Bertie Bosrédon

Technology selection

The right tools for the right purpose

If your organisation is facing…A donation platform selected for the wrong reasons. A marketing automation tool that only handles email. A CRM used as a donor database. Budget decisions with no clear criteria.

My approach

I help you choose the right tools, for the right reasons, at the right pace. I gather requirements, translate them into clear selection criteria, and support vendor shortlisting and selection for CMS, email automation, donation platforms, or light CRM. When needed, I scope pilot projects to test emerging technologies before you commit.

Key steps

  1. 1

    Requirements gathering: Stakeholder input structured into real criteria, not just wish lists.

  2. 2

    Market review: What exists, what fits your size and context, what to avoid.

  3. 3

    RFP design and management: Clear brief, fair process, comparable responses.

  4. 4

    Vendor evaluation: Structured scoring, demos, reference checks.

  5. 5

    Pilot scoping: How to test before you sign a three-year contract.