Chapter 2. Planning Your CRM Implementation
Obviously, you are now convinced your organization will be in a better position to accomplish its mission using CiviCRM. This chapter will help you plan your implementation of CiviCRM so that your Constituent Relationship Management (CRM) initiative has the best chance to achieve greater organization success.
In this chapter, we will do the following:
- Identify potential obstacles and challenges to success and learn how to overcome them
- Introduce background on development methodologies
- Build a project team
- Get started by measuring baseline metrics, creating a vision, and creating a plan
- Itemize elements of a good implementation plan
- Review how to calculate the total cost of ownership of CRM systems and their alternatives
This chapter is aimed at people who have the responsibility for initiating, scoping, and managing development and implementation for the CRM project. The first several sections of the chapter are very IT management-oriented....