Skip to content
rooted-favicon-2
Products | Rooted Software
Managed IT
Systems Consulting

Charity Engine Managed IS


Name
Monthly Hours
Total Cost
Duration (Months)
Monthly Cost
Tier1
4
$8,000.00
$666.67
Tier2
6
$12,000.00
$1,000.00
Tier3
10
$20,000.00
$1,666.67
No results from filter
⁠
⁠

Rooted Paper - Ongoing Managed IS

Ongoing - Tier 1

Ongoing Monthly Support

Rooted Software will provide ongoing support for [Client] in the following systems: [new database], [other systems]. Rooted Software will assist with general system configuration, automations, reports, and integration configuration (for existing integrations only). The number of these items are limited by the number of hours.
Support needs will be established and prioritized by collaboration between Rooted Software and [Client] on a monthly basis
Rooted Software will follow-up on email requests within 1-2 business days of receiving them
Monthly support limit: 4-hours total per month (This includes Monthly consultation calls at client’s discretion)
[Client] can request up to 4, 1-hour consulting calls, as needed, in addition to the monthly scheduled calls. (Rooted may require up to one week to accommodate)

Inclusions

General Configurations
General system configurations: Rooted can setup the system per [Client] processes to ensure general SOPs can be followed. (Example: Creation of Custom Fields and Values, and customizable types within the system)
Query requests: [Client] is able to request queries to be built for use. The desired inclusions/exclusions of data will be [Client]’s responsibility to communicate with Rooted upon initial query request.
Automations: Within system limitations, Rooted will be able to build out automations that are not a 3rd part automation system.
Template creation for emails
Advanced Configurations
Online form creation
Custom Trainings
Rooted Software will provide the following (2) 1-hour training sessions for [Client] team-members and provide meeting recordings for client's future use
Session topics are determined by [Client]
New module/feature rollouts
For new modules or features in your system, Rooted software will provide rollout for (1) module.
To include configuration and (1) team training
⁠

Additional Services (at additional cost-estimate based on request)

Advanced Data Restructuring- Major changes or cleanup are desired in the current system. Rooted Software can help to determine the best way to accomplish this and work with you to utilize this season of change to re-structure some of your data.
Custom summarization of existing data
Field standardization
Splitting data elements into multiple fields/areas
Complete remapping of data structures i.e. Marketing, Designations, Custom Elements, Householding
Advanced Data Cleanup (combining records based on email addresses across systems is included based on feasibility)
Deduplication of Contacts based on custom logic (street address, phone, name fields, other) using with a client review process to verify logic and decisions before implementing.
Analytics and BI Reports - Not included in this tier
Custom Dashboards - Not included in this tier
⁠

Project Administration

Rooted Software will setup internal resources for task and budget tracking and share with client for visibility and collaboration

Exclusions

The following services are considered out-of-scope under this agreement unless otherwise agreed upon:
Migration of data which cannot be exported in records (such as file attachments, reports and queries, and email analytics)
Automations outside of listed systems
Receipting outside of listed systems
Reports and Queries outside of the capabilities of listed systems
Custom reports from a third-party system
Scoping, implementation, or support for custom and/or third-party system integrations
Corrections or changes to final database that were not included in the QA cycle feedback
BI report building and consultation (unless otherwise stipulated)
Meetings outside of detailed project meeting sequence and consulting hours.

Ongoing - Tier 2

Ongoing Monthly Support

Rooted Software will provide ongoing support for [Client] in the following systems: [new database], [other systems]. Rooted Software will assist with general system configuration, automations, reports, and integration configuration (for existing integrations only). The number of these items are limited by the number of hours.
Support needs will be established and prioritized by collaboration between Rooted Software and [Client] on a monthly basis
Rooted Software will follow-up on email requests within 1-2 business days of receiving them
Monthly support limit: 10-hours total per month (This includes Monthly consultation calls at client’s discretion)
[Client] can request up to 5, 1-hour consulting calls, as needed, in addition to the monthly scheduled calls. (Rooted may require up to one week to accommodate)

Inclusions

General Configurations
General system configurations: Rooted can setup the system per [Client] processes to ensure general SOPs can be followed. (Example: Creation of Custom Fields and Values, and customizable types within the system)
Query requests: [Client] is able to request queries to be built for use. The desired inclusions/exclusions of data will be [Client]’s responsibility to communicate with Rooted upon initial query request.
Automations: Within system limitations, Rooted will be able to build out automations that are not a 3rd part automation system.
Template creation for emails
Advanced Configurations
Online form creation
Custom Trainings
Rooted Software will provide the following (4) 1-hour training sessions for [Client] team-members and provide meeting recordings for client's future use
Session topics are determined by [Client]
New module/feature rollouts
For new modules or features in your system, Rooted software will provide rollout for (3) module.
To include configuration and (2) team training per module
A/B Testing
Setup within system parameters
No 3rd party testing software
Analytics/BI Reports
Within system capabilities, Rooted will provide 1 custom report/month
Time needed to complete this report will be limited by the monthly hours for Tier 2
Custom Dashboards
Within system capabilities, Rooted will assist in creation of (1) dashboard using existing custom reports and/or standard reports
General Data Health
A review of data health will be completed by Rooted Software, without a formal write up
Rooted will provide governance consultation around system policies and standards for users
⁠

Additional Services (at additional cost-estimate based on request)

