Purpose
In this assignment, you consider the case of a company that doesn’t yet have a CRM and needs one. For that reason, you won’t be using the Case Report Resources. You will help evaluate a company’s needs, select a CRM, and determine how the company will implement. The implementation plan will identify risks and strategies to avoid those risks.
Scenario
Imagine you are a newly hired IS Manager for Engaged Teaching, a small non-profit organization that seeks to improve social, emotional and academic outcomes in schools. The organization has been operating for 20 years. It has a full-time staff of 6 people: a director, an office manager, a financial manager, a donor manager, a course leader, and an IS manager. The operating budget is $600,000 per year. The organization has collected contact information of donors and professionals who are interested in the organization’s mission along with some notes on types of contacts, amounts donated, and event attendance.
The organization is seeking a CRM with the following:
