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Selecting Nonprofit Software pt 1

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Manage episode 331924712 series 2923055
Content provided by Build Consulting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Build Consulting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this webinar, our experts will lead a discussion of why, to be successful with new software at your organization, technology must come last.

In this “Ask the Experts” webinar, we answer your questions on ways to create a sound process for software selection, before considering the specific technologies available to meet your organizational needs.

The Questions

  1. We are about to select a new CRM. What are the top two or three things we can do to make the selection successful?
  2. My executive director wants to go with [Shiny Solution X], but I’m not sure it is right for us. How can I pump the brakes on that?
  3. The last time we implemented a CRM it failed miserably. How can we prevent that in the future?
  4. Who needs to be involved in the selection process?
  5. We want to select new software for [Challenge X] but I feel like our managers don’t know what business processes they want to follow. How important is that to doing a selection?

The experts: David Deal, Kyle Haines, and Peter Mirus, co-founders of Build Consulting.

  continue reading

70 episodes

Artwork
iconShare
 
Manage episode 331924712 series 2923055
Content provided by Build Consulting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Build Consulting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this webinar, our experts will lead a discussion of why, to be successful with new software at your organization, technology must come last.

In this “Ask the Experts” webinar, we answer your questions on ways to create a sound process for software selection, before considering the specific technologies available to meet your organizational needs.

The Questions

  1. We are about to select a new CRM. What are the top two or three things we can do to make the selection successful?
  2. My executive director wants to go with [Shiny Solution X], but I’m not sure it is right for us. How can I pump the brakes on that?
  3. The last time we implemented a CRM it failed miserably. How can we prevent that in the future?
  4. Who needs to be involved in the selection process?
  5. We want to select new software for [Challenge X] but I feel like our managers don’t know what business processes they want to follow. How important is that to doing a selection?

The experts: David Deal, Kyle Haines, and Peter Mirus, co-founders of Build Consulting.

  continue reading

70 episodes

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