We inventory and assess:
• All active Crystal reports
• Sub reports pulling external data
• Database view dependencies
• Board and audit report exposure
• Year end and campaign reporting risk
• Technical fragility scoring
Deliverable: Executive level Crystal Risk Report with a prioritized 60 day
modernization roadmap.
• Secure connection to fundraising and finance data
• Harmonization of relevant data sources
• Saved question templates for recurring leadership and board
reporting
• Export ready Excel and PDF outputs
• Training for advancement, finance, and executive teams
• Governance guardrails and audit traceability
We shift the organization from report design dependency to
intelligence autonomy.
Replace high risk Crystal dependencies with:
• Saved AskMoose intelligence views
• Executive dashboard equivalents
• Scheduled exports where needed
• Major gift portfolio insights
• Finance rollups
• Cross source reporting previously handled by sub reports
The goal is complete removal of legacy RPT dependency within 60 days,
well before disruption occurs.
