Nonprofits and Data

last person joined: 2 days ago 

This group is for those interested in learning and sharing about all things data-related for nonprofits. The Nonprofits and Data group is for people using data to serve a mission, either directly or by improving nonprofits and the nonprofit sector. That includes everything from collecting data and managing databases to analytics, data visualization and data mining. Here are some examples of topics we discuss: using data to improve organizational effectiveness, measuring impact, using data for storytelling, tools for data management and analysis, figuring out the “right” data to collect, and learning skills to help us use data better.

CRM database conversion consultant

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  • 1.  CRM database conversion consultant

    Posted Apr 18, 2018 09:56
    No replies, thread closed.
    We're looking to switch CRM databases and would like to work with a consultant to do this. Does anyone have any suggestions on companies who provide this type of service and/or an estimated budget/timeline?

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    Christina Schnoor
    Director of Digital Fundraising
    Anera (American Near East Refugee Aid)
    Washington, DC
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    Tech Accelerate


  • 2.  RE: CRM database conversion consultant

    Posted Apr 19, 2018 07:29
    No replies, thread closed.
    Without knowing your organization's requirements, it's going to be hard/impossible to gauge cost and timeline.

    Have you chosen a new platform? Or, are you looking for a consultant who can help identify your requirements and what system would best fit?

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    Stacey Monty
    Earthwatch Institute
    Boston, MA
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    Tech Accelerate


  • 3.  RE: CRM database conversion consultant

    Posted Apr 19, 2018 09:44
    No replies, thread closed.
    Hi Christina,

    My firm specializes in this kind of work. Please reach out to me directly and we can speak about your specific needs and how we can help!

    You can schedule a call directly on my calendar at http://www.calendly.com/sage70/30min

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    Isaac Shalev
    http://www.sage70.com
    Stamford CT
    @Sage70
    isaac@sage70.com
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    Tech Accelerate


  • 4.  RE: CRM database conversion consultant

    Posted Apr 19, 2018 13:18
    No replies, thread closed.

    Christina - I would be happy to be a resource for you on this project.  Having a strong CRM with quality data is a foundational component for successful organizations, cheers to you for taking this on!


    Stacey is right about needing more info to estimate time and costs.  To give you some general background, and my apologies if you've already taken all this into consideration, here are the very high-level steps a CRM migration project might go through:


    Discovery:  Identify all the current and future uses the CRM needs to support.  Build up a profile of the data in the current CRM, and identify what data is worth retaining and migrating to the new system.

    Assess:  Use the discovery information to create a checklist of must-have features for the new CRM.  These checklists should include any integrations with finance or messaging applications. Include ongoing support requirements!

    Plan: Set a cut-over date.  Two months from selecting the new CRM is a good time frame for simple migrations, four to six months is reasonable for larger, more complex migrations.

    Remediation and testing:  The data in the current CRM may need cleaning up prior to being moved to the new CRM. Mapping the data between the two systems is another preliminary step, and testing small before-and-after batches is essential to making sure the data stays intact when the final move comes.

    Prepare the organization: Keeping leadership and stakeholders informed, assigning administrator and user roles, and scheduling training.

    Migration, testing, and launch:  Finalizing the new CRM configuration with migrated data in place, testing data, functions, and integrations, and formally cutting over to a production state are some of the final steps before rolling out the new CRM to all users.

    Choosing the right CRM can be daunting; gaining a good understanding of the current state of your data and setting clear priorities around what's needed in the new CRM will really help inform your decision making process.  


    Just curious, do you have a time frame in mind?  Is there a critical factor leading to this project at this time?

    -Matt



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    Matt Veltkamp
    Nimbus Nonprofit Solutions
    Washington, DC

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    Tech Accelerate


  • 5.  RE: CRM database conversion consultant

    Posted Apr 19, 2018 14:45
    No replies, thread closed.
    Hello everyone!  I know we have some new folks, especially post-NTC (welcome!), so I'm going to share this kindly reminder with the whole group.

    Job posts and RFPs are not permitted in NTEN's online communities.  If you'd like to hire someone for something, the place to post that is on NTEN's Nonprofit Tech Job Board.

    I don't think that was the express intent of the original post, and there have been some good things to consider/clarifying question posed here, but to avoid continuing any confusion, I am closing this thread.

    That being said, please do continue to ask for advice or share advice on all things data-related, including things to consider before you hire a consultant for a database conversion, or what to ask a vendor before you sign a contract with them.  Feel free to start a new thread in this direction.  We very much appreciate the nonprofit staff, consultants, and vendors who participate in this community for graciously sharing of your knowledge and expertise!  We want to make sure this remains a place where everyone feels comfortable asking for such advice.

    Here are NTEN's community guidelines, some info on getting started as a new online community member, and some tips on being seen as an expert.

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    Janice Chan
    Co-Organizer, NTEN Nonprofits and Data group
    Writer, Wethos
    Technical Training Specialist, Development and Alumni Relations
    Johns Hopkins Institutions
    Baltimore, MD
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    Tech Accelerate