CiviCRM                                       For GovernmentNew Amsterdam Ideas412 Broadway, New York, NY 10017krista@nuam...
The Request• Upgrade to a new web-based contact and  case management system• get off the mainframe• Host In-house• 62 sepa...
cons titu e nts :                    © 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.   Salesforce  B.   SUGAR CRM  C.   Microsoft Dynamics  D.   Oracle Siebel  E.   Ci...
Decision Making Process• Top 3  •   CiviCRM  •   SUGAR CRM  •   Microsoft Dynamics  •   Why  •   Open source was a conside...
Decision Makers•   Senators•   Administrators•   Multiple levels of Staff•   Institutional players                     © 2...
Vendor Selection• CiviCRM• Cost, same development/customization cost to meet our use cases,  but no license cost• Central ...
Requirements Gathering                                                                             tro u b le m ake r     ...
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...
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• ano...
Lessons Learned• Importance of Requirements Gathering and  Early Buy-In• Data Migration• Scalability and Performance• Pain...
DiscussionNew Amsterdam Ideas412 Broadway, New York, NY 10017krista@nuams.co                © 2012 New Amsterdam Ideas LLC...
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CiviCRM for Government NAI

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CiviCRM for Government NAI

  1. 1. CiviCRM For GovernmentNew Amsterdam Ideas412 Broadway, New York, NY 10017krista@nuams.co © 2012 New Amsterdam Ideas LLC & Rayogram
  2. 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. 3. cons titu e nts : © 2012 New Amsterdam Ideas LLC & Rayogram
  4. 4. Decision Making Process © 2012 New Amsterdam Ideas LLC & Rayogram
  5. 5. Decision Making Process © 2012 New Amsterdam Ideas LLC & Rayogram
  6. 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. 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. 8. Decision Makers• Senators• Administrators• Multiple levels of Staff• Institutional players © 2012 New Amsterdam Ideas LLC & Rayogram
  9. 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. 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. 11. What is a CRM?• Constituent Relationship Management © 2012 New Amsterdam Ideas LLC & Rayogram
  12. 12. CiviCRM: Bluebird © 2012 New Amsterdam Ideas LLC & Rayogram
  13. 13. CiviCRM: Bluebird © 2012 New Amsterdam Ideas LLC & Rayogram
  14. 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
  15. 15. CiviCRM© 2012 New Amsterdam Ideas LLC & Rayogram
  16. 16. CiviCRM© 2012 New Amsterdam Ideas LLC & Rayogram
  17. 17. CiviCRM© 2012 New Amsterdam Ideas LLC & Rayogram
  18. 18. CiviCRM© 2012 New Amsterdam Ideas LLC & Rayogram
  19. 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. 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
  21. 21. DiscussionNew Amsterdam Ideas412 Broadway, New York, NY 10017krista@nuams.co © 2012 New Amsterdam Ideas LLC & Rayogram

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