Nimble AMS

NOVEMBER 26, 2023

Follow the steps in our blog to create a culture of change management and gain executive buy-in for new technology. How to build executive buy-in for new association management software Change is a process. And gaining executive support and buy-in for new association management software will take time.

Technology 141

Technology Build Associations Change Management 141

Nimble AMS

JANUARY 5, 2024

Change can be a challenge. And encouraging your staff to adopt new association management software can prove to be even more challenging. However, if it’s time for your association to adopt new technology, it will become crucial to get your employees on board with the change.

Adopt 123

Adopt Associations Technology Gartner 123

sgEngage

DECEMBER 18, 2023

Knowledge work is growing because it sits at an important intersection between grantmaking and equitable change. Whether you are working within a funding organization or on the ground in social change, developing an effective knowledge practice will help to advance strategic missions and goals.

Knowledge 69

Knowledge Philanthropy Change Work 69

sgEngage

APRIL 11, 2023

Analyze Your Systems Audit your current data systems for security, continuity of use, and capabilities. Foster a Culture of Security Your digital ecosystem is made of up three parts: People