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Products | Rooted Software
Managed IT
Systems Consulting

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DonorDock Retainer

You’re Asking/Saying

How do I maintain cohesiveness of my new system (DonorDock) with existing systems and processes?
Who’s going to train my team on using my new system (DonorDock)?
What data do I need to bring to my new system (DonorDock)?
Who needs to be involved on my team for implementation?
How am I going to juggle this migration and my daily work?
I don’t know what <some process> will look like in my new system.
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We’ve Got You Covered – Our Proven Process

The problem - you’re moving to a new system and want to leverage this technology effectively. At Rooted Software, our mission is to help followers of Jesus leverage technology effectively.

Implementation

Rooted will manage the full rollout, integration, and configuration of DonorDock, ensuring they work seamlessly from day one. We’ll handle data migration, configure integrations across platforms, and create structured transition plans so staff experience minimal disruption. Rooted will also monitor cutover activities, provide go‑live support, and document every step to ensure accountability and reliability.

Consider it Covered

“We don’t have the internal capacity to roll out systems quickly or thoroughly” ✅
“Our team can’t handle complex integrations without help” ✅
“We’re worried about disrupting staff during the transition” ✅
“We don’t know how to retire old systems without breaking things” ✅
“We can’t keep projects on track without outside guidance” ✅
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Data Validation

Rooted will provide structured support to carefully guide your staff through this critical step. We’ll work with your team to methodically clean, validate, and test data sets to ensure accuracy and integrity before systems go live. This involves reviewing records for consistency, identifying and resolving conflicts, and confirming that reporting fields and workflows align with business requirements. By taking the time to verify details thoroughly, we establish a reliable foundation for ongoing processes and decision-making.

Consider it Covered

“We don’t have the staff time to clean up messy data before launch” ✅
“We can’t ensure our reports will be accurate without expert help” ✅
“We’re worried that bad data will carry over into the new system” ✅
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Training

We’ll provide structured, role‑specific training programs designed to ensure every staff member can confidently adopt and sustain use of the new systems. Rooted consultants will take the time to tailor sessions to each role, walk staff through day‑to‑day scenarios, and verify that key processes are understood and practiced. We’ll schedule follow‑up sessions to address questions that surface after initial rollout. By building confidence and clarity through guided practice and reinforcement, Rooted will ensure training is not a one‑time event but a structured solution that supports long‑term adoption and success.

Consider it Covered

“My team or individual teammates struggle to learn new systems and processes” ✅
“We don’t have the internal expertise to train staff effectively” ✅
“We can’t dedicate enough time to build proper training resources” ✅
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Leverage (Ongoing Partnership)

Rooted Software will remain engaged as your long‑term IS partner, conducting periodic reviews, advising on process improvements, and helping you adapt systems as your ministry changes. We’ll track system performance, identify when tools are no longer meeting requirements, and guide you toward adjustments or replacements at the right time. This ongoing partnership ensures that technology continues to serve rather than hinder your mission.

Consider it Covered

“We don’t know how to get more out of the tools we already have” ✅
“We need ongoing support as our ministry grows” ✅
“We don’t have the capacity to monitor when systems need to be updated or replaced” ✅
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Details:

Contract Term: 12 Months

Monthly Price:
3,208.33
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Contract Term: 36 Month Option

Monthly Price:
1,069.44
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