A La Carte Features Complete List

Pre-Implementation Needs Assessment

Database Needs Evaluation

Description: A formal assessment of Agency database system requirements prior to purchase. This includes a review of: current data collection processes; all relevant paper forms in use; current workflow; grant requirements and reporting data collection requirements. Formal Evaluation will include recommendations on implementation, launch and ongoing support needs.

Deliverables per program or grant:

  • One Formal Evaluation Call
  • One System Design Outline
  • One Summary of Recommendations for
    • Framework Structure
    • Specialized services necessary for optimization of Apricot data collection and reporting
    • Implementation, Launch and Ongoing support needs

Cost: $1,000/program or grant

 

Workflow Optimization Packages

Smart Form Package

Deliverables:

  • Application of Form Logic on up to 4 forms, maximum 10 Form Logic Rules/Form
  • One Initial Specification Review Call
  • One Finalization Review Call

Cost: $1,500

Optional Purchase: Form Logic Activation, $495

 

Smart Workflow Package

Description: The implementation of dynamic functionality to optimize workflow navigation.

Deliverables:

  • Development of up to 3 dynamic fields
  • Development of up to 1 set of cascading dynamic fields
  • One Initial Specification Review Call
  • One Workflow Design Blueprint
  • One Final Review Call

Cost: $3,000/workflow

Optional Purchase: Dynamic Fields Tool Activation, $395

 

Smart Dashboard Workflow Package

Deliverables:

  • Development of up to three workflow bulletins
    • Creation of up to 2 navigational reports (2 sections/report)
    • Development of 5 Quick Links/report
  • One Initial Specification Review Call
  • One Final Review Call

Cost: $1,000

Optional Purchase: Custom Expression Tool, $395

 

Smart Notifications Setup Package

Description: The development custom “triggers” that automatically generate and send emails when key data is entered into the system.

Deliverables:

  • Development of up to 6 email triggers
  • One Initial Specification Review Call
  • One Final Review Call

Cost: $1,000

 

Form Redesign Package (For Existing Customers)

Description: Updates to an existing form structure based on customer requirements.

Deliverables:

  • Add or make changes to up to 20 fields for up to 7 forms
  • One Form Review Call
  • One Change Review Call

Cost: $700


Virtual Onsite Consultations and Training

Consultations

Strategic Database Planning Consultation

Description: CTK Implementation staff facilitate a comprehensive review of data collection and reporting requirements and provide best practice recommendations for system design.

Deliverables:

  • Summary of Needs Evaluation
  • Framework Blueprint
  • 4 Hour: Up to 2 programs or grants reviewed, $1,200
  • 8 Hour: Up to 5 programs or grants reviewed, $2,400

System Audit Consultation

Description: Review of Apricot data collection and reporting structure in an existing Apricot site to assess existing system effectiveness and efficiency.

Deliverables:

  • Summary of Optimization Recommendations
  • 2 Hour: Up to 2 programs or grants reviewed, $600
  • 4 Hour: Up to 5 programs or grants reviewed, $1,200

 

Personalized Trainings

Pre-Launch System Training

Deliverables:

  • Summary of Training Agenda and Content
  • 4 Hour: Up to 2 programs or grants reviewed, $1,200
  • 8 Hour: Up to 5 programs or grants reviewed, $2,400

 

Form Design Training

Description: Training on maintenance and design enhancements to your agency’s Apricot forms.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour: Training on existing forms associated with 1 program or grant (5 form max), and application of optimization techniques to associated forms, $600
  • 4 Hour: Training on existing forms associated with up to 3 programs or grants (5 form max/program or grant), and application of optimization techniques to associated forms, $1,200

 

Advanced Form Design Training

Deliverables:

  • Summary of Training Agenda and Content
  • 4 Hour, $1,200
    • Development of 1 query
    • Review of up to 5 forms and application of up to 3 form logic rules/form
  • 8 Hour, $2,400
    • Development of up to 2 queries and 1 cascading query pair
    • Review of up to 15 forms and application of up to 3 form logic rules/form
  • Optional Purchase: Form Logic Tool, $495
  • Optional Purchase: Query Tool, $395

