Blackbaud CRM Upgrade Success

PRESENTED BY JOE PRICE & JOHN NEWTON

Consider your organization, prepare resources, execute

the plan, upgrade Blackbaud CRM

successfully#bbcon

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Our Process

Process Overview

Upgrade Phases

Sample Timeline

Upgrade Service Offerings

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Service Offerings• Testing

• Test Script Development• Functional Testing Assistance

• Training• High-Level New Feature Overview• New Feature Testing Training• Power/End User Training

• Design Review• Customizations• Reports

• Enhanced Go-Live Support

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What is a Successful Upgrade?

10 Reasons to Ensure Upgrade Success1. User Involvement

2. Executive Management Support

3. Clear Statement of Requirements

4. Proper Planning

5. Realistic Expectations

6. Smaller Project Milestones

7. Competent Staff

8. Ownership

9. Clear Vision and Objectives

10. Hard-working, Focused Staff

Source: http://www.datixinc.com/10-reasons-software-upgrade-project-success/

Success equals the accomplishment of an aim or purpose

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

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