Choosing a Database

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Choosing a Database by Mind Map: Choosing a Database

1. Database Types

1.1. Donor Databases

1.1.1. Bloomerang

1.1.2. DonorDrive

1.1.3. Donor Tools

1.1.4. DonorPerfect

1.1.5. Exceed! Beyond

1.1.6. NeonCRM

1.2. Client Databases

1.2.1. Food Pantry Manager

1.3. Integrated Databases

1.3.1. BlackBaud

1.3.1.1. eTapestry.com

1.3.1.2. Raiser's Edge + Financial Edge

1.3.1.3. Raiser's Edge NXT

1.3.2. CiviCRM

1.3.3. NationBuilder.com

1.3.4. NetSuite

1.3.5. Salesforce

1.3.5.1. Nonprofit Success Pack

1.3.5.2. ClickAndPledge.com

1.3.6. WildApricot

1.3.7. Social Solutions

1.4. Volunteer Databases

1.4.1. HandsOn Network

1.4.2. VolunteerMatch

2. Process

2.1. List functional requirements

2.1.1. The system must...

2.1.2. It would be nice if...

2.1.3. Business Process Mapping

2.2. Identify options

2.2.1. Spreadsheet vs. Database

2.2.1.1. "Back Away From That Spreadsheet: Why Excel Isn't a Donor Database" by Robert L. Weiner (2009)

2.2.1.2. "Spreadsheet Does Not = Database" by Helen Bradley (2004)

2.2.2. Three platforms

2.2.2.1. Android

2.2.2.2. iOS

2.2.2.3. Web

2.2.3. Build vs. Buy

2.3. Discuss alternatives; narrow options

2.3.1. Check Twitter

2.3.2. Check website from phone

2.4. Get product details

2.4.1. Versions & Features

2.4.2. Pricing

2.4.2.1. Pricing Models

2.4.2.1.1. Version (basic / advanced)

2.4.2.1.2. Number of users / records

2.4.2.1.3. Core + Modules

2.4.2.1.4. Hosted / Installed

2.4.2.2. Data Migration / Conversion

2.4.2.3. Training

2.4.2.4. Support

2.4.3. Maintenance

2.4.4. Company Context

2.4.4.1. People

2.4.4.2. Customers

2.4.4.3. Size

2.4.4.4. Business Model

2.5. Vendor demos

2.6. Calls to real users

2.7. User visits

2.8. Decision

3. Working with multiple databases...

3.1. Connect

3.1.1. Export / Import

3.1.2. Sync

3.2. Consolidate

3.2.1. Program Data

3.2.2. Donor Data

3.2.3. Financial Data

3.2.4. Communication Data

3.2.4.1. Website

3.2.4.2. Social Media

3.3. Web-enable

3.4. Simplify

3.4.1. @LukeW

3.4.2. Classy.org post

3.4.3. @westrochlil

3.4.3.1. Process

3.4.3.2. Types

4. Resources

4.1. 2017 Guide to Donor Management Systems

4.2. Robert L. Weiner Consulting: Fundraising Technology Resources

4.3. Wes Trochlil's Effective Database Management