Haiti Scholars (HS) Neon Migration

  • Nicole/Gary Overview

    1. Neon Review of Capabilities
    2. High Level Migration Phases
    3. Neon Website Walk-through
    4. Neon CRM Migration Issues
    5. Cutover Migration Strategy
    6. Establish who can help, board, testing

  • Jo/Gary Donation Management

    • Get Jo logged into Neon
    • Review Neon Dashboard, CRM, Web
    • Review WA donation types
    • Compare to Neon tender type
    • Walk through each manual case
    • Review Affinipay wth Neon Pay
    • New: Campaigns
    • New: Company vs Individual Account
    • New: Portals

  • History

    Current Wild Apricot WEbsite

    • In place around 5 years
    • Supporting over 500 users
    • Website framework for our cause
    • Email distribution
    • Donations collections
    • Store purchase via site

    Current Neon Website DRAFT

  • Phases

    • Implement "must have" core functions of current site

              >>>> Cancel existing contracts <<<<

    • Leverage "nice to have" Neon capabilities.
    • Evolve into "some day" lower priority Neon capability

    Phase Details

  • Strategy