Remove Build Remove Change Management Remove Evaluation Remove Roles
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5 best practices for Salesforce change management

fusionSpan

Nonetheless, for nonprofits looking to either implement Salesforce for the first time or build on their existing setup, managing change is crucial to keeping things running smoothly for both your organization and your members. What is Salesforce change management? That’s where Salesforce change management comes in.

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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

We’ve all heard the catchphrase, “ if we build it, they will come. ” While usage is a great data point to evaluate your product’s success, there’s so much more to consider when weighing the options to build an in-house solution or use an off-the-shelf product. You need to have the right talent for a technical build.

Software 321
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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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Data Governance: The Key to Strategic Planning

sgEngage

Building an informed strategic plan relies on your ability to gather, interpret, optimize, and safeguard this data. They each play a role as collectors of information and stewards of data security. Finally, create a roadmap and set clear goals with evaluation criteria for hitting each goal.

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Developing staff technology skills in your nonprofit

NTEN

Success in highly technical roles relies just as much on customer service and change management as on technical abilities. One approach to documenting skill requirements could be to create a matrix of skills and roles for your organization. You could also review each job description and add essential and helpful skills.

Skills 88
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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 74
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Beyond the Newest Philanthropy Buzzword: Knowledge Work Is Core to Equitable Change

sgEngage

Sadly, many current change efforts that try to incorporate knowledge work for social good end up with disjointed or burdensome lists of isolated activities that really aren’t very engaging or valuable. A History of Knowledge Work in Philanthropy Knowledge building and philanthropy have a long past. Fast forward to today….