Tenders Invited for Delivery of a Review of Work Process Flows

The Wheel has identified that the systems in place to manage the information gathered and disseminated in the course of our business are either stand alone or cumbersome/time consuming to operate, with much duplication of information across systems.

Information is routed through a number of non-integrated areas:

  • The Drupal website www.wheel.ie - where orders are placed
  • Gmail
  • Shared fileserver
  • Goldmine CRM - where information is stored, invoices are raised and from where some reports are run
  • Xero finance software package - where financial transactions are recorded and monthly accounts are produced from.

Objective

  • To review existing work process flows and analyse how we use our software
  • To produce a set of recommendations/action plan on how to conduct our processes more efficiently and effectively
  • To make recommendations on potential changes to/integration of software that would best cater for our needs.

Scope

  • To review specific processes and procedures of The Wheel, particularly in relation to processing of information, and the capacity of the existing CRM system in terms of The Wheel’s current [and possibly future] requirements.
  • To review processing of gathering information for financial and management reports/stats and recommend efficiencies.

Closing date for submission of Expressions of Interest is 5pm on Friday, 5 September 2014.

Closing date for submission of Expressions of Interest is 5pm on Friday, 5 September 2014.

To include [but not limited to]

  • Online orders for paid and unpaid items
  • Cheque payments received in post
  • Event booking for paid and free events
  • Event registration
  • Event attendee records
  • Membership purchasing and renewal
  • Purchase orders
  • Invoicing
  • Funding Point invoicing
  • Departmental processes e.g. membership recruitment drive
  • Targeted marketing to database i.e. promotions/e-bulletins
  • General internal administration systems and reporting.

Budget

A budget of €5,000 [incl VAT] has been made available for this project, to be paid in agreed stages.

Expressions of Interest

Demonstration of ability to undertake the project is required, with description of similar projects undertaken for named organisations.

Contact Person

Queries and applications to Niamh Gavin, niamh@wheel.ie.