v10 Training Catalogue Page 1 of 14 TRAINING APPROACH Helix s approach to training is comprehensive and designed to ensure a smooth transition for our Customers from their previous system to Andar. During an Andar implementation, our instructors work closely with the developers at Helix to provide a coordinated approach to installation, conversion, training and cut over. Before training begins, our instructor will consult with the Customer to work out an agenda tailored specifically to the Customer s requirements and schedules. As well, our instructors provide Help Desk support when they are not on training road trips. This provides a certain amount of continuity in our support function for our Customers after they go live. Our preferred method of training is On-Site the instructor goes to the Customer s site and uses the Customer s database. This is preferred because students generally find using their own system and their own data much more meaningful than canned training sessions. Also, it has been determined that training is more successful when the instructor and the students are in the same location. We recognize that there may be times when on-site training is not feasible times when it is better to conduct training over the phone and internet. Therefore, many training sessions are offered Online - via WebEx technology that allows the trainer to log into the customer s site, view their monitor, and use either the Customer s or the instructor s database. Most of the online training sessions are focused on specific functional areas of Andar, and are appropriate as refresher courses or as courses for seasonal or new personnel. The online training sessions should ideally be limited to class sizes of 1-5 students, and class durations no longer than 2 days (4 half-day sessions). Following is an outline of the training sessions and classes being offered. Helix recognizes that each Customer has different requirements and business processes, and therefore training needs will vary. As indicated below, some training sessions are required (included in the Customer s contract with Helix), while others are not. It is highly recommended that Customers who purchase add-on Andar modules (such as e-pledge, Community Building, i-attend, etc.) also obtain training for those modules. Customized training sessions can also be designed to meet a customer s unique requirements. CORE ANDAR PRODUCT Section 1 Implementation Workshop (Required) Section 2 User Training (Training Required) Section 3 Donor Choice Payouts (Training Required if using DCP) Section 4 Miscellaneous / Advanced Core Andar Features (Training Optional) ADD-ON MODULES Section 5 e-pledge (Training Required) Section 6 Community Building / Allocations & Outcomes (Training Required) Section 7 e-volunteer (Training Required) Section 8 Other Miscellaneous Add-on Modules (Training strongly recommended, if not Required) Please note that the recommended maximum class size is 8 10 students. There may be some days, particularly during Section 2 User Training, where there will be more than 10 students who need to take the class. In this case, Helix strongly recommends that the same class be repeated over two or more days in order to keep the class size to the maximum recommended.
v10 Training Catalogue Page 2 of 14 The fee for Online training is $590 per half-day session (approximately 3.0 3.5 hours). Additional staff may join the training from a remote location (home, their desk, etc.) for an additional fee of $75 per remote connection per session. High-speed internet access, a PC projector with a minimum of 1024 x 768 resolution, as well as a quality speakerphone, are all recommended for Online trainings. The fee for On-Site training is $2,000 per day plus expenses (flight / travel, accommodations). All fees are quoted in U.S. dollars and are subject to change without notice. Applicable taxes are not included. Fees in effect January 1, 2018. Helix s Schedule of Fees is posted on our website (). Trainings, demos, presentations, etc., (whether on-site or online/web-based) may not be recorded, photographed, captured, etc., in any way without the written permission from Helix. For more information or to arrange training, please contact: Darryl Langman Toll-free 877-479-3780 x335 darryl.langman@andar360.com
v10 Training Catalogue Page 3 of 14 CORE ANDAR PRODUCT Section 1 Implementation Workshop (Required) This session is designed to provide key personnel with the core Andar skills necessary to ensure an accurate data conversion and a system that is configured to meet their unique business requirements. This workshop usually takes place at the beginning of the implementation process, and is timed to coincide with the first test data conversion. 2 days Project Manager, Database Administrator, and members of conversion team representing key functional areas or departments. 