Pierre-Edouard Garnier

Context: Lack of internal resources to manage CRM administration.

 User support, change management;

 Relations with service providers;

 Formalization of processes and data model;

 Repository optimization;

 Data qualification and cleaning;

 Flow development and monitoring;

 Statistics and dashboards;

 Writing procedure guides.

Local administrative management, processes, consolidation

✓ Development (Windev – centralized HyperfileSQL database) of specific software used in regions and the 95 departmental committees of the Association

✓ Local entry of orders, grants, expense reports, various expenses and revenues. Management of validation processes. DMS. Regional and national consolidation. Budget monitoring. Integration into the national center's accounting system.

✓ Local deployment as part of a change management initiative.

Implementation or migration of a CRM for managing fundraising

- Project management

- Possible deliverables: