wiki:projects/crm_review

Version 4 (modified by Jamie McClelland, 12 years ago) (diff)

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The MFPL/Progressive Technology Project CRM review

The 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 ...

A discussion of the project is happening in ticket #1062.

Goals

The CRM review project will be a collaboration between May First/People Link and PTP with the following goals:

  • Better understand the database needs of grassroots organizing groups
  • Better understand the strengths and weaknesses of the existing free software vis-a-vis these particular needs
  • Provide direction for grassroots groups in evaluating their database options

Objectives

By the end of the project we would like to have:

  • Public documentation of our experiences, discussions and conclusions
  • Experience using demo versions of the software under consideration
  • A sense of which of the existing software packages would best meet the needs of the groups PTP is working with
  • A detailed proposal for changes that would need to be applied to the best candidate, how long it would take to implement those changes (and cost), and strategies for how to accomplish the work

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/).

Needs

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 a limited lists of features that we will be using in our evaluation.

Projects under consideration

At the moment, we are considering:

Results

This project is a work in progress. We are publishing the results as we go.

Proposed/Initial Timeline

  • Deadline: June 13
    • Create the team and come to agreement on goals of the project by modifying this proposal until everyone is in agreement with it.
    • Create first draft of features that we will be looking at
    • Agree on an initial short list of software packages to consider
  • Deadline: June 27
    • Incorporate feedback from groups about features (PTP responsibility)
    • Have running demo versions of all packages under consideration installed with logins available to project participants
    • Have preliminary evaluations based on agreed upon features
    • Next group conference call scheduled
  • Deadline: Date of conference call (mid July)
    • Most features have been reviewed for each software package chosen
    • Mid-project evaluation: next steps are determined, final deadline re-evaluated.
  • Deadline: August 1

Time/Compensation

Jamie would work approximately 40 hours/week on the project and would be compensated $3,000.