OneEach Technologies

BACKGROUND

Please describe your company and your position there.

I am the Director of Marketing and Research at Cedar Valley United Way, which is a nonprofit dedicated to raising funds and reinvesting them back into the community via funding of organizations that focus on education, health, financial stability and emergency and basic needs.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OneEach Technologies, and what were your goals?

We hired OneEach Technologies to re-design our website. With COVID-19 as a barrier for us going in to organizations to speak and gather pledge forms, we had to come up with a creative way to tell the community what we do and how they can help.

SOLUTION

How did you select OneEach Technologies and what were the deciding factors?

OneEach Technologies was our existing web host, but we didn't hesitate to continue our relationship with them.

From their outstanding support team to their flawless customer service, we were able to find a way to upgrade our site to the newest platform and create custom donation pages for each organization.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Cedar Valley United Way has a unique campaign season where we go into each business in the community and give a presentation where we collect pledges and donations.

With COVID-19, we were unable to give hardly any presentations and tell the community about the great work we are doing. I spoke with Allyson, who provided a solution to our problem via a site upgrade.

Her professional and prompt team was able to convert our existing site to the new, more user friendly, site and create a pledge form similar to the paper one we bring in to organizations.

We were able to collect pledges from each organization with their own unique landing page and URL, conveying how long their campaign was running for, what we at Cedar Valley United Way do, and how they can help combat the needs in our community, with the addition of a donation form right there on that page.

How many people from the vendor's team worked with you, and what were their positions?

I worked with Allyson, who is our main point of contact at OneEach. I then worked with Binh, who was the project manager for the staging site. She conveyed the site progress and any other pertinent details to me as soon as they occurred.

Both Allyson and Binh are excellent and I highly, highly recommend using OneEach for your website needs.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

After launching the new site, we were still able to maintain collection of donations from each of the community organizations we partner with. Site traffic is now boosted and the overall look and feel of the site is just totally upgraded.

Not to mention, the back end for my use is easy to use while I am still able to maintain creativity of the site.

Describe their project management style, including communication tools and timelines.

I was updated almost weekly during the staging site set up, and could still use the existing site while that was being set up. We used Basecamp to communicate and show the timeline for the project.

What did you find most impressive or unique about this company?

We honestly could not have stayed afloat this year were it not for OneEach Technologies and the site upgrade.

Their solution to providing unique, customized donation pages for each community organization allowed us to still collect pledges from companies and maintain the safety of our staff and volunteers.

Are there any areas for improvement or something they could have done differently?

Not at all. Everything from the desire to begin the project to completion of the site (and even a follow up meeting after using the site for a few months) was perfect.

BACKGROUND

Please describe your company and your position there.

We are a United Way in a small-mid sized community. There are 8 full time staff members. I am the VP of Resource Development and the editor and content manager of our webpage.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OneEach Technologies?

We hired OneEach Technologies to host our website.

What were your goals for this project?

We transitioned from a different website host and wanted to move our content in the most efficient way possible. We needed to be able to create forms, process credit card donations, use our branding colors, fonts and images, and highlight our work. We were also seeking a mobile responsive format.

SOLUTION

How did you select this vendor?

OneEach came highly recommended by other United Way's. They had specific United Way templates available, were very reasonably priced, and had excellent customer support.

Describe the project and the services they provided in detail.

OneEach used a sharing software and a project list to help us provide them with all of the content they would need to set up our new site. We had ongoing access to excellent customer service while setting everything up.

Since the initial set up, we have easily edited our site, created new content, uploaded new images, created donation pages, created webforms, and utilized their text to give platform.

Most recently, we have been updated to include new features which are making it incredibly easy to offer virtual workplace campaigns. There are a number of other features available that we have not yet explored.

What was the team composition?

There are about 3 or 4 team members that I regularly work with whenever I have trouble or need to edit something outside my abilities. They are always incredibly responsive and quick to help if there are ever questions or problems. It is easy to set up a web meeting with them to go over questions or learn new things.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

Most recently, OneEach provided us with the ability to host virtual workplace campaigns, which is going to be a game changer for us. In the COVID crisis climate, we are unable to host in-person workplace campaign meetings.

OneEach upgraded our website to add new features which is making it a breeze to design customized workplace campaign templates for each of our companies through a combination of landing pages and webforms.

There are even calculation features which allow the donor to declare the amount they want to give each pay period and it calculates their total annual gift automatically. The company campaign coordinators can log into their own customized workplace campaign page to pull results reports.

It does everything you need and more! Without this capability, we would be in dire straights. Our OneEach representative, Allyson, has provided amazing customer service and developed the template for us which is making our job of cloning and customizing super easy!

