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I. Asterisk Company Profile
II. Focus on the Family Company Profile
III. Focus on the Family Challenges
IV. Asterisk NGO/NPO Solution
V. CRM Solution
VI. ERP Solution


Agenda
Customer Based:                 Services:
More then 150 customers         Enterprise Resource Planning
International Partner Network   Customer Relationship
Reach:                          Management
More than 50 Countries          Business Intelligence
                                Online Media
                                Mobility



HQ Office:
Singapore
Offices:
Malaysia, Philippines,
                                 Why Choose
Thailand, India
                                  Asterisk
Office
Locations
                               Thailand
    India
                                          Philippines




            Singapore




                        Malaysia
Products &
Enterprise
Resource
                                              Services
 Planning     Customer
             Relationship
             Management       Business
                            Intelligence
                                           Online
                                           Media    Mobility
The Initiative

Familiar to your      Fits with your          Fuels your    Enables confident
   people                systems               business      decision making
                                             productivity




                   Structured Unstructured
Focus on the Family Singapore
                                   is a local charity with IPC
Focus on the                       status dedicated to helping
                                   families thrive.
Family Profile
                                   By providing affordable and
                                   quality family life education
                                   through talks and workshops,
                                   resources on an array of
                                   important    issues, personal
                                   counselling, and much more,
                                   they aim to support every
                                   family with trusted help and
                                   encouragement.


Mailing lists and monthly newsletters were implemented in their
program as well as having an active facebook page, a youtube
channel and a blog that clearly articulates the company’s aims and
goals.
Focus on the                       Focus on the family has
                                   already established a strong
Family Profile                     advocacy       amongst     the
                                   community. It has already
                                   successfully planted the seeds
                                   of its valuable cause and has
                                   consistently    reaped     the
                                   satisfactory rewards of seeing
                                   families thrive happily in the
                                   midst of a troubled world.




But it’s a daily battle and Asterisk would like to help to make it
easier and simpler for Focus on family to simply focus on their
campaign; help families thrive at every stage of life.
Specifically tailored for a charity organization,
Asterisk offers the Asterisk NGO/NPO Solutions which
includes both an ERP and CRM Solution, that would
cover all the needs and challenges that Focus on
the Family might be experiencing and would be
meeting in the very near future.




                                   Asterisk
                                 NGO/NPO
                                  Solutions
Holistic system
covering the                 Volunteer

crucial points
                            Management




          Donor                                  Inventory
        Management
                      Asterisk                  Management


                     NGO/NPO
                     Solutions

                                          Charity
                 Event
                                         Accounting
               Management
                                         Standards
•   Volunteer Management
•   Donor Management
•   Event Management
•   Family-oriented services
•   Web Store
    Management




                               Strengthen your
                                 organization
                                     and
                                  community
Powered by
Microsoft
Dynamics CRM



               Asterisk CRM
                   Solutions
               for Focus on
                 the Family
1. Donor Management
                           2. Event Management
Asterisk
                           3. Contact Management
CRM Solutions
                           4. Family Oriented
for Focus on
                              Services
the Family
                           5. Email Marketing
The following functions
are included in the said
                              Services
solution:

                           These would be all under
                           an umbrella program, the
                           Asterisk Membership &
                           Loyalty Program
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




                                  The Focus on the Family staff will
                                  be able to send an introductory
                                  eDM to its leads and contacts
                                  through     the   Asterisk  CRM
Membership &                      Membership & Loyalty Solutions.
Loyalty Program:                  Contacts can be managed and
Customer                          updated easily and the targeting
Member                            of each group segment (through
Acquisition                       the      Contact    Management
                                  function), whether they are
Membership & Loyalty
Program Step 1                    volunteers, donors or just family
                                  participants    can   be    done
                                  flawlessly.

                                  eDMs that would tailored to each
                                  target segment would then be
                                  created.
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1
Donor eDM
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1
Volunteer eDM
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1
Family Participant eDM
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




                                  It can also show web page
                                  views and interactions:
Membership &
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




                                  As well as the no. of recipients
                                  who opened the eDM, as well
                                  as the number of bounced
Membership &                      backs:
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1
Acquisition   On Boarding   Retention     Rewards    Reactivation   Thought Leadership



                                  All Intro Membership eDM will contain
                                  a link, directing users to the online
                                  membership form in Focus on the
                                  family website:
Membership &
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1
Landing page




                                  Sign up as a donor:
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1




                                  Sign up as a volunteer:
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Customer
Member
Acquisition
Membership & Loyalty
Program Step 1