Advanced Data Restructuring- Major changes or cleanup are desired in the current system. Rooted Software can help to determine the best way to accomplish this and work with you to utilize this season of change to re-structure some of your data.
Custom summarization of existing data
Field standardization
Splitting data elements into multiple fields/areas
Complete remapping of data structures i.e. Marketing, Designations, Custom Elements, Householding
Advanced Data Cleanup (combining records based on email addresses across systems is included based on feasibility)
Deduplication of Contacts based on custom logic (street address, phone, name fields, other) using with a client review process to verify logic and decisions before implementing.
⁠

Project Administration

Rooted Software will setup internal resources for task and budget tracking and share with client for visibility and collaboration

Exclusions

The following services are considered out-of-scope under this agreement unless otherwise agreed upon:
Migration of data which cannot be exported in records (such as file attachments, reports and queries, and email analytics)
Automations outside of listed systems
Receipting outside of listed systems
Reports and Queries outside of the capabilities of listed systems
Custom reports from a third-party system
Scoping, implementation, or support for custom and/or third-party system integrations
Corrections or changes to final database that were not included in the QA cycle feedback
BI report building and consultation (unless otherwise stipulated)
Meetings outside of detailed project meeting sequence and consulting hours.
⁠

Ongoing - Tier 3

Ongoing Monthly Support

Rooted Software will provide ongoing support for [Client] in the following systems: [new database], [other systems]. Rooted Software will assist with general system configuration, automations, reports, and integration configuration (for existing integrations only). The number of these items are limited by the number of hours.
Support needs will be established and prioritized by collaboration between Rooted Software and [Client] on a monthly basis
Rooted Software will follow-up on email requests within 1-2 business days of receiving them
Monthly support limit: 16-hours total per month (This includes Monthly consultation calls at client’s discretion)
[Client] can request up to 10, 1-hour consulting calls, as needed, in addition to the monthly scheduled calls. (Rooted may require up to one week to accommodate)

Inclusions

General Configurations
General system configurations: Rooted can setup the system per [Client] processes to ensure general SOPs can be followed. (Example: Creation of Custom Fields and Values, and customizable types within the system)
Query requests: [Client] is able to request queries to be built for use. The desired inclusions/exclusions of data will be [Client]’s responsibility to communicate with Rooted upon initial query request.
Automations: Within system limitations, Rooted will be able to build out automations that are not a 3rd part automation system.
Template creation for emails
Advanced Configurations
Online form creation
Custom Trainings
Rooted Software will provide the following (4) 1-hour training sessions for [Client] team-members and provide meeting recordings for client's future use
Session topics are determined by [Client]
New module/feature rollouts
For new modules or features in your system, Rooted software will provide rollout for (3) module.
To include configuration and (2) team training per module
A/B Testing
Setup within system parameters
No 3rd party testing software
Analytics/BI Reporting
Within system capabilities, Rooted will provide 1 custom report/month
Time needed to complete this report will be limited by the monthly hours for Tier 3
Custom Dashboards
Within system capabilities, Rooted will assist in creation of (1) dashboard using existing custom reports and/or standard reports
Data Health
A review of data health will be completed by Rooted Software
Custom summarization of existing data
Remediation steps like:
Field standardization
Splitting data elements into multiple fields/areas
Complete remapping of data structures i.e. Marketing, Designations, Custom Elements, Householding
Rooted will provide governance consultation around system policies and standards for users
Including review of existing SOPs and recommendations on SOPs if necessary
⁠

Project Administration

Rooted Software will setup internal resources for task and budget tracking and share with client for visibility and collaboration

Exclusions

The following services are considered out-of-scope under this agreement unless otherwise agreed upon:
Migration of data which cannot be exported in records (such as file attachments, reports and queries, and email analytics)
Automations outside of listed systems
Receipting outside of listed systems
Reports and Queries outside of the capabilities of listed systems
Custom reports from a third-party system
Scoping, implementation, or support for custom and/or third-party system integrations
Corrections or changes to final database that were not included in the QA cycle feedback
BI report building and consultation (unless otherwise stipulated)
Meetings outside of detailed project meeting sequence and consulting hours.

Rooted Software will provide ongoing support for [Client] in the following systems: [CRM database], [other systems].
Rooted Software will assist with:
Setup (consultation level determined by client need. (Rooted can use these setup tasks to assist your team in learning or do them independently).
setup of receipts
creation of reports (standard or BI reporting)
the creation of custom Dashboard Pages
creation of automations
creation of email templates
integration configuration (for existing integrations only)
Maintenance
determining best practices for usage of [Client] systems
business process consulting based on system capabilities
database administration tasks (i.e. setting permissions, user groups, archiving records, etc.)
documenting internal systems processes
Data Health Support
based on agreed to, bulk-applied logic (limited by system export and update capabilities)
This process may necessitate client manual review or mapping of data to ensure the desired outcome.
Common data health objectives include (but are not limited to):
Bulk contact updates (such as contact names and contact types)
Archiving contacts based on Client requirements
Review and resolution of duplicate contact records
Bulk gift updates
Troubleshooting and Utilization support
Rooted Software will respond to unlimited email requests within 1-2 business days of receiving them and resolve these requests based on determined priority
[Client] can request up to 4, 1-hour consulting calls per month, as needed. (Rooted may require up to one week to accommodate)
Support needs will be established and prioritized by collaboration between Rooted Software and [Client]

⁠


Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.