civicrm for government nai

CiviCRM

For Government

New Amsterdam Ideas412 Broadway, New York, NY [email protected] © 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:


Decision Making Process



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



• 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


Decision Makers

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


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


Requirements Gathering

support staff

troublemaker

managersproject

C.T.O.

end users


What is a CRM?

• Constituent Relationship Management


CiviCRM: Bluebird


CiviCRM: Bluebird

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

communications• Tags


CiviCRM


Timeline

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

• Ongoing iterative development• another 10 months for bulk mail


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


civicrm for government nai

Travel

new york

vendor selection civicrm

use cases

developmentcustomization

unique use case goal

drupal ability

tro u b

contact records groups