                                  Or sign up as a regular family
                                  participant. Upon successful
                                  sign-up, there’s the next step.
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




                                  Users will be informed of the
                                  approval of their membership
                                  application via a welcome
Membership &                      eDM.
Loyalty Program:
Membership on                     There will be separate eDMs as
Boarding                          well for the different target
Membership & Loyalty
                                  markets.
Program Step 2
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Membership on
Boarding
Membership & Loyalty
Program Step 2
Donor eDM
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Membership on
Boarding
Membership & Loyalty
Program Step 2
Volunteer eDM
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Membership on
Boarding
Membership & Loyalty
Program Step 2
Family Participant eDM
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership



                                  A welcome brochure and
                                  thank you gift would be mailed
                                  to the donors, the market who
                                  would be contributing the most
                                  of the financial support.
Membership &
Loyalty Program:
Membership on
Boarding
Membership & Loyalty
Program Step 2




                                                                     Sample gift


                                  Next step then would be…
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




                                  To keep members constantly
                                  engaged,      updated   and
                                  interested, monthly eDMs will
Membership &                      be sent to them.
Loyalty Program:
Membership                        Focus on the family newsletter
Retention                         program would        then be
Membership & Loyalty
                                  reinstated with the latest news
Program Step 3                    and articles about sustaining a
                                  happy       marriage,      smart
                                  parenting    tips,  counselling
                                  privileges as well as invites to
                                  events, workshops and Focus
                                  on the Family programs.
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Membership
Retention
Membership & Loyalty
Program Step 3
Sample event eDM
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Membership
Retention
Membership & Loyalty
Program Step 3
Sample articles eDM
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




                                  Certain events and activities
                                  can also be offered for
                                  members as a reward. The
Membership &                      Event Management function
Loyalty Program:                  then would be especially useful
                                  on this part, as it can also help
Membership
                                  the organization with the
Rewards
                                  budgeting,              planning,
Membership & Loyalty              scheduling, booking, floor plan
Program Step 4
                                  management,            marketing,
                                  invitation, registration,    and
                                  other       necessary       event
                                            requirements.
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




                                  Possible for members can be:

                                  • Exclusive event invites
Membership &                      • Updates and Advice on how
Loyalty Program:                    to nourish a happy family life
Membership                        • Workshops & Programs for
Rewards                             Couples
Membership & Loyalty              • Brain and Fitness Programs
Program Step 4                    • Parenting tips
                                  • Interactive workshops for the
                                    whole family
                                  • Web store discounts
                                  • Freebies
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




                                  Reward programs are one way
                                  of ensuring the retention of
                                  members by keeping them
Membership &                      happy and engaged.
Loyalty Program:
Membership                        For members who aren’t that
Rewards                           engaged in any efforts of the
Membership & Loyalty
                                  Focus on the Family campaign
Program Step 4                    may bring, there’s always the
                                  next step.
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




                                  The Focus on the Family staff
                                  will be able to identify inactive
                                  members, those who haven’t
Membership &                      participated in any activities or
Loyalty Program:                  may they be a volunteer, a
                                  donor or just a regular family
Membership
                                  participant.
Reactivation
Membership & Loyalty
Program Step 5                    These inactive members will be
                                  reminded of their status via the
                                  “We Missed You” eDM which
                                  will be sent using the CRM
                                  Membership Solutions.
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership




Membership &
Loyalty Program:
Membership
Reactivation
Membership & Loyalty
Program Step 5
Sample eDM
Acquisition   On Boarding   Retention    Rewards   Reactivation   Thought Leadership




                                  Efforts such as the “We Miss
                                  You” email will be effective in
Membership &                      regaining lost members and
Loyalty Program:                  reminding them of the helpful
Membership                        benefits and advantages of
Reactivation                      their    Focus on the Family
                                  Membership.
Membership & Loyalty
Program Step 5
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership
                                                                  Thought Leadership




                                  Since Focus on the Family
Membership &                      already maintains a blog and
Loyalty Program:                  youtube channel for their
Campaign                          materials    and    resources,
Advocacy,                         integration of these materials
                                  should be made then to the
Thought
                                  eDMs and newsletters, further
Leadership
                                  engaging readers to visit the
Membership & Loyalty              blog and even watch their
Program Step 6
                                  videos.
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership
                                                                  Thought Leadership




Membership &
Loyalty Program:
Campaign
Advocacy,
Thought
Leadership
Membership & Loyalty
Program Step 6
Link Facebook and
Youtube     page  to
newsletters
Acquisition   On Boarding   Retention   Rewards   Reactivation   Thought Leadership
                                                                  Thought Leadership




