{"id":17224,"date":"2024-06-27T02:38:05","date_gmt":"2024-06-27T02:38:05","guid":{"rendered":"https:\/\/www.directimpactsolutions.com\/?page_id=17224"},"modified":"2025-09-05T02:42:21","modified_gmt":"2025-09-05T02:42:21","slug":"faciliter-la-gestion-de-donnees-et-ameliorer-lexperience-client","status":"publish","type":"page","link":"https:\/\/www.directimpactsolutions.com\/fr\/faciliter-la-gestion-de-donnees-et-ameliorer-lexperience-client\/","title":{"rendered":"Faciliter la gestion de donn\u00e9es et am\u00e9liorer l&rsquo;exp\u00e9rience client"},"content":{"rendered":"<div class=\"wp-block-uagb-container uagb-block-46a69c14 alignfull uagb-is-root-container\"><div class=\"uagb-container__shape uagb-container__shape-bottom uagb-container__invert\" data-negative=\"false\"><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 100\" preserveAspectRatio=\"none\"><path class=\"uagb-container__shape-fill\" d=\"M500,98.9L0,6.1V0h1000v6.1L500,98.9z\"><\/path><\/svg><\/div><div class=\"uagb-container-inner-blocks-wrap\"><div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h1 class=\"wp-block-heading has-ast-global-color-1-color has-text-color has-link-color wp-elements-4c4e65a16c8891a219b95b243bf562e8\">\u00c9tude de cas Claris FileMaker<\/h1>\n\n<p class=\"has-ast-global-color-1-color has-text-color has-link-color wp-elements-25b6aca1837b53a8c96ef64adf61d6b5\">Services professionnels<\/p>\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><\/div><\/div><div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><p><a href=\"https:\/\/www.directimpactsolutions.com\/fr\/temoignages\/\"><strong>&lt;&lt; Voir toutes les \u00e9tudes de cas<\/strong><\/a><\/p><div class=\"wp-block-uagb-container uagb-block-d2dad0e9 alignfull uagb-is-root-container\"><div class=\"uagb-container-inner-blocks-wrap\"><div class=\"wp-block-uagb-container uagb-block-1aeab2e7\"><p>L&rsquo;<a href=\"https:\/\/www.atefq.ca\/\" target=\"_blank\" rel=\"noreferrer noopener\">Association des techniciens en \u00e9valuation fonci\u00e8re du Qu\u00e9bec<\/a> (ATEFQ) est un organisme a\u0300 but non lucratif ayant pour mission le regroupement des techniciens en \u00e9valuation au Qu\u00e9bec. Elle repr\u00e9sente environ 250 membres, et ce, depuis 1983. <\/p>\n\n<h3 class=\"wp-block-heading has-ast-global-color-2-color has-text-color has-link-color wp-elements-bba7f6d9dd41a3efb10cb942716d37c6\">Le d\u00e9fi<\/h3>\n\n<p class=\"has-text-align-left\">L\u2019Association disposait depuis 2011 d\u2019une application personnalis\u00e9e cr\u00e9\u00e9e avec la plateforme Claris FileMaker. Cette application permet de g\u00e9rer l\u2019information sur les membres ainsi que la facturation des diff\u00e9rents services offerts aux membres. <\/p>\n\n<p>L\u2019application n\u2019\u00e9tait cependant pas connect\u00e9e au site Web de l\u2019ATEFQ. De plus, le processus de renouvellement et d\u2019adh\u00e9sion, ainsi que les inscriptions au congr\u00e8s annuel \u00e9taient g\u00e9r\u00e9s manuellement. L\u2019objectif \u00e9tait donc d\u2019automatiser les t\u00e2ches afin d\u2019\u00eatre plus efficace en \u00e9vitant la double saisie et en r\u00e9duisant les risques d\u2019erreur. <\/p>\n\n<p>La transmission \u00e9lectronique permet d\u2019\u00e9liminer le traitement et la gestion de la correspondance papier, autant pour l\u2019envoi que la r\u00e9ception des informations et paiements.<\/p>\n\n<p>L\u2019ATEFQ souhaitait donc automatiser plusieurs t\u00e2ches afin d\u2019am\u00e9liorer l\u2019exp\u00e9rience de ses membres au sein de l\u2019association :<\/p>\n\n<ul class=\"wp-block-list\"><li>L\u2019adh\u00e9sion et le paiement en ligne des nouveaux membres ; <\/li>\n\n<li>Le renouvellement (incluant la mise \u00e0 jour des informations) et le paiement en ligne des membres actifs et anciens ; <\/li>\n\n<li>L\u2019inscription aux \u00e9v\u00e9nements corporatifs (chaque \u00e9v\u00e9nement peut comporter plusieurs activit\u00e9s avec diff\u00e9rents tarifs) ; <\/li>\n\n<li>L\u2019inscription aux \u00e9v\u00e9nements doit pouvoir se faire sur une base individuelle ou corporative autant pour les membres que les non-membres ; <\/li>\n\n<li>L\u2019\u00e9mission de facture en ligne et ; <\/li>\n\n<li>La transmission \u00e9lectronique des re\u00e7us d\u2019imp\u00f4ts. <\/li><\/ul>\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading has-ast-global-color-2-color has-text-color has-link-color wp-elements-724f00a35461460ec127fec54a7354ef\">La solution<\/h3>\n\n<p>L\u2019application d\u00e9velopp\u00e9e par Direct Impact Solutions offre plusieurs types de