Constituent Management Databases

Ben Sheldon — Tue, 03 Jul 2007 00:27:49 +0000

from the Tech Soup Newsletter: Tracking Constituents in Small and Mid-Sized Organizations

Before you consider what actual database tool is right for you, it's important to think through what's important for your organization.

Understand who will use it. Your organization's databases shouldn't be the domain of the technical. Many people will need to use it — for instance, a constituent database should be used by anyone looking up a constituent phone number or tracking a contact with someone.
Think through the processes and data you need to track. What do you currently do that should be supported in the new system? What isn't working well right now that could be improved with a new system? What do you think you might want to do down the road? Try to consider all the ways that you could interact with the data you're going to track.
Begin with your outputs in mind. Make a list of the reports, lists, and other things that you will want to output from the system. What information will you need? In what ways will you need to filter the data?
Prioritize your needs. Define which of your needs are critical, and which are just nice to have. Trying to support everything at once can result in a system that's too complicated for your needs or not being able to find a system at all.

A Few Good Case Management Tools

Ben Sheldon — Wed, 14 Mar 2007 01:50:26 +0000

The attached pamphlet by www.idealware.org provides a brief overview of case management system to keep track of volunteers and/or clients.