IT Systems Intake Form

1 About Your Organization

So I know who I'm speaking with

Your Name *

Your Title *

Organization Name *

Province *

Approximate Staff Count

Best Email to Reach You *

2 Your Current IT Systems

Tell me what you're running today — even if it's spreadsheets

💰 Finance / ERP / Accounting

System Name e.g. Sage, QuickBooks, Abila

Approx. Years in Use

👥 HR / Payroll

System Name e.g. Ceridian, ADP, Payworks

Approx. Years in Use

🤝 CRM / Donor Management

System Name e.g. Raiser's Edge, Salesforce

Approx. Years in Use

📋 Case / Client Management

System Name e.g. Penelope, ETO, custom

Approx. Years in Use

4 Current Frustrations

Optional, but very helpful

What's causing the most friction in your current IT setup? Select all that apply

Manual reporting Systems don't connect Staff find it hard to use Funder reporting Outdated system Too expensive Bad past implementation No real pain points

Anything else you'd like me to know? Free text — totally optional

5 How to Connect

What works best for you?

Preferred way to follow up *

📞 Phone call ✉️ Email 💻 Video call 🙅 Not yet

Best time to reach you optional

🔒 Your information is collected solely for the purpose of this conversation and will never be shared with third parties. This form complies with Canada's PIPEDA privacy legislation. You can request deletion of your data at any time by contacting tom@thinkerp.ca.

Tom will personally review your responses and reach out within 2 business days.

✓

Thank you!

Your responses have been received. Tom will review them personally and be in touch within 2 business days.

In the meantime, if you have any questions feel free to call directly: 902-394-4738

IT SystemsIntake Form

Thank you!

IT Systems
Intake Form