Before you become a customer and give us your hard-earned money, you'll want to do your due diligence.
If you have an interest in our products or service, the first step is to do a Needs Analysis. We then discuss your needs and try to find out a solution that's in your budget and then tailor a demo to meet that need.
Then call our references and read our Success Stories. Most of our clients come from referrals (we hate selling!) You'll receive a full engagement letter so you know exactly what to expect. You may feel that you need someone to also take a look at your general operating procedures; based on new software often those need some adjusting.
Need to pass it through the Board? We'd be happy to help with a presentation or handouts. Your Engagement Letter will outline all of the costs and benefits as well.
If the answer is YES, your organization becomes a part of our family!
Let the work begin! You and your staff will be asked to complete a work checklist so we are all clear on who is doing what and by when. Meetings will be set up to identify tasks, and assure deadlines are met.
1st Choice Advisors can get your data ready for conversion and help you set up your new Chart of Accounts. You will send us your reports based on what you need and what you'd like to change. Before systems are ready for the go-live date, we help with running parallel reports and testing data.
TRAINING! You can set up training based on your staff, whether it be online or on-site; a single person or a large group. 1st Choice Advisors works with other business partners on providing classroom training as well.
If your system needs to be integrated with another system such as medical billing, ticketing, utility billing, etc., we can decide at what point to do this. Most clients get the accounting up first and then connect the other systems. Efficiency is the goal!!
Ongoing Support and Customer Service
Your purchase of any of our products includes annual support and maintenance by the vendor. You will always have a support line to call and receive periodic upgrades to the software. If you purchase payroll, this includes all tax updates for your state. There may be issues that will be better off handled by your Business Partner, 1st Choice Advisors. These may include additional training, new functionality, customization of reports or data integration, to name a few.
Your relationship with us means a lot so don't think you're getting rid of us after the sale! You'll receive emails and newsletters about software changes and how other nonprofits are using their systems. You'll receive periodic "Wellness Calls" just to check in, and you will also be invited to appropriate seminars and conferences.
Grant Writing Services
On our web site, we provide information on grants available for the upcoming season. We also have a professional grant writer on staff who can either review your grant information (she used to approve grants for the State of Illinois!), write a grant proposal for you, or research grants. She also specializes in writing technical manuals and reports. Learn more about Margaret Ring!
User Groups, Training Classes and Networking Events
We provide various events throughout the year both online or in various cities, where you can become more productive and learn up-to-date information on technology.
Let us know what we can do to help you help your community!