Technology Scoping & Selection

Think you need a new CRM, website, document management, cloud application or online collaboration tool? Maysix Consulting's Scoping & Selection services give you a proven and simple way to explore your goals, discover your needs, and find the solution that is right for your purpose.

Maysix Consulting's 3-stage methodology for scoping and selection has been designed specifically for non-profits and works for all kinds of projects, large or small.

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Stage 1: Explore

Exploring is about developing a clear, shared understanding for relationship management at your organisation and why change is required.


​This stage seeks to bring key stakeholders together, build a common vision for the future database, and identify tangible outcomes expected from the project.


​As we explore, we also identify enablers and blockers of success, dependencies and constraints, as well as project governance and stakeholders engagement needs.

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Stage 2: Discover

Discovering is about getting deeper into the whys and the whats of the future solution. In discovery, business analysis is conducted to develop a detailed scope statement that provides a comprehensive set of capability needs.


As we discover, we define business requirements and priorities. Whilst discovery aims to stay technology-agnostic, best practices and technical considerations are incorporated to inform the scope of the solution.

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Stage 3: Find

Finding is about identifying and choosing the solution that is fit-for-(your)-purpose. This stage seeks to carry out a search and selection process with technology vendors, supported by a structured Request for Proposal process and adequate due diligence.


“Find” is not just about the software or technology platform; this stage also aims to determine the right approach for implementation and adoption, and clarify the full investment required.

To get started with your technology search,

get in touch with Angeline for an obligations-free chat.