This consulting engagement focused on helping a nonprofit organization identify the CRM solution that best aligned with its operational needs and long-term goals. My role included stakeholder interviews, requirements gathering, workflow analysis, CRM vendor evaluation, and implementation planning.
The project resulted in a structured CRM evaluation framework, a comparative analysis of leading platforms, and a phased implementation roadmap to support future adoption.
Services: Business Analysis • CRM Strategy • Requirements Gathering • Vendor Evaluation • Process Improvement • Implementation Planning
Client details have been generalized to respect confidentiality and NDA obligations.