Catholic Daughters of the Americas® Technology Update Daniel Seyfried
Daniel Seyfried, Volunteer Technologist Experience Information Technology Application Manager, Thrivent Financial, #318 Fortune 500 20 years application development experience Accountabilities Thrivent Mutual Funds Operations Long-term Care Operations Final Expense Operations Claims Processing Actuarial Support Led multiple vendor software reviews & implementations Numerous application builds and deployments Education MS in Software Engineering, University of Minnesota Software Engineering Institute #1 Qualification - National Regent Offspring #3
CDA Objectives CDA Mission: Catholic Daughters of the Americas strives to embrace the principle of faith working through love in the promotion of justice, equality, and the advancement of human rights and human dignity for all.
CDA Objectives - Proposed CDA Mission: Catholic Daughters of the Americas strives to embrace the principle of faith working through love in the promotion of justice, equality, and the advancement of human rights and human dignity for all. Spiritual Enhancement Family
SOCIAL IMPACT, ACCELERATED. Add your name and the date to this slide
$70 million in donated software to date. 680+ Charities and Social enterprises $70 million in donated software to date. © NetSuite Inc. 2015
CDA Technology Goals Leveraging NetSuite since 2013 Stable Operations Customer Relationship Management, CRM, capabilities Member management Court management Member office (hierarchy) management Vendor management Enterprise Resource Planning, ERP, capabilities Accounting Sales and service CDA Store Money In (billing, dues collection etc.) Money Out (vendor payments, donations etc.) Fund Accounting Ability to manage restricted and unrestricted funds as separate, self-balancing funds Financial Reporting on separate funds (restricted and unrestricted) Desired Enhancements Inventory management Web Store Credit card / Paypal transaction processing 1903 Incorporation to Accounts Receivables
Webstore Evolution – CDA Price List Available
Webstore Evolution – CDA Webstore 2010 - 2015 Store Style Ordering Orders emailed to office for manual entry Orders must be made by courts / court check Item updates time consuming and require development
Webstore Evolution – CDA Webstore Leveraging NetSuite Order directly into back-office system Integrated inventory Products / pricing defined once Styling and product marketing by Designs by Theresa
CDA Technology Goals – Additional Deliverables Incorporation of 1903 Facilitate recording keeping Allow1903 Chairman Focus on Growth Addition of Inventory Tracking Cleared path to Hardware Upgrade
CDA Remains Focused on Mission CDA Systems Up – Mission Focused: “Whatever you do for the least of my brethren, you do for me.” Matthew 25:40 (Spiritually Enhanced with Family!) End with References and expanding mission