                                  Regular upkeep of both media
Membership &                      channels and Facebook page
Loyalty Program:                  should be done, ensuring that
Campaign                          a steady slate of relevant
Advocacy,                         topics would be covered,
                                  strengthening the advocacy of
Thought
                                  the Focus on the Family.
Leadership
Membership & Loyalty
Program Step 6
Powered by
Microsoft
Dynamics NAV



                Asterisk ERP
                   Solutions
               for Focus on
                 the Family
 Charity Accounting
  Standards
 Donation Management
 Web Store Inventory
 Event Management




                        Track, manage
                          and monitor
                         your financial
                           activities
1.   Charity Accounting
                                Standards and Processes
Asterisk
                           2.   Chart of Accounts
ERP Solutions
for Focus on               3.   Inventory Management
                                (Bookstore and Novelties)
the Family
The following functions    4.   Sales Management
are included in the said
solution:                  5.   Services Sales Management

                           6.   Fixed Assets Management

                           7.   Purchasing and Procurement

                           8.   Reporting and Analytics
Charity Accounting
Standards and
Processes
This will make it
easy to generate
financial
statements      on
how they receive
findings      and
resources,
enhancing        its
financial
transparency with
its donors and the
government.
Charity Accounting
Standards and
Processes
The    Statement       of
Financial      Activities
provides a clearer
way of tracking and
monitoring the use of
an       organization’s
resources and funds
for its objectives, for
the benefit of their
donors              and
beneficiaries.
Charity Accounting
Standards (Chart of
Accounts)
An     IPC     friendly-
system,     it      also
enables a charity to
receive             tax-
deductible
donations by simply
following       industry
standards           and
government
regulations          by
submitting the right
format for financial
statements.
Inventory Management
(Bookstore and
Novelties)
Direct your inventory
management
methods to improve
operational
effectiveness.       With
on-demand           visual
and            reportable
quantity
availability, on the
shelf,          incoming
material notification
and production order
tracking       supporting
your customer needs
is simplified.
Sales Management
Capture information
about           orders.
Manage             SLAs,
contracts           and
warranties.    Prioritize
and escalate tasks.
Track service items
and parts. Register
and track serviced
equipment. Set up
and maintain service
prices.        Access,
analyse             and
understand operation
performance         and
profitability.
Services Sales
Management
Build and establish long-term
relationships       with      your
customers        with     service-
contract management and
consistent      logging       and
tracking of equipment and
services. Respond quickly to
customer-service requests and
use information from across
your     business     to    make
profitable decisions about the
costs, inventories, workloads,
and financial returns of your
service      operation.     Equip
people in your organization to
manage                  contacts,
opportunities, and campaigns
efficiently     while     building
customer relationships that
help      drive     sales     and
encourage loyalty.
Fixed Assets
Management
Control and manage
the entire lifecycle of
your fixed assets –
from acquisition to
disposal – to maximize
the value of your
business investments.
This function equips
you to accurately
record,          track,
depreciate         and
dispose      of     you
company’s asset with
minimal effort and
maximum flexibility.
Purchasing and
Procurement
Provide easy, real-time
visibility into purchasing,
and financial information
across multiple locations.
Maintain accurate real-
time inventory data and
optimize layout, picking
methods,               and
movement.           Create
accurate          demand
forecasts.
Reporting and
Analytics
Allows      you      to
schedule reports and
automate data and
even distribute the
information within the
internal team with no
hassle,      optimizing
productivity         by
controlling those data
and translating those
into    comprehensive
reports.

