thankQ Solutions Pty Ltd Lyn Favelle 2015

Why would you consider it ? ● Your review ● Manual processes ● Duplication ● Reporting ● Single view of the contact ● New process ● Spreadsheets…

What do we do? ● Listen ● Understand the critical elements ● Ask why ● Look for opportunities ● Consider end to end ● Map thankQ functions ● Gap analysis

What are the outcomes ? ● Aligned to work optimally with thankQ ● Process documentation ● Specify any customisations

Events sample: Need to determine: ● What get’s defined in the event ? ● What get’s captured for the family ? ● What get’s captured for each person ? ● Who get’s charged for what ? ● Are there any discounts ? List of data to collect: ● Name ● Address ● Dad, Mum, three kids, nanny ● Two dinners ● Babysitting requirements ● Attendance ● Allergies ● Dietary information ● Family based activities ● Ticket types ● Individual activities

Regular Giving Launch ● Customer advises: ● Online requirements ● Easy payment processing ● PCI Compliance ● Mailing requirements ● We find out: ● eDonations is there ● No EFT ● Credit cards processed outside ● No tool ● We Opportunities: ● Capture regular givers on eDonations ● SecurePay EFT ● er

Would you like to know more? Contact: Lyn Favelle Support & Consulting t: