
| 1. |
How do we get started? |
Contact the FoundationFile
staff by telephone or e-mail to find out whether the software can help you organize your
grantmaking process. We'll ask you a few questions about your proposal-review process to
help you decide how FoundationFile can best
work for you.
| 2. |
What factors will help us decide if
FoundationFile Basic will meet our foundation's needs? |
Here are some of the questions you will be asked:
- Does your foundation use a one-step proposal process, rather than requiring applicants
to submit a full proposal after an initial screening process?
- How many individuals will use the software?
- Can you work with template letters with limited fields allowing individualized
modification for grant contingencies, payment schedules, etc.?
- Do you have printed foundation stationery and envelopes or do you want to incorporate
letterhead and customized envelopes into your software?
| 3. |
Can FoundationFile Basic be enhanced if
there are some additional features we want? |
Yes. Custom features can be added, including additional letters and
report formats, coordination with Microsoft Word and with Excel
spreadsheets, creation of file folder and mailing labels. The addition of custom features
will be billed at custom programming rates. Call for an estimate.
| 4. |
What level of computer expertise is required
to use this software with ease? |
FoundationFile has proven
to be especially useful for families working without professional staff and for
foundations with small staffs. No outside computer expertise is necessary. The software
requires only basic keyboard skills and the ability to follow the simple directions in the
accompanying user's manual. Familiarity with Microsoft Word or other word
processing software is helpful.
| 5. |
What support services are available to our
foundation? |
- FoundationFile staff are available to
train your family or staff by telephone or on-site at your computer stations. Training
costs will be quoted at the time of purchase and will depend on the number of software
users, level of expertise of software users, and location of training.
- FoundationFile staff are on call during
regular business hours to answer questions about the software.
- FoundationFile is designed to install
simply with FileMaker Pro software. Most users will find the written
instructions simple to follow.
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