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This project was completed on Sep 27, 2021
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Matched with David D.
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See the Impact story
Tech Systems Call
Call details
What we'd like to talk about
Strategic advice to find companies to complete a technology assessment with a focus on our database. We use FileMaker Pro and need to see if we need a new DB or if we can update FMP to meet our needs.
Additional context
FMP was custom built 12 yrs ago by self-taught volunteer. It holds about 20,000 client records. The data contained in FMP is basic client data (PII), client appointments, messaging between the 9 staff members. Pain points include UI, reports, potential structural design issues. It is server-based and remote access thru VPN. Cost-benefit analysis needed to help drive decision to stay with current system and upgrade it versus new 'off the shelf' database. Discussions may also include expanding access via the web or cloud based systems and integration into an existing fundraising database.
"Phone calls" are 1 hour, one-time calls with an organization. Learn the difference between volunteering on a Phone call and a Project here.
Posted by
Beth B.
Assistant Director
Our mission
WE CAN empowers Cape Cod women with unique services that inspire hope and bring increased opportunity, self-sufficiency, and stability.
Testimonials
David was terrific. He was responsive, thoughtful and really listened to our needs and helped us take the next steps with our work. He was a resource as well and even when he didn't have direct knowledge of the CRM we were talking about - he offered to ask some colleagues and he got back to us with feedback a week later. I highly recommend him!
(No testimonial has been submitted by David)
