My understanding from informal conversations is many CE charities would benefit from simple CRMs and a few from simple ERPs:
CRM = Customer Relationship Management—tracks interactions (outreach, etc)
ERP = Enterprise Resource Management—tracks transactions (cash, physical goods, purchase orders, etc)
Other EA orgs might have similar needs; a needs assessment might be a valuable project to undertake—perhaps this has already been done?
Yeah. A tech consultancy could conduct software projects for EA orgs in 3 stages:
Understand the client’s needs.
Find out if an off-the-shelf software solution exists (such as an existing CRM). If yes, procure it and adapt it for the client’s needs.
If not, try to create a new software solution.
My understanding from informal conversations is many CE charities would benefit from simple CRMs and a few from simple ERPs:
CRM = Customer Relationship Management—tracks interactions (outreach, etc)
ERP = Enterprise Resource Management—tracks transactions (cash, physical goods, purchase orders, etc)
Other EA orgs might have similar needs; a needs assessment might be a valuable project to undertake—perhaps this has already been done?
Yeah. A tech consultancy could conduct software projects for EA orgs in 3 stages:
Understand the client’s needs.
Find out if an off-the-shelf software solution exists (such as an existing CRM). If yes, procure it and adapt it for the client’s needs.
If not, try to create a new software solution.