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Integrated Software – Case Studies
See how theatres of all sizes are using software to improve their communications and bottom line

CASE STUDY 1: Steppenwolf Theatre Company, Chicago, Illinois – Tessitura Software-Impresario LLC

CASE STUDY 2: American Players Theatre, Spring Green, Wisconsin – Blackbaud

CASE STUDY 3: Paramount Theatre, Rutland, Vermont – New Concepts Software – Tick-It!

CASE STUDY 4: Arkansas Repertory Theatre, Little Rock, Arkansas – Arts Management Systems Theatre Manager

CASE STUDY 5: Munson-Williams- Proctor Art Institute, Utica, New York - Choice Ticketing

CASE STUDY 6: Boulder’s Dinner Theater, Boulder Colorado – Martech Systems-Folio Box Office Software


Integrated software can truly give your patrons the relationship-building interaction they crave. See how some theatres have used software to link departments, offer better service and operate more effectively.

CASE STUDY 1:

Steppenwolf Theatre Company, Chicago, Illinois – Tessitura Software-Impresario LLC

Seating Capacity: 3 Theatres over 850 seats

Software Supplier:
Tessitura Software - Impresario LLC
P.O. Box 670245
Dallas TX 75367-0245
(214) 265-1908
www.tessiturasoftware.com

Started Using Software: 2004

Criteria Used to Select Software Provider:
Erin West, marketing director of Steppenwolf Theatre Company, was looking for software that could address the uniqueness of a not-for-profit art organization. Since many ticketing companies got their start in sports, West always felt that arts organizations were treated like a neglected step child. “Many of the innovations didn’t occur for the arts,” explains West. “We had to adapt to the sports model or just deal with the ticketing portion of the software.”

As with many organizations, Steppenwolf was dealing with multiple databases, problems with data inaccuracy, data needing to be entered multiple times in separate databases and no real way to look at ticket purchasers individually or as an aggregate. But West also notes the pressure from patrons to improve customer service. “Our patrons have a level of sophistication consistent with what they receive from other consumer companies,” notes West. Steppenwolf patrons expected to get the same level of service they received from other consumer companies.

Benefits to Using Software:
Steppenwolf responded to this demand by purchasing Tessitura Software – Impressario to connect all the departments and give the patron the service level they expect. Since Tessitura was built based on the Metropolitan Opera business model, West felt that this software would be more in touch with the needs of a not-for-profit arts organization.

Steppenwolf is now able to integrate its operations from box office to marketing to sales and development. Within the box office, seat sales are coordinated between the lobby, Internet, kiosks and outbound telemarketing. Whether calls are incoming or outgoing, Steppenwolf’s phone staff is armed with information to handily accomplish everything from fundraising to season ticket sales. This information-centric approach has long been called CRM or customer relationship management by consumer and direct marketers. Equipped with information, purchasing habits and preferences, marketers are able to better understand the needs of their customers and react timely with the appropriate product offering. Being a firm believer in the CRM principles, West goes onto say, “We’ve collected all sorts of information from show preferences to where people have gone to college. It has really changed the way we work together because now we can do cross-over calling for ticket and donations without wasting extra time coordinating the details of the campaigns across departments.” West is able to run customized reports that allow her to track and note the decision-makers and which donors are most likely to renew. She can also track trends and set the software to alert her when ticket sales hit a certain percentage. If sales aren’t where they need to be, West can launch an outbound call campaign to sell tickets or do fundraising—sometimes with the same call! West also notes that the various departments like marketing and development are able to share the telemarketing costs whereas before each department would have launched their own campaign and incurred their own separate costs.

Steppenwolf also participates in a worldwide user group that meets regularly to make improvements to the programs which may also inadvertently improve the way you operate your theatre. The process is very democratic in which enhancements are made three times a year. Each member organization may submit their change requests and then all the members can vote on which enhancements will get made. “We get the best Arts organization minds together to make improvements to the software,” explains West. “In return, the software is enhanced giving us best practices nation-wide.”

Rating of Product/Support:
Steppenwolf was assigned an account manager from Tessitura to handle the implementation which took about six months. They helped to facilitate what Steppenwolf needed and where to start from a data integration standpoint. Once the direction was set, Steppenwolf also hired a database implementation specialist to coordinate with the different departments at Steppenwolf and Tessitura to ensure the transition went smoothly.

Additional Comments:
West is excited about the future uses of Tessitura software including more datamining to help her connect the dots and personally communicate with patrons and donors. “There are ways to use algorithms to be able to send the right message to the right person at the right time,” explains West. “By identifying those patrons that are the most engaged with Steppenwolf, we’ll be able to provide personalized communications that meet their specific needs and wants.”



CASE STUDY 2:
American Players Theatre, Spring Green, Wisconsin – Blackbaud

Seating Capacity: 1148 seats

Software Supplier:
Blackbaud
2000 Daniel Island Drive
Charleston SC 29492
(800) 443-9441
www.blackbaud.com

Started Using Software: 1996

Criteria Used to Select Software Provider:
According to Dale Manning, information systems manager at American Players Theatre (APT) of Wisconsin, Inc., the one requirement in choosing any software
is the total cost of ownership. Within that total cost of owning APT includes the cost of training staff on how to properly enter information and report
on that information. With all of Blackbaud's products APT found that it took a minimal amount of time to train employees. APT adds to that the cost
benefit to them in using the software. With the Blackbaud products, APT’s donations continue to grow, ticket sales are at their greatest level ever
and better fiscal decisions are being made as a result of Blackbaud’s software. Of course, one of the most valuable components is the ability to share
information between the different software packages. That information is very important to APT because it gives them a total view of what a patron
means to APT.

Benefits to Using Software:
Blackbaud's Financial Edge handles all of APT’s accounting including payroll. They use the Raiser's Edge with Patrons Edge to create lists for Meet'n'Greet, appeals for donations, renewal and general brochures. Manning states, “There is a large amount of data analysis that continues throughout the year, which could not be done without this combination of products. Ticket sales are up, and since we added Patron Edge Online, our Internet sales have almost doubled in one year.” APT’s online sales in 2005 were 23% of our total sales where this year it increased to 38%. Manning believes that the one component for increased ticket sales overall is that APT is better able to handle the volume of orders better than ever before with Patrons Edge and Patrons Edge Online. Donations have increased steadily since APT started using Raiser's Edge.

Rating of Product/Support:
“I am very happy with the level of support,” notes Manning. “We do not hesitate to call when we need assistance and the support team is always very helpful.” APT can
track the progress of a case online and there are constant email updates as to how their case is progressing. “Blackbaud is constantly providing us with
updates to our software, which include fixes to known issues and new enhancements,” adds Manning.

Additional Comments:
As APT was searching for a ticketing solution they felt that it was very important to have a system that could be integrated with what they already had. “We knew that Patron Edge was the logical choice for integration but how was it at selling tickets,” recalls Manning. “The first demonstration of the software made us think that this product was too good to be true. So we asked for a second demonstration and invited more of our staff to attend.” The one thing that they could see after the second demo and now after using it for two seasons is that even if the integration were not important, is the ease at which Patrons Edge handles ticketing.

In the future, APT hopes to be able to do more things with marketing online such as email blasts, blogs, podcasts, etc. Also, APT feels that the integration between Raiser's Edge and Patrons Edge will allow them to prospect more effectively and move more ticket buyers to donors. A part of their mission is to provide the best possible experience for the patrons while they are attending an APT events. “My goal since the beginning of my tenure at American Players Theatre has been to provide technology to the degree that it helps us become more productive in what we do to provide a better experience for our patrons,” says Manning. “I believe that integrating the proper software with what we do here allows us the freedom to think about better ways to service our patrons and not concern ourselves with better ways to capture data because there are companies that are out there doing that for us.”

The bonus for APT is that there is a company like Blackbaud that has seen a need for non-profits like APT and is making a very good effort to serve those needs. “Not only is that company providing software that integrates well with what we do, they are providing software solutions that integrate with each other,” relates Manning.


CASE STUDY 3:
Paramount Theatre, Rutland, Vermont – New Concepts Software – Tick-It!

Seating Capacity: 850 reserved seats

Software Supplier:
New Concepts Software, Inc.
P.O. Box 688
Roseville MI 48066-0688
(877) 800-0222
www.ncsoftware.com

Criteria Used to Select Software Provider:
The Paramount season runs from September through June. There are three distinct programming tracks to the season. The first is The Playhouse Series. This series is an eclectic mix of programming which includes comedy, dance, music, and weekend children’s shows. The second is The Broadway Series which consists of touring musicals, dramas, and comedies from Broadway. The third series is called “Education is Paramount” which brings the local school curriculum to the stage. The Box Office for the Paramount Theatre is open and staffed only 3 days a week. A system enabling “full time sales” capacity with a “part time box office” had to be implemented. Central to this requirement was the ability for sales to take place on the Internet 24 / 7, with verifiable print at home tickets generated by the customers themselves, along with the ability of Paramount staff to manage, update and control box office operations remotely when the office was closed. Additionally, Paramount needed a system that could handle multiple types of membership discounts, each of which were sold at different price levels. The ability to accept donations, both in the Box Office and on-line, as well as handle other merchandise and fees was also desired.

