thankq solutions pty ltd lyn favelle 2015. why would you consider it ? ● your review ● manual...
TRANSCRIPT
![Page 1: ThankQ Solutions Pty Ltd Lyn Favelle 2015. Why would you consider it ? ● Your review ● Manual processes ● Duplication ● Reporting ● Single view of the](https://reader036.vdocuments.us/reader036/viewer/2022070412/56649ee05503460f94bf0c7c/html5/thumbnails/1.jpg)
thankQ Solutions Pty Ltd
Lyn Favelle
2015
![Page 2: ThankQ Solutions Pty Ltd Lyn Favelle 2015. Why would you consider it ? ● Your review ● Manual processes ● Duplication ● Reporting ● Single view of the](https://reader036.vdocuments.us/reader036/viewer/2022070412/56649ee05503460f94bf0c7c/html5/thumbnails/2.jpg)
Why would you consider it ?
● Your review ● Manual processes● Duplication● Reporting● Single view of the contact● New process ● Spreadsheets…
![Page 3: ThankQ Solutions Pty Ltd Lyn Favelle 2015. Why would you consider it ? ● Your review ● Manual processes ● Duplication ● Reporting ● Single view of the](https://reader036.vdocuments.us/reader036/viewer/2022070412/56649ee05503460f94bf0c7c/html5/thumbnails/3.jpg)
What do we do?
● Listen● Understand the critical elements● Ask why● Look for opportunities● Consider end to end● Map thankQ functions● Gap analysis
![Page 4: ThankQ Solutions Pty Ltd Lyn Favelle 2015. Why would you consider it ? ● Your review ● Manual processes ● Duplication ● Reporting ● Single view of the](https://reader036.vdocuments.us/reader036/viewer/2022070412/56649ee05503460f94bf0c7c/html5/thumbnails/4.jpg)
What are the outcomes ?
● Aligned to work optimally with thankQ● Process documentation● Specify any customisations
![Page 5: ThankQ Solutions Pty Ltd Lyn Favelle 2015. Why would you consider it ? ● Your review ● Manual processes ● Duplication ● Reporting ● Single view of the](https://reader036.vdocuments.us/reader036/viewer/2022070412/56649ee05503460f94bf0c7c/html5/thumbnails/5.jpg)
Events sample:
Need to determine:
● What get’s defined in the event ?
● What get’s captured for the
family ?
● What get’s captured for each
person ?
● Who get’s charged for what ?
● Are there any discounts ?
List of data to collect:● Name● Address● Dad, Mum, three kids, nanny● Two dinners● Babysitting requirements● Attendance● Allergies● Dietary information● Family based activities● Ticket types● Individual activities
![Page 6: ThankQ Solutions Pty Ltd Lyn Favelle 2015. Why would you consider it ? ● Your review ● Manual processes ● Duplication ● Reporting ● Single view of the](https://reader036.vdocuments.us/reader036/viewer/2022070412/56649ee05503460f94bf0c7c/html5/thumbnails/6.jpg)
Regular Giving Launch
● Customer advises:● Online requirements● Easy payment processing● PCI Compliance● Mailing requirements
● We find out:● eDonations is there● No EFT● Credit cards processed outside● No email tool
● We Opportunities:● Capture regular givers on
eDonations ● SecurePay EFT● eMailer