1.01 System Set-up and Administration 1.5 days Basic Andar navigation and overview of account profile information System preferences and defaults Combined Campaign Accounts Campaign - structure(s) and account assignment Campaign - leadership Financial - billing schedules, deposit bank(s) General ledger interface set-up Donor choice - structure(s) and designations history Out of Area campaign processing overview Check off accounts, master accounts Zip / Postal Code maintenance Table maintenance and customization Rebuilds Database cleanup Standard report information 1.02 Conversion Testing 0.5 day Conversion process roles and responsibilities Review system set-up manual and checklists Balancing reports campaign, leadership, A/R Campaign structure, history, account assignments, goals, managers Donor choice structure, history, designations, profile attributes Duplicate accounts clean up, merge / delete utility program Section 2 User Training (Required) This session will provide all personnel with the skills necessary to use Andar to the greatest advantage in their daily jobs. Day One begins with an Introduction to Andar, followed on succeeding days by training designed specifically for Resource Development, Pledge Processing and Finance. Ideally, this training takes place when the Customer is ready to go live on Andar. This is usually during or immediately before the final data conversion is run. 5 days Introduction: All personnel Resource Development: Resource Development personnel Processing & Finance: Accounting, Processing, and Auditing personnel Data Mining Basics: Database Administrator, Admin. Assistants, Power Users
v10 Training Catalogue Page 4 of 14 2.01 Introduction to Andar 1 day Customer Support Help Desk, documentation Account search Basic navigation, bookmarks, recent accounts Account profile basic contact information, demographics, numerical information, etc. Relationships affiliation, contact, employment, general Adding accounts Communications and notes Personal preferences Dashboards and customized bio tabs Volunteer opportunities and managing volunteers Account profile reports 2.02 Campaign and Leadership 1 day Relationships manager, run combined campaign Combined campaigns History A/R, campaign, ranking Tracking parameters, goals and projections Tracking pledges and designations Campaign structure summaries, account assignments, requirements, goals and projections, managers, management summary Techniques Achievement, Monitoring, Goals/projections, Multi Year, Progress, etc. Leadership donors, combined givers, overrides, memo gifts, organization summaries Leadership reports by Individual and Organization 2.03 Finance and Processing 2 days Pledge processing overview / process flow Creating envelopes and adding transactions Bank deposits Workplace, Miscellaneous, Accounts Receivable, and Adjustment envelopes Batch transactions, and batch breakdowns Entering designations adding, changing, deleting, and write-ins Pre-authorized credit card payments Stock pledges Processing reports Envelopes Received, Transaction Register, etc. Donor choice reports Acknowledgement to Agencies, Donor Choice Summary Management Accounts receivable reports A/R Trial Balance Summary, Trial Balance Account profiles A/R history, campaign history, envelopes, transactions, designations, relationships, billing schedules, etc. Thank you letters creating, pending and downloading Statements / invoicing 2.04 Data Mining Basics 1 day Data mining basics keys to data mining, process overview DMO sections select accounts, conditions for selection, save accounts in warehouse or mailing list, create mailing list usage, clear accounts, extract and download data, conditions for extract, mass assign, run reports Selecting accounts individuals, organizations, contacts, employees, affiliations, managed accounts, parent and subsidiary organizations, accounts in warehouse and mailing list Account warehouses view, add, import, and delete accounts Extracting data to create custom spreadsheet
v10 Training Catalogue Page 5 of 14 Mailing Lists creation, pecking orders, usages, downloading for mail merge, etc. e-mails Section 3 Donor Choice Payouts Training (Required if payouts are done via Andar) In this session the instructor will work with the Customer to ensure their system is properly set up to support donor choice payouts, administration and distribution policies. The instructor will also teach, and if appropriate actually carry out, a complete payout process. This training should be conducted AT LEAST one MONTH prior to a new Customer doing their first donor choice payout from Andar. 3 half-day (online) sessions Finance, Processing and Designations personnel, and system administrator 3.01 Donor Choice Administration 0.5 day Donor choice default settings Donor choice structure maintenance Contracts, parameters, book numbers, etc. Account profile settings processing options, billing relationships, etc. 3.02 Payout Process 0.5 day Pledge processing and adjustments to transactions / designations DC menu distribution adjustments, payment directives, global eligibility, etc. Payout process overview Preparing for a payout close envelopes, run reports and rebuilds Defining a payout criteria and selection parameters Submit / Schedule payout job 3.03 Verifying / Completing a Payout 0.5 day Payout job status Payout reports Submitting the payout for payment Donor choice download files Section 4 Miscellaneous / Advanced Core Andar Functions (Optional) The classes in this session have multiple purposes. Some teach more advanced core Andar functions, and are meant to bring users to the next level in their Andar usage. Others are offered as refreshers or as continued education. The sessions are designed in a modular way, so the Customer may pick and choose which ones are applicable to their organization. These classes should be scheduled after a Customer goes live on Andar - generally whenever the Customer feels confident that they have the basics mastered and are ready to use other features of the software. Varies. Most of these are half-day classes, while others last only 2 hours, and others last up to 2 days. Varies 4.01 Online Project Support Center (Helix Helpdesk) 1-2 hours
