Over the past year, Chalice has undertaken one of the most significant operational projects in our organization’s history: transitioning a new CRM software platform to manage sponsor relations, donations, and workflow. While this investment will strengthen our ability to serve sponsors, donors, and the communities we support for years to come, the implementation has been more complex and time-consuming than anticipated. 

The transition affected many areas of our work. Most notably, tax receipts were issued later than usual this year, and some sponsorship processes took longer than we would have liked as staff adapted to new systems and workflows. It also presented unique challenges to implement the system across all our 51 sponsor site offices in 13 developing countries. Maintaining smooth day-to-day operations while rolling out new processes, training staff, and offering support has required significant coordination of teams across the globe. The transition has extended more than ten months beyond our original timeline, requiring considerable time and resources across the organization. 

Although the transition has presented many challenges, we are now beginning to see the benefits of the new platform. We are grateful for our supporters’ patience and understanding throughout this process and remain committed to providing the highest level of service while building a stronger foundation for the future.