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Family org sg

  • 1.
  • 2. I. Asterisk Company Profile II. Focus on the Family Company Profile III. Focus on the Family Challenges IV. Asterisk NGO/NPO Solution V. CRM Solution VI. ERP Solution Agenda
  • 3. Customer Based: Services: More then 150 customers Enterprise Resource Planning International Partner Network Customer Relationship Reach: Management More than 50 Countries Business Intelligence Online Media Mobility HQ Office: Singapore Offices: Malaysia, Philippines, Why Choose Thailand, India Asterisk
  • 4. Office Locations Thailand India Philippines Singapore Malaysia
  • 5. Products & Enterprise Resource Services Planning Customer Relationship Management Business Intelligence Online Media Mobility
  • 6. The Initiative Familiar to your Fits with your Fuels your Enables confident people systems business decision making productivity Structured Unstructured
  • 7. Focus on the Family Singapore is a local charity with IPC Focus on the status dedicated to helping families thrive. Family Profile By providing affordable and quality family life education through talks and workshops, resources on an array of important issues, personal counselling, and much more, they aim to support every family with trusted help and encouragement. Mailing lists and monthly newsletters were implemented in their program as well as having an active facebook page, a youtube channel and a blog that clearly articulates the company’s aims and goals.
  • 8. Focus on the Focus on the family has already established a strong Family Profile advocacy amongst the community. It has already successfully planted the seeds of its valuable cause and has consistently reaped the satisfactory rewards of seeing families thrive happily in the midst of a troubled world. But it’s a daily battle and Asterisk would like to help to make it easier and simpler for Focus on family to simply focus on their campaign; help families thrive at every stage of life.
  • 9. Specifically tailored for a charity organization, Asterisk offers the Asterisk NGO/NPO Solutions which includes both an ERP and CRM Solution, that would cover all the needs and challenges that Focus on the Family might be experiencing and would be meeting in the very near future. Asterisk NGO/NPO Solutions
  • 10. Holistic system covering the Volunteer crucial points Management Donor Inventory Management Asterisk Management NGO/NPO Solutions Charity Event Accounting Management Standards
  • 11. Volunteer Management • Donor Management • Event Management • Family-oriented services • Web Store Management Strengthen your organization and community
  • 12. Powered by Microsoft Dynamics CRM Asterisk CRM Solutions for Focus on the Family
  • 13. 1. Donor Management 2. Event Management Asterisk 3. Contact Management CRM Solutions 4. Family Oriented for Focus on Services the Family 5. Email Marketing The following functions are included in the said Services solution: These would be all under an umbrella program, the Asterisk Membership & Loyalty Program
  • 14. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership The Focus on the Family staff will be able to send an introductory eDM to its leads and contacts through the Asterisk CRM Membership & Membership & Loyalty Solutions. Loyalty Program: Contacts can be managed and Customer updated easily and the targeting Member of each group segment (through Acquisition the Contact Management function), whether they are Membership & Loyalty Program Step 1 volunteers, donors or just family participants can be done flawlessly. eDMs that would tailored to each target segment would then be created.
  • 15. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1 Donor eDM
  • 16. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1 Volunteer eDM
  • 17. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1 Family Participant eDM
  • 18. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership It can also show web page views and interactions: Membership & Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1
  • 19. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership As well as the no. of recipients who opened the eDM, as well as the number of bounced Membership & backs: Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1
  • 20. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership All Intro Membership eDM will contain a link, directing users to the online membership form in Focus on the family website: Membership & Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1
  • 21. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1 Landing page Sign up as a donor:
  • 22. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1 Sign up as a volunteer:
  • 23. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Customer Member Acquisition Membership & Loyalty Program Step 1 Or sign up as a regular family participant. Upon successful sign-up, there’s the next step.
  • 24. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Users will be informed of the approval of their membership application via a welcome Membership & eDM. Loyalty Program: Membership on There will be separate eDMs as Boarding well for the different target Membership & Loyalty markets. Program Step 2
  • 25. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Membership on Boarding Membership & Loyalty Program Step 2 Donor eDM
  • 26. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Membership on Boarding Membership & Loyalty Program Step 2 Volunteer eDM
  • 27. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Membership on Boarding Membership & Loyalty Program Step 2 Family Participant eDM
  • 28. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership A welcome brochure and thank you gift would be mailed to the donors, the market who would be contributing the most of the financial support. Membership & Loyalty Program: Membership on Boarding Membership & Loyalty Program Step 2 Sample gift Next step then would be…
  • 29. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership To keep members constantly engaged, updated and interested, monthly eDMs will Membership & be sent to them. Loyalty Program: Membership Focus on the family newsletter Retention program would then be Membership & Loyalty reinstated with the latest news Program Step 3 and articles about sustaining a happy marriage, smart parenting tips, counselling privileges as well as invites to events, workshops and Focus on the Family programs.
  • 30. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Membership Retention Membership & Loyalty Program Step 3 Sample event eDM
  • 31. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Membership Retention Membership & Loyalty Program Step 3 Sample articles eDM
