CiviCRM for Government NAI

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nuams

Travel Business

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

cons titu e nts :

© 2012 New Amsterdam Ideas LLC & Rayogram

Decision Making Process

© 2012 New Amsterdam Ideas LLC & Rayogram

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

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
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

What is a CRM?
• Constituent Relationship Management

© 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

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

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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

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

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

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

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

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