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 9755Lyn.favelle@thankQ.com.au