In any software category, there are usually dozens of options. With so many features and pricing plans to sort through, how do you choose the right system for your organization?

Over three sessions we will teach you how to evaluate your organization’s needs, assemble a software selection team, sort through your options, review and test the software, and manage a smooth implementation.

If your organization is considering switching software or bringing on a new system in the next six months, you’ll save a lot of time, money, and headaches if you take the time now to think through the process and develop a plan. Let Idealware be there to guide you.

During this course you will:

  • Reflect on whether you actually need new software.
  • Learn how to evaluate your software needs.
  • Consider the potential return on investment (ROI) of new software.
  • Find out what it takes to build a selection team.
  • Hear how to work with vendors to get the right system at the right price
  • Plan for the big move.
  • Think through how to onboard staff.
  • Review what it takes to maintain the new system.

Session 1: Defining Your Process

Before you begin listening to the sales pitches and walking through demos, we’ll first take a step back and ask whether you really need new software and consider how to measure the return on investment for your new software. From there we’ll look at the software selection process and lay the groundwork for a thoughtful plan.

Session 2: Evaluating Your Choices and Closing the Deal

Once you’ve planned your process, it’s time to start learning about your different choices and comparing them against your needs. This session will show you what to look for as you evaluate software and will talk you through each stage as you move closer to making your choice and closing the deal.

Session 3: Your New System in Action

The real work begins after you sign the contract. In this session, we’ll walk you through each of the major stages as you implement your system and onboard it with your staff.

About our Expert, Eric Leland, Founder at

Eric has spent two decades working with progressive organizations and businesses tackling online and offline technology challenges. He’s a founding partner of FivePaths (, a technology firm that offers strategic technology consulting, information architecture, and web CMS and CRM platform development expertise to each project. Eric is very active in nonprofit, philanthropy, and technology circles, having served as co-chair to the Young Nonprofit Professionals Network in San Francisco, on the National Advisory Board for the Addiction Technology Transfer Center, and as a member of NTEN and the Tech Underground.