Tech Systems call
Tech Systems Call
Call details
What we'd like to talk about
Strategic advice to find companies to complete a technology assessment with a focus on our database. We use FileMaker Pro and need to see if we need a new DB or if we can update FMP to meet our needs.
Additional context
FMP was custom built 12 yrs ago by self-taught volunteer. It holds about 20,000 client records. The data contained in FMP is basic client data (PII), client appointments, messaging between the 9 staff members. Pain points include UI, reports, potential structural design issues. It is server-based and remote access thru VPN. Cost-benefit analysis needed to help drive decision to stay with current system and upgrade it versus new 'off the shelf' database. Discussions may also include expanding access via the web or cloud based systems and integration into an existing fundraising database.
"Phone calls" are 1 hour, one-time calls with an organization. Learn the difference between volunteering on a Phone call and a Project here.
Testimonials
Erik was very knowledgeable about FileMaker Pro features and technologies. He provided a context to think about the cost of ownership for various platforms: server/client, web, cloud implementations of FileMaker.
It was a pleasure to meet and talk with Beth and Myra about their needs, many of which were outlined in a summary they prepared for me in advance. This made our brief conversation time that much more productive and well spent.