SofTrek

SofTrek Corporation provides donor management software, online marketing and fundraising tools, professional business services, and
technology solutions to nonprofit organizations with its flagship product ClearView CRM.

SofTrek

SofTrek Corporation provides donor management software, online marketing and fundraising tools, professional business services, and
technology solutions to nonprofit organizations with its flagship product ClearView CRM.

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Jaspersoft has allowed us to be more productive and cut development cycles in half

Robert Girardi
,
Vice President, SofTrek

Trailblazer Award Winner

2014

SofTrek Helps Non-Profit Companies Be Successful With Jaspersoft AWS

Jaspersoft AWS helps SofTrek cut development time and cost while boosting customer satisfaction

The Challenge of Non-Profit Fundraising

A nonprofit organization can only grow if they grow their funding base. That’s why company’s such as SofTrek Corporation (SofTrek) delivers industry-leading software, services, and solutions that help all types of nonprofits build relationships with their donors and manage their fundraising activities. SofTrek serves non-profit organizations that typically have contribution revenue of over $5 million with their flagship product, ClearView CRM.

Prior to using Jaspersoft, SofTrek faced competitive pressures to improve the analytics in their ClearView CRM solution. SofTrek offered Oracle Reports or Business Objects as the reporting options. Oracle Reports had limited formatting that required complex programming to customize reports. Business Objects also lacked the flexibility and ease-of-use that SofTrek wanted for its customers. “Business Objects was a separate application from ClearView which required a different sign-in and had a completely different user interface. This solution not only had a high cost of ownership but had a low adoption rate with SofTrek’s customer base,” states Robert Girardi, Vice President at SofTrek. As a result, enhanced analytics was at the most frequent request from SofTrek’s customers.

Seamless Business Intelligence

SofTrek chose to partner with Jaspersoft to provide business intelligence for its ClearView CRM offering. According to the Girardi, “We looked at other BI vendors but only Jaspersoft could offer us an open source solution and embedded business intelligence. As an ISV, Jaspersoft also offered a pricing model that could support both on-site and cloud-based deployments.” Most SofTrek clients utilize a cloud-based solution but several still choose to have the ClearView CRM application on-site. In addition, SofTrek developers prefer to use open source libraries because they find more innovative development with open source applications.

SofTrek also selected Jaspersoft because of the ability to embed reports in to an application’s dashboard. Customers run reports frequently from the dashboard to get an update on donor campaigns. “A key requirement was to be able to quickly and seamlessly embed the business intelligence into our application,” says Girardi. “We knew Jaspersoft offered us the ability to seamlessly embed analytics into the ClearView CRM application.”

Shorter development cycles

Because of Jaspersoft, SofTrek has cut the time it takes to develop reports in half. “Our ability to produce panels in our dashboard, sophisticated drill-down reports in a much faster way is great,” states Girardi. “We have boosted our productivity and cut development cycles by half. Development has reduced the time it takes to get a report out from an average of 40 hours to 20 hours. This means faster time to market and lower development costs. From an engineering perspective, we have realized a 35-40% cost benefit by working with Jaspersoft compared to our old reporting solutions."

As a result, their development and professional services teams have created a report library with over a hundred standard reports that are available to customers. Dashboard panels can be developed much faster by the SofTrek professional services team instead of using the constained resources on the product development teams. With an easy-to-use, drag-and drop report designer, SofTrek customers can utilize drill-down advanced charting and hyper linking back to the ClearView CRM application.

More Competitive Solution

SofTrek has made the SofTrek more marketable and innovative by embedding Jaspersoft in to ClearView CRM . The company is also able to provide better workflow and improve usability in our application through functionality such as hyper linking and drill-downs. This means an overall improvement in the user experience, improved workflow and faster results for ClearView CRM customers. By embedding Jaspersoft in the application, SofTrek has enhanced the overall visual appeal of ClearView CRM and has made the application more attractive in the market place. And demoing Jaspersoft is an important part of SofTrek’s sales process.

Future Plans

SofTrek plans to enhance ClearView CRM’s user interface and make a tighter integration with the Jaspersoft business intelligence solution. In addition, SofTrek plans to embed the ad hoc query capability in to their application.

“We are excited to strengthen our partnership with Jaspersoft and realize the benefits business intelligence creates in ClearView CRM solution,” states Girardi. “The Jaspersoft solution has helped us shorten our time to market, reduce development costs and deliver a more competitive offering to the non-profit donor software market.”