7 tips for preparing your nonprofit for a move to new software
EveryAction
MARCH 8, 2023
Ask if they’re capturing and maintaining data in places such as spreadsheets or email inboxes to make sure you migrate all necessary information into your new software system. Create a list of all queries, reports, exports, and dashboards that your organization uses so that they can be created in the new system as appropriate.
Let's personalize your content