CRM software is essential for the smooth running of nonprofit and service organization alike. The current generation of solutions combine the features that make keeping track of donor or customer interactions a breeze. Some even have social media hubs that allow your message to go out on multiple platforms with relative ease.
So, what could possibly be missing? If your organization has been around for more than 10 years, your CRM may not be able to access or handle the data that has been the foundation and legacy that has allowed your organization to provide support and services over time.
Where Do We Keep the Files?
Many nonprofit and service organizations were founded to fill a specific need, gained a following, and grew organically within the community they serve. This creates a situation in which the community is comfortable with the organization, and the organization knows its people—including employees, donors, volunteers, and clients—very well.
New regulation and auditing requirements create an environment in which some may feel that they are being second-guessed or are targets of suspicion. And while you know that the audits are in place to protect donors’ gifts or clients receiving services, making sure that your people stay secure in their trust in your organization can be paramount to keeping the doors open.
Legacy systems can create havoc, as they rarely play nicely with new software that encourages interconnectivity. Your people often end up with the task of hunting for files in multiple locations, using time and energy to do what your software was installed to do in the first place. Add to this potential resistance to the idea of audit, and you have a system clog that needs a custom solution.
Customize to Energize
Triple Helix works with organizations of all types to understand their legacy systems, and the issues that changing regulation create. For example, we helped Family Partnerships of CT to bring their mostly paper-based processes under control and create an audit-ready custom software solution that can grow and change as their needs change.
Family Partnerships of CT is a Windsor, CT-based community service provider that facilitates access to support resources for people with special needs. They found that auditing changes, process demands, and employee frustration were smoothed out with a Triple Helix solution that created better access to data and enabled process automation.
Constant changes to needs and resources demand agile solutions. Triple Helix has over 15 years of creating custom software solutions that are open source, which reduces your dependency on one single software resource over time. Additionally, our solutions are platform-agnostic, so a change to your CRM software, should you find a shift necessary, can be accommodated. Contact us if you would like to schedule a risk-free consultation to see if Triple Helix can help your organization to better organize, access, and analyze your data.
