Donor Management Software Selection
Be confident you are selecting the right software for your organization.
Selecting the right software solution consists of much more than picking software that seems to work for your nonprofit peers, talking to a few vendors and viewing a few demos.
Like it or not, your software choice dramatically impacts your organization’s success; and your organizational goals, business requirements, and technical requirements all contribute to the ultimate success or failure of your selection for years to come.
Our formal process helps reduce surprises and risk and increases end user adoption and buy-in.
Clients hire us to help in one or more of these areas:
Selection:
- Documentation of requirements—including interview with staff about their workflows and review of current donor management/CRM software
- Research and determine a qualified vendor list of at least 3 vendors that closely meets an organization’s goals, needs and budget
- Create a script for demos to compare “apples to apples” between vendors
- Assist with vendor/product evaluations
- Request contract(s)from selected donor management/CRM software
- Contract review and negotiation
Implementation:
- Formatting, conversion and mapping of current data
Note: Formatting may include, but is not limited to:- Revision and/or correction of your existing coded data
- Analysis of how you used your original data
- Review of proper date formats
- Discussion of fields you do not wish to convert
- Comparison of possible differences between the functionality of your current system and the new system
- Addition of any fields and their placement on the correct screen
- Configuring tables, rules, security settings, and options in the new donor management/CRM software
- Testing process flows in partnership with key staff
- Personalized training on the new CRM/DRM
- Creation of business process documentation
