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Finding the Perfect Donor
  Database in an Imperfect
            World
#11NTCDB


Tracy Kronzak
Robert Weiner


March 18, 2011   0
Session Evaluation
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Agenda
     • Intros
     • Overview of the selection process
     • Small group work
     • Debrief / Q&A




Kronzak/Weiner: Finding the Perfect Database   2
When to Change?
   •    Routine reports are painful to produce.
   •    Critical information is on paper.
   •    Can’t track metrics or progress.
   •    Data scattered in spreadsheets.
   •    Data can’t be integrated across systems.
         – Can’t get 360 degree view of relationships,
   • Data is in fundraisers’ heads.
   • Your organization is changing.
   • Bad vendor or wrong choice last time.

Kronzak/Weiner: Finding the Perfect Database   3
Principles
     • There is no perfect database.
     • First, decide what you’re looking for.
     • Buy-in is critical. Stakeholders must be
       involved in the decision.
     • Structure software demos so you can compare
       “apples to apples.”
     • Make sure you understand all the costs.
     • Trust but verify.


Kronzak/Weiner: Finding the Perfect Database      4
What It Might Cost
    • Prices range from free to $$$$$$.
          − Software is often a fraction of the total cost.
          − Free as in puppies. Conversion, reports, training, &
            support may cost $$.
    • Ballpark starting price: ~0.25% to 0.5% of
      annual operating budget. $1M budget = $2,500 to
         $5,000.
    • Plus: Hardware? Modules? Customizations?
      Interfaces? Extra training? Staff time? Conversion help.
    • Annual support: ~20% of retail price.
          – If you can’t afford the maintenance or training, don’t buy the
            software!

Kronzak/Weiner: Finding the Perfect Database   5
Buying A Database
   1) Convene the right team.
   2) Specify your needs and priorities.
   3) Identify a pool of potential vendors.
         •      RFP/RFI
   4) Test vendors against your needs.
         •      Scripted demos
         •      Usability testing
         •      Reference checks
         •      Site visits
   5) Get a detailed cost proposal.

Kronzak/Weiner: Finding the Perfect Database   6
Buying A Database
   1) Convene the right team.
   2) Specify your needs and priorities.
   3) Identify a pool of potential vendors.
         •      RFP/RFI
   4) Test vendors against your needs.
         •      Scripted demos
         •      Usability testing
         •      Reference checks
         •      Site visits
   5) Get a detailed cost proposal.

Kronzak/Weiner: Finding the Perfect Database   7
So How Long Might This Take?
    • Longer than you think it will.
          – For small organizations, 3 – 6 months to select a system,
            4 – 12 months to implement.
          – For large organizations, 6 – 9 months to select, 12 – 24
            months to implement.
    • Plan for user adoption.
          – Build in time for user training & process changes.
          – Do you have senior management support?
    • Plan for the unplanned.
          – Don’t hitch time-sensitive processes to “finishing” your
            database.
Kronzak/Weiner: Finding the Perfect Database   8
Small Group Work (40 minutes)
     • Group intros (5 minutes)
     • Each attendee prioritizes needs (5 mins)
     • Group prioritizes needs (15 mins)
     • Group compares needs to databases and
       makes a decision (15 mins)




Kronzak/Weiner: Finding the Perfect Database   9
Debrief
     • What was your org & wildcard?
     • What were some of the difficult choices your group
        had to make in choosing a database?
     • Did anybody decide to put off the project and/or
        wait for more staff time and money?
     • What are your top takeaways from this exercise?
     • How close to meeting your mandatory requirements
        did you come?

Kronzak/Weiner: Finding the Perfect Database      10
Surviving the Conversion
    • How do you convert well, cheap, and fast?
    • The same way that you minimize your
      customization costs, your staff time and training
      costs, and your learning curve and adoption time.
    • Define success at the start. What’s your
      priority?
    • User Adoption: Do you have support from
      top management?
Kronzak/Weiner: Finding the Perfect Database   11
More Questions?
Tracy Kronzak
tkronzak@arc.org
(510) 653-3415 x4922

Robert Weiner
robert@rlweiner.com
415.643.8955
www.rlweiner.com



                       12
Session Evaluation
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     great NTEN prizes throughout the day!


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   Text 11NTCDB to 69866.       Use 11NTCDB at
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Finding the Perfect Donor Database in an Imperfect World (11NTCDB)

