Managed Systems Retainer Scope
Rooted Software is pleased to present this proposal for IS Retainer Services to partner with you, [Client.Company], in your current technology stack and internal processes around Donor Management, Online Giving, programs, and... Our desire at Rooted Software is to be your partner with your technological needs to help you succeed in meeting your goals.
Section
<Single source of project management: ....>
Systems Selection
Identified systems (up to 1 a quarter) by [Client.Company], will be assessed for efficiency and usage. Up to (2) meetings will be held to learn about system usage and processes, and the organizational needs around the system/application. Rooted will assess current usage and provide recommendations to existing processes. After recommendations have been completed, Rooted will begin to assess potential replacement software based on the requirements gathered for system needs. Rooted will score and present recommended options for system.
Implementation
Data Validation
The [Client.Company] will provided all necessary exports from [Client.System] to Rooted Software for analysis. [Client. Company] to indicate list of active fields and reports that are showing erroneous/unreliable data. Rooted will conduct an assessment based on provided data of any restructuring or uniformity needs. (Formal option above at a higher price point, informal option for smaller retainers).
Training
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.
