YourCause CSRconnect

The implementation of CSRconnect takes way, way too long. Having to take down your entire CSR site for weeks, if not months, is an issue. Issues still arise from the implementation in terms of ensuring that reports and statistics on active users are pulling properly, as well as the transfer of information from one system to another. Some of this is definitely to be expected, as transferring this much information is a challenge. However, I would hope that issues would have been resolved by now.

Implementation was slow and not very easy but that was largely due to the data in our old system (which YourCause acquired). If a company is looking to implement it and start with CSRconnect from scratch, I am guessing it will be a lot smoother and faster.

We did not have a very good implementation experience. As a team that was inexperienced on a CSR platform, we had many questions and it would have been ideal to have toolkits and guidebooks or even more visuals. YourCause also didn't have many communication templates we could leverage so we built all our own FAQs and instruction toolkits for our associates to leverage and understand how they could use CSRconnect.

I wasn't involved in the decision to go with Your Cause but I came on as the implementation was happening. It was clunky at best but that was mostly due to our previous account rep not being in a role that suited his talents along with YC being new and us being a very large global company with lots of IT/HR challenges.

We ran into a few minor bumps, but overall I am very satisdied with the implementation of CSRconnect.

Transitioning from an acquired vendor was a nightmare. Treat all implementations like new clients.

You need to explore and check our the CSRadmin a lot. It is now easy to use but takes some time.

The implementation team was very good. They were incredibly knowledgeable and helpful in figuring out some nuances that were unique to our organizations. As previously mentioned, however, our initial account manager was not very responsive at all and ill-prepared. We needed to have a new temporary account manager assigned to us in order to launch as intended. The temp account manager and a team that worked on our issues was incredibly responsive and wanting to get us to the finish line without a hitch. There was a decent transition from the temp AM to the newly assigned. Unfortunately, our new AM, who is incredibly service oriented and anxious to help, is also learning at the same time.

We have experienced trouble with missing dates from the implementation. This has caused grief from our employees and we sometimes have to troubleshoot the issues. We are aware any time we have an integration this may happen and our account manager has been extremely helpful however, fewer glitches like this would have helped us in the long run.

So many issues with implementation! It has been such a frustrating process.

It came with a few hiccups, but it is finally working through things. Needs a check list of action items to keep everyone accountable.

Implementation is a long, grueling process, but then isn't it always? I do recommend carefully scrubbing your data and checking and rechecking it during the migration process!

We had a relatively smooth implementation with the exception of some SSO issues that should have been easy to resolve. The fact that they cannot clone their DEV/QAS environment into Production leaves it wide open for human error. The other surprise we had was in implementing payroll integration. They were not able to help with ADP integration, which we were led to believe.

Implementation is a very tricky, hard and long process. There are smart people to help with the CSRConnect implementation but I think they could use a bit more transparency and project planning skills--create a full calendar of who does what and when and share that between the implementation team and the client to keep things on track.