Congratulations, You’ve Gone Live! Now What?
You’ve spent months planning for this day. From RFPs to product selection and pulling staff away from their day jobs to design and test the new system, now you’re live! It’s time to sit back and relax, right? Not quite! After hundreds of CRM implementations, one thing’s for sure, the success of your rollout heavily relies on how you prepare for post-go-live. Get tangible advice on preparing for “the day after,” from governance to training, and change management. Learn all the tools to make sure you’re still celebrating after go-live.
- Learn how to best prepare for the "post-go-live" phase of a CRM implementation
- Gain insights on governance models to enhance your CRM over time and keep evolving with the needs of your nonprofit
- Understand key change management strategies to ensure user adoption for the long-term
Associate Director, Project Management
Planned Parenthood Federation of America
Amy Dorfman is the lead project manager on the development operations team at Planned Parenthood Federation of America. In this role Amy led the organization through a successful CRM migration and implementation of Salesforce. Previously, Amy served in the development department at the national headquarters of the American Civil Liberties Union where she managed database business support for the ACLU national office and 53 affiliates. Amy has over 12 years of nonprofit experience in both New York and Washington, DC. Amy holds a Masters of Public Administration with a Nonprofit Management concentration from The George Washington University. When not at work you can find Amy taking care of her foster dogs or geeking out over all things Harry Potter. Pronouns: she/her/hers
Founder & CEO
Rubin is a seasoned nonprofit professional with over 20 years of experience in the CRM (constituent relationship management) space in the nonprofit sector. Throughout his career, Rubin has pursued his passion for social impact by empowering and enabling nonprofits through a variety of roles in technology, strategy and organizational management. In addition to being a technologist, Rubin’s volunteer work ranges from coaching youth soccer, to pro-bono strategy work, to serving on the board of directors for local nonprofits. His experience of engaging directly with donors, making fundraising asks, and participating in all aspects of operations gives him a deep appreciation for the work nonprofits do and the challenges they face.