I'm president of the Apollo Chorus of Chicago. One of my jobs is to send out letters to all of our donors acknowledging their donations for the previous calendar year. These letters should have gone out by January 31st, but...well...OK, I'm a little delinquent. And for no other reason than I really, really did not want to merge all the data by hand.
You see, we use a smallish CRM system for all of our institutional data, which works pretty well, especially with our membership and tech-savvy donors. Many people have set up recurring donations through the CRM portal (please donate!), which happily bills their credit cards each month and creates new records for us to merge later. (It's really, really dumb about preventing duplicate records, but its merge feature works well enough.) Other donors make ad hoc contributions through the CRM as well. The CRM then sends a report to our treasurer which he imports into QuickBooks, and all is good.
You know there's a "but." See, we use a different system for managing our annual fundraiser, because our CRM sucks at event management. This system records all of the donations received for each event, plus silent auction winnings, and produces its own reports that we import into QuickBooks.
The upshot is that the CRM is not the single point of truth for donations, though it muddles through as the single point of truth for membership and music purchases. The Development Committee therefore doesn't want to use the CRM, even though it's why we have the CRM in the first place. The treasurer doesn't want to enter or reconcile all the event donations by hand either. Nor does our IT Director want to merge all the duplicate records that would result from importing the event data.
I hope to have a solution for this by next year. This year, however, I'm banging my head onto my desk as I try to reconcile QuickBooks' list against the event software's list against what should be the single point of truth for all of it.