UJA-Federation FR101: Legacy System Conversion · Cassandra St. Fort
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Case Study 10

Retiring a Decade-Old System

10Nonprofit System Modernization

Retiring a Decade-Old System

Legacy system conversion for constituent and gift-management data
Budget$3M Budget Users300+ Users Timeline14 Months Approach6 Phased UI Waves
RoleJunior PM to Full Ownership
Delivery116 Backlog Items, 6 Waves
LegacyFR100 Vendor Support Sunsetting
AdoptionUAT & Training for 300+ Users
LeadershipStepped Up Mid-Project
StatusLegacy System Retired
DeliverableConstituent & Gift-Management System
ContinuityNo Disruption to Fundraising Ops
The Scenario

UJA's legacy system had been the backbone for constituent and gift data for more than ten years, built on a platform whose vendor support was winding down. There was no more patching it: the organization needed a full conversion to a new system, not a cosmetic upgrade, re-mapping how 300+ internal users tracked donors, gifts, and constituent records while keeping fundraising operations running through the transition. Midway through the highest-stakes stretch of the build, the project's PM had to step away for an extended personal leave, with no planned backup in place.

02Challenge

A full system conversion, on a fixed budget and timeline, with no room for the leadership gap that showed up partway through.

  • FR100 sat on infrastructure the vendor was actively sunsetting, so there was no fallback if the migration slipped
  • 116 backlog items had to be sequenced across 6 UI development waves without disrupting daily gift-processing and constituent work
  • Internal SMEs, QA, and data architecture all had to stay aligned on one plan and one timeline
  • Midway through the highest-stakes stretch of the build, the project's PM had to step away for an extended personal leave, with no planned backup in place
03Action
1
Sat in the core internal group from day one, translating business requirements into build-ready specs, wave by wave.
2
When the project's PM had to step away unexpectedly, I was promoted into the PM role and took over her responsibilities, running status meetings, driving design decisions, and keeping the 6-wave schedule on track.
3
Eventually held all major PM duties on the project, full ownership, not just a stand-in while she was out.
4
Coordinated UAT feedback intake and training so the 300+ end users could actually adopt the new system, not just receive it.
5
Kept the project's internal team focused on coordination and oversight rather than hands-on build work.
04Results
$3Mproject budget managed
14 Monthsfrom planning through delivery
300+users transitioned to the new system
116dev items delivered across 6 waves

This wasn't a project I was handed to run, it's one I grew into under real pressure, when the person leading it had to step away at the worst possible time. Taking over mid-flight on a system this central to the organization's fundraising operation, with no notice and no handoff plan, was the actual test. Finishing it, on budget, on the wave schedule, with the people who'd use it every day actually trained on it, is what I'd point to first.