CMA asked JCA to help them evaluate a custom-built system, CHEOPS, designed to support their development and membership operations.  At the time of the analysis, portions of the product had already been implemented, but it was apparent that staff needs had not been adequately addressed.  JCA found that a concise operations manual did not exist.  Museum employees had not received formal system training and required reports were missing from the database.  These situations led to widespread staff unhappiness and reluctance to use the product, resulting in a significant impact on overall job performance.  JCA recommended that CMA replace CHEOPS with a vendor-supported system while simultaneously stabilizing CHEOPS to get them through the interim period.

JCA worked with the Museum to stabilize CHEOPS by cleaning up system coding and creating needed reports.  With a more usable system in place, JCA then worked with staff on the process of selecting a new system, beginning by defining and documenting standard work procedures, including a thorough analysis of mail flow, gift processing and staffing.  This documentation became the basis for an Operations Manual to manage gift processing as well as helping to form the RFP for selection of a new system.  JCA’s involvement in the system selection phase consisted of submission of the RFP to five pre-qualified vendors, management of and participation in the evaluation of vendor responses, drafting demonstration scripts for two vendor finalists and support in contract negotiations.

JCA is currently in the process of implementing ACCESS International’s Enterprise software at CMA. Included in this implementation is a bi-directional interface (that JCA has jointly written with a third party) between Enterprise and CMA’s ticketing system, PASS2.