Tech Forum 2013 Client Services

Scope Project Delivery Training Support Consulting

Project Delivery Project Management New installs Migrations New servers Move databases Upgrades – over 200 annually Data transfers On site go live consulting sessions Migrations – increase as people update their technology eg. Phase out SQL Server 2000

Project Delivery thankQ Customisations: Schools Grant Giving Volunteer Web Module Customisations: HTML Emails eVolunteer Plus many more….

Support: 2013 Plans Forums: Access to fellow users Build user group common knowledge Knowledge base: Keep FAQs up to date with module changes Provide Tips and Tricks Upgrade eSupport system Re-release

Training Continually evolving as product expands Latest major offerings: Moves Management RFM Re-release: thankQ for Managers Webinars – limited availability for remote clients

Training Customised training: New developed modules Introduction of new process to business Master Classes Don’t forget - 12 month Training Guarantee !

Consulting Training Clinics: On site, fixed scope Scope is determined ahead of time and training material is gathered from existing material If customised material is required extra charges will be involved May include mix of Web modules, Events, Membership etc Provides less interruption for more people Not recommended for entry level

Consulting Business Process Review: Approximately one day on site Detailed review Bullet point output describing action points May drive further work through either developments or targeted training clinics New technology means payment process needs review Government funding ceases so fundraising process needs to ramp up May be larger for multiple larger processes Example per NORCA