civicrm for government nai

CiviCRM

For Government

New Amsterdam Ideas412 Broadway, New York, NY 10017krista@nuams.co © 2012 New Amsterdam Ideas LLC & Rayogram

The Request

• Upgrade to a new web-based contact and case management system

• get off the mainframe• Host In-house• 62 separate instances• Cost Efficiency• Meet the needs for permissions and roles

© 2012 New Amsterdam Ideas LLC & Rayogram

constituents:

© 2012 New Amsterdam Ideas LLC & Rayogram

Decision Making Process

© 2012 New Amsterdam Ideas LLC & Rayogram

Decision Making Process

© 2012 New Amsterdam Ideas LLC & Rayogram

Decision Making Process

• Platforms: A. SalesforceB. SUGAR CRMC. Microsoft DynamicsD. Oracle SiebelE. CiviCRMF. A dozen others

© 2012 New Amsterdam Ideas LLC & Rayogram

Decision Making Process

• Top 3• CiviCRM• SUGAR CRM• Microsoft Dynamics

• Why• Open source was a consideration but not only• Understood government/non-profit use case• Cost• On-premise hosting

© 2012 New Amsterdam Ideas LLC & Rayogram

Decision Makers

• Senators• Administrators• Multiple levels of Staff• Institutional players

© 2012 New Amsterdam Ideas LLC & Rayogram

Vendor Selection• CiviCRM• Cost, same development/customization cost to meet our use cases,

but no license cost• Central solution for 62 teams• Ability to meet internal stakeholders demands in unique use case• Goal to be autonomous, not be dependent on one company,

Drupal/Civi has a large community of developers, we already had familiarity with Drupal

• Ability to Host on Premise• Scalable• Would have been happier with a native-Drupal built CRM but it was

not ready

• Vendor = Rayogram

© 2012 New Amsterdam Ideas LLC & Rayogram

Requirements Gathering

support staff

troublemaker

managersproject

C.T.O.

end users

© 2012 New Amsterdam Ideas LLC & Rayogram

What is a CRM?

• Constituent Relationship Management

© 2012 New Amsterdam Ideas LLC & Rayogram

CiviCRM: Bluebird

© 2012 New Amsterdam Ideas LLC & Rayogram

CiviCRM: Bluebird

© 2012 New Amsterdam Ideas LLC & Rayogram

CiviCRM: Bluebird

• Managing contact records• Groups and Smart Groups• Activities and Cases• Accountability and assignments• Sophisticated Queries to build lists for bulk

communications• Tags

© 2012 New Amsterdam Ideas LLC & Rayogram

CiviCRM

© 2012 New Amsterdam Ideas LLC & Rayogram

CiviCRM

© 2012 New Amsterdam Ideas LLC & Rayogram

CiviCRM

© 2012 New Amsterdam Ideas LLC & Rayogram

CiviCRM

© 2012 New Amsterdam Ideas LLC & Rayogram

Timeline

• Took 10 months from platform selection to production use including training

• Ongoing iterative development• another 10 months for bulk mail

© 2012 New Amsterdam Ideas LLC & Rayogram

Lessons Learned

• Importance of Requirements Gathering and Early Buy-In

• Data Migration • Scalability and Performance• Pain points• Must have In-House expertise or sufficient

support, plan and budget for it

© 2012 New Amsterdam Ideas LLC & Rayogram

Discussion

New Amsterdam Ideas412 Broadway, New York, NY 10017krista@nuams.co © 2012 New Amsterdam Ideas LLC & Rayogram