The six-step plan for implementing new donorflex, which was unveiled in tandem with our Get ready for new donorflex Regional Training Days, has come back into sharp focus with the news of a release date for new donorflex.
The RTDs themselves and the great new functionality they showcased formed the first of the six stages.
The key stage following that was the release of the Data Appraisal Review utility that all clients will be required to run before their installation CD is released, in order to prepare your data for the upgrade.
To move those preparations forward, clients are being asked to bring themselves up-to-date with the Data Appraisal review.
Clients will need to run the Data Appraisal Review utility in order to prepare their data for the upgrade to new donorflex.
This utility will not amend or update any data. It simply produces an HTML report on various areas of your data as well as extracting some csv data files for you to review and update your data.
The utility can be found by logging in to the My donorflex area of www.donorflex.com and then navigating to the Downloads area. Heres how to find it:
The Data Appraisal Review will be available initially ONLY to organisations that attended a donorflex Regional Training Day. *
If you have any questions about the review utility, please click this donorflex Data Appraisal Review support link, so that one of the consultants can support you. Dont forget to add your name and contact details, along with a brief explanation of your needs. Please note:
Heres how the six-step plan was outlined to RTD attendees:
Regional Training Days: These were the start of your preparations for new donorflex. They gave a detailed insight into its new features, and a demonstration of the Data Appraisal Review utility that weve provided to you, which will give an insight into the condition and consistency of your data in preparation for your upgrade.
Data Appraisal Review utility: We want it to be business-as-usual for you when the upgrade is completed, so youll use this special review utility to evaluate the readiness of your database for being upgraded.
You brief your team: The RTD insights will equip you to brief your team about the new product and begin planning the way forward. Then prepare your users and your data for the upgrade in a systematic way. Once you have your plan ready, you can move to Step 4, the client upgrade survey...
Client upgrade survey: Well ask you some important questions about how and when your preparations for the new product will happen, and who will be the key colleagues along the way.
donorflex installation CD: With your Data Appraisal Review complete, in liaison with your technical team, well send the installation CD for new donorflex and schedule your upgrade so that donorflex support can be on stand-by to help with any needs.
Do great things with new donorflex! Over to you. Make the most of the great new features that will help to drive your fundraising success to impressive new heights.
* Organisations that didnt attend an RTD will need to engage with a donorflex client development consultant to plan their way forward.
** Clients running donorflex on a non-SQL server platform will not be able to enjoy the great features of the new product until they upgrade to SQL. Likewise, please engage with us.
We work with the key drivers of the UK charity sector.