After making the important decision to implement a new fundraising system, there are some key factors to consider before selecting the system, kicking off the project, and implementing the system; and after go-live. I recently interviewed several of Heller Consulting’s implementation consultants for their most practical ideas about ensuring a successful project.
Here are their top tips:
Establish goals and objectives
Before you do anything else, think strategically about the future of your organization. Where are you going? What areas do you want to develop? This is a good time to map out key business processes, as a new system should not be limited by existing processes. Make sure that the fundraising software you select not only fits your current needs, but allows you to grow and meet future needs as well.Read More
It’s here – hot off the presses! We’ve released the findings of our recent study about how nonprofits are approaching Constituent Relationship Management (CRM).
Over the past several months, we interviewed executives from 30 nonprofit organizations to uncover their thoughts on their strategic, operational and technical goals, activities, and challenges within the context of CRM. And now, we’re sharing our report of participants’ insights based on our discussions with them.Read More