What is Be Collective's Implementation Service?
This article explains how group managers can take advantage of Be Collective's implementation service.
Be Collective's Implementation Service is available only to Be Collective Full Platform subscribers. To learn more about Be Collective's subscription plans, please see the Help Centre article linked below:
Be Collective's product plans & pricing
Be Collective’s Implementation Service has been designed to help ensure your organisation gets the most out of Be Collective Full Platform subscription.
While some organisations elect to manage the implementation process themselves, we believe the best way to get started with Be Collective is to work directly with one of our Implementation Specialists.
We’ve learned that clients who make a commitment to implementation tend to see higher levels of engagement with their stakeholders and receive the greatest return on their investment. As a result, our Implementation Service follows a specific set of tried and tested project milestones.
Once you’ve completed implementation, you have continued support from our friendly Customer Service Team.
What is Implementation?
Our Implementation Service ensures the process of fully optimising your organisation’s system is a smooth one. This includes entering or transferring the bulk of your initial stakeholder data into the system.
Our Implementation Specialist will work in collaboration with your team to aid in the development of a detailed schedule of tasks, email templates and key messaging to stakeholders, content for platform training session(s), as well as strategies to harness the power of the platform to extend and enhance your existing network.
To learn more about what’s included in the Implementation Service and what we’ll need from you, please see below.
What we'll give you
A dedicated Implementation Specialist assigned to you for an agreed period.
Video calls to deepen your understanding of the basics of Be Collective and coordinate the following elements of implementation:
A communications plan to let your staff and stakeholders know what the switch to Be Collective means.
Transferring and uploading your existing volunteer and opportunity data to Be Collective.
Setting up your group structure and partnerships in a way that meets your needs.
Member/User data importing, which includes:
Names and contact details.
General demographic data (date of birth, gender, location).
Emergency contact details.
Languages spoken.
Current background checks and expiry dates.
Notes.
Initial setup:
Your organisation, fully customised with permissions set for your administrators.
Advanced feature training for core Administrators covering opportunity creation, reports, storytelling, scheduling & rostering, CRM management and rewards & recognition.
What we'll need from you
One dedicated primary point of contact.
Your commitment to completing the implementation process within 6 weeks or less (unless otherwise agreed).
Your existing volunteer data sent to us in the correct Excel or CSV format.
Your commitment to the homework required on your organisation's end to make this a success.