How was project management arranged and how effective was it?

The project management started with one key contact who walked us through every step with endless patience. Since then, we have met with other team members virtually as needed. There are a number of online tutorials and videos available 24/7 as well, which makes finding information easy and efficient.

What did you find most impressive about this company?

I cannot believe the value- what we get for a nominal annual fee is out of this world. We cannot afford much, and we are incredibly grateful to have found this amazing team and amazing product for the price.

Are there any areas for improvement?

None!

BACKGROUND

Please describe your company and your position there.

United Way of Southeast Mississippi is a local non-profit organization that strives to make a positive impact in Forrest, Lamar, Perry and Marion Counties. By providing funds to partnering non-profit agencies, United Way addresses community issues in four impact areas: education, financial stability, health, and support services.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OneEach Technologies?

OneEach is our website host/tech support vendor. We recently worked with them to upgrade to a new website theme.

What were your goals for this project?

To create a site that was more fresh, modern, user-friendly, and in line with what our fellow United Ways were utilizing.

SOLUTION

How did you select this vendor?

We were already working with OneEach and our account manager told us about a special upgrade offer back in March. For us, it was an easy decision to proceed with the upgrade.

Describe the project and the services they provided in detail.

Website development and support.

What was the team composition?

There were three members from our organization involved in the planning and decision-making for the new site. We worked with about three or four representatives from OneEach, including our Account Manager Allyson, throughout the process.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

We've only been live with the new site for a couple of weeks now and already we've gotten some very positive input from our Board of Directors regarding the aesthetic appeal of the site and the layout. They are also especially excited about the private Board login feature that will be implementing soon.

How was project management arranged and how effective was it?

The project management by Binh and her team were one of the reasons we feel this process was so simple and effective. Everyone was super professional and helpful and the whole project was very well organized.

What did you find most impressive about this company?

The organization of the project and the personable customer service of the OneEach team left a lasting impression for us. They worked with us on some hiccups in our timeline due to our pandemic relief efforts and were gracious enough to extend our deadline to help accommodate those efforts. For this, we are truly grateful.

Are there any areas for improvement?

I think it would have been helpful to have more training videos for our particular web theme (Mojave), as there were a few things upon our website going live that I was unsure whether they were operator error or issues with the site. So more comprehensive web training, as well as some specific one-off videos, might would help make the process go smoother.

BACKGROUND

Introduce your business and what you do there.

We’re an Alaskan nonprofit organization that aims to raise funds for the southeast portion of the state and support nonprofits in the area. My role is as an office administrator. I oversee clerical work requirements to assist the president of campaign efforts.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with OneEach Technologies?

They’re our website, domain, and email server host.

SOLUTION

What was the scope of their involvement?

Prior to my start at the company, the team had already taken over our email and hosting services. However, I adopted some responsibilities for the website when I joined. In my journey to update it, they consulted on which themes would work best for the site and provided us suggestions until we were financially able to move forward with the project.

Once we did, they started curating information and content from our old website to move it into our new platform. That migration process took about four months. The site is in Drupal 8 and needed a secure documents page for board members as well as an accurate contact us page. Overall, the site got a facelift as well. They continue to provide hosting services and assist me in posting creatively to the site.

What is the team composition?

I initially had one point of contact, but we switched to a different main point of contact partway into the project. I suspect that was because our new project manager had collaborated with our organization before and understood our goals and mission from that engagement. Otherwise, there were five additional team members.  

How did you come to work with OneEach Technologies?

I wasn’t a part of the original team that selected them, but we’ve never considered another partner. They’ve been efficient and quick to answer questions.

What is the status of this engagement?

The website project lasted from January–April 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The site functions as it should, and the team was willing to make any last-minute fixes that we deemed necessary. They approached the project with great attention to detail and took over tasks that I wouldn’t be able to handle on my own.   

How did OneEach Technologies perform from a project management standpoint?

They’re always readily available to us. Given the remote nature of our collaboration due to the pandemic, I’ve appreciated their willingness to turn on their cameras during calls. They also share their screens to make sure we understand their explanations.

Additionally, I appreciate it when they record those video meetings, so I have something to look back on if I need help later on. They serve as tutorials for our website in that way. To communicate, we’re able to quickly submit our questions and concerns over an online form 95% of the time. That’s been very easy.

What did you find most impressive about them?

Their quick rate of response is very impressive to me. 

Are there any areas they could improve?

This was my first web migration project, so I feel like I may not have been asking the right questions in the beginning and some things weren’t clear to me. It would have been helpful to have a bit more clarification in the early steps of their process. 

