Some of our clients have little or no technical expertise so this is not a pre-requisite and we can work in a flexible way to complement the skills/knowledge that each of our clients have. Clients with a higher degree of technical expertise are able to do certain tasks themselves and this can also be advantageous.
We host these regularly at our office and attendees find these to be very helpful for getting maximum benefit from their systems and sharing information with other users.
It is ideal for us to have one main point of contact at each of our clients with authority to make decisions and facilitate communication to help keep projects on course.
We would agree a number of milestones and critical dependencies with activities and tasks in place to ensure that the desired timescales are met. In addition to meetings we are able to provide complete visibility on all of this information with active collab project management software.
We would separate these elements into main headings such as: Specification and Preparation, Configuration, Data Migration, Installation and Commissioning, Training and Support.
We are happy work with whatever timescale is required and work back from there to help our clients realistically achieve these. A phased approach is usually one that is preferred by our clients to get elements of the system live in a timely and effective manner
We are able to assist with this process. Nearly every implementation we are involved in includes data migration. We have developed our own in-house data migration toolset with a web interface. This tool allows us to load data, map it into the new schema and run definable, repeatable processes. Ensuring that we all work with logical and consistent data is of the utmost importance and therefore we treat the data migration process as a mini-project and devote considerable effort to the process.
CiviCRM is open source and web based. The only costs would be for our consultancy in implementing the system to meet your exact requirements.
Yes – we can provide hosting for CiviCRM, Drupal and any other web applications.
As part of the support contract we provide standard enhancements to the newest version whenever appropriate and relevant and with full consultation.
We provide access to an online manual explaining the key features of the solution with a user guide for carrying out tasks such as adding details to the database etc.
All CiviCRM users are able to access the discussion board or the online book that is available. The online discussion board is very useful for users to ask questions relating to certain areas where it is felt that things could be improved
Yes - we can provide this whenever needed – using Teamviewer sessions.
We can provide training at our client’s offices and we also have our own fully equipped Training Centre if this is a preferred option.
Yes - we provide all the training needed for each client in a very flexible way – taking into account factors such as requirements (in the short and long term), timescales, users (including their skill levels and availability). We can run separate sessions for System Administration/Super Users and General Users. We can provide training in groups (ideally up to a maximum of 6) and can cascade the training to users if needed
by providing a train the trainer approach.
Yes - we can provide this whenever needed and requested – using Teamviewer to illustrate any elements of the solution and help with any fault fixing from our office
Direct access to a dedicated Account Manager
Direct access to CiviCRM support staff
- Telephone help (advice and guidance)
- Fault Reporting
Yes – we do provide this for CiviCRM as well as for Drupal.
Yes – we have a direct helpline number which can be contacted Mondays-Fridays (9am-5pm). We are able to provide support outside of normal working hours by special agreement, if needed.
