by Megan Gill
Wondering what it would look like to work with CharityEngine? Well, worry no more....here are the steps we will take together!
Adopting a new nonprofit CRM can be daunting. However, understanding what happens after you sign on the dotted line can reassure you that the process can be smooth and easy.
This article will walk you through exactly what it looks like when a client comes on board with CharityEngine. If you’re considering a move to our software, this overview will highlight our client care and the ease with which we will implement your new system.
Overview of the Implementation Process
Clients finish the sales cycle when they sign the contract. You move into an onboarding phase that’s managed by a different team. This is the Professional Services Team, and it is dedicated to making sure your implementation is smooth and all your questions are answered.
The implementation process is designed to be straightforward and client-focused. It involves a detailed walkthrough to ensure every step is clear and manageable.
Roles and Responsibilities
CharityEngine has developed a comprehensive team of experts to assist every new client in a seamless implementation and onboarding process. The Professional Services Team, Implementation Specialists, Client Success Team, and Project Manager work together to ensure a successful transition.
Client Bill of Rights
The CharityEngine Client Bill of Rights outlines the promises made by both the CharityEngine and client teams. This section ensures that both parties are aware of their commitments and responsibilities.
Implementation Packages
The basic implementation project is designed for a fast and more straightforward setup, while the advanced packages cater to more comprehensive and customized project timelines and phases. This flexibility allows clients to choose the package that best suits their specific needs and requirements.
What Does the Project Timeline Look Like?
Our basic implementation packages run from 45 to 65 days. On average, this is how much time we budget for each project phase for basic implementations:
- Kick Off/Discovery (Week 1): This phase involves initial meetings to understand the client's requirements and goals.
- Configuration (Week 2): During this phase, we set up the account and customize features, functions, and automations based on the client's needs.
- CharityEngine Academy Training (Week 1 - 7): Clients are provided with access to CharityEngine Academy for self-guided training content. This training helps clients become familiar with the system and its functionalities.
- Client Support for Data Migration (Week 2 – 3): We provide guidance and support to clients for data migration. This ensures that all critical data is accurately transferred to the new system by the client.
- Post Training Question and Answer Sessions (Week 3 – 7): After the initial training, we host Q&A sessions to address any questions or concerns that clients may have.
For more advanced and customized client needs, timelines will be adjusted accordingly. Advanced onboarding packages typically include the following phases:
- Discovery: Clients complete a requirements gathering form, and we coordinate the payment processing setup. We work with clients to understand critical data fields and ensure smooth data migration. Project goals, requirements, timelines, and due dates are reviewed and agreed upon.
- Configuration: This phase involves account setup, customization of features, functions, and automations, and execution of data migration on behalf of the client.
- User Acceptance Training (UAT): Customized UAT is designed in conjunction with the client for custom features and automation. This phase ensures that the system meets the client's needs and expectations.
- Training: We pledge to train clients until they are comfortable with the system. In-classroom training is provided for Online Forms, Emails, and Campaigns, along with other self-guided training for various CharityEngine features and functions. Custom training packages are also available.
- System Acceptance: Clients sign off on all contractual requirements, indicating their satisfaction with the implementation.
- Launch: The system goes live, and clients can start using it to manage their operations.
Throughout the entire process, we are with you every step of the way. You can always call and email your CharityEngine Project Team, and we promise a quick response.
Post-Implementation Support
After the implementation is complete, the Client Success team provides ongoing support to ensure that the system continues to meet the client's needs.
To give you an idea of what to expect, we have compiled a list of clients' top questions after implementation. We also offer a more comprehensive guide showing you what it's like to work with us. It’s important to know that we are by your side from the moment the contract is signed, and we won’t stop until your questions are answered.
The CharityEngine Promise
As our CEO, Phil Schmitz, explains in this video about CharityEngine, our company was created because technology was holding nonprofits back and inhibiting their ability to shine a light on areas of need. Every member of our team is dedicated to the success of our clients, and we pledge to offer the technology and service that will enhance our clients’ abilities to make a difference in the world. We will work tirelessly for your complete satisfaction.
