Part of any successful implementation is to have fully documented user procedures. Having proper documentation has saved many organizations after key members of their team left the organization. We can either perform the documentation or assist you in completing the documentation. We can also assist with establishing proper guidelines for data entry.

We have assisted many organizations with the creation of the following:

1. Data entry standards for your donation processing area
2. Canada Post standards for address entry
3. Detailed documentation for running reports
4. Procedures for processing of major gift and planned giving prospects

For a detailed quote, please contact us