Many times an organization quickly jumps into the question of which technology to choose without first defining what they need and what the organization will need to do in order to achieve the benefits of the technology. This session will review how to define your organization’s technology needs, what changes your organization will need to make, and how to review available solutions. An organization that has recently made a technology solution decision will discuss the approach they used, lessons learned, and their satisfaction with the outcome.

Takeaways:

1. Real world examples of how to define your needs for client tracking software
2. Tools and resources that have proven beneficial
3. Highlight keys in each step of a successful selection process

Speaker List:

1. Mr. Steve Heye / YMCA of the USA
2. Steve Lancman / Promise Technology Partners
3. Mark Topping / NPower NY

Session Materials:

1. Session slides
2. Selecting the Right Technology Vendor handout
3. Vendors as Allies handout
4. A Few Good Case Management Tools handout