Fundraising capacity building training- Not for profit sector
How to Choose The Right Fundraising Software for your Not for Profit
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Transcript of How to Choose The Right Fundraising Software for your Not for Profit
How to Choose the Right
Fundraising Software for
your Not for Profit
4/2/2015 2
CUSTOMERS ARE AT THE HEART OF EVERYTHING WE DO
We work with 29,000 organisations worldwide and over 420 not for profits locally
Our customers raise more than
$100 billion annually
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Let’s get started…
As the Product Marketing Manager,
Jeremiah represents the customer’s
voice in the development of
Blackbaud products and services.
Prior to Blackbaud Jeremiah held
senior roles spanning global
business operations, product
management, data analysis,
marketing and new business
development.
#bbpwebinar @j_flickinger
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Software Selection Process
Vendor
Search
Vendor
Evaluation Selection
Define
Priorities
Gather
Requirements
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Au
tom
ate
tas
ks
Define Priorities
Increase donation revenue by 20%
Th
an
kin
g e
very
do
no
r Mapping donations to the correct funds
Tra
ckin
g r
ela
tionship
s
Enable our fundraisers in the field (mobile accessibility)
What are the biggest opportunities?
Recognising gifts made in Tribute
Create a clearer picture of who our donors are
Au
tom
ate
tasks
Personalise donor interactions
Better visibility into our campaigns
Enable our fundraisers in the field (mobile accessibility)
Tra
ckin
g r
ela
tionship
s
Personalise donor interactions
Au
tom
ate
tas
ks
6
Requirements Gathering
Why is requirements gathering the most
important step in the partner selection process?
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Requirements Gathering
Having good requirements can avoid this:
You ask for this. (Poorly defined requirements)
This is how the
software vendor
understood the
requirements.
How the sales
person
represented their
software
What you ended
up with.
What you really
needed.
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Stakeholder:
Anyone potentially impacted or who
may benefit from a new software
purchase.
def•i•ni•tion
Meet with Stakeholders
Requirements Gathering
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Tips • Include decision makers
• Define current processes
• Identify gaps
• Understand their ideal world
• Gauge their technical capabilities
• Prioritise their wishlist
• Monetise or enumerate wherever possible
• Tie back to organisational goals
Meet with Stakeholders
Requirements Gathering
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Budget
Anticipated Growth
Resource Requirements
Functional Requirements
Requirements at minimum should consider:
Requirements Gathering
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Requirements Gathering
Requirements Matrix
• Consolidate feedback
from stakeholder interviews
• Categorise • Will become the
foundation of your vendor scorecard
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Vendor Search
Where to start?
Industry Associations
&
Conferences
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Vendor Evaluation
Approach should match your needs:
• Organisation complexity
• Workflow complexity
• Risk exposure
• Level of investment
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Basic Vendor Evaluation Process:
1. Notify vendors of interest
2. Schedule requirements discussion (prior to
demo)
3. Schedule demo with key stakeholders
4. Follow-up (from vendor and internal)
5. Scorecard vendors
6. Select a finalist
Vendor Evaluation
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Vendor Demos • Set Expectations Ahead of Time
• Make Sure the Right People Attend
• The Tale of Two Perspectives (Follow-up is key)
Vendor Evaluation
16
Evaluation Criteria to Consider:
Total Cost
• Software
• Implementation
• Training
• IT
Functionality
• Purpose built
functionality
• Workarounds
• Third Party
• Not included
Flexibility
• Licensing
• Usage Fee
• Modular
Vendor Evaluation
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Evaluation Criteria to Consider:
Security
• Data security
• Back-ups
• Disaster Recovery
Sector Expertise
• Years of experience Employees
Company
• Thought Leadership
• Client List
Financial Stability
• Public vs. Private
• Growth v. Decline
Vendor Evaluation
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Evaluation Criteria to Consider:
Customer Support
• Availability | Local
• Chat
• User Groups
• Account Manager
• Support Inclusions Training
Technical
Consulting
R & D
• Annual R&D Budget
• Release Cycle
• Accessibility of Updates
References
• Similar organisations
• Similar needs
• Case studies
Vendor Evaluation
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Individual Criterion
Creating a scorecard:
Categorical Scores
1.
2.
3.
4.
5.
Showstoppers
Vendor Scorecard
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You’re almost there!
But before signing, make sure you get: - Internal Buy-in - Statement of Work (from the vendor)
Vendor Evaluation
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Software Selection Process - RECAP
Vendor
Search
Vendor
Evaluation Selection
Define
Priorities
Gather
Requirements
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Questions for Me
And Finally…
Connect with me: au.linkedin.com/in/jeremiahflickinger
@j_flickinger
How to Choose the Right
Fundraising Software for
your Not for Profit
NXT
TM