Benefits to Using Software:
The Paramount Theatre chose to implement Tick-It! Trak Pro from New Concepts Software, Inc, complete with the internally hosted web-based sales module. By hosting their own Trak Pro web ticketing site on their server, The Paramount Theatre gained complete control of ticketing and other POS operations both “in house” as well as “on line”. Donors could act upon their generous impulses while buying tickets by adding donations to their on-line shopping carts. The box office hours were effectively extended to 24/7 leveraging the 3 days a week that the theatre office was manned. Since launching the on-line ticketing, the Paramount has maintained an average of 30% ticket sales by dollar volume on the web, trending towards higher percentages more recently. Needless to say, this represents a serious slice of ticketing operations, all done with less staff and materials as it is all “self service” and “print at home”.

All website visitors to the Paramount ticketing portal must “register”, so even if they do not purchase anything during their initial visit, they are already entered in the Paramount’s database, ready for subsequent transactions, and available for marketing campaigns, all without any work done by the staff.

Using the ability to define membership “levels” in Trak Pro, specific discount benefits could be assigned to memberships ranging in price from free to $2000. Once defined as a member of a Paramount “Circle”, discounts are automatically applied at the box office POS stations for qualifying purchases made by that customer. No further action is required by the operator, other than to identify the customer during the transaction. Everything else is handled by the Trak Pro POS System.



CASE STUDY 4:
Arkansas Repertory Theatre, Little Rock, Arkansas – Arts Management Systems Theatre Manager

Seating Capacity: 354-seat main stage

Software Supplier:
Arts Management Systems Ltd.
Suite 300, #2
3012-17 Ave. SE
Calgary, AB T2A 0P9
(403) 536-1214
www.artsman.com

Using Software Since: 2002

Criteria Used to Select Software Provider:
Michael McCurdy, general manager of the Arkansas Repertory Theatre (ART), noted that the selection process was fairly lengthy and difficult for the Theatre. The
key criteria ART used was as follows: the software had to be a single database for box office ticketing, subscriptions, marketing and development; it had to have an on-line ticket sale option that allowed for real time ticketing as well as a flexible and reasonable fee structure; and it had to be reasonably affordable.

Benefits to Using Software:
“Our research led us to Arts Management,” states McCurdy. “They continue to improve the software and it has fulfilled our basic criteria.” McCurdy also wanted to make sure that the additional fees charged per ticket were kept reasonable. “Unlike a contract with another provider, we keep all the money from our on-line sales,” explains McCurdy. “We set the fees we charge, which I think our patrons appreciate.” McCurdy goes on to say that unlike a "ticketmaster" like system, where the patron spends up to 25% more on handling charges and per-ticket fees, Arts Management Systems Theatre Manager allows ART to keep all fees modest and reasonable. ART is able to recoup the money they spend on their annual maintenance agreement and longer term, the cost of the entire software package.

“But Theatre Manager is much more than the on-line sales,” explains McCurdy. “It does subscriptions, development, and all ticket sales and has various features for marketing. The creation of mail list for direct marketing is one feature we could not live without! I still believe that it is an asset to have development and patron marketing in one system.”

Rating of Product/Support:
“One thing I still believe is that there is not the perfect software out there yet,” laments McCurdy. “I thought that four years ago when we purchased Theatre
Manager and I believe that still today.” ART has been able to sell subscriptions and tickets, track and record donations and have the patron information all in a single
database, but still struggle with getting specific reports in a format that is easy to use and decipher. “Some users are better with the program than others and therefore are able to do more with the reporting and mail list structure of the program,” notes McCurdy. “Other users do get frustrated at times. I just wished we were more proficient on the software and was getting everything out of it that we could.”

Additional Comments:
McCurdy gives theatres searching for integrated software the following tips:
- Do your homework. Make sure the product you are considering fits the way you do business. Knowing the limited resources of arts organizations - getting the "best" does not always mean the best for your organization if you need a dozen people or a much bigger computer server/system to run the program.
- Talk to other companies that currently use the product and see what they think.
- Be sure the technical support is available 24/7 and responses are treated consistently
- Do demos – but know that the demos are going to look a lot different than when you have your data in the program.



