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Naked CRM Iain Pritchard - Adapta Consulting

Naked CRM Iain Pritchard - Adapta Consulting. Iain Pritchard Adapta Consulting. Adapta Consulting. We are: A specialist information systems consultancy We only work with membership organisations, charities, associations , trusts and others in the NfP sector

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Naked CRM Iain Pritchard - Adapta Consulting

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  1. Naked CRM Iain Pritchard - Adapta Consulting

  2. Iain Pritchard Adapta Consulting

  3. Adapta Consulting We are: • A specialist information systems consultancy • We only work with membership organisations, charities, associations, trusts and others in the NfP sector • We are completely supplier-independent • Our consultants have held senior positions in a broad range of different organisations • Our advice and guidance is based on practical experience gained over many years.

  4. Programme for the session

  5. The state of the market

  6. The state of the market SodilitaS

  7. http://www.adaptaconsulting.co.uk/adapta-knowledge

  8. Packages and Platforms – a history 1985 - 1999 2000 - 2012 2013 - • More acquisitions? • Platform rationalisation? • New concepts…? • Acquisitions and consolidations • Platforms becoming increasingly popular • Wide range of options • Bureaux, bespoke and small packages popular Bureaux;Bespoke;Packages;Platforms; New technology..?

  9. Packages and Platforms – a history 2013 - PackagesPlatforms

  10. Package or platform? Platforms Platforms • Packages Size and type of organisation

  11. Some discussion

  12. Thoughts toward successful CRM

  13. What does failure look like?

  14. Unfortunately, throwing money at the problem doesn’t help..

  15. …nor does a team of lawyers and a watertight contract

  16. What about a “sound methodology”…? Bus. Case Req’ts Impl. Spec’ Contract ------------------------------- ------------------------------- ------------------------------- Select Sign off Spec’ ITT

  17. False comfort... Senior managers and trustees like the traditional approaches because they are: • Staged • Requirements-driven • Proven • Robust • Safe • Respected • Recognisable But traditional approaches to software procurement often fail because: • Users often don’t know what they want until they’ve seen it • Departments sometimes don’t talk to each other effectively • Language does not clarify enough • Formality excludes supplier & their ideas • Prescriptive ITT may inhibit flexibility / flexible solutions • It is difficult to “test drive” working with the supplier

  18. Stakeholder experience and impact Business Processes (what we do, our focus and our culture) Roles & Responsibilities (how we organise ourselves and our behaviour) Information Technology (the technology and associated systems we rely on)

  19. Adaptive approach Business case and key processes Expressions of interest and initial presentations Prototyping Specification and contract ------------------------------- Requirements document Long list Short list Selection

  20. Some more discussion

  21. About Adapta Consulting • Adapta is: • A specialist information systems consultancy • We only work with membership organisations, charities, associations, trusts and others in the NfP sector • We are completely supplier-independent • Our consultants have held senior positions in a broad range of different organisations • Our advice and guidance is based on practical experience gained over many years.

  22. Thank you for taking part For more information, contact us at: 020 7250 4788 help@adaptaconsulting.co.uk www.adaptaconsulting.co.uk 2 Old College Court, 29 Priory Street, Ware, Hertfordshire, SG12 0DE

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