The Implementation Process

Our approach to implementation varies between the different Charitylog versions (the standard Charitylog CRM, Charitylog One and Charitylog Local).

With the full system, we always provide an agreed number of implementation days with one of our Implementation Consultants. We recognise that to get the best out of any system, you need help and advice from knowledgeable people who understand the requirements of the third sector. It is as important to us as it is to you that Charitylog works well and experience has told us that this approach produces the best outcomes.

Implementation processThe Consultant will be assigned to you at the start of the process and will work with you through to going live and beyond. Although Charitylog is a standard system and works 'out of the box', there are always differences and varying requirements to be considered. This could be the need for specific data fields for a particular type of service, outcome and assessment scoring, volunteer management processes etc.

Perhaps the most important day is the first day. This is where we discuss your organisation, what projects and services it provides, what the data and reporting requirements of these projects are, what workflows and processes there may be, GDPR*, security and user access issues and so on.

This enables us to guide you through what needs to be added to the system to make life easier for the users, particularly those with more limited IT skills where we can minimise the number of screens and fields they need to see.

Review Day

Once the implementation is complete and you have been running Charitylog for a few months, we provide a Review Day. This is usually carried out by the same Implementation Consultant and the purpose of this day is to assess how the system is working and possibly suggest improvements or efficiency gains, and also to look at reporting now that there is data in the system.

For more information about the Implementation process, please contact us

* GDPR: UK GDPR (Jan 2021) incorporating DPA 2018