v10 Training Catalogue Page 6 of 14 Search for, create, and update helpdesk projects. 4.02 Database Administration / Implementation Advanced 0.5-1 day, depending on customer need and skill level System preferences overview Tracking parameter cut off dates Campaign-end rollover campaign structure, leadership levels, donor choice structure, GL accounts, matching gift rules, campaign account rollover, non-campaign rollover, system preferences, campaign dates, rebuilds, dashboards, e-pledge Viewing tables by structure - demographics, general relationships, numerical information, techniques Rebuilding history records and files Unlocking records Merging and deleting accounts Tables maintenance customizing the system for your site: Relationships, contacts, addresses, phone, demographics, numerical data, dates Security 4.03 Security 2 hours 0.5 day, depending on customer need Security matrix Users and groups Types of authorities - menu options, account profile tabs, data mining operations, mailing lists, executive plus components, processing, campaign structures, tracking parameters, etc. Security report 4.04 Introduction to Andar Advanced 0.5 1 day, depending on customer need Navigating Andar Account profiles organization profile attributes, addresses, names, phones, relationships, dates, education relationships, recognition Dashboard and bio tab details Personal preferences Account profile report 4.05 Campaign and Leadership Advanced 0.5 2 days, depending on customer need Campaign structure maintenance and rebuilds Managers expire / transfer Donor choice contracts Campaign reports Leadership levels and groups maintenance Leadership envelopes Leadership reports Recognition Out of area processing Matching gifts Prospects solicitation, management and reporting Campaign tracking parameter cut off dates 4.06 Finance and Processing Advanced 0.5-2 days, depending on customer needs
v10 Training Catalogue Page 7 of 14 General ledger set-up and export Cursor progression Updating transactions in closed envelopes Processing reports Accounting Date updates and controls Donor choice structure maintenance profile attributes, structure levels, designations, requirements, etc. Donor choice reports A/R reports Payee Bank Information Out of Area / National processing overview, combined campaign, master accounts, zip code links, campaign structure, general relationships, processing options, etc. Leadership envelopes Match gifts and match gift envelopes Special contracts Andar Connector data imports Data export PCI compliance - Remove donor credit card and ACH bank account details Pre-authorized Credit Card and ACH payments Thank you letters Tax receipts Billing Statements 4.07 Tax Receipts 2 hours - 0.5 day, depending on customer need Receiptable Payment Exception Report Create receipts Pending receipts Issue / download / merge receipts Web receipts Undo receipts IRS 990 entries 4.08 Donor Choice 0.5 day Donor Choice Structure Organization profile attributes Designations Designations download utility Donor choice reports 4.09 Out of Area Processing 0.5-1 day, depending on customer needs Combined campaigns Master accounts Zip / postal code links Campaign structure Relationships - parent / subsidiary, runs combined campaign Processing options Donor choice structure, contracts 4.10 General Ledger 0.5 day
v10 Training Catalogue Page 8 of 14 G/L account maintenance System preferences Deposit / Accounting date control G/L export 4.11 Data Mining Advanced 0.5-1 day Complex queries and multiple selections Mass assign communications, demographics, prospects, processing options, etc. Custom PDF reports General letters 4.12 Volunteer Management 0.5-1 day Creating and maintaining volunteer opportunities for agencies Matching and assigning volunteers Volunteer Call Center Organizational volunteer structure Managing and communicating with volunteers - volunteer history, mailing lists, e-mails 4.13 Event Management 0.5 day (if Day of Caring type events are included, the participants must have prior Volunteer Management training / knowledge) Occurrences Opportunities Relationships contact, manager, general Invitations / attendance Event revenue Recognition Day Of Caring type events opportunities, volunteers 4.14 Andar Connector / Data Imports 0.5 day What you can import through connector: Account information, employee lists, pledges, payments, designations, etc. Creating a spreadsheet Importing the.csv file Validating the data Processing the data 4.15 Donor Communication - 0.5 day Communications Notes / hot buttons E-Mails Thank You Letters 4.16 Dashboard and Custom Bio Tabs 2 hours - 1 day, depending on customer needs
