Creating a Fundraising Cocktail

Step 2: Data synchronization. He stressed that this can be time consuming, complex and expensive.

Good practices: Prepare senior management for a painful process, consider contacting a consultant to help and create a budget cushion; define which elements are critical to synchronize and which ones would be nice to have, and make sure everything planned will have a positive ROI; define expectations clearly with all vendors and make sure all parties involved are on board; consider delaying this step.