Implementation

Implementation

When you choose to use TraxSolutions, you’re not just licensing software. You’re getting the collective wisdom and commitment of nFocus Solutions’ decades of experience deploying nonprofit databases. With our help on system configuration and guidance on operational elements, we can have you up and running on TraxSolutions in surprisingly little time.

nFocus Solutions utilizes industry best practices to ensure each of our client implementations is smooth and successful. Prior to purchase, we’ll go through careful discovery processes to devise an appropriate scope of services that will meet your project goals, network needs and overall timelines.

Every new client is assigned a dedicated Account Project Manager will be your point of contact every step of the way.

DEDICATED TEAM

  • The team identifies and coordinates resources required to enable a smooth launch
  • Once the system is live, every client has a dedicated account manager
  • Unlimited product support via email, toll-free phone line, and live chat

DATA SERVICES

  • Begins with thorough review of client data, focusing on data cleansing and identification of core data needs
  • Includes setup of Programs and Activities, Reports (such as creating Favorite Reports), and any custom data you want to track
  • If applicable, we’ll assist clients with Outcome Measurement and Business Process Analysis

FORMS

  • Thanks to the customized forms in Trax, we’ll help you set up data collection the way you see fit
  • If you have existing forms you prefer, or that are required, we can help configure Trax to match the layout and fields

TRAINING

  • Tailored training during implementation
  • Live training sessions held almost every weekday and available free to all clients
  • Extensive Knowledge Base and on-demand training videos for each component of the system