Our consultants help you work optimally
in Ifunds Engage

Our application consultants are ready and waiting for you! They help you convert your processes to ensure an optimal use of Ifunds Engage. They play an essential role during the implementation phase. They take care of data conversion, setting up the application and, of course, user support. They are also available after the implementation phase to set up new processes, set up reports and optimize processes and train new employees. Do you use our solutions to your best advantage? We will gladly discuss the options during a meeting.

Consultants

Our application consultants are ready and waiting for you! They help you convert your processes to ensure an optimal use of Ifunds Engage. They play an essential role during the implementation phase. They take care of data conversion, setting up the application and, of course, user support. They are also available after the implementation phase to set up new processes, set up reports and optimize processes and train new employees. Do you use our solutions to your best advantage? We will gladly discuss the options during a meeting.

Application consultancy
The application consultant converts your processes to ensure an optimal use of Ifunds Engage. The application consultants also play an important role in the data conversion, setting up the application and user support tasks during the implementation phase. They also help you execute non-standard processes such as implementing changes, complex selections, defining an import task or sending out the annual contribution mail-out.

Implementations
Ifunds takes care of the implementation of Ifunds Engage, from start to finish! This includes the complete project, from data migration to aftercare and every single step in-between. We apply professional and practical methods to ensure Ifunds Engage operates optimally at your organization. An extensive scoping investigation marks the start of the implementation. The new processes and which functionalities are delivered during which project phase is determined in consultation with you.

The Ifunds implementation method is based on your team as future users. The employees are challenged to help develop the processes and to help deduce the CRM system requirements based on these processes. The Ifunds consultants will ask critical questions and will not take every requirement on board as it is first formulated.

Due to their experience with similar organizations, the consultants will propose process, efficiency and quality improvements. They will also recommend ways to set up processes which require as few modifications of Ifunds Engage as possible to ensure an optimal cost-benefit ratio.

Implementation
Depending on the requirements and the type of project, financial agreements can be based on one of two systems:

Based on a budget quote
A budget project is clearly defined and, usually, has a short turnaround time. For example, creating a custom-made customer journey workflow whereby everything is registered beforehand. You are notified in a timely manner of any and all over budget or under budget costs and the reason thereof. The work is only implemented after you approve it.

Based on a ‘scrum’ budget
Large-scale and complex projects are implemented in ‘sprints’, using the scrum project method. The budget and delivery date of a scrum project is fixed at the start. The functionality is delivered based on the agreed priority. The method focuses on developing as much relevant functionality based on the available budget and delivery date.

Support solutions we can provide

Our consultants work alongside you before and during the implementation of the Ifunds CRM solutions. But afterwards as well, to further optimize the processes or to set up new processes. Our product support staff is available to answer any questions regarding the operation of the system or notifications that are displayed. Or maybe you would like additional training courses, either standard or custom-made courses. You can even contact us to ask for additional resources. Do you have too much work on your hands? We can act as remote colleagues. We can filter information to provide selected data or import banking files or perform a number of other tasks. We are at your service!