting up and using new modules is a HUGE plus. All of that integration has also allowed us to improve our back-office efficiency and on-demand reporting of incoming pledges, payments, volunteer activity and other aspects of our work with donors, workplace companies, agencies, and volunteers. I’ve found Andar to be a very deep and rich product where you can use as much or as little functionality as your organization needs or wants.

And if that wasn’t enough, they have the best tech support I’ve ever experienced! I have worked in the software industry for much of my career with many types of database applications. The staff that supports, trains, and develops this product is truly exceptional. I would definitely rate them an “10” for being tops in willingness to help with even the simplest question, patience, professionalism, and an eagerness to solve your problem as quickly as possible. And their online, searchable database and Andar User’s Group make it even easier when you want to look for the answer yourself. They are the definitely the best in support.

Deb Cooper
Info and Data Management
United Way of Coastal Fairfield County

Using dashboards, we are able to simplify the interfaces our staff work with. We have found them so useful, that for the first time our Community Impact, Marketing and Executive departments have all requested Andar as a tool to help manage their work. From tracking communications to managing cross-departmental workflows, the flexibility of Andar dashboards are improving our ability to collaborate.

Carol A. Frye
Chief Operating Officer
United Way of the Columbia-Willamette
Portland, OR

"ANDAR is a complete and thorough application; is user friendly; provides clear and concise reporting of all levels of the campaign... I have spent many years looking for the "right" campaign software and I know that our choice of ANDAR was the right one."

"...software applications are only as good as the support a user can access. Suffice it to say that the support we have received from Helix has been extraordinary! At every juncture of our usage, we have felt very comfortable calling Helix and getting a very receptive person on the other end." "...planning and converting our data went well and we were impressed with the thoroughness of the conversion. The employees of Helix have been a pleasure to work with."

Gail M. Garceau
President
United Way of Greater Manchester
Manchester, NH

"One of our staff commented that he had been personally involved in 5 previous software conversions, and this was 'by far the smoothest conversion I've ever seen.' What most impressed us however, is the customer service."

Al Ruhe
MIS Director
United Way of the Greater Dayton Area
Dayton, OH

"Conversion was awesome, outstanding! I felt like I was the only customer, even though I knew that I wasn't."

David Colvin
Director of Information Technology Solutions
Heart of America United Way
Kansas City, MO