Is your system working for you or against you?
You have a system that you know needs to be replaced. It isn’t efficient. It’s not user-friendly. It doesn’t provide the analytics you need. It is outdated. Your staff has a lot of extra manual work because of it. How can you move from where you are today to identifying and implementing the right system for your organizational needs?
We can help.
We know you have high-level goals for both internal and donor-facing systems, as well as CRM needs, but technology can inhibit them and create complexity. For example, you may want fully integrated systems, a one-stop shop for donors, and user-friendly software. We’ll help you find the ideal mix of systems and processes, so that technology works for you, and not the other way around.
“Rooted isn’t just helping move your data, they are joining your team. Time and time again I’ve seen them immerse themselves in the data, diving into the context of how it’s being used, and with care, helping teams navigate the transition with ease.”
CRM and Online Fundraising Selection Process
“Rooted Software has been an incredible partner as they skillfully shepherded our organization through our database migration. With ~24 years of data (which has been moved from one database to another through the years), we had a lot of unusual/complex data which needed to be mapped, and they gave us clear, concise advice on the best practices for mapping our various data fields. We also had many questions throughout the process, and they were quick to reply with answers, or resources where we could find the answers on the rare occasion they weren’t sure about something. Database migrations are never fun, but Rooted Software provided the expertise and support which made it way less painful than it could have been.”
— Jessica Morris, indyhumane, Annual Fund Manager
CRM & Systems Consulting Process
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Gather requirements by meeting with key stakeholders to hear what works, what doesn't, and what needs to change.
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Document requirements in a matrix that includes detailed descriptions and organization-set priority levels.
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Conduct initial evaluation with selected providers to determine compatibility and facilitate deep dive demos.
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Document and present findings, answer any questions, and discuss options for implementation.
We are your partner when looking for, or managing, your CRM and organizational software.
Looking to buy an Off-the-shelf software solution? We can help.
Our team of business analysts will start a software selection process with in-depth interviews of the key stakeholders who will use the tool, including a review of any existing systems that are due to be replaced.
We will create a detailed, prioritized requirements matrix. We will then use this to evaluate the vendors and products that meet your overall requirements
After conducting in-depth vendor demos and evaluations against your requirements we will present a highly informed recommendation of your best options accounting for all requirements and priorities. Your team will be kept appropriately informed throughout the process.
What happens after you select your system?
We will actively work with you during the implementation process. This will include business process analysis and re-engineering, data migration, project management, and staff training to ensure the implementation is a success. If the selected vendor provides some on-boarding services, we will work alongside them serving as a bridge between their team and yours, ensuring the project and requirements stay on track and the tool is truly useful to your organization.
