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  • Evaluating CiviCRM
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Author Topic: Evaluating CiviCRM  (Read 1636 times)

Charles Phillips

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Evaluating CiviCRM
December 17, 2009, 12:12:02 pm
We, Isles, Inc., are evaluating CiviCRM versus SalesForce for implementation in our organization. We are a community development corporation with 75 employees and a variety of services offered in six service areas - real estate development (affordable housing), community planning and research, environmental and community health, financial self-reliance, an alternative high school (YouthBuild), and job training for students and adults. We intend to use the chosen system to support fundraising, contact management, volunteer management, event management, service delivery, and outcomes tracking.

We would very much appreciate any current user of CiviCRM with somewhat similar requirements sharing their experiences with us. We have a short list of question that we would like to pose if you are willing to spend about 20 minutes.

Thanks,
Charles

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Re: Evaluating CiviCRM
December 18, 2009, 12:16:38 am
Hi,

Could you write here your list of questions ? So you can pick up on the collective brain of the community, and the next user having the same questions as you will benefit directly from them and the answers.

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Charles Phillips

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Re: Evaluating CiviCRM
December 18, 2009, 07:22:54 am
Here is the questionnaire we use for interviewing:

#   Question / Data
1   Person Spoken To
2   Phone Number
3   Organizaiton URL
4   What System do you use?
5           How long has your system been in place for?
6   How many people in your organization use it (total and as a percentage of all staff)?
7   How long did it take to implement – planned originally, and actual?
8   How much did it cost – budgeted and actual?
9   What do you use it for (fundraising, CRM, program tracking, evaluation / outcome tracking as examples)?
10   How is it working out for you? (this is an open ended question to lead into main purpose of the interview)
11   Do you regret the system choice in any way, if so, why?
12   What were the three biggest problems you faced during the implementation?
13   What have been the three hardest things / biggest problems that have occurred since the deployment?
14   Do you have other observations on how the system when implemented did not meet your expectations when you started the implementation / selected the system?
15   How much internal support do you use specifically assigned to the system (in FTE)?
16   What do support personnel do?
17   How much external support do you use specifically assigned to the system (in $)?
18   What do they do for you?
19   What advice would you give another nonprofit about to start on a (CiviCRM or Salesforce) implementation given your experience?
20   Is there anything else we should have asked that you think we might want to know?

Erik Hommel

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Re: Evaluating CiviCRM
December 22, 2009, 11:27:31 pm
Hi Charles,
I can not answer your list as I am not a customer of CiviCRM, and am fairly new in the territory with 2 customers that are in the process of implementing. One wordof advice in selection though: do not just ask for 'bad' experiences, also ask peope if they got what they dreamed of, what they are proud of and what they are happy with. Otherwise you run the risk of getting a solution with as little risk as possible that helps you win yesterday's battle....and you probably want to use it for tomorrow's!
Good luck, and feel free to ask me any questions!
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Evaluating CiviCRM

This forum was archived on 2017-11-26.