Do you have any advice for potential customers?

They have a strong team and product, working hard to achieve it. Just make sure you get the clarification you need early on.

BACKGROUND

Introduce your business and what you do there.

I’m the executive director at the United Way of Pettis County. We have a focus on mental health, substance abuse, hunger, and early childhood literacy.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with OneEach Technologies?

We needed a better web platform to meet several needs for the organization. We’re a smaller United Way so our budget was a big factor.

SOLUTION

What was the scope of their involvement?

They built out our new platform, enabled with CiviCRM. The new solution they installed for us has grant applications functionality and a recording of agency accountability on a monthly basis.

It also allowed us to create an emergency fund for COVID-19. We were able to transform our donation page easily into that donors could contribute to that fund directly. It also allows us to communicate to our board, share our bylaws, our calendar, and our partners.

What is the team composition?

I’ve worked with Allyson (VP of Customer Relations), Marshall (Customer Support), and Jeff (Customer Support).

How did you come to work with OneEach Technologies?

I put the question out there in an online forum resource for United Ways. Over 50% of the responses came back with OneEach as their recommendation. We looked at different options, but OneEach seemed to be the fit that we could utilize easily, get good support, and would be a good investment.

How much have you invested with them?

We’ve spent around $4,500.

What is the status of this engagement?

We started working together four years and eight months ago, and our work is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

They brought us into the 21st century. The website itself is a great tool and they worked with us to create something that would be best for us and our community. They walked me through the process of how to update information easily. They understand the United Way Foundation and the needs of a small office.

We work with about 22 other service area organizations, who work with us or apply for United Way funding. People have said there was a lot of ease in cleaning the application and the reporting criteria. OneEach was able to work with us and simplify our grant application process.

Allyson and her team worked with me and in one case even built a template for me since I didn’t have the time. I was able to use that template year after year to make adjustments. We’ve also simplified it year after year to make it more concise, and the same goes for our reporting criteria. So many organizations have commented on how easy the process has become. OneEach Technologies really helped me help all of these organizations.

How did OneEach Technologies perform from a project management standpoint?

If I ever had difficulty with something, they would respond within an hour with help. Since we do everything ourselves here, they really helped up. When we first started, Allyson didn’t bat an eye in meeting my needs; she was very available and scheduled time whenever I needed it for training.

Now, when I want to start a chat with a technician, it’s usually Jeff or Marshall, and I let them know through a work request or a help ticket. They’ve even fixed issues I’ve had within just half an hour.

What did you find most impressive about them?

Their customer service is excellent. When you’re a one-person office, and you’re working with OneEach, they’re like another department for your team. It always feels like we’re part of each other’s team. They’ve allowed me to get more work done than ever before.

Are there any areas they could improve?

I wish I could use their CiviCRM system and their calendar more to their fullest capabilities. Part of it is me because I need to take the time to learn how to use it. On the other hand, it’s their product, so it would be nice for them to share with their clients what they could be doing with the system.

BACKGROUND

Introduce your business and what you do there.

I’m the Volunteer and Special Events Director for the Boys and Girls Clubs of Topeka.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with OneEach Technologies?

When I came on a year-and-a-half ago, our website was five years old, to my understanding. We were already using OneEach, so it was time to upgrade to get easier clicks and a prettier version.

SOLUTION

What was the scope of their involvement?

We did a full overhaul of the website. We got rid of the old one and come onto Drupal 8. I helped with picking images and videos that would be on the site but they took all the information from our old site and switched it over. I helped mostly on the look.

They provided me with four options for a basic look: movement, big pictures. They helped us decide what we wanted to portray. We chose one of those, and then they worked with us to get personal images specific to the Topeka area.

What is the team composition?

There were eight people in our Basecamp I could reach out to, but I mainly worked with three.

How did you come to work with OneEach Technologies?

We were already working with them, but I looked around and had some conversations with three other companies. Us being a non-profit, budget was a huge thing. The other companies were amazing but they were way out of our price range. Also, they demanded a lot out of me and I didn’t have the time. We’re a big small organization; one person is in charge of a plethora of stuff. OneEach already knew our organization and our mission, as well as what we were looking for and what works for us.

Finally, I liked the vibe I got from Allyson (VP of Customer Relations) and they were an easy pick for our budget.

How much have you invested with them?

Our monthly payment to them for running out site is $1,600 after the upgrade. We got some extra benefits with that, including help updating content as we go. The upgrade itself was $1,800–$2,000.

What is the status of this engagement?

