Transitioning to CiviCRM - How to map your data into CiviCRM and collect the data that you want

Speaker(s): 
Kasia Wakarecy
Lola Slade

Summary:
This workshop focuses on planning where the data will go before importing, not about how to actually run the data import.  We will look at the ever popular question of when to use a group or a tag, when to use CiviCRM custom fields, relationships and more.

Audience:
This workshop is for you if you would like to better understand what types of data collection and reporting CiviCRM has to offer how to use CiviCRM to match your organization's needs.

  • Decision makers and data administrators who are planning to transition to CiviCRM from another system, from spreadsheets or a paper trail
  • Those who have already partly transitioned to CiviCRM but are wondering where non-standard information will fit in CiviCRM
  • Existing CiviCRM users who feel that their CiviCRM install doesn't meet all their needs and have organization data still collected in other systems.

About the Presenters:
We work for Freeform Solutions, a social enterprise where our mission is to help not-for-profits use IT most effectively. Over the last 5 years we've helped multiple organizations to successfully transition to CiviCRM from systems like Access, Constant Contact, and paper document trails. We believe that transitioning your data properly into CiviCRM is key to making the system work for you but if the existing data mapping into CiviCRM is done "against the grain", a disaster may wait down the road.

Content:
We will first talk about recognizing patterns in the information already collected by your organization and best practices on how to map that data into the "entities" that CiviCRM provides: Contacts, Groups, Memberships, Contributions, Activities, etc. This will include a high level overview of custom fields and profiles and a quick look at how the way your data is collected affects your ability to report on it using CiviCRM's built-in reports.

Finally, we will take questions from the workshop participants, brainstorm and provide answers on how to best allocate their sets of data in CiviCRM "entities".

No programming knowledge is required, in fact, no previous knowledge of CiviCRM is required. There will be some paper based activities.

 

Session Date and Time: 
Friday, April 25, 2014 -
11:00 to 12:30
Role: 
User
Implementer
Session type: 
Workshop
Room: 
Tamalpais