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Project Approach <br />DATA MIGRATION <br />At the City of Santa Ana's request, CivicRec can convert content from the City's current database, <br />including accounts with credits, accounts with balances, future bookings, and active memberships. We <br />have a number of custom developed scripts and libraries that we leverage for data imports. The amount <br />of effort is dependent upon the type of data (e.g., user data imports are typically straightforward, yet <br />historical transactions are often time consuming to import). After a more detailed discussion with the <br />City, we can recommend options for extracting and saving data from Santa Ana's current database. <br />INTEGRATION DEVELOPMENT <br />There are several integration capabilities that the City may choose to leverage: <br />a CivicRec can provide integration to Santa Ana's selected payment gateway (for credit card <br />processing). <br />Additionally, we can also produce a GL extract compatible with the City's financial system. We <br />have interfaced with a number of different systems and are confident that we can produce a file <br />compatible with yours. <br />® Finally, the City of Santa Ana may opt to have CivicRec integrate with its GIS system for purposes of <br />local resident determination. <br />TRAINING PLAN <br />We recommend a train- the -user approach in most cases with hands -on training for participants. Users <br />learn the system much more quickly when they're entering actual data during the training sessions. <br />CivicRec offers limited remote training as well as onsite training. Remote training is typically better suited <br />to smaller or seasonal groups...or maybe as a refresher session to larger groups. Groups with diverse <br />operations and large numbers of employees, such as the City of Santa Ana, would be better suited for <br />onsite training. <br />Two days of on -site training conducted over one trip to Santa Ana is estimated for this project. The <br />specific training plan will be customized to meet your specific needs. We typically break training up by <br />our modules (Registration, POS, Rentals, Reporting, etc.). Sometimes a client may instead ask for training <br />according to job role, which can easily be done. Classes with more than 20 users tend to lose their <br />effectiveness. We will also make sure any of your last minute questions are answered before Go Live. <br />Note: We do not offer system administrator training as that is handled by CivicRec as part of our service. <br />29 <br />25F -30 <br />