Context: General

Current Behaviour

User Story:

Client is new to Givex and received basic training
Client creates ad hoc report
Client gains traction in using Givex products, data grows
Client still using add hoc reports

Clients are either too busy to learn new features or they are not aware of it
Certain features also require extra step (requiring IS to set it up for them)

Suggested Change

PHASE 1 - Low hanging fruits

Provide a set of features that can be enabled with minimal effort to setup

pre-configured, but "inactive"
when link is clicked, activates the feature

e.g.

Scheduled Reports (chat with Brian 11Aug2023)
Out of Stock Notification (chat with Nat 11Aug2023)

PHASE 2 - Canned setup by IS ('Fast food' approach')

IS team creates a feature set that enables x-features to generate data for a niche report (clients like to see "data" "figures" "progress")

vision: IS team builds up these set of features one by one - and then giving them to Marketing team so they can "promote"
business goal: one-click turnkey solutions for affordable $

Like fast food, customer orders simple items and gets it right away.

Send emails with one-click turnkey solutions

Current Behaviour

Suggested Change