We worked together on the website overhaul from November 2019 until January 2020. They still drive and manage our website, however.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We have a lot more traffic coming to the site. Our board was very impressed with how easy it is to find the “Donate” button on the new site. On our previous site, it took four clicks where it should have taken one. Our online donations have increased as well, and they’re easier to track.

How did OneEach Technologies perform from a project management standpoint?

They communicated through Basecamp and explained to me exactly how it worked. It’s never been easier for me to follow a project than it was during this one.

What did you find most impressive about them?

This was my first website overhaul, and I’m someone who asks questions but they never got annoyed with me. They were never not available to talk. Especially Allyson, our main point of contact; she was amazing and gave me a lot of her time to explain the “why” going on behind the scenes.

Natalie (Project Manager) and Lindsay (Marketing Coordinator) were also amazing. During the period when we through we were going to miss our deadline because of the holidays, they were very honest with us.

I have been in customer service since I was 18 and OneEach Technologies was awesome to work with. They were transparent and helped us find solutions to problems.

Are there any areas they could improve?

Because I’m a part of the development team, I was trying to get my boss on the Basecamp and that took a couple of tires. I’m not sure whether that falls on our side or their side, but I had to reach out to them a couple of times. Additionally, there was some delay around the holidays based on days off and when I could get back to them. Our target date was January 14th and the site went live on the 20th.

Do you have any advice for potential customers?

Pick someone that’s going to give you the best customer service and support; it’s not always the pretty bells and whistles. It’s about knowing who’s going to work with you when you run into nitty-gritty challenges. OneEach technologies excels at this; they’re right up there.

Additionally, be on top of the project and know where you’re at with your deadlines.

BACKGROUND

Please describe your company and your position there.

Unity of Ventura is a tax-exempt non-denominational church. It has a practical, positive approach to spirituality, based on the teachings of Jesus and the power of affirmative prayer. I serve as the president of the board of trustees.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OneEach Technologies?

Our previous administrator had retired, and took all the institutional knowledge about how to maintain our website, which is hosted by OneEach Technologies. I asked for training to be able to maintain our calendar, update photos, and post videos of our services.

What were your goals for this project?

Be able to independently maintain the web-based calendar, update photos and other information, and post videos of our services.

SOLUTION

How did you select this vendor?

Referred to us by the Unity Association of churches.

Describe the project in detail.

This is our church's official website. Information had become outdated, especially in light of the COVID-19 stay-at-home orders. We needed to refresh many screens.

What was the team composition?

Single trainer and myself

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

I learned exactly what I needed and more. Training was clear, precise, targeted and tailored to my learning needs.

How effective was the workflow between your team and theirs?

The rapport I established with the trainer, Emily Bowen, was excellent. I recommend her highly.

What did you find most impressive about this company?

Emily was able to resolve my issues and answer all my questions on the first try. Communication was in "English" and not "geek-speak."

Are there any areas for improvement?

Not at this time.

BACKGROUND

Introduce your business and what you do there.

I'm the executive director at the United Way of Geary County. We're a 501c-3 that raises funds for our county.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with OneEach Technologies ?

We needed help with web design services.

SOLUTION

What was the scope of their involvement?

When I stepped into the position, I found out the last executive director wasn't very technically up to date. The website we had was attached to our phone company. It was completely outdated and they didn't support it anymore. If there was an issue, I didn't have anyone to talk to. Whenever I went to change pictures, they would just get deleted. I reached out to OneEach, found a small package for us. We set a launch date for a new site and met it.

What is the team composition?

I work with 2-3 members of their team.

How did you come to work with OneEach Technologies?

I reached out to other United Ways and learned that they all used OneEach.

How much have you invested with them?    

We invested $4,000, with an annual fee of $500 – $600.

What is the status of this engagement?

We began working together in January 2017, and our site launched in February 2017.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We've seen a lot more interaction on our site and we've saved a lot of time and money. We were able to switch our allocation application online, which probably saved us $1000 alone.

How did OneEach Technologies perform from a project management standpoint?

They're amazing at communication. There would always email me about new updates, and they're really easy to work with. They took me through everything step by step. We actually launched before the deadline.

What did you find most impressive about them?

Their interaction with people is great. They're a very people-oriented company. They're not driven by proceeds; they're driven by results and how they meet the needs of the client.

Are there any areas they could improve?

No, they do a phenomenal job.

Do you have any advice for potential customers?

They're worth every penny. I was terrified to go web-based but they made it so easy that I felt tech-savvy afterward.

BACKGROUND

Please describe your company and your position there.

