Charlotte Family Housing is seeking a skilled volunteer team to conduct an assessment of their current data management systems and assist with an application selection process.
Charlotte Family Housing’s mission is to raise awareness about homeless families. They understand the importance of obtaining support for our families in the public and private sectors; to build and strengthen our community one family at a time. CFH believes in the power of “we.” CFH works with various partners: nonprofit organizations, housing providers and volunteers to provide information and access to resources for our families.
Charlotte Family Housing is considering transitioning from their current donor management system. They’ve also recently parted ways with their volunteer management system. CFH would like assistance with identifying a solution that can manage their donors and volunteers.
The volunteer team will assess their current business processes for donor and volunteer management. Through this assessment a business process and requirements document will be created. Once this step is complete, the team will assist with selecting a platform that fits the business processes & requirements identified.
Key Project Steps:
- Current State Assessment – Skilled volunteer team will work with Charlotte Family Housing to assess donor management and volunteer business processes.
- Create Business Requirements Document –Skilled volunteer team will work with CFH to document business requirements based on their business processes, gaps/pain points and current/future needs.
- Conduct Marketplace Research – Skilled volunteer team will conduct marketplace research to determine three to four applications available in the marketplace that meet the requirements and budget.
- Demo and Evaluation – Skilled volunteer team will schedule demos and help guide evaluation of each application against list of requirements.
- Decision – CFH will select application that best fits their needs
- Additional help, if volunteers have the skillset – provide advice or guidance on pulling together a migration plan of migrating existing data to new system.
