It happened again just before Christmas. Another Not for Profit (NFP) reached out to me for some advice in choosing a CRM. Unfortunately, they had already gone through this process TWICE in recent times. So why did they fail before? TWO REASONS: The first time, they...
“Why did you ask for a Rolls Royce CRM when you could only afford a Kia?” This was a question I asked a Not for Profit recently after they told me about their failed CRM procurement process. They spent months documenting their requirements with a consultant only...
In a recent Not for Profit webinar with Chloe Devin of WebVine, Tammy Ven Dange of Roundbox Consulting was asked: “What is the #1 Mistake with Digital Transformations by Not for Profits?” Here is her advice to avoid this same mistake with digital...
In a recent Not for Profit webinar with Chloe Devin of WebVine, Tammy Ven Dange of Roundbox Consulting was asked: “What if your Not for Profit cannot afford to upgrade your IT systems?” Here is her advice and also more about preparing a business case for...
I was speaking at a conference last week in Sydney. “What’s the business case for a new CRM?” asked a Not for Profit executive in the audience. “The business case is usually additional revenue growth for a CRM, but frankly, most business cases are ultimately a waste...
Vendors see it all the time – detailed requirements gathering that’s a complete waste of time for Not for Profits. It comes via a request for information related to their system – oftentimes as a spreadsheet of requirements that contain hundreds of line...