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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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Five tips to leverage change management and successfully advance your association’s goals

Nimble AMS

To thrive as a modern association, leaders must be willing to embrace the change management process and accept the powerful role of innovative technology in advancing organizational goals. When it comes to adopting innovative technology to advance your organization’s goals, it’s crucial to understand your role in the process.

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3 Roles of the Nonprofit CFO that Lead to Mission Success

sgEngage

The role of the nonprofit CFO has undergone a profound evolution. No longer confined to the more traditional, narrow lane of strictly managing an organization’s revenue and expense sheets, today’s nonprofit CFOs are increasingly asked to design a multifaceted approach that encompasses strategic vision, collaboration, and innovation.

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

Association Analytics

Data scientists, data engineers, business analysts and implementation managers are just some of the roles an outsourced analytics provider employs. Earlier, we mentioned the need to have the right people in the right roles. During implementation, your team will need to manage and execute multiple integration pieces.

Software 321
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Getting the board on board with nonprofit technology changes

EveryAction

While the C-level and managers will probably lead your organization’s tech selection, you can think of the board as the ultimate executive sponsor. They can help drive a culture of adoption , which allows leadership to focus on change management activities to ensure you succeed with significant tech shifts.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

Project Team List the names, titles, and respective roles of your core project team. This includes the project manager and sponsor identified in the overview. You’ll want your IT team to be aware of the project so they can review any data security requirements or integrations that need to be established, for example.

Project 95
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The One Record Myth in K–12 School Software

sgEngage

Blackbaud gives us role-based access control to assign credentials throughout the platform, so someone with full access in enrollment may only have view access in tuition management or fundraising. Instead of having siloed roles, we realigned existing data-related positions on campus to form a new department.