CASE STUDY 5:
Munson-Williams- Proctor Art Institute, Utica, New York - Choice Ticketing

Software Supplier:
Choice Ticketing Systems
1200 28th St., Ste 305
Boulder CO 80303
(303) 402-0400
www.choiceticketing.com

Started Using Software: 2003

Criteria Used to Select Software Provider:
Munson-Williams-Proctors Arts Institute (MWPAI) faced many of the same integration challenges theatres do, but also needed to manage data for their theatre, museum and school. Specifically, they were looking for software to handle their ticketing, volunteer management and donations. According to Mara Grace, ticket office manager at MWPAI, the system needed to be reliable with no down time, but also help with cross-marketing MWPAI’s different offerings. “We wanted to narrow our marketing efforts to make them more successful,” explains Grace. Patrons who attended a New Orleans jazz performance may not be interested in the upcoming Opera scheduled. MWPAI wanted to data mine their databases and better target their offerings to pinpoint their direct marketing and advertising efforts.

Grace also wanted a system that was user-friendly and didn’t require a lot of down time for training. “We have a variety of people using the system with varying computer skills and we just didn’t want to waste a lot of time training and re-training people on how to use the system,” comments Grace.

Benefits to Using Software:
MWPAI decided to use Choice Ticketing Systems in part because Grace had used them before and knew that it would be easy to get up-and-running. Grace knew how the software worked and felt that it would best fill their needs. “It only takes 10 minutes to train someone on how to use it,” says Grace. “I just love that it is so easy-to-use!” Many of the reports are standard but customization is available. Grace also liked the fact that many upgrades were made quickly and at no charge depending upon the type of upgrade.

Rating of Product/Support:
Grace has worked with other software companies and became frustrated with the lack of response time, servers that would go down and the fees charged for upgrades and changes. MWPAI’s inability to respond reflected poorly on them, not on the software provider. Many of the requests and changes for MWPAI are handle quickly with no real down time. “I like the fact that I can call them and get an answer right away,” explains Grace. “And we have never had the server go down since we’ve been using [Choice Ticketing].”

Grace particularly notes the increase in online sales and attributes it to the work done by Choice Ticketing. “Their online guy is amazing,” exclaims Grace. “I just call him up and he makes it happen. He even helped me program our whole season to help generate more ticket sales.”

Additional Comments:

For theatres thinking about using integrated software Grace advises to always get a demo—maybe multiple demos to make sure the program is working as promised at different times of the day. She also recommends getting anyone involved in the use of the software to participate in the demo. “Everyone who has a say should really look at the software so that you can make sure that everyone is on board,” says Grace.


CASE STUDY 6:
Boulder’s Dinner Theater, Boulder Colorado – Martech Systems-Folio Box Office Software

Software Supplier:
Martech Systems, Inc.
614 N 3rd Ave. Ste B
Wausau WI 54402
(715) 845-2794
www.foliotickets.com

Started Using Software: 2006

Criteria Used to Select Software Provider:
Boulder’s Dinner Theatre couldn’t quite find the online sales system that it wanted to replace its legacy system, so they searched for a system that would best integrate with their marketing activities. Melissa Vargas, marketing director, wanted software that would seamlessly integrate in-person sales with online sales and track marketing results. The integration needed to sync up box office sales with marketing efforts so that Vargas knew just how well her marketing efforts performed.

Benefits to Using Software:
Vargas said that they chose Martech Systems Folio suite because it would provide real-time syncing with box office and online ticket sales as well as provide instant reporting on ticket inventory. Boulder’s Dinner Theatre can now redeploy their marketing dollars based on instant information derived from reports and also better assess which marketing programs are working. “I am able to track where people saw my advertising, so that I can better place my marketing dollars,” Vargas says. From these reports, Vargas is able to see the ROI from each marketing activity and continually fine-tune her marketing.

Rating of Product/Support:
The system is still relatively new for Boulder’s Dinner Theatre and Vargas notes that they are still learning how to maximize all of the integration functions. Martech has been supportive in helping Boulder’s Dinner Theatre move at their own pace to add in more features.

Additional Comments:
“The program does what we needed,” says Vargas. “But beyond that, I don’t think anybody here knows everything that it can do. We haven’t figured it all out yet.” Vargas points out that continually learning the capabilities of a new program is very important. She reminds theatres considering purchasing integrated software to be sure they allow time for training and to keep exploring how the software capabilities may continually improve your theatre’s operations.

 

 

 

 

 

 

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