 

Report Build Training

Description: Training on best practices in report building, including application of filters, grouping, comparison reporting, and graphs.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • Development of 1 (3 section) customer-specific report
  • 4 Hour, $2,400
    • Development of up to 3 (3 section) customer-specific reports

 

Advanced Report Build Training

Description: An overview of Apricot advanced reporting techniques, including the use of Custom Expressions in reports, and the use of Structured Query Language (SQL) to create report sections. Recommended for customers with prior knowledge of SQL and the Apricot Report Builder.

Deliverables:

  • Summary of Training Agenda and Content
  • 4 Hour, $1,200
    • Development of 1 (2 section) customer-specificreport
      • Section 1 will include up to 3 custom expressions
      • Section 2 will include the SQL report section
  • 8 Hour, $2,400
    • Development of up to 3 (2 section) customer-specific reports
      • Section 1 will include up to 3 custom expressions
      • section 2 will include the SQL report sections
  • Optional Purchase: Custom Expression Tool, $395
  • Optional Purchase: SQL Report Section, $395

  

End User Training

Description: A high-level training for Apricot end-users that includes a review of forms and data entry processes.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • 1 program or grant
  • 4 Hour, $1,200
    • 3 programs or grants
  • 8 Hour, $2,400
    • 6 programs or grants
  • Optional Purchase: Agency Specific User Guide (includes screenshot outline of key form and workflow concepts and basic system navigation), $500/program or grant
  • Optional Purchase: Sandbox Training Site, $250
  • Optional Purchase: End User Training Exercise Workbook, $500/program or grant

 

New Administrator Training

Description: Comprehensive overview of Apricot administrative functionality.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • Review of basic form design and report build tools
  • 4 Hour, $1,200
    • Review of basic form design and report build tools, in addition to overview of key administrative system functionality

 

Data Monitoring Tools Training

Description: Comprehensive overview of the Apricot data monitoring tools and how to develop basic Audit Reports. Includes instruction on using Data Archives, Record Archives and Record History.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • Creation of 1 basic audit report (3 section max)
  • 4 Hour, $1,200
    • Creation of up to 3 basic audit reports (3 section max)
  • Optional Purchase: Advanced Record Audit-Track Views, $25/month or $300/year

  

Apricot for Funders Training

Description: An in-depth view of the features offered in Apricot for Funders grant management tools.

Deliverables:

  • Summary of Training Agenda and Content
  • 4 Hour, $1,200
    • Review of Guest User Management, Grant Management, Secure Web Form Creation
  • 8 Hour, $2,400
    • Review of Guest User Management, Grant Management, Secure Web Form Creation, Volunteer Management, Reviewer Management and Assignment

 

Deep Dive Training

Form Logic Deep Dive Training

Description: An in-depth review of creating form-level rules using the Form Logic tool to conditionally show and/or require fields based on user actions.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • Review of forms associated with 1 program or grant, and application of form logic to associated forms, up to 3 rules applied per form, up to 5 forms per program or grant
  • 4 Hour, $1,200
    • Review of forms associated with up to 3 programs or grants, and application of form logic to associated forms, up to 3rules applied per form, up to 5 forms per program or grant
  • Optional Purchase: Form Logic Tool Activation, $495

 

Query Tool Deep Dive Training

Description: An in-depth review of building dynamic fields through the Apricot Query Tool.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • Development of 1 query
    • Implementation of query into existing form structure
  • 4 Hour, $1,200
    • Development of up to 2 queries and 1 cascading query pair
    • Implementation of query into existing form structure
  •  Optional Purchase: Query Tool Activation, $395

 

