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SelectingNonprofitSoftware:TechnologyComesLast
An “Ask the Experts” Series Webinar
Interact
Ask questions via chat.
Focus
Avoid multitasking. You may just miss the best part of the
presentation!
Webinar Recording and Slides
Links to the recording and slides will be shared after the webinar.
Invested
Work exclusively with nonprofit
organizations; have served over 1,000.
Strategic
Help our clients make IT and IS decisions
that support mission.
Collaborative
Empower you to make informed choices.
HowBuildleadsinthesocialgoodsector.
Build
Teams
Build
Projects
Build CIO
Peter Mirus
Partner
Build Consulting
Kyle Haines
Partner
Build Consulting
David Deal
Partner
Build Consulting
Transformation
is critical to
your success.
Successful transformation involves...
Leadership and
Governance
DataOperations Process Technology
AndNow…YourQuestions!
Question1
WeareabouttoselectanewCRM.Whatarethe
toptwoorthreethingswecandotomakethe
selection successful?
Question2
Myexecutivedirectorwantstogowith[Shiny
SolutionX],butI'mnotsureitisrightforus.How
canIpumpthebrakesonthat?
Question3
Thelasttimeweimplemented aCRMitfailed
miserably.Howcanwepreventthatinthe
future?
Question4
Whoneedstobeinvolved intheselection
process?
Question5
Wewanttoselectnewsoftwarefor[Challenge X]
butIfeellikeourmanagersdon'tknowwhat
businessprocessestheywanttofollow.How
importantisthattodoingaselection?
Question6
Howdowedefinetherequirementsforthe
softwareweneed?
Question7
WhenisanRFP(RequestforProposal) orRFI
(RequestforInformation) appropriateina
softwareselection?
Question8
Systemdemos:
(1)Whenshouldweletthevendorsdemo?
(2)Howdoweensurevendorsshowuswhatwe
needtosee—notwhattheywanttoshowus?
Question9
Howcanwemakesureavendorisgivingusa
realistic projectestimate?
Question10
Anychangeinvolvesacosttotheinstitution.
Howdoyouweighthebenefitsvscost?
(E.g.,retrainingallusers.)
Our Blog buildconsulting.com/blog
Learning Resources buildconsulting.com/learning
Newsletter buildconsulting.com/newsletter
Formoreinformation…
Continuetheconversationvia…
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NextCommunity ITwebinar:
2019NonprofitTechnology Trends
January16,4-5PMET

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Selecting Nonprofit Software: Technology Comes Last

Editor's Notes

  1. Welcome to our webinar for November 2018, presented as a partnership between Build Consulting and Community IT Innovators. In this webinar, Build Consulting’s panel of experts will be answering the questions you submitted regarding Selecting Nonprofit Software. You can read more information about this topic in our blog – a link will be provided near the end of this webinar – and if your specific question wasn’t addressed during today’s session, please contact us for an answer—links for contact methods also to appear near the end of this webinar.
  2. Before we get started on the webinar, here are a few housekeeping notes….
  3. Now, a little bit about Community IT and Build Consulting. We both work exclusively with nonprofit organizations to help them make information technology and information system decisions that support their mission. We have a collaborative approach, empowering our clients to make informed choices for their organizations.
  4. Community IT is focused on providing outsourced network management and technical support services. Build Consulting leads in the social good sector by providing three types of services. We serve as part-time or in interim Chief Information Officers for nonprofits. We perform business process, technology, and data projects – ranging from strategic assessments and tech roadmaps to system selections and implementations. And with Build Teams, we provide outsourced data managers with deep Development operations experience and nonprofit CRM expertise.
  5. My name is Peter Mirus, and I’m serving as the moderator and as a panelist for today’s discussion. I co-founded Build three years ago after a 15-year career in marketing, development, and information management for both the nonprofit and for-profit sectors. Over the last three years, a good amount of my client projects have revolved around selecting and implementing – or improving existing -- CRM and ERP systems, including integrations between the two. I’m passionate about helping nonprofit organizations fulfill their mission by leveraging technology, and I’m very happy to be with you today. I’m happy to welcome two of my colleagues from Build Consulting who, along with myself, will be serving as our panel of experts for today’s session.
  6. We received a number of excellent questions, in advance, from registrants, which we boiled down into ten that we’ll plan on answering during this session. If we have extra time, we’ll take additional live questions from the audience. This is an informal, collaborative discussion –if you would like a more comprehensive answer to a particular question, or that speaks more directly to your individual situation, please contact us and we’ll be happy to dialogue with you.
  7. This was a question specific to CRM systems, but our answers will largely be applicable to all major system categories.
  8. For the purposes of this webinar, we’re using the terms Request for Proposal and Request for Information interchangeably.
  9. An expert panel discussion with Community IT’s executive team