One of SCORE's top priorities remains delivering a better CRM system that enables you as volunteers to better serve your clients and manage your chapters.
We are in the midst of the design portion of the project. We are designing the system around three major "journeys".
Once design for each journey is complete, we will begin active testing in March 2019. We are on track to start rolling out the system this fall.
We have been actively engaging an Early Adopter volunteer group to provide feedback on each portion of the journey designs. This group is made up of volunteer users of CORE in chapters across the country. These chapters include:
- New York City
- Akron OH
- Charlotte NC
- Santa Cruz CA
- Central Wisconsin
- Richmond VA
- SE Minnesota
- NW Arkansas
Here is some of the feedback we have received from the volunteers in that group so far:
"It is clear that tremendous thought went into the design and implementation strategy for how the new systems will work...Any questions around design/process have been clearly and logically explained, further validating the intent and thoughtfulness of the design."
"I feel very privileged to be involved in the Early adopters group meetings. The thoroughness and the openness of the group to propose (and get accepted) changes that enhance the processes is amazing. For the incoming volunteers the processes will be fluid and directed to the best resolution of volunteer on boarding."
Keep an eye out for updates in this newsletter.