Your Technology Transformation Team

Implementing a new CRM at your nonprofit can impact multiple departments. Engaging leadership across departments at the beginning fosters buy-in and a sense of ownership. The insights and perspectives provided by these leaders are invaluable and will significantly improve the outcomes of your implementation.

The rest of this guide will be structured to offer different viewpoints from within your nonprofit organization, ensuring a well-rounded and comprehensive approach to technology implementation. We are providing a big picture overview. But for you specifically, think about your organization’s structure and that will help you dictate which departments and work areas should be at the table.

Click on the departments below to learn about each role in a technology transformation project.