v10 Training Catalogue Page 9 of 14 Dashboard creation Global or individual authority Available data items setup details Rearrange, update, or delete items View dashboard on main menu or in new window Bio tab creation Default bio tab set up for organization and individual accounts Copy custom bio tabs Setting tabs and sub-tabs as defaults 4.17 Speakers, Tours, and Agency Fairs 0.5 day Managing speakers Managing agency tours Managing agency fairs E-Mails 4.18 Surveys 0.5-1.5 days, depending on customer need and skill level General Andar web setup Creating survey form Online survey setup Surveys in Andar complete, view results Overview of pre-filled surveys and loading survey results back into Andar via Andar Connector 4.19 Data Analysis 0.5 day online on core date (run by consultant) Data Analysis (performed by consultant) Data analysis results report (produced by consultant) 4.20 Andar Utilization Review (with or without CRM) 2 days (onsite only) on core date (run by consultant) Data Analysis (performed by consultant) Data analysis results report (produced by consultant) Review data policies and procedures and issues Staff interviews Andar system review Business process review Andar utilization results and recommendations report 4.21 Intense Basic Training 2-3 days (onsite only) Power Users, customers who have been on Andar at least 1 year Advanced core Andar including a review of existing data Identify data quality issues and make a plan to resolve them Begin to develop/enhance Standards and Protocols
v10 Training Catalogue Page 10 of 14 ADD-ON MODULES Section 5 e-pledge (Required with purchase of module, additional training optional) These sessions will teach key personnel how to set up and maintain e-pledge (online giving). As determined by the Customer, but usually very soon after the software installation. 3-5 days. Staff members who will be setting up e-pledge and teaching others to use it. 5.01 e-pledge Workplace 2.5-4 days, depending on customer needs and skill level Introduction to Andar 1 day (optional if students are already familiar with Andar) System defaults and preferences Menus Web users: user IDs and passwords Customizing web pages web notes and web options Workplace campaigns Out-of-area campaigns Donors and administrators and coordinators Pledges and designations Leadership management 5.02 e-pledge Individual 0.5-1 day, depending on customer needs and skill level System defaults and preferences Customizing web pages -web notes and web options Pledges and designations Single page registration and pledge (no designations) Section 6 Community Building / Allocations & Outcomes (Required with purchase of module) These sessions will teach key personnel how to set up and maintain community building / allocations and outcomes As determined by the Customer, but usually very soon after the software installation. 3-5 days. Additional days for more advanced features. Staff members who will be setting up this module and teaching others to use it. 6.01 Community Building / Allocations & Outcomes Andar setup 1.5-3 days, depending on customer needs and skill level Introduction to Andar 1 day (optional if students are already familiar with Andar) System preferences Budgets Demographics Forms Funding sources Beneficiary companies Community building trees
v10 Training Catalogue Page 11 of 14 Account maintenance 6.02 Community Building / Allocations & Outcomes Web interface 1.5-2 days, depending on customer needs and skill level System defaults and preferences Customizing web pages web notes and web options Web users: user IDs and passwords Menus Web pages Board Members, Documents, Budgets, Forms, Demographics, Inputs, Outcomes, Indicators, Activities, Reports, etc. Program evaluations setup and web pages Section 7 e-volunteer (Required with purchase of module) These sessions will teach key personnel how to set up and maintain the online volunteer system. As determined by the Customer, but usually very soon after the software installation. 3-4 days Staff members who will be setting up this module and teaching others to use it. 7.01 Volunteer Andar setup 1-2 days, depending on customer needs and skill level Introduction to Andar 1 day (optional if students are already familiar with Andar) System administration Creating and maintaining volunteer opportunities Volunteers and volunteer teams Matching volunteers and opportunities Volunteer call center Volunteer mailing lists e-mails 7.02 e-volunteer Web interface 2 days System defaults and preferences Web users: user IDs and passwords Menus Agency web pages -, Agency Opportunity List, Opportunity Maintenance, Documents, etc. Volunteer and volunteer team web pages Opportunity Search, Agency Information, Event Information, Volunteer Profile, etc. Customizing web pages web notes and web options e-mails Section 8 Other Miscellaneous Add-On Modules (Some optional, some required) These sessions will teach key personnel how to set up and maintain these features. As determined by the Customer, but usually very soon after the software installation. Varies. Staff members who will be setting up these modules and teaching others to use them.