  • 1. Finding the Perfect Donor Database in an Imperfect World #11NTCDB Tracy Kronzak Robert Weiner March 18, 2011 0
  • 2. Session Evaluation Each entry via text or web is a chance to win great NTEN prizes throughout the day! TEXT ONLINE Text 11NTCDB to 69866. Use 11NTCDB at http://nten.org/ntc/eval Session Evaluations Powered By:
  • 3. Agenda • Intros • Overview of the selection process • Small group work • Debrief / Q&A Kronzak/Weiner: Finding the Perfect Database 2
  • 4. When to Change? • Routine reports are painful to produce. • Critical information is on paper. • Can’t track metrics or progress. • Data scattered in spreadsheets. • Data can’t be integrated across systems. – Can’t get 360 degree view of relationships, • Data is in fundraisers’ heads. • Your organization is changing. • Bad vendor or wrong choice last time. Kronzak/Weiner: Finding the Perfect Database 3
  • 5. Principles • There is no perfect database. • First, decide what you’re looking for. • Buy-in is critical. Stakeholders must be involved in the decision. • Structure software demos so you can compare “apples to apples.” • Make sure you understand all the costs. • Trust but verify. Kronzak/Weiner: Finding the Perfect Database 4
  • 6. What It Might Cost • Prices range from free to $$$$$$. − Software is often a fraction of the total cost. − Free as in puppies. Conversion, reports, training, & support may cost $$. • Ballpark starting price: ~0.25% to 0.5% of annual operating budget. $1M budget = $2,500 to $5,000. • Plus: Hardware? Modules? Customizations? Interfaces? Extra training? Staff time? Conversion help. • Annual support: ~20% of retail price. – If you can’t afford the maintenance or training, don’t buy the software! Kronzak/Weiner: Finding the Perfect Database 5
  • 7. Buying A Database 1) Convene the right team. 2) Specify your needs and priorities. 3) Identify a pool of potential vendors. • RFP/RFI 4) Test vendors against your needs. • Scripted demos • Usability testing • Reference checks • Site visits 5) Get a detailed cost proposal. Kronzak/Weiner: Finding the Perfect Database 6
  • 8. Buying A Database 1) Convene the right team. 2) Specify your needs and priorities. 3) Identify a pool of potential vendors. • RFP/RFI 4) Test vendors against your needs. • Scripted demos • Usability testing • Reference checks • Site visits 5) Get a detailed cost proposal. Kronzak/Weiner: Finding the Perfect Database 7
  • 9. So How Long Might This Take? • Longer than you think it will. – For small organizations, 3 – 6 months to select a system, 4 – 12 months to implement. – For large organizations, 6 – 9 months to select, 12 – 24 months to implement. • Plan for user adoption. – Build in time for user training & process changes. – Do you have senior management support? • Plan for the unplanned. – Don’t hitch time-sensitive processes to “finishing” your database. Kronzak/Weiner: Finding the Perfect Database 8
  • 10. Small Group Work (40 minutes) • Group intros (5 minutes) • Each attendee prioritizes needs (5 mins) • Group prioritizes needs (15 mins) • Group compares needs to databases and makes a decision (15 mins) Kronzak/Weiner: Finding the Perfect Database 9
  • 11. Debrief • What was your org & wildcard? • What were some of the difficult choices your group had to make in choosing a database? • Did anybody decide to put off the project and/or wait for more staff time and money? • What are your top takeaways from this exercise? • How close to meeting your mandatory requirements did you come? Kronzak/Weiner: Finding the Perfect Database 10
  • 12. Surviving the Conversion • How do you convert well, cheap, and fast? • The same way that you minimize your customization costs, your staff time and training costs, and your learning curve and adoption time. • Define success at the start. What’s your priority? • User Adoption: Do you have support from top management? Kronzak/Weiner: Finding the Perfect Database 11
  • 13. More Questions? Tracy Kronzak tkronzak@arc.org (510) 653-3415 x4922 Robert Weiner robert@rlweiner.com 415.643.8955 www.rlweiner.com 12
  • 14. Session Evaluation Each entry via text or web is a chance to win great NTEN prizes throughout the day! TEXT ONLINE Text 11NTCDB to 69866. Use 11NTCDB at http://nten.org/ntc/eval Session Evaluations Powered By: