Omatic Thrives Off Solving Unique Nonprofit Challenges

OmaticRocketWhether it’s the spaceship pod or the roaming robot controlled by remote employees, there’s something a little different happening when you step in the North Charleston office for Omatic Software. Over the past decade, the team at Omatic has taken an offbeat approach to arrive at the rapid growth experienced in recent years. Particularly of late, Omatic has quietly multiplied and thrived by staying focused on what they do best: Helping nonprofits elevate their technology and data processes.

The most recent example of Omatic’s penchant for problem solving surfaced when they introduced hospital fundraising organizations to a keen business process and toolset for managing grateful patient data. For nonprofit hospitals, it’s a natural fit for them to seek philanthropic support from those that are most impacted by their work – grateful patients and their families. However, timeliness and consistency when reaching out to this unique group of prospective donors have proven to be crucial elements to the fundraising process that are sometimes limited by technology hurdles.

Given Omatic’s eagerness to conquer all types of obstacles that come up for nonprofit fundraising organizations, they saw this as an opportunity to put some structure around both the business process and the technology being leveraged for the data and tracking of grateful patients. For hospital foundations using Blackbaud’s The Raiser’s Edge® as their donor database, Omatic added to its own established data importing product by building a framework for healthcare organizations to track grateful patient records. The distinctive approach allows users to track interactions within their existing system without having to create a full constituent record in their donor database – which would run the risk of cluttering up their database with lots of non-donors over time.

OmaticGPcoverFor healthcare fundraising organizations interested in more detail on the approach, they can download Omatic’s recently published eBook Three Steps to Smart Grateful Patient Data Management.

While data and constituent records may sound cold and uninviting on the surface, the ultimate objective for implementing a process of this nature is quite the opposite. The result is actually enabling hospitals to build more meaningful relationships with supporters by reaching them when it matters most and improving the donor experience. One Omatic client who has embraced the approach, Foundations of MultiCare in Tacoma, WA, shared that “Our staff is ecstatic about Grateful Patient Management. Our employees can now spend more time helping with other fundraising activities like making thank you calls to our valuable supporters.”

Omatic’s Founder and Managing Partner, Jeff Montgomery, said, “I live for the moment when our clients say, ‘Whoa! That’s awesome!’ That absolutely makes my day. When we implement a solution to a problem they’ve had for years, their reaction is the biggest kick I get out of doing what we do.”

Omatic works with nonprofits of all sizes and from all over the world. They also specialize in helping organizations that use products from Charleston’s largest nonprofit-focused software company, Blackbaud. As such, many of their 35 team members also spent time at Blackbaud at different points during their careers. These facts, plus the staff’s extensive experience actually working at nonprofits are some reasons why Omatic has earned a spot on the Inc. 500|5000 list of America’s fastest-growing companies for the last three years running.

Omatic offers a decidedly different vibe to the Charleston technology community. Jeff added, “From the start, I set out to build the kind of place that I would like to work at myself. Whatever it takes. We’ve achieved that here and we’re still growing so I don’t think of it as the end of the journey, but it’s been really great so far. We have a team of good, good people. It’s been a lot of fun.”

See Omatic’s team in their element at their North Charleston office:

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