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CiviCRM for Government NAI
- 1. CiviCRM
For Government
New Amsterdam Ideas
412 Broadway, New York, NY 10017
krista@nuams.co © 2012 New Amsterdam Ideas LLC & Rayogram
- 2. 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
- 3. cons titu e nts :
© 2012 New Amsterdam Ideas LLC & Rayogram
- 6. Decision Making Process
• Platforms:
A. Salesforce
B. SUGAR CRM
C. Microsoft Dynamics
D. Oracle Siebel
E. CiviCRM
F. A dozen others
© 2012 New Amsterdam Ideas LLC & Rayogram
- 7. 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
- 8. Decision Makers
• Senators
• Administrators
• Multiple levels of Staff
• Institutional players
© 2012 New Amsterdam Ideas LLC & Rayogram
- 9. 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
- 10. Requirements Gathering
tro u b le m ake r
s u p p ort s taff
e nd u s e rs
p roj ctm anage rs
e
C .T .O .
© 2012 New Amsterdam Ideas LLC & Rayogram
- 11. What is a CRM?
• Constituent Relationship Management
© 2012 New Amsterdam Ideas LLC & Rayogram
- 14. 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
- 19. 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
- 20. 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
