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Choosing an electronic case management system for your organisation

Choosing the correct electronic data system or CRM for your organisation can be tricky. There are many things you need consider to ensure it will be suitable for your organisation. This paper is a guide for charities and other social sector organisations who are taking the steps to implement a new database.

This is a guide for charities and other social sector organisations that are looking to choose, design and implement an electronic case management system (CRM). We have been prompted to write this from three observations:

  • Data systems are important.
  • Choosing and implementing a database is difficult.
  • There is not much guidance or support available.

We see this guide as NPC’s first foray into this area and we aim to do more. We are particularly interested in your experiences so please get in touch to share you views.

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