When you make your initial enquiry about becoming a part of the happy world of donorflex users, youre taking the first step in a journey that we hope will last a very long time.
Its our job to make that process as easy and informative as possible.
We reckon there are seven stages between here and experiencing the joy of switching on donorflex as a user for the first time. Take a look below to find out what they are but please bear in mind that Care Data Systems policy is not to take up an invitation to attend a presentation where there is no intention for donorflex to be demonstrated.
Say thanks: Thank you for calling
Chat: About your needs, provide initial answers about donorflex, supply you with costs and a brochure, and map out the road to donorflex
Getting to Know You: Ask you to complete our GTKY survey. We cant emphasise enough how important this is to our delivery of insight to you. It highlights from the outset issues that are vital to a successful implementation (for example, IT set-up)
Dossier: Create the dossier that will document decisions made from now on, right through to your first months as a donorflex user. This is where your completed Getting to Know You survey lives
Client Development: Introduce you to your Client Development Consultant. Either Jo, Patrick, Paul or Steve will be available to you in the coming weeks and months team to talk about your training needs, the consultation process, data translation and migration, and any technical questions
Feel relaxed: We understand that looking for a new database is a time of anxiety as well as excitement, so youre in safe hands
Ask: Whatever you want to know, just fire away
Chat: Tell us what you need, and why. Dont worry if you feel your database knowledge is a little thin. Well pick up the conversation at the pace and level that you set
Getting to Know You: Submit the GTKY survey
Read: Study the information we send you
Agree: Lets set a date for a follow-up call so that we can provide insight and information at the right time and in the right way
In touch: Make a follow-up call to ensure the information youve requested has been received and understood
Getting to Know You: Expand and clarify on your GTKY survey answers, as appropriate, if youve submitted it
Emphasise: If you havent already done so, we need you to submit the GTKY we rarely proceed to a presentation until we feel we have the understanding it helps to provide both of your current set-up and circumstances and your aims for the future. That includes our knowledge of both your existing IT and data structures
Inform: Tell us of your needs in preparation for seeing donorflex in action. We strive to show you the system working in as close a way to your needs as possible
IT focus: Ensure your IT structures appropriate, and be ready to discuss your plans for upgrading it, if it isnt
Data focus: Help us to understand your data structure in readiness for a possible data translation
Prepare: Use our growing knowledge of your needs contained in the expanding dossier to prepare and deliver a presentation of donorflex
Present: Show you donorflex in action, either here in Birmingham or at your office
Agree: You guide us on the timing of a follow-up call, so that we can cover any points that have emerged since the presentation, and establish the next actions and point of contact
Data focus: Continue discussing your current data structure and if appropriate take a look at a cut of it
IT focus: Continue discussing your IT and network issues
Look ahead: What might be coming up next on the road to donorflex
Presentation: Decide how, when and where youd like to see donorflex in action
Information: Provide us with the insight we need to make that experience fulfilling for instance, identify the functions and process you want to see in action, and brief us about wholl be in the presentation, and what their area of focus is
Team-work: Make sure that your colleagues are prepared and take the opportunity to ask their question
Enjoy: Be inspired by it!
In touch: First and foremost, we dont hassle you. We know that you have lots to think about, and that its a big decision
Data focus: After signing a Data Privacy commitment, well look at your data to evaluate translation costs. Your Client Development Consultant in effect, your account manager will outline the database statistics and produce a list of requirements for which our technical team will be asked to prepare a quote
Data migration: Well compile an internal, detailed Data Migration quote. Our technical team will add their judgement about the scope and cost of additional work that could be carried out at this point
Agree: Well compile and deliver to you a Data Migration Agreement that details:
Support: Do you prefer a first-year Annual Software Support Agreement or an enhanced Premium Support Agreement?
Confirmation of costs: With insight from the above, well send you a general Confirmation of Costs document
IT focus: Well also discuss pertinent issues with your IT team before sending the Agreement of Sale document
Feedback: Tell us honestly what you think about donorflex. This is the time to discuss how youll be able to achieve your objectives using the system so dont be afraid of putting us and the software to the most rigorous test, as this is a big step youre about to take
Negotiate: Let us know how we can ease your journey to becoming a donorflex user
Data focus: Show us your data for evaluation purposes
Hooray: On hearing that you want to add donorflex to your team, we compile and send Agreement of Sale documents that require a donorflex and charity sign-off before proceeding
Website: Set up your account for www.donorflex.com, including the login for the person wholl fulfil the all-important donorflex Liaison Manager role, which give access to sensitive areas of the client menu
Nerves: Dont let them overcome the excitement
Data focus: Send us any data required for the agreed translation
Plan dates: Well start with your consultation which is when well work with you, at your pace, to create your all-important Data Policy and coding framework and also put ink in the diary for your implementation and training
Consultation: We conduct the consultation, which will shape and deliver your Data Policy and coding framework
Data migration: Well check your translated data, which we need to do a suggested minimum of three days before the consultation
Implementation: Well open the world of donorflex to you and, in bite-size portions, well start providing you with the skills to make the most of donorflex for your organisation and its beneficiaries
Relax: Enjoy yourselves as we implement donorflex
Advise: Tell us what we need to know as we set up your Data Policy, which is the heart of your donorflex system
Thrive: Make the most of your donorflex training days. We appreciate that some colleagues will find this an anxious time as they prepare for the unknown and leave the comfort and security of old ways behind, so our training is geared with you to overcome those apprehensions
Support: Using your Account Manager as your primary point of contact, well deliver agreed support as part of your first-year ASSA package or first-year Premium Support package, as appropriate
Helpdesk handover: At an appropriate point in your development, your Account Manager will hand you over to the care and commitment of the helpdesk
Welcome: Youll receive a welcome phone call from Helpdesk supervisor
Thrive: Become a great donorflex user!
We work with the key drivers of the UK charity sector.