Many organisations, particularly non-profits, have reporting requirements for ROI on the internal systems they implement. You spent 100K+ to build CRM. But do users use the system? Surely we can run a simple report to view this information! Yes, and No.

It sounds like a simple requirement, but it’s actually not as simple as it should be. It never is 🙂

There are multiple tools available to retrieve the data. It will likely be a combination of records fetched from different data sources.

Let me give you an example.