The document discusses the Shriver Center's journey to consolidate their disparate data management systems into a single centralized customer relationship management system. They aimed to reduce the number of systems used, simplify processes like onboarding and offboarding, develop an HR database, and send mail to all contacts from one place. Their goals were to reduce costs, increase accessibility of data, and better identify relationships between contacts. They selected CiviCRM as their new centralized CRM system to achieve these aims.

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The Shriver Center
A journey in data management

2. +
Shriver Center Data Collection 2009
Eventbrite
Etc…
Paper
files
Excel
The
Raiser’s
Edge
Democracy
in Action
Phones
and
rolodexes

3. +
Shriver Center Data Collection 2009
Eventbrite
Etc…
Paper
files
Excel
The
Raiser’s
Edge
Democracy
in Action
Phones
and
rolodexes

4. +
Identifying Needs
 Consolidation of data
 Reduce Number of Systems
 Reduce Account Administration
and Management
 Simplify
Onboarding/Offboarding
 Develop HR Database
 Send Mail to All Contacts
 Reduce and Control Cost
 Increase Accessibility
 Identify Relationships Between
Contacts
 Maintain and Enhance Existing
Ability to Send E-
Communications, Track and
Manage Donors, Manage
Events

5. +
Essentially, we wanted to get from
this…
Eventbrite
Etc…
Paper
files
Excel
The
Raiser’s
Edge
Democracy
in Action
Phones
and
rolodexes

6. +
to this.
 Web Accessible
 Mange Relationships
 Send Mail to All Contacts
 Manage Internal HR
Consolidated Data Additional Features
Donor
Data
Events
E-comContacts
Sub
Mgmt

7. +
CiviCRM at the Shriver Center
Sub Data Event
DataDonor
Data
Raiser’s
Edge DIA
EventBrite
One User
Account to
Access all Data
Records are
accessible from
anywhere
Can track
relationships
between
contacts
Send Mail to All
Contacts
CiviCRM is Open
Source Software