thankq solutions pty ltd lyn favelle 2015. why would you consider it ? ● your review ● manual...
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thankQ Solutions Pty Ltd
Lyn Favelle
2015
Why would you consider it ?
● Your review ● Manual processes● Duplication● Reporting● Single view of the contact● New process ● Spreadsheets…
What do we do?
● Listen● Understand the critical elements● Ask why● Look for opportunities● Consider end to end● Map thankQ functions● Gap analysis
What are the outcomes ?
● Aligned to work optimally with thankQ● Process documentation● Specify any customisations
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
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
Would you like to know more?Contact:
Lyn FavelleSupport & Consultingt: +61 2 8904 [email protected]