Custom Expression Deep Dive Training

Description: An in-depth review of applying advanced data formatting to reports using the Custom Expression tool.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • Development of 1 report (3 section max) utilizing up to 3 custom expressions/report section
  • 4 Hour, $1,200
    • Development of up to 3 reports (3 section max) utilizing up to 3 custom expressions/report section
  •  Optional Purchase: Custom Expression Activation, $395

 

Import Tool Deep Dive Training

Description: An in-depth training on migrating data into Apricot using the Import Tool. This training includes recommendations on best practices for data import.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • Basic formatting and import of up to 1,000 records into 1 form
  • 4 Hour, $1,200
    • Basic formatting and import of up to 1,000 records into each of up to 3 forms, $1,200
  • Optional Purchase: Import Tool Activation, $495

  

Registration Grid Deep Dive Training

Description: An in-depth training on creating grid or roster based data entry forms using the Registration Grid tool.

Deliverables:

  • Summary of Training Agenda and Content
  • 2 Hour, $600
    • Up to 1 registration grid created
  • 4 Hour, $1,200
    • Up to 3 registration grids created
  • Optional Purchase: Registration Grid Activation, $495

 

Onsite Consultations

2 Day onsite consultation with 1 CTK Specialist

Cost: $6,000/consultation

Database Needs Evaluation

Description: A formal assessment of Agency database system requirements prior to purchase. This includes a review of: current data collection processes; all relevant paper forms in use; current workflow; grant requirements and reporting data collection requirements. Formal Evaluation will include recommendations on implementation, launch and ongoing support needs. Designed for organization currently in the process of evaluating Apricot.

Deliverables per program or grant:

  • One Formal Evaluation Call
  • One System Design Outline
  • One Summary of Recommendations for
    • Framework Structure
    • Specialized services necessary for optimization of Apricot data collection and reporting
    • Implementation, Launch and Ongoing support needs
  • Up to 5 programs/grants included in consultation (agencies with more programs may require more days of consultation; additional consultations available at a rate of $2,000/day/2 programs/grants

  

Strategic Database Planning Consultation

Description: CTK Implementation staff facilitate a comprehensive review of data collection and reporting requirements and provide best practice recommendations for system design.

Deliverables:

  • Summary of Needs Evaluation
  • Framework Blueprint
  • Up to 10 programs included in consultation (agencies with more programs may require more days of consultation; additional consultations available at a rate of $2,000/day/5 programs/grants

  

Pre-Launch System Training

 Deliverables:

  • Summary of Training Agenda and Content
  • Updated Workflow Blueprint identifying changes needed for System Finalization
  • Printed Administrative Tools Handbook (Training Manual)
  • Up to 10 programs included in consultation (agencies with more programs may require more days of consultation; additional consultations available at a rate of $2,000/day/5 programs/grants

  

End-User Training

Deliverables: This onsite consultation is focused on training groups of end-users on the finalized Apricot system.

  • Strategic Training Plan
  • Training Day One includes overall agency high-level overview of Apricot, Training Day Two includes programmatic-specific trainings, up to 5 programs per day (agencies with more programs may require more days of programmatic-specific training; additional trainings available at a rate of $2,000/day/5 programs
  • Optional Purchase: User System High Level Overview Guide, includes screenshot outline of key form and workflow concepts and basic system navigation (additional $500)
  • Optional Purchase: Sandbox Training Site (additional $250)
  • Optional Purchase: End User Training Exercise Workbook (additional $500)
By purchasing on-site services, you agree to the following:

1.  On-site services cannot be scheduled or travel booked for CTK staff until payment has been received by CTK.

2.  A minimum of 2 weeks lead time is needed from the date payment is received to the start date of the on-site.

3.  An agenda will be prepared by CTK and accepted by your organization at least one week prior to the visit, to allow CTK and you to have all necessary resources and/or personnel available.

