Implementation

Choosing the right system is only half the job. Getting it set up properly, and making sure your team feels confident using it, is just as important. Here is how we do it.

Wherever possible, the consultant you speak to when you first enquire is the same person who delivers your demo, and the same person who implements your system with you. You are not handed over to someone new, and you don't have to explain your requirements twice.

We deliver every implementation ourselves and never use outside contractors. You know who is working with you, and you know they understand our products inside out.

We quote a fixed price for your implementation before any work begins. There are no open ended estimates and no surprise invoices, so you can plan your budget with confidence.

Each of our consultants has years of experience working in the third sector, and many have worked for charities themselves. They understand how charities operate, the pressures you face and the questions you need your data to answer.

Depending on the product you choose, we will run a number of configuration sessions with you. Together we look at how your organisation works, what you need to report on and how your team uses information day to day. We then build your system around that, so it fits the way you work rather than the other way round.

Once your system is configured, we train you to train your colleagues. This means you build confidence and expertise within your own team. Sessions take place over Microsoft Teams and can be recorded in full, so you keep a complete record of your implementation to refer back to or share with new starters.

We guide you through every stage, and we don't disappear once you go live. Your consultant remains your point of contact if you need further training or configuration in the future, as your charity grows and changes.

Your annual support fee includes unlimited calls to our support line. You can call us Monday to Friday, 9am to 5pm, and speak to one of our friendly advisors. Where it helps, we can use screen sharing to see what you are seeing and diagnose the problem together. You can also email our support team at any time.

Every call is handled in house by our own experts. There is no call centre, no menu of options to work through and no automated system. You speak to a real person who can help.

If you would like to know more about how we can support your charity, please get in touch.