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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Consider the level of database training the user has. Does everyone get full access?

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Combatting Innovation Creep

sgEngage

These scenarios happen all the time and can be incredibly frustrating for IT managers, especially when your current tech stack already has a similar tool—which the colleague has forgotten about or never completed training on—or the suggested software cannot integrate properly with your other systems. Register here today!

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5 Questions to Ask Your Fund Accounting Vendor

sgEngage

What training and support resources are available? On-going training and support enable you and your team to take full advantage of the functionality of the system and help you troubleshoot if there is an issue. Find out if they have continued training and on-demand courses.

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Life After Luminate CRM: Moving Forward with the Nonprofit Success Pack

Cloud 4 Good

Now, perform a system check on your current technology and evaluate the business process mapping and data conversions needed to complete your technology transition. Prepare your staff for the project to start and begin to establish a rollout strategy that incorporates training and testing. Now – Take Initiative.

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Customized vs. Configurable Software Solutions: Which Should You Choose?

sgEngage

As we evolve into a society that increasingly relies on software to manage everything from personal communications to banking needs, the debate over the pros and cons of configurable vs. customized solutions is a part of every software evaluation. first appeared on The ENGAGE Blog. You don’t pay for updates.

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Is the Higher Education Pipeline Shrinking or Just Taking a Nap?

sgEngage

Colleges and universities may need to shift their revenue strategies to reduce their tuition dependency and diversify their revenue through new fundraising tactics, partnerships, online courses, flexible programs for non-traditional students, and hard skills training. Re-evaluate your messaging. first appeared on The ENGAGE Blog.