Membership Processing Current Workflows

Raiser’s Edge Affiliate Member Services 1) New Members Spreadsheet 2) Payment sent to Accounting 5) New Members are Manually Entered In Raiser’s Edge Bank Manual Process - New Members and Renewals Accounting TouchBase 7) Member Status Verification TouchBase Pulls data from Raiser’s Edge 4) Payment is Confirmed 3) Payment is Processed Member my NAMI.ORG Advocate 9) Members Receives Advocate Members Login to my NAMI.ORG 8) Advocate mailing is pulled 3x/year (Feb, May & Sep) Member Services 10) Member Services manually creates myNAMI account 6) Member Services Confirms Process Completion

TouchBase Raiser’s Edge Affiliate Member Services 1) Renewal Batch Online Payment Processor 4) Process Batch TouchBase Electronic Renewals Process State 3) Notifications Member my NAMI.ORG Advocate 2) Payment Processed 5) Advocate mailing is pulled 3 times a year 6) Members Receives Advocate Members Login to my NAMI.ORG

Raiser’s Edge Affiliate Member Services 2)Individual Purchases Membership Online Payment Processor 1) Individual Creates Online Account 6) Record is Manually Entered in Raiser’s Edge Merchant Bank eJoin Process State 4) Notifications Member my NAMI.ORG Advocate 3) Payment processed 7) Advocate mailing is pulled 3x/year 5) Notifications Member 8) Members Receives Advocate Accounting Quarterly Payments Affiliate State

Raiser’s Edge Affiliate Member Services Member Requests Raiser’s Edge Record Maintenance Member Services Received 70 requests a day in October 50% Members – 50% States & Affiliates StateMember my NAMI.ORG Notifications eJoin – Maintenance Profile Updates NAMI Staff TouchBase my NAMI Accounts Creation Batch Processing Technical Assistance Affiliate Requests State Requests Staff Requests