Our nonprofit is the United Way of Washington County. Our mission is to unite people, resources and organizations to improve lives in Washington County. I serve as the Executive Director

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OneEach Technologies?

OneEach Technologies is our website administrator. Allyson is our support person who has been instrumental in getting our website updated and assisting us in using it effectively.

What were your goals for this project?

With the position who managed the website eliminated in December 2019 and not filled until October 2020, the goals of the project was to update information on our website and to utilize the portals for submission of grant applications and accessibility of a board portal for our board of directors.

SOLUTION

How did you select this vendor?

Our relationship with OneEach Technologies goes back a number of years. OneEach Technologies' experience with the uniqueness of United Ways is one reason we went with and have maintained our relationship with them.

In addition, our support person, Allyson, has experienced working for a local United Way, which allows her to understand our needs.

Describe the project and the services they provided in detail.

The project began in August 2019 with Allyson working with us during a number of sessions to address dated information on our website. In the fall of 2019, Allyson assisted us with setting up a portal to accept grant applications for 37 programs that we are considering to fund with our Community Impact Fund.

During the time period from October 2019 through February 2020, Allyson and the support staff assisted us as some issues arose. In addition, assistance helped set up a board portal, the first time one was set up for our board members. This has been valuable to the board members as well as the United Way staff.

What was the team composition?

The team's composition mainly consisted of Allyson. Though often it was needed to contact support through email. Since August, 2019, the Executive Director managed the website. Since October, 2019, our new Marketing & Communications Coordinator manages the website and has reached out to Allyson.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

The impact of this project was extremely valuable. It was important for 38 grant applications to be submitted via our website and not via email or hard copies. It managed the process efficiently and effectively.

How was project management arranged and how effective was it?

The process involved notifying nonprofits of the process to submit 37 grant applications in December 2019. The deadline date to submit was February 14, 2020. Review of the grant applications by United Way staff took place from February 14 through March 1, 2020 to ensure that all grant applications contained necessary information.

What did you find most impressive about this company?

Our United Way could not have brought our website up to date nor utilize it effectively for the Community Impact Fund grant process. It was impressive that OneEach Technologies, especially their employee, Allyson, responded to our needs quickly and were attentive to our needs. The OneEach Technologies staff members, including Allyson, were always professional in their roles.

Are there any areas for improvement?

No

BACKGROUND

Please describe your company and your position there.

United Way of Pitt County is a nonprofit focused on building and strengthening our communities by investing in programs and services that make the greatest impact. I am the Director of Resource Development.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OneEach Technologies?

To build our website and provide on-going support to staff.

What were your goals for this project?

To create a user friendly web platform that our constituents could visit and learn more about the organization and how they can contribute to United Way's mission. We also leveraged Oneeach capabilities to create platforms for our corporate partners so that they can provide their staff the ability to pledge or give online for their individual campaigns.

SOLUTION

How did you select this vendor?

When I came on board, our organization was already partnering with Oneeach. Once I joined United Way, I saw a need to up-grade our current website and Oneeach had the best branded platform that met our needs visually and financially.

Describe the project and the services they provided in detail.

They presented us with up-grade options, made the switch for us and have continued to provide us with support.

What was the team composition?

There were a number of Oneeach team members working to transform our old site to the new platform which they did in the agreed upon time. What is best about Oneeach is the service after the the conversion.

As a user you have the ability to reach support via online conversations or by scheduling a skype meeting where they share their screen and walk you through the process- which they record and email it to you so you will always have that resource to go back to. For me, the site is great, but its the continued service that makes me a believer in Oneeach.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

The impact this product and team has had on our business is that we are now able to offer our partners a viable online giving and engagement platform. More and more people are donating money and connecting online. Our organization needs to have a footprint that is professional and easily accessible to navigate if we want repeat business.

How was project management arranged and how effective was it?

The project management team was very organized and detailed during the conversion. I had tasks and deadlines I needed to meet so as not to hold up the process. Not being a tech person, they took the time to explain steps in ways I could understand. The conversion went smoothly and they are still with me every step of the way teaching me and supporting our efforts.

What did you find most impressive about this company?

The support staff is very impressive. I can post a non-urgent question, or I can start a direct conversation if my need is more immediate, their response time is fantastic.

But what is most impressive is the training and support I receive from Allyson James, who also happen to have worked for a United Way at one time, so she understands my needs, the questions I ask and why I am asking them.

It is because of her in-depth knowledge of our nonprofit model that I am able to leverage and learn from her new methods and processes I can apply to our online presence.

Are there any areas for improvement?

We also purchased photo library because we didn't have much to use on our end. I would like to see a broader variation of photos.