In this day and age, even churches like First Unitarian Oakland that place high value on personal relationships depend on information systems to help build community and connect congregants to our mission. The Operations Team, with Rev. Theresa Soto, has appointed a Software Transition Team to implement a solution for Community Connections, Stewardship, and Finance Teams to better manage the data entrusted by congregants to their care.
See the project scope page for detailed information about the work.  The team is consulting with key stakeholders, and urge anyone interested in this project, or working on related efforts, to please email softwareteam@uuoakland.org.

Project progress so far:

  • Breeze was chosen as the replacement for our Fellowship One church database, and eventually for our giving records too.
  • Our people information has been migrated from Fellowship One to Breeze.  Much of this information needs to be reviewed & updated.  The team is working with Community Connections to clean up and maintain this information.
  • Breeze has been configured to handle newcomer followup items, to replace the contact items that were in Fellowship One.  Community Connections is now working with church ministry & program group leaders to use these Breeze followups.
  • The team has worked with Stewardship to migrate the 2021 pledge data to Breeze, and is now working with Finance to migrate the 2021 payment data from our QuickBooks accounting system into Breeze.  We plan to cut over to the new system at the start of 2022.
  • Now the team is working to convert automatic pledge payments from our existing system (Vanco) to the one which is integrated with Breeze (Stripe).
    You can read more about this step at Moving Automatic Online Pledge Payments to Stripe.
  • The team is also working with various stakeholders to develop & document the work procedures needed to use and maintain Breeze and its associated systems.
  • The team is continually learning more about the features of Breeze, and adapting it to better fit our needs.  This will be an ongoing process even after the project completes!

Software Transition Team members:

  • Jane Voytek, project manager
  • Bill Blakely
  • Clark Sanford
  • Noemi de Guzman

Please contact us at softwareteam@uuoakland.org if you have questions.

Software Transition Team
The Software Transition Team receives its charge from Operations Team members Jodie Mathies and Claudia Morgan.