You’ve been running your development shop on The Raiser’s Edge, Donor Perfect, FileMaker Pro, or that loosely strung-together Access database one of your board members built for you in 1997. As your organization has grown and evolved over the years (or decades), you’re settling into the overwhelming understanding that it’s time to move on and consider a new system.
"No problem," you tell yourself. "I’ll just Google some other software products out there, call a few vendors, get quotes, and buy it. Surely, they’ll have someone who can plug it in and get us started."
Nothing, as you actually know, could be further from reality. The above scenario is a recipe for disaster. So, if not that, then what?
In real estate, it’s all about “location, location, location." In technology, it’s all about “preparation, preparation, preparation." Before you even consider going out into the great wide unknown, take a few steps back and really think about what your organization actually needs. A thoughtful planning process will set you up for the creation of an RFP, allow you to properly weight and score vendor responses, prepare your data for an eventual conversion, and ultimately make the best, most informed decision on a replacement CRM.