  

Additional Tools and Services 

Feature Activation

  • Import Tool $495
  • Calendar Integration Tool $395
  • Registration Module (Multi-day registration/participation tracking tool)$495 
  • Dynamic Field Query Tool (Dropdowns/Checkboxes)$395
  • SQL Report Section Tool (MySQL query writing tool embedded in Apricot Report Design Tool) $395  
  • Custom Expressions Tool (Ad hoc MySQL formula fields in reports)$395
  • Form Logic Tool (Conditionally show and/or require fields based on data entered into any number of fields on the current form)$495
  • Advanced Record Audit-Track views (Track each View and Print Preview associated with all Apricot records) $25 per month or $300 per year added to ongoing service fee
  • Guest User Module (Add-on module that provides for an unlimited user license for 'guest users', who are able to access up to 5 Apricot forms) Call for Pricing

 

Standard Services

  • Form Builds $200/5 forms
  • One-time Database Clean-up $250
  • Site Copy/Sandbox Site $250
  • Site Copy/Sandbox Site Refresh $50
  • Additional Agency Administrator Assignment $50
  • Increase to 50GB of Database Storage add $50/month
  • ODBC Connection $250.00 set-up, $50.00 per month ongoing fee
  • 20 Additional Support Emails (available for 12 months after purchase date) $250
  • Customized User Account Email Notifications (customized User Account activation/modification email notifications) $250

 

Specialized Services

  • Report Build(Build Reports for Customer) $250 per hour
  • Dynamic Field/Drop-down Build(Field choices based on information stored in existing record entries) $250 per hour
  • Data Migration and/or Data Clean-up $250 per hour

 

Ongoing Support

Standard Service Package (Included for 1-20 users)

  • Five customer support emails per month (non-transferable by month)
  • Unlimited access to weekly, free group webinar trainings on the Apricot system
  • Unlimited access to Apricot Help Center resources

 

Silver Service Package: $100/month (Included for 21-50 users)

  • Six customer support emails per month (non-transferable by month)
  • One monthly one-on-one pre-scheduled Phone Consultation Hour (non-transferable by month, must be used in minimum 30-minute increments)
  • Unlimited access to weekly, free group webinar trainings on the Apricot system
  • Unlimited access to Apricot Help Center resources

 

Gold Service Package: $200/month (Included for 51-100 users)

  • Seven customer support emails per month (non-transferable by month)
  • Two monthly one-on-one pre-scheduled Phone Consultation Hours (non-transferable by month, must be used in minimum 30-minute increments)
  • Unlimited access to weekly, free group webinar trainings on the Apricot system
  • Unlimited access to Apricot Help Center resources

 

Platinum Service Package: $300/month (Included for 101+ users)

  • Eight customer support emails per month (non-transferable by month)
  • Three monthly ongoing one-on-one pre-scheduled Phone Consultation Hours (non-transferable by month, must be used in minimum 30-minute increments)
  • 2 Hour End User Training Scheduled Quarterly (see End User Training for more information)
  • Unlimited access to weekly, free group webinar trainings on the Apricot system
  • Unlimited access to Apricot Help Center resources

 

Titanium Service Package: Contact Apricot Billing for Pricing

  • Dedicated Support Specialist providing phone and email support
  • Unlimited customer support emails
  • Three monthly one-on-one pre-scheduled Phone Consultation Hours (non-transferable by month, must be used in minimum 30-minute increments)
  • Two monthly unscheduled/ad-hoc Phone Consultation Hours (non-transferable by month, must be used in 15-minute increments)
  • 2 Hour End User Training Scheduled Quarterly (see End User Training for more information)
  • Unlimited access to weekly, free group webinar trainings on the Apricot system
  • Unlimited access to Apricot Help Center resources

 

Consultation

  • One-on-one Consultation $250/hour (Topics can include advanced permissions, report design, form design, workflow improvement, data migration, program implementation, staff training, complex report design, custom expressions, SQL report section; only available for purchase by existing customers, not available at Point of Sale)

 

ALL PRICING FOR SERVICE PACKAGES AND A LA CARTE SERVICES ARE SUBJECT TO CHANGE.

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