Summary

This chapter outlines how to create a successful CiviCRM implementation project.

It lists common barriers to the success of CRM initiatives that arise because of either people issues in an organization or technical issues getting systems and tools supporting disparate business functions that provide integrated functionality.

We advocate a pragmatic approach to implementing a CRM strategy for your organization. We encourage the adoption of a change in approach and associated processes and methodologies that works for your organization: wide ranges in the level of structure, formality, and planning all work in different organizations. Your implementation plan should include a schedule and a realistic budget including on-going costs.

Choosing the right people for your team is crucial to the success of the endeavor. Ideally you'll include an executive or board sponsor, one or more key functional managers, one or more key staff users, and appropriate technical expertise for your team, all...