v10 Training Catalogue Page 12 of 14 8.01 Inventory Management 1-2 days, depending on customer needs (Required) Introduction to Andar 1 day (optional if students are already familiar with Andar) System set up and administration Departments maintenance Inventory maintenance Purchase orders Receiving supplies Customer orders Returned items Account profiles vendors and customers 8.02 MS Outlook Connector 0.5 day (Required) Andar contacts, outlook contacts, and synchronizing Andar communications, outlook e-mails and calendars, and synchronizing Andar plans / tasks, outlook tasks, and synchronizing 8.03 i-access 0.5-1.5 days, depending on customer needs and skill level (Optional) System defaults and preferences Web users: user IDs and passwords Menus Dashboards and custom bio tabs Customize web pages web notes and web options 8.04 i-attend 0.5-2 days, depending on customer needs and skill level (Optional) Event management occurrences, fees, etc. Web envelopes Web users: user IDs and passwords Event registration web page Event calendar Online event check in Customize web pages web notes and web options 8.05 CCAP Credit Card and ACH Processing (Automated ClearingHouse) 0.5 day (Optional) This session covers setting up the credit card and ACH payment processing feature once you have set up an account with either CyberSource or PayPal. There are major differences for PayPal set-up (non-pci-compliant Andar) versus CyberSource set-up (PCI Compliant) CyberSource (PCI Compliance in Andar) or PayPal CyberSource Settings or (PayPal) Credit Card and ACH validation settings Table maintenance for Payment types (#46) and Credit Card types (#49) Security Automatic payment processing PCI Compliance, including removal of credit card and ACH bank account information e-pledge pledge types, web options, and web notes
v10 Training Catalogue Page 13 of 14 8.06 Content Management 2 days Articles creating, using in subscriptions, using in e-mails, publishing Pages single article, list / archive, group Monitor article activity Creating enewsletters and Micro Websites such as a volunteer or board of directors portal Style Sheet training Advanced Look and Feel setup 8.07 Standard M 0.5 day (Required) Setting up an Out of Area campaign Fundraising account, Local check-off account Processing options Zip / postal code distribution Data entry; verification; corrections Donor choice contract parameters for fees Fee payout Tracking dollars reported to you by third party processors 8.08 MIG Major Individual Giving and More 0.5-3 days, depending on customer needs and skill level (Required) Account profile enhancements Analytics Competitive gifts Deceased individuals and care-of accounts Gift months Notes / hot buttons Pledge alerts Statement summary Custom bio tab and dashboards Report enhancements and new reports Prospects Plans Communications Surveys Multi-year campaigns Multi-year pledges and payments Disallow designations by campaign Prorating payments Gift relationships Step-up programs Thank you letters Tax receipts Statements Expectancies Interest ratings Loyalty scores
v10 Training Catalogue Page 14 of 14 8.09 e-community Suite Base 0.5-2 days per topic, depending on customer needs and skill level Agency portals Agency registration Web receipts e-community e-mails Online campaign managers Online surveys Subscriptions Web Portals Basic Stylesheets / Look and Feel set up 8.10 Executive Plus 0.5 day Create custom queries which can be placed on Dashboards or account Bio tabs Add thermometers, pie charts, bar charts Importing and accessing the online library