New donorflex calls for an approach to upgrading the system thats different from recent releases.
To make the most of the extensive new features that youve requested, were advocating a procedure thats underpinned by careful planning and management.
Your own preparation will fall into two main areas:
This is how were aiming to guide you through the straightforward but critical process.
The start of your preparations for new donorflex. They will give a detailed insight into its new features, and a demonstration of the Data Appraisal Review utility that well provide to you, which will give an insight into the condition and consistency of your data in preparation for your upgrade.
Once run, our advice will be that you respond to its findings and make decisions about issues such as (but not limited to):
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...
With your internal plans agreed and in place, youll be ready to respond to our client upgrade survey. It covers key details like:
With your Data Appraisal Review complete, in liaison with your technical team, well send you the installation CD for new donorflex (see the Fundraising Regulator section below) and schedule our time to be available for any helpdesk support thats required for this exciting part of the operation.
Make the most of the great new features that will help to drive your fundraising success to impressive new heights.
We will be running a series of optional modular training sessions to deliver hands-on training to users, if required. These will be published after the RTDs have come to a close.
In addition, well be delivering bespoke training and consultancy to clients that want to raise their teams skills.
In parallel with development of new donorflex, the team has continued engaging with key players in the marketing preferences debate. The outcome of those conversations will be clear when RTD attendees see the new product.
On Tuesday, February 14 at the Fundraising Regulators invitation we joined three other charity CRM system providers to meet Syrenis, the team appointed by the Regulator to develop the new Fundraising Preference Service database.
They were in the early stages of work, having been set the target of making the database operational by the start of June, just 15 weeks away at the time of writing (Thursday, February 16).
At that point, they aimed to give CRM developers sight of the new system by the beginning of May, and follow that with a warm test of the system involving selected charities by mid-May.
Those timescales prompt this question:
The answer is that, while our focus is fixed firmly on delivering CDs from the beginning of May, well maintain very close contact with the Fundraising Regulator and Syrenis in order to identify any additional needs for development resulting from their decisions.