New Client Questionnaire » History » Version 1
Jon Goldberg, 03/29/2018 11:22 PM
| 1 | 1 | Jon Goldberg | # New Client Questionnaire |
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| 3 | This is a work-in-progress so that I can arrive at a standard set of questions for new clients. |
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| 5 | Questions: |
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| 7 | ### All projects |
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| 8 | * Do you have a preferred way to exchange sensitive information such as passwords and database exports? (Encrypted email, Dropbox, LastPass, etc.) |
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| 9 | * What platform is your current website built on? (WordPress, Drupal etc.) |
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| 10 | * Does your website currently get backed up? How, and how regularly? |
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| 11 | * What is your current website host? And what kind of account/plan do you have? |
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| 14 | ### CMS-specific |
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| 15 | * Who are the daily administrators of your website? Give names and titles if just a few, or number and description if more. |
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| 16 | * What are the main daily tasks that these administrators do with the website? |
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| 17 | * Are there other people who administer the website sometimes? |
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| 18 | * What do these people do when they administer the website? |
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| 19 | * What are the most mission-critical workflows for which you use your website? |
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| 20 | * Does your website interact with any external software/devices? |
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| 22 | ### CiviCRM-specific |
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| 23 | * How many contacts are in your database currently? How many donations/contributions? |
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| 24 | * Do you currently do mass mailing? How many pieces of email do you send in a month? |
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| 25 | * Do you take online contributions? Who is your payment processor? Do you have recurring contributions set up? |
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| 26 | * Who are the daily users of your database? Give names and titles if just a few, or number and description if more. |
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| 27 | * What are the main daily tasks that these users do with the database? |
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| 28 | * Are there other people who use the database sometimes? |
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| 29 | * What do these people do when they use the database? |
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| 30 | * What are the most mission-critical workflows for which you use your database? (For example: producing labels for annual mailing; weekly donations reports broken down by chapter.) Feel free to copy from previous questions. |
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| 31 | * Aside from the legacy database, are there other data sources that you use? (Spreadsheets, online mailing list, etc.) Please list them. |
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| 32 | * Does your legacy database use any third party plug-ins, or interact with any external software/devices? |
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| 33 | * Do you have full administrative access to the database – are you able to export every bit of data if you want to, and see the details of how fields are configured? |