  • 32. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Certain events and activities can also be offered for members as a reward. The Membership & Event Management function Loyalty Program: then would be especially useful on this part, as it can also help Membership the organization with the Rewards budgeting, planning, Membership & Loyalty scheduling, booking, floor plan Program Step 4 management, marketing, invitation, registration, and other necessary event requirements.
  • 33. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Possible for members can be: • Exclusive event invites Membership & • Updates and Advice on how Loyalty Program: to nourish a happy family life Membership • Workshops & Programs for Rewards Couples Membership & Loyalty • Brain and Fitness Programs Program Step 4 • Parenting tips • Interactive workshops for the whole family • Web store discounts • Freebies
  • 34. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Reward programs are one way of ensuring the retention of members by keeping them Membership & happy and engaged. Loyalty Program: Membership For members who aren’t that Rewards engaged in any efforts of the Membership & Loyalty Focus on the Family campaign Program Step 4 may bring, there’s always the next step.
  • 35. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership The Focus on the Family staff will be able to identify inactive members, those who haven’t Membership & participated in any activities or Loyalty Program: may they be a volunteer, a donor or just a regular family Membership participant. Reactivation Membership & Loyalty Program Step 5 These inactive members will be reminded of their status via the “We Missed You” eDM which will be sent using the CRM Membership Solutions.
  • 36. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Membership & Loyalty Program: Membership Reactivation Membership & Loyalty Program Step 5 Sample eDM
  • 37. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Efforts such as the “We Miss You” email will be effective in Membership & regaining lost members and Loyalty Program: reminding them of the helpful Membership benefits and advantages of Reactivation their Focus on the Family Membership. Membership & Loyalty Program Step 5
  • 38. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Thought Leadership Since Focus on the Family Membership & already maintains a blog and Loyalty Program: youtube channel for their Campaign materials and resources, Advocacy, integration of these materials should be made then to the Thought eDMs and newsletters, further Leadership engaging readers to visit the Membership & Loyalty blog and even watch their Program Step 6 videos.
  • 39. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Thought Leadership Membership & Loyalty Program: Campaign Advocacy, Thought Leadership Membership & Loyalty Program Step 6 Link Facebook and Youtube page to newsletters
  • 40. Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Thought Leadership Regular upkeep of both media Membership & channels and Facebook page Loyalty Program: should be done, ensuring that Campaign a steady slate of relevant Advocacy, topics would be covered, strengthening the advocacy of Thought the Focus on the Family. Leadership Membership & Loyalty Program Step 6
  • 41. Powered by Microsoft Dynamics NAV Asterisk ERP Solutions for Focus on the Family
  • 42.  Charity Accounting Standards  Donation Management  Web Store Inventory  Event Management Track, manage and monitor your financial activities
  • 43. 1. Charity Accounting Standards and Processes Asterisk 2. Chart of Accounts ERP Solutions for Focus on 3. Inventory Management (Bookstore and Novelties) the Family The following functions 4. Sales Management are included in the said solution: 5. Services Sales Management 6. Fixed Assets Management 7. Purchasing and Procurement 8. Reporting and Analytics
  • 44. Charity Accounting Standards and Processes This will make it easy to generate financial statements on how they receive findings and resources, enhancing its financial transparency with its donors and the government.
  • 45. Charity Accounting Standards and Processes The Statement of Financial Activities provides a clearer way of tracking and monitoring the use of an organization’s resources and funds for its objectives, for the benefit of their donors and beneficiaries.
  • 46. Charity Accounting Standards (Chart of Accounts) An IPC friendly- system, it also enables a charity to receive tax- deductible donations by simply following industry standards and government regulations by submitting the right format for financial statements.
  • 47. Inventory Management (Bookstore and Novelties) Direct your inventory management methods to improve operational effectiveness. With on-demand visual and reportable quantity availability, on the shelf, incoming material notification and production order tracking supporting your customer needs is simplified.
  • 48. Sales Management Capture information about orders. Manage SLAs, contracts and warranties. Prioritize and escalate tasks. Track service items and parts. Register and track serviced equipment. Set up and maintain service prices. Access, analyse and understand operation performance and profitability.
  • 49. Services Sales Management Build and establish long-term relationships with your customers with service- contract management and consistent logging and tracking of equipment and services. Respond quickly to customer-service requests and use information from across your business to make profitable decisions about the costs, inventories, workloads, and financial returns of your service operation. Equip people in your organization to manage contacts, opportunities, and campaigns efficiently while building customer relationships that help drive sales and encourage loyalty.
  • 50. Fixed Assets Management Control and manage the entire lifecycle of your fixed assets – from acquisition to disposal – to maximize the value of your business investments. This function equips you to accurately record, track, depreciate and dispose of you company’s asset with minimal effort and maximum flexibility.
  • 51. Purchasing and Procurement Provide easy, real-time visibility into purchasing, and financial information across multiple locations. Maintain accurate real- time inventory data and optimize layout, picking methods, and movement. Create accurate demand forecasts.
  • 52. Reporting and Analytics Allows you to schedule reports and automate data and even distribute the information within the internal team with no hassle, optimizing productivity by controlling those data and translating those into comprehensive reports.