Friday, July 16, 2004

Communications Database

We had a meeting about what we want to do about managing our contacts, lists, and other random data. I did a bit of research and initially thought that maybe a simplification would be in order (it certainly doesn't seem like we need to many features). However, after going over my list of questions (see below) it seems more and more like we're looking for a CRM-type system. My thoughts of having information on subscriptions and contact source and purchasing history actually rang a cord with Mary. Whether or not these ideals will be born out in practice is a whole different situation. I'm willing to give them the benefit of the doubt and it's hard to argue that the current system is worse than inadequate for our needs.

In some ways a system such as this is going to be more than we need. In others it may be just right. Finding something that meets our specific needs is going to be a challenge. I'm trying to find out what AAAS has available that we would be able to use, but no response as of yet. Right now it looks more and more like we'll be investing in a php-based open source system. There are a few out there so I think we'll be able to find something to meet most of our needs. Unfortunately, the nature of the various types of information we're using at present is going to make it a challenge.

Questions asked:
  • What have we done with our data in the past?
  • What would we like to do with our data in the future?
  • Do we want to better integrate our data and systems?
  • Do we need more advanced capabilities?
  • Does simpler but more focused software better suit our needs?