With 31 years of experience supporting Nonprofit organizations, we have developed an efficient and reliable Project Management and onboarding methodology. We work with two different project approaches and, depending on the scope and complexity of the project, we determine together with the organization which approach is the best fit.
During our onboarding projects, we work using an Agile methodology, with work divided into sprints. This approach leads to a Minimum Viable Product (MVP), ensuring that the highest‑priority requirements are addressed first.
Key success factors:
Clear objectives and realistic deadlines are essential. We work in small teams, with activities divided into sprints. Flexibility and an Agile mindset are crucial. The Definition of Done for user stories and epics is defined in advance.
During sprints, organizational requirements are elaborated, configured, and tested by Key Users. At the end of each sprint, a demo and evaluation take place. User stories with the status done are not reopened; new insights are added as new stories.
At the start of the project, requirements are captured in a product backlog. The Product Owner (customer) determines prioritization. New or complex requirements are reviewed by the steering committee.
The Ifunds project manager maintains a risk log in which all risks and mitigating measures are documented. Reporting is provided to the steering committee.
After go‑live, we ensure adoption through our delivery team, which supports you with questions, optimizations, and application management. Support requests are submitted via our ticketing system and handled according to a clear SLA, ensuring that you continue to use the solution effectively.
“We believe in a structured and pragmatic approach: first insight, then optimization, followed by embedding. This is how we create lasting impact for Nonprofit organizations .”
Sometimes you simply want to get started quickly with working more efficiently using a robust standard solution. That is exactly what our onboarding approach is designed for. We get you live quickly on one of our standard solutions and support a strong start and adoption through training and online documentation.
Onboarding starts with provisioning the environments, setting up the OTAP pipeline, and completing the technical installation. We work with standard user stories and stay as close to the standard as possible.
The core principle of Ifunds is to onboard our customers onto our standard solution. Any desired additions or extensions are always implemented in consultation and may impact timeline and budget. Documentation is provided by Ifunds, while user manuals are created by the customer.
Data migration offers an opportunity for data cleansing and structuring. There are three migration moments: a test migration, an acceptance migration, and the go‑live migration.
Training starts immediately at the beginning of onboarding and is based on a train‑the‑trainer approach. Training is always available, with monthly product training sessions offered either online or on site, for both new employees at a foundational level and experienced employees focusing on specializations.
After go‑live, we sign a discharge document. From that moment on, an intensive support program starts, which is gradually scaled down to the regular level of support.
Ifunds Cloud for Nonprofit can help your organization work more efficiently and effectively. Want to know how? Contact us today and take the first step toward greater social impact.
