By John Newton

1. Blackbaud CRM Upgrade Success
PRESENTED BY JOE PRICE & JOHN NEWTON

2. Consider your organization,
prepare resources, execute the
plan, upgrade Blackbaud CRM
successfully
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3. Our Process

4. Process Overview

5. Upgrade Phases

6. Sample Timeline

7. Upgrade Service Offerings
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8. Service Offerings
• Testing
• Test Script Development
• Functional Testing Assistance
• Training
• High-Level New Feature Overview
• New Feature Testing Training
• Power/End User Training
• Design Review
• Customizations
• Reports
• Enhanced Go-Live Support
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9. What is a Successful Upgrade?

10. 10 Reasons to Ensure Upgrade Success
1. User Involvement
2. Executive Management Support
3. Clear Statement of Requirements
4. Proper Planning
5. Realistic Expectations
6. Smaller Project Milestones
7. Competent Staff
8. Ownership
9. Clear Vision and Objectives
10. Hard-working, Focused Staff
Source: http://www.datixinc.com/10-reasons-software-upgrade-project-success/

11. Success equals the
accomplishment of an aim or
purpose

12. Feeling powered on for your mission?
Don’t forget to complete
a session survey!
Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
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