Services

Commercial Software Selection

Confluence helps organizations to choose the perfect software to meet their needs. Our formal process helps reduce surprises and increases end user adoption and buy-in. Clients hire us to help in one or more of these areas:

• Documentation of Requirements - including staff interviews and legacy system inspection
• Definition of System Architecture / Concept of Operations
• Creation of Vendor List
• Preparation of Request for Quote / Request for Proposals
• Construction of Evaluation Matrix
• Evaluation of Responses
• Reference Checks
• Contracts Review and Negotiations
• Data Import / Export to New Systems
• Project Management of Implementation

We have expertise in many different types of commercial software systems including but not limited to:

• Contact Management / Constituent Relationship Management (CRM)
• Content Management Systems (CMS)
• Donor Management
• Event Management
• Grants Management
• Mass Email
• Project Tracking
• Volunteer Management

Sample Clients

Aerospace Medical Sciences Association: This association needed to replace their legacy membership management software. Confluence documented requirements, identified over 20 vendors, issued an RFI, assisted the organization in coming to a final decision and is now managing the implementation.

The Chesapeake Bay Trust: Document requirements and assisted in selection of new grants management system for this environmental foundation.

The Coordinating Center: Documented requirements and managed a software selection project to replace this nonprofit's aging case management software.

The IEEE: Created a concept of operations and selection of systems for recording audio and visual presentations for this large professional society's hundreds of meetings.