Changes between Version 1 and Version 2 of projects/crm_review
- Timestamp:
- Jun 2, 2008, 2:32:47 AM (17 years ago)
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projects/crm_review
v1 v2 1 = The Progressive Technology Project CRM review =1 = The MFPL/Progressive Technology Project CRM review = 2 2 3 The [http://progressivetech.org Progressive Technology Project] is working with approximately (??) X organizations who are interested in developing more effective database software for managing their organizing activities. Some of the groups include ... Some of their chief needs include .....3 The [http://progressivetech.org Progressive Technology Project] is working with approximately (??) X organizations who are interested in developing more effective database software for managing their organizing activities. We are specifically working with grassroots organizing groups, defined as ... 4 4 5 5 == Goals == … … 22 22 While Jamie (MFPL) will take the lead role and put in the main hours on the project, he will be working very closely with a defined PTP group that will provide timely feedback and direction. All discussion will happen in public forums (preferably as a ticket on https://support.mayfirst.org/). All documents will also be published via a wiki that can track changes (also, preferably on https://support.mayfirst.org/). 23 23 24 == Needs == 25 26 This project will not identify the One True Database. Instead, it is designed to find a free database the most closely meets the needs of grassroots organizing groups in the United States. We've specifically identified a [wiki:projects/crm_review/features a limited lists of features] that we will be using in our evaluation. 27 28 == Projects under consideration == 29 30 At the moment, we are considering: 31 32 * [http://civicrm.org CiviCRM] 33 * [http://www.sugarforge.org/ SugarCRM] 34 35 == Results == 36 37 This project is a work in progress. We are [wiki:projects/crm_review/report publishing the results] as we go. 38 24 39 == Proposed/Initial Timeline == 25 40 26 * Week one41 * Deadline: June 13 27 42 * Create the team and come to agreement on goals of the project by modifying this proposal until everyone is in agreement with it. 28 * Begin developing a needs document that outlines what features we are looking for43 * Create first draft of [wiki:projects/crm_review/features features] that we will be looking at 29 44 * Agree on an initial short list of software packages to consider 30 45 31 * Week two 32 * Continue developing needs document 33 * Begin demo installation of software package list. 34 * Begin evaluating packages against list 46 * Deadline: June 27 47 * Incorporate feedback from groups about features (PTP responsibility) 48 * Have running demo versions of all packages under consideration installed with logins available to project participants 49 * Have preliminary [wiki:projects/crm_review/report evaluations] based on agreed upon features 50 * Next group conference call scheduled 35 51 36 * Week three37 * Evaluate where we are. Are we coming close to finding a good package? Do we need to start over again? Or is it obvious that a package is the perfect candidate so no need to continue?38 * Depending on the outcome... continue package evaluation52 * Deadline: Date of conference call (mid July) 53 * Most features have been [wiki:projects/crm_review/report reviewed] for each software package chosen 54 * Mid-project evaluation: next steps are determined, final deadline re-evaluated. 39 55 40 * Week four41 * Write up final evaluation and notes56 * Deadline: August 1 57 * Final [wiki:projects/crm_review/report report] completed. 42 58 43 59 == Time/Compensation == 44 60 45 Jamie would work approximately 10 hours/week on the project and would be compensated $3,000.61 Jamie would work approximately 40 hours/week on the project and would be compensated $3,000.
