Women’s Impact Fund (WIF) is in need of an integrated system that will allow collection, sharing, tracking, analysis and reporting of data and other information of all their constituents – membership and CRM capabilities being two key requirements. Apparo has matched them to a volunteer team from CGI.
Over the years, WIF has put various technology solutions in place in order to manage their members, donors and operations. They have recently transitioned from eTapestry (a Blackbaud product) to YourMembership (a Community Brand Product.) WIF has the data from eTapestry in Access tables, but has not been able to import that data into YourMembership thus they do not have the ability to access historical information. Additionally, they have not been able to track non-membership relationships in YourMembership as they would in a traditional CRM and have been storing that information in Excel spreadsheets. They would like to confirm if YourMembership is the software application they should continue to move forward with or if there is another software application that would better fit their needs and budget.
CGI will help them with these key project steps:
- Current State Assessment and evaluation of YourMembership – Skilled volunteer will work with WIF to understand high level processes and applications/tools used today. Understand gaps and pain points.
- Document requirements – Skilled volunteer will work with WIF to document prioritized requirements based on needs of WIF.
- Conduct marketplace research – Skilled volunteer will conduct marketplace research to determine 3-4 tools available in the marketplace that meet requirements and are within budget.
- Demo and evaluation – Skilled volunteer will schedule demos and help guide evaluation of each tool against list of requirements.
- Decision – Women’s Impact Fund will select application that best fits their needs.
Women’s Impact Fund (WIF) is a 501c3 organization that started in 2003 with 158 founding members and has grown to over 500 members that in 2019 granted $421,000 to six local nonprofit organizations.