Change is never simple, especially in a multi-department, or multi-affiliate, organization with established staff. As a result, one of the most common reasons CRM implementations fail is a lack of user adoption. When planning a CRM initiative, incorporating an active change management process will have a significant impact on the success or failure of the entire project. It is critical that all teams within the organization understand the organizational value of the coming changes, their part in the change, and the impact on their roles and responsibilities.
Heller has a long established process for managing the change that a CRM project will bring to an organization, ensuring that team members are aware of the what, when, and why of the process, and how they can optimally contribute. We are also Prosci Certified Change Practitioners, and utilize industry-proven techniques to help our clients’ achieve successful initiatives across their organizations.
For more information, review the materials below, and contact us if you have any questions on how to incorporate a change management plan into your initiatives.
The fact is while change is often necessary and healthy, it can a disruptive force, and is rarely easy. Interestingly, it’s our response to change that determines whether we feel positive or negative about what’s happening. Download this paper to learn factors that influence an organization’s response to change, a process for managing change, and how managing change effectively can impact the success of a nonprofit organization’s CRM and technology initiatives.
For some time, Project Open Hand was using multiple, disconnected systems to manage interactions with clients, volunteers, and donors, but none of them were meeting their needs. By working together, Heller and Project Open Hand came up with a strategic implementation plan to smoothly transition Project Open Hand onto a single, cohesive system, and to streamline and optimize the inter-related aspects of the organization’s business processes.