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ShelbyNext Onsite Consulting - One Day


Product Description

ShelbyNext Onsite Consulting

Scheduling onsite training brings a Shelby trainer to your location for a “hands-on” experience, using your own data and training agenda. We can instruct individuals in a one-on-one format or train your entire staff in a group setting. 


ShelbyNext Consultants are a select group of trainers with the ability to work with you and your team to show you how to maximize the use of this software, especially in the context of your organization’s culture. Working with a consultant at your site will allow for the best opportunity for communication and interaction.

Rate: $1200 per day*


Your ShelbyNext onsite consultation can help you with such things as:

  • Getting your Chart of Account set up in ShelbyNext Financials
  • Altering your accounting structure to take advantage of the features offered in ShelbyNext Financials
  • Getting your payroll and employees set up correctly in ShelbyNext Financials
  • Setting up Groups to collect members and visitors for reporting or mass contact in ShelbyNext Membership
  • Establishing best practices for when to use Interactions instead of Groups or Configurable Fields in ShelbyNext Membership
  • Learning how to print personalized Giving Statements in ShelbyNext Membership
  • Learning all the shortcuts and tips to work smarter, more effectively, and more quickly in either ShelbyNext product
  • Additional implementation goals – contact us to discuss yours!


Note: Training is conducted during regular business hours on Monday through Friday. After hours and weekend training may be available with some independent trainers/consultants for an additional fee. Onsite consulting, training, and professional services does not include travel expenses. Travel expenses are invoiced separately.

For more information on any of the above training options, please contact the Shelby Systems Training Department at training@shelbyinc.com or 800-654-1605.

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