# 2101-130 HTG Marginalia

# Metadata

- Tags
- @Next
- @Research
- @Ideas

# HTG Browser Sessions

HTG Work Session 1 https://www.one-tab.com/page/Ne6ThUJ1SVqw-FGryFefrA

# Non-Profit Requirements @deliverable

> Actual Markdown and AI Resources.

- Analog Notes

# Core Requirements @deliverable

# Comparison Google Sheets Tabs @deliverable

- All Apps Feature Comparison Tab
- All Apps Pricing Comparison Tab
- QBO Editions Feature and Pricing Comparison Tab

# Feature Comparison Table

# QBO Editions Pricing and Features Comparison Table @deliverable

# Pricing Comparison Table @deliverable

# Google Docs Master Dashboard @deliverable

- To share documents (deliverables) with Team in Google Docs (Workspace) format.

# Research Discovery Questions

- **ChatGPT** What percentage of the yearly budget should be allocated for IT in a Microfinance Non-Profit as per the best practices?. @Next

- How **Data Silos** are impacting Esperanza Haiti Financial Reporting? @research
- *Make sure to include it in the Report*
- In Spanish: Cada sistema (MIS) constituye "Islas de Información" que no se comunican entre sí. Se requiere generar reportes en cada sistema para consolidar los datos manualmente en otra herramienta normalmente esta es EXCEL. @Idea
- Why We need a **Single Source of Truth** in Esperanza Haiti.
- What **Single Source of Truth** implementation options do We have in Esperanza Haiti?.
- Loan Management System
- QBO
- Third-Party System: A Dashboard? (Cuadro de Mando).
- What is the **Annual Budget** of Esperanza Haiti? @research
- [2101-130 Business Case Outline](https://chat.openai.com/chat)
- However, some general best practices suggest that a microfinance non-profit should allocate between *3-5% of its annual budget* for IT expenses.

# Business Case Slides @Ideas @deliverable

- Generate a set of Business Case Slides in Markdown format to showcase the Business Case main points.

# Business Case Outline @deliverable

> Very comprehensive.

- [2101-130 Business Case Outline](https://chat.openai.com/chat)

## ChatGPT generated Outline

Could I prompt you about Project Management?

Yes, of course! I'd be happy to help with any questions you have about project management. What do you want to know?

Carlos Gomez Silva

### *ChatGPT* Create an outline for a FoxPRO DOS legacy accounting system to QuickBooks Online migration project Business Case

Sure, here's an outline for a business case for a project to migrate a FoxPRO DOS legacy accounting system to QuickBooks Online:

#### Business Case Outline by ChatGPT @deliverable

I. Executive Summary

Brief overview of the project and its objectives
Summary of the key benefits and ROI of the project

II. Background and Context

Explanation of the current accounting system in use (FoxPRO DOS)
Overview of the business needs and reasons for migrating to QuickBooks Online
Discussion of the limitations and challenges of the current system

III. Project Objectives

Description of the specific goals and outcomes of the project
Identification of the project's target users and stakeholders
Discussion of the success criteria for the project

IV. Project Scope

Description of the specific tasks and activities involved in the project
Identification of any limitations or constraints on the project
Discussion of the project's timeline and key milestones
V. Project Benefits

Explanation of the benefits of migrating to QuickBooks Online
Discussion of the improvements in efficiency, productivity, and accuracy that the new system will provide
Analysis of the financial benefits of the project, including cost savings and revenue gains

VI. Project Risks

Identification of the potential risks and challenges associated with the project

Discussion of the risk management strategies that will be employed
Description of the contingency plans in case of unforeseen circumstances

VII. Project Team and Resources

Overview of the project team and their roles and responsibilities
Description of the resources needed for the project, including technology, equipment, and software
Discussion of any training or support needed for the project team

VIII. Budget and ROI Analysis

Detailed breakdown of the costs associated with the project
Discussion of the potential return on investment (ROI) of the project
Explanation of the budgeting and funding process for the project

IX. Conclusion and Recommendations

Summary of the key points and findings of the business case
Recommendation for the approval of the project
Discussion of the next steps and action plan for the project.

# Business Case Final Document @deliverable