Every successful implementation starts with clarity, alignment, and trust. Our onboarding process is designed to deeply understand your organization—how you operate today, where you’re headed, and what success looks like for your team and stakeholders. From day one, you’re partnered with experienced implementation leaders who guide the process with structure and transparency.

‍What this phase includes:

‍• Executive and operational kickoff to align goals, scope, and success metrics
• Detailed discovery and process mapping across grants, funds, finance, and reporting
• Role definition and responsibility alignment between your team and ours
• A tailored implementation roadmap built around your timelines, complexity, and priorities

Why it matters:
This phase ensures your implementation is intentional—not rushed—and sets a strong foundation for every phase that follows.

Your data is the backbone of your foundation—and we treat it that way.Our data migration approach is structured, secure, and designed to reduce risk while increasing confidence. Rather than a single “lift-and-shift,” we use a phased methodology that validates accuracy, usability, and reporting integrity before go-live.

‍What this phase includes:

‍• Data assessment and mapping aligned to your future workflows
• Secure data transfer and encryption protocols
• Multiple migration rounds to validate structure, balances, and history
• Reconciliation, tie-outs, and validation with your subject matter experts

Why it matters:
You don’t just move data—you improve it. This process ensures historical integrity while positioning your foundation for better reporting and operations going forward.

Before launch, confidence matters more than speed.User Acceptance Testing (UAT) ensures your platform works the way your team expects—using real scenarios, real data, and real workflows. This phase validates that configurations, integrations, and permissions align with how your organization operates day to day.

‍What this phase includes:

‍• Structured test scenarios tied to your actual processes
• Validation across grants, contributions, funds, reporting, and finance workflows
• Issue tracking, resolution, and retesting in a controlled environment
• Final readiness confirmation before go-live

Why it matters:
UAT reduces surprises, increases adoption, and ensures your team enters launch week prepared—not anxious.

Technology only succeeds when people are confident using it.Our training program is role-based, practical, and grounded in your real system—not generic demos. Training is timed to follow system stabilization and real data availability, ensuring sessions are immediately relevant and actionable.

‍What this phase includes:

• Role-specific training for finance, grants, operations, donor services, and leadership
• Live, interactive training sessions (virtual or in-person)
• Recorded sessions, documentation, and a searchable knowledge base
• Ongoing training support as your team evolves

Why it matters:
Your team doesn’t just learn how the system works—they learn how to operate more effectively within it from day one.