core update - issue 1

2
Welcome to our first newsletter on the CORE project (the new customer relationship management (CRM) and NAV financial systems). It will be issued every two weeks to keep you informed about the project. As you know, we launched the NAV financial system on April 5. I’d like to congratulate everyone who worked so hard to achieve this important milestone in the CORE project. In the coming months, we’ll host some fun events, such as an Open House. You’ll be able to learn more about the new CRM system, try out some of its great features, and provide your feedback. Look for other communications tools, such as an on-line project timeline. I’d like to stress that everyone plays a key role in the success of this project. Whether you are on a CORE team or not, your feedback is important. If you have any questions, or want any more information, feel free to talk to your manager or any members of the CORE team listed on page two. Volume 1, Issue 1 April 22, 2013 Welcome! INSIDE : Update on CORE project The design of the CRM system is complete and construction is underway. The first parts of the system, which pertain to Education, should be delivered at the end of April and will then be tested. Staff are also busy copying and correcting member data in our existing CRM system (MMSI), a task that will continue until the end of the year. Welcome! Update on CORE project Official Launch of NAV Testimonials from staff Contact Us UPDATE Due to the complexity of the project, and the number of partners involved, we now expect the new CRM system will be introduced to staff in early to mid 2014 and to members later in 2014. We’ll continually provide you with the latest information as it becomes available. Published bi-weekly by the REBGV Communications Department. Send an e-mail to Val at [email protected] or drop by with your comments. CORE Partners BC Real Estate Association Calgary Real Estate Board Fraser Valley Real Estate Board Okanagan Mainline Real Estate Board Real Estate Board of Greater Vancouver Vancouver Island Real Estate Board Victoria Real Estate Board Mike Pedersen Chief Information Officer CORE project sponsor

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Page 1: CORE Update - Issue 1

Welcome to our first newsletter on the CORE project

(the new customer relationship management (CRM)

and NAV financial systems). It will be issued every

two weeks to keep you informed about the project.

As you know, we launched the NAV financial system

on April 5. I’d like to congratulate everyone who

worked so hard to achieve this important milestone

in the CORE project.

In the coming months, we’ll host some fun events,

such as an Open House. You’ll be able to learn more

about the new CRM system, try out some of its

great features, and provide your feedback. Look for

other communications tools, such as an on-line

project timeline.

I’d like to stress that everyone plays a key role in

the success of this project. Whether you are on a

CORE team or not, your feedback is important.

If you have any questions, or want any more

information, feel free to talk to your manager or

any members of the CORE team listed on page two.

Volume 1, Issue 1

April 22, 2013

Welcome!

I N S I D E :

Update on CORE project

The design of the CRM system is

complete and construction is underway.

The first parts of the system, which

pertain to Education, should be

delivered at the end of April and will

then be tested.

Staff are also busy copying and

correcting member data in our existing

CRM system (MMSI), a task that will

continue until the end of the year.

Welcome!

Update on CORE project

Official Launch of NAV

Testimonials from staff

Contact Us

UPDATE

Due to the complexity of the

project, and the number of

partners involved, we now expect

the new CRM system will be

introduced to staff in early to mid

2014 and to members later in 2014.

We’ll continually provide you with

the latest information as it

becomes available.

Published bi-weekly by the

REBGV Communications

Department. Send an e-mail to

Val at [email protected] or

drop by with your comments.

Greater Vancouver

CORE Partners

BC Real Estate Association

Calgary Real Estate Board

Fraser Valley Real Estate Board

Okanagan Mainline Real Estate

Board

Real Estate Board of Greater

Vancouver

Vancouver Island Real Estate

Board

Victoria Real Estate Board

Mike Pedersen

Chief Information Officer

CORE project sponsor

Page 2: CORE Update - Issue 1

UPDATE

Page 2

We implemented the new NAV Financial System

on April 5. Not only did the Go Live team launch

the system on time, they did so without a single

glitch – a major achievement in the world of IT.

Accounting staff are already benefiting from

many of the system’s new features and will be

learning more about how it can help them

improve their services to staff and members.

Accounting

Amneh Ammoura

Wendy Dool

Business Practices

Arnelle Starnaman

Professional

Services

Barb Vandeneykel

Communications

Craig Munn

NAV financial system successfully implemented

“It makes my staff more

efficient which makes

Mary better.”

Mary Galaugher

“Provides real t ime

information for things

l ike bank balances and

vendor payments.”

Amneh Ammoura

“I love NAV because it ’s

easy to use, saves time

(all the information is on

the screen), and there is

less room for errors. Plus

you can do recurring bills

which saves me time from

having to manually enter

them each month.”

Trish Kinnear

“ I love the colour and the

dril l -down menu is

amazing ! It’s much easier

to navigate to find

information l ike invoice

payments and GL

accounts. The cheques

look better (the font is

bolder) and staff have

remarked that they l ike

this improvement.”

Linda Webb

Here’s what accounting

staff has to say about the

new financial system…

Accounting staff

celebrating!

For the first time, staff

can send invoices to

Commercial Edge

customers electronically.

Happy Accounting Staff!

Education

Francesca Buono

Reen Burley

Joanna Dale

Executive Office

Tina Creed

IT Help Desk

Kate Gradnitzer

Contact us! CORE team members*

Member Services

Jennie deFoy

Dianna Christopoulos

Tim Yee

David Stewart-Candy

Tomoko Sato

Divisions

Anastasia Marchand

IT

John Lai

Gordon Lau

Go Live team celebrates launch!

(Left to right): Amneh Ammoura, Rhett Williams (Altus),

Linda Webb, Trish Kinnear, and Chelan Sawka (Project Manager)

*These staff members were involved in the design of the CRM

and NAV systems and will participate in the user acceptance testing.