After the demo with the customer referred to in the prior blog, he was extremely impressed. He and I constructed a plan to walk him through 6 phases of "moving forward".
1. Basic Training on Denari
2. Reorganize data that might have been entered by users who misunderstood the system
3. Implementation of Credit Card and EFT for recurring pledges
4. Implementation of additional user interfaces for MS Outlook and Missionary interfaces
5. Implementation of Simple Online Giving in Denari, with his website
6. Implementation of Online Communities in Denari, with his website.
As anticipated, the demo we did showed him that Denari is more than capable of meeting his goals. Now, we begin the work of training and implementation.
Wednesday, March 19, 2008
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