There are many steps necessary in gathering information to successfully configure MemberLeap that meets the Client's specific needs. While a lot of information is gathered during the sales process, our Customer Service and Design staff will be conducting their own research and possibly asking similar questions, so they can better understand the client's organization’s specific requirements.
In order to maintain our timeline, it is helpful when communication is held to a 24 hour or less turnaround time. Also, good communication and feedback always make this process go faster. Finally, it is extremely beneficial when all communications go through our ticket system, so it is documented and accessible by both the Client and various Vieth Consulting staff working on the Client's project.
Generally, a planning meeting is not required for Integration with MemberLeap. However, your Project Manager may schedule a call with the primary parties that need to be involved during the project to make sure everyone knows their role with regard to the integration process and what is expected of them, so that a general plan can be determined.
We will tailor MemberLeap and configure the modules to meet the Client's specific needs (membership plans, custom member data fields, member directory, membership billing, merchant accounts, event registration, call for proposals, etc.).
The portions of MemberLeap that require custom programming will be built.
Member Data Conversion
We will provide detailed guidelines regarding our data conversion process, including an Excel spreadsheet template. During this phase, we will ask the Client to provide the current member data from an existing system, so we can convert it and load it into the Member Database. The Client’s member data is limited to one file, up to 50 fields wide. There is an extra minimal cost for files with more than 50 fields wide, and this cost is determined after analyzing a sample of the Client's data. We will only do this once as a service included in this package. There may be a short period of time where the old and new systems will both have to be maintained simultaneously until the new system is tested and approved. If we have to convert data again, there will be minimal additional charges.
After the Client has verified the data conversion is complete, we will schedule live training sessions using online GoToMeeting to educate the Client about the tools available to manage the various MemberLeap modules. Sessions can be unified among various topics: general overview, help desk, etc. The personalized training sessions will be recorded and then stored in the Client’s File Archive to reference later and for new system Admins to review.
Online Payment Integration
We support numerous payment processing companies, such as PayPal, Authorize.net, ClearGate, and others. If the Client has an existing merchant account that we already support, there will not be any additional charges. However, if we haven’t worked with them in the past, integration of a new gateway typically requires three billable hours. Alternatively, if the Client doesn’t currently have a merchant account, we can help find a solution appropriate for the Client’s budget and needs.
Optional QuickBooks Interface
Our system can be integrated with both QuickBooks online and desktop and synchronization setup by Intuit. This interface is an option that can be added at any time.
Optional Mobile Application
We can design an app that is integrated with MemberLeap that runs on smartphones, tablets, and other mobile devices. It provides members with easy access to the Client’s member directory, calendar, event registration, conference information, reports, membership card, and other features.
Additional Billable Hours
Once the integration is released and meets the Client’s approval, any additional work (other than bug fixes) would be considered billable hours at our median hourly rate.