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Key questions you need to ask
When you're on the hunt for the perfect client management system thinking ahead about the future and ongoing development should play a role in the selection process. After all you want a system that will respond to your needs now and in the future.
Here are some “forward-thinking” questions to keep in mind.
Firstly, it is about to think about hosting infrastructure – will you have to handle it and foot the bill, whether it's in the cloud or on local servers? Next, consider the system's cloud origins – was it born in the cloud or did it move there later? You'll want a system that's ahead of the curve.
When it comes to installation, do you need to add any software to your devices? Is the system friendly with all operating systems, including mobile devices?
Security is essential – does the system offer the peace of mind of multi-factor authentication? And what about uptime? Can the system provider guarantee a stellar 99.9% uptime?
Last but not least, it is important to “peek into their crystal ball” – what's on their development roadmap? Making sure they're keeping up with the times is key for a future-proof system.
These "forward-looking" questions will lead you to a client management system that not only meets your current needs but also sets you up for a successful future in the social sector.
How Recordbase stacks up?
- Can the system be configured to meet the needs of all of your teams?
- Does the system provider have a dedicated team to support you with change management and setup?
- Does the provider provide comprehensive training documentation for each of your teams?
- Does the provider offer responsive, ongoing support?
Recordbase is a secure web based application protected behind Azure Front Door, a modern content delivery network (CDN ) and is responsive on all devices. Your licence fee covers all hosting fees.
Like any modern cloud-based software system Recordbase is responsive on all devices, and your team can go where the mahi is as Recordbase can be accessed anywhere there is a WIFI connection.
Recordbase is supported on all popular browsers such as Google Chrome, Microsoft Edge, Mozilla Firefox and Safari.
Recordbase sits within Wild Bamboo, a charitable software company. We have a team of 9 dedicated software engineers working on Recordbase and its Product Roadmap.
Alongside our team of computer geeks Recordbase customers also have a team of 5 dedicated Customer Analysts working to ensure that they get the best out of Recordbase. Meet them here.
Our Product Roadmap is being updated all the time and can be found here.
More than just software - we can help you shine a light on the impact you make.
Tūtohi has five dedicated data analysts working to help organisations highlight the impact they make.
What else do I need to think about?
Check out some of the other important questions you need to ask.
Privacy & Collaboration
The system needs to navigate the intricate terrain of privacy and collaboration allowing the right people to have access to the right information at the right time.
Integration
The system should be able to integrate with other software and tools that your business uses, such as your CRM and email marketing platforms.
Ease of use
The system should be easy to navigate and understand, with a user-friendly interface that allows you to quickly find and enter the information you need.
Security
The system should ensure the protection of your client data with robust security measures.
Reporting & Analytics
The system should provide you with valuable insights and data through detailed reporting and analytics.
Scalability/Future
The system should be able to grow with your business, with the ability to handle an increasing number of clients and data.
Support and Training
The system should come with a reliable support team to assist you with any questions or issues that may arise, as well as training resources to help you and your team get up to speed quickly.
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