Simple process mapping

Simple process mapping

Documenting your processes will help your implementation proceed more quickly, will minimize the time you need to spend in meetings during your implementation, and can become the basis of internal training.

You can create a visual process map like this one using a free, online tool like draw.io.  Or you can simple type up your processes as in the attached example.





    Our products got an upgrade!



    Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!


      • Related Articles

      • Sample Implementation timelines

        Here are a couple of sample implementation timelines to give you an idea of what to expect. These should be taken as guidelines. How long it takes to implement your database will depend on a few factors, including what Sumac solution you purchased, ...
      • Implementation steps

        This visual provides a very general idea of the steps you'll go through for your implementation.
      • How to Process Pledges

        In your Sumac console, expand Fundraising, and choose Pledges. Search to find the pledges that you want to process. You might do this by searching for payments on a specific date or by searching to find all the pledges that are due this month. Note ...
      • How to choose your implementation project manager

        Tips for selecting your project manager Enthusiasm Choose someone who has a positive attitude, and who wants this project to be successful. Enthusiasm and positivity are infectious. Conversely, if you appoint someone who doesn’t want to take on the ...
      • Keys to implementation success

      Societ Academy

      Learn what you need to know, any time. Free!



      • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
      • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
      • A certificate of completion - you can request a certificate of completion for every session you attend.