formulaires \u00e9lectroniques pour les abonnements et les renouvellement des membres, les inscriptions au congr\u00e8s et autres \u00e9v\u00e9nements ainsi que pour les re\u00e7us d\u2019imp\u00f4ts personnalis\u00e9s. L\u2019application offre \u00e9galement une plateforme de paiement en ligne. Le tout est rendu possible gr\u00e2ce \u00e0 une int\u00e9gration entre la plateforme <a href=\"https:\/\/www.claris.com\/filemaker\/\" target=\"_blank\" rel=\"noreferrer noopener\">Claris FileMaker<\/a>, le syst\u00e8me de gestion d\u2019\u00e9v\u00e9nement <a href=\"https:\/\/www.eventbrite.ca\/\" target=\"_blank\" rel=\"noreferrer noopener\">EventBrite<\/a> et la plateforme de paiement <a href=\"https:\/\/www.paypal.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Paypal<\/a> via les diff\u00e9rentes interfaces de programmation disponibles (API). <\/p>\n\n<p>Tous les membres sont appel\u00e9s \u00e0 compl\u00e9ter et valider leurs informations sur les diff\u00e9rents formulaires \u00e9lectroniques. La transmission est instantan\u00e9e et beaucoup plus conviviale. L\u2019ATEFQ appr\u00e9cie \u00e9norm\u00e9ment la facilit\u00e9 de traitement des informations ainsi que l\u2019int\u00e9gration des donn\u00e9es directement dans la base de donn\u00e9es.<\/p>\n\n<h3 class=\"wp-block-heading has-ast-global-color-2-color has-text-color has-link-color wp-elements-a260493b8df8515ad4501fa936f27365\">Les avantages<\/h3>\n\n<p>Plusieurs avantages ont r\u00e9sult\u00e9 de l\u2019investissement dans la nouvelle application, notamment : <\/p>\n\n<ul class=\"wp-block-list\"><li>Une diminution de 50 % des efforts de traitement des informations, permettant l\u2019\u00e9limination de frais de poste et de d\u00e9placement ; <\/li>\n\n<li>Une meilleure qualit\u00e9 des donn\u00e9es recueillies ; <\/li>\n\n<li>Un acc\u00e8s plus rapide \u00e0 l\u2019information permettant des analyses et suivis en grand nombre, gr\u00e2ce \u00e0 une gestion simplifi\u00e9e ; <\/li>\n\n<li>La gestion \u00e0 distance, s\u00e9curiser et archiver les formulaires et suivis de transactions ; <\/li>\n\n<li>Un travail plus collaboratif tout en s\u2019assurant de la coordination et de l\u2019homog\u00e9n\u00e9it\u00e9 des op\u00e9rations et ; <\/li>\n\n<li>La capacit\u00e9 de r\u00e9pondre au besoin de la nouvelle g\u00e9n\u00e9ration des membres qui demandaient l\u2019option de proc\u00e9der au renouvellement en ligne. <\/li><\/ul><\/div>\n\n<div class=\"wp-block-uagb-container uagb-block-2fc6810e\"><figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ-3-1024x576.jpg\" alt=\"\" class=\"wp-image-17210\" style=\"width:358px;height:auto\" srcset=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ-3-1024x576.jpg 1024w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ-3-300x169.jpg 300w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ-3-768x432.jpg 768w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ-3-1536x864.jpg 1536w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ-3-2048x1153.jpg 2048w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ-3-600x338.jpg 600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"2560\" src=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-scaled.jpg\" alt=\"\" class=\"wp-image-17256\" style=\"width:358px;height:auto\" srcset=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-scaled.jpg 2560w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-300x300.jpg 300w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-1024x1024.jpg 1024w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-150x150.jpg 150w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-768x768.jpg 768w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-1536x1536.jpg 1536w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-2048x2048.jpg 2048w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-600x600.jpg 600w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_2-2-edited-100x100.jpg 100w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"686\" src=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_4-1-1024x686.png\" alt=\"\" class=\"wp-image-17194\" style=\"width:358px;height:auto\" srcset=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_4-1-1024x686.png 1024w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_4-1-300x201.png 300w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_4-1-768x515.png 768w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_4-1-1536x1030.png 1536w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_4-1-600x402.png 600w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_4-1.png 2038w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"705\" src=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_3-1-1024x705.png\" alt=\"\" class=\"wp-image-17197\" style=\"width:366px;height:auto\" srcset=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_3-1-1024x705.png 1024w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_3-1-300x206.png 300w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_3-1-768x528.png 768w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_3-1-1536x1057.png 1536w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_3-1-600x413.png 600w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2024\/05\/ATEFQ_3-1.png 1808w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-pullquote has-text-align-center\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;font-size:18px\"><blockquote><p>\u00c9quipe tr\u00e8s dynamique et \u00e0 l&rsquo;\u00e9coute du client. D\u00e9marche pro active pour des solutions int\u00e9gr\u00e9es dans les outils utilis\u00e9s. <\/p><cite>\u2014 Alain Kilgour, ATEFQ<\/cite><\/blockquote><\/figure><\/div><\/div><\/div><div style=\"height:16px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button\"><a class=\"wp-block-button__link has-text-align-center wp-element-button\" href=\"https:\/\/www.directimpactsolutions.com\/fr\/claris-filemaker\/\">D\u00c9COUVRIR CLARIS FILEMAKER<\/a><\/div><\/div><div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><div class=\"wp-block-uagb-container uagb-block-ecb59dc8 alignfull uagb-is-root-container\"><div class=\"uagb-container-inner-blocks-wrap\"><div class=\"wp-block-uagb-container uagb-block-d5ff4fdc\"><div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading has-text-align-center\">Avez-vous un projet en t\u00eate ?<\/h2>\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.directimpactsolutions.com\/fr\/contact\/\">CONTACTEZ-NOUS<\/a><\/div><\/div>\n\n<div style=\"height:12px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>\u00c9tude de cas Claris FileMaker Services professionnels &lt;&lt; Voir toutes les \u00e9tudes de cas L&rsquo;Association des techniciens en \u00e9valuation fonci\u00e8re du Qu\u00e9bec (ATEFQ) est un organisme a\u0300 but non lucratif ayant pour mission le regroupement des techniciens en \u00e9valuation au Qu\u00e9bec. Elle repr\u00e9sente environ 250 membres, et ce, depuis 1983. Le d\u00e9fi L\u2019Association disposait depuis &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.directimpactsolutions.com\/fr\/faciliter-la-gestion-de-donnees-et-ameliorer-lexperience-client\/\"> <span class=\"screen-reader-text\">Faciliter la gestion de donn\u00e9es et am\u00e9liorer l&rsquo;exp\u00e9rience client<\/span> Lire la suite >><\/a><\/p>\n","protected":false},"author":16,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","footnotes":""},"class_list":["post-17224","page","type-page","status-publish","hentry"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false,"woocommerce_thumbnail":false,"woocommerce_single":false,"woocommerce_gallery_thumbnail":false},"uagb_author_info":{"display_name":"Jade Barnab\u00e9","author_link":"https:\/\/www.directimpactsolutions.com\/fr\/author\/jade-barnabe\/"},"uagb_comment_info":0,"uagb_excerpt":"\u00c9tude de cas Claris FileMaker Services professionnels &lt;&lt; Voir toutes les \u00e9tudes de cas L&rsquo;Association des techniciens en \u00e9valuation fonci\u00e8re du Qu\u00e9bec (ATEFQ) est un organisme a\u0300 but non lucratif ayant pour mission le regroupement des techniciens en \u00e9valuation au Qu\u00e9bec. Elle repr\u00e9sente environ 250 membres, et ce, depuis 1983. Le d\u00e9fi L\u2019Association disposait depuis\u2026","_links":{"self":[{"href":"https:\/\/www.directimpactsolutions.com\/fr\/wp-json\/wp\/v2\/pages\/17224","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.directimpactsolutions.com\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.directimpactsolutions.com\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.directimpactsolutions.com\/fr\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/www.directimpactsolutions.com\/fr\/wp-json\/wp\/v2\/comments?post=17224"}],"version-history":[{"count":8,"href":"https:\/\/www.directimpactsolutions.com\/fr\/wp-json\/wp\/v2\/pages\/17224\/revisions"}],"predecessor-version":[{"id":20433,"href":"https:\/\/www.directimpactsolutions.com\/fr\/wp-json\/wp\/v2\/pages\/17224\/revisions\/20433"}],"wp:attachment":[{"href":"https:\/\/www.directimpactsolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=17224"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}