In January 2024, Lurie Children’s Hospital partnered with Benefactor Group to select a new Customer Relationship Management (CRM) system. The process began with a thorough requirements analysis, which included a materials review and facilitated cross-departmental meetings to effectively prioritize organizational needs.

Benefactor Group generated a requirements report that provided a strategic overview and detailed checklists for each functional area. The next phase focused on market analysis to ensure a fact-based decision-making process, during which vendor proposals were solicited, and on-site demonstrations were held at Lurie Children’s Hospital.

Benefactor Group’s due diligence process included reference checks and the creation of a cost analysis, including an estimated implementation budget. Finally, Benefactor Group prepared a summary of the selection results and facilitated discussions with key stakeholders to transition smoothly into the next phase of CRM implementation, ensuring efficient project management throughout the process.