Portland Area: Gresham, OR. Some on site training or discussion may be necessary, much can be done remotely.
Our goal for this project is to provide the database and control infrastructure (pages, interfaces, views, forms, reporting tools and procedural support) for a system to manage, track and report on the daily operations of the facility.
We have a legacy of disparate data systems, collections of scripts and stacks of paper. The need for a more capable, and highly integrated approach is long overdue. Wherever possible, we need to have ubiquitous access to information.
Our primary concerns are Development, Constituent Management/Engagement, Volunteer Management, Client Training Workflows, Global Tagging and Notes.
Focusing on internal processes and procedural needs.
Comprehensive Client Relationship Management:
Workflows (triggered events and procedures)
Contributions (fund raising development)
Contact system and methods (intelligent mail)
Events/Activities
Participation, pre-requisites, certificates, position, experience, assignments
To Include:
Installation and configuration of CiviCRM with Optional Modules: CiviCONTRIBUTE, CiviEVENT, CiviCASE, CiviMAIL, CiviMEMBER, CiviREPORT.
Working with volunteer management and development staff to establish activities, workflows, and data entry lists to meet the needs of their daily tasks. Providing training to staff in the operation and navigation of the system.
Working with IT staff to: Transfer data from legacy systems, providing knowledge of the CiviCRM schema, the import and de-duplication tools, and ensuring that the necessary Drupal modules are present. Helping with mailman, IMAP server, and payment processor integration.
What is not included:
”Look and feel.” The CMS portions, theming, website layout, and related setup will be performed by another party.
If you're interested in the details, please see the RFP PDF linked to this notice.
| Attachment | Size |
|---|---|
| RFP - CRM Database and Procedural Workflow Requirements.pdf | 78.07 KB |
