1. Catholic Daughters of the Americas®
Technology Update
Daniel Seyfried

2. 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

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.

4. 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

5. SOCIAL IMPACT, ACCELERATED.
Add your name and the date to this slide

6. $70 million in donated software to date.
680+
Charities and
Social enterprises
$70 million in donated software to date.
© NetSuite Inc. 2015

7. 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

8. Webstore Evolution – CDA Price List Available

9. Webstore Evolution – CDA Webstore 2010 - 2015
Store Style Ordering
Orders ed to office for manual entry
Orders must be made by courts / court check
Item updates time consuming and require development

10. 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

11. 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

12. 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