Lessons from an Accidental Techie
On Tuesday the NTEN blog shared the story of Melissa, an accidental techie who upon bringing a Constituent Relationship Management (CRM) system to her last organization, committed a downright fail. In her own words:
What I neglected to concentrate on: making sure others in the organization understood the benefit of the new system, the reasons for the change, and -- perhaps most importantly -- that the executive director understood and bought into the concept of a CRM.
Melissa knew that implementing a CRM system would give her organization access to information about donors, volunteers, advocates and beyond all in one neat and tidy spot. But as you just read, she neglected to communicate this nonprofit-world-rocking benefit to her whole team, including the executive director. And - yikes! - it gave her some challenges in making this potentially really positive change a reality.
Since none of us have time to reinvent the wheel, I received permission from Melissa The Accidental Techie and NTEN's Brett to share the important lessons she learned the hard way. Here you go.
Beyond the general idea of the importance of executive buy-in here are some more specific lessons-learned for anyone looking to propose a transition to a CRM (or really, any big technology project):
I hope Melissa's experience will help you with your next technology change or upgrade. If you have other suggestions to share with nonprofit techies, accidental or intentional, please post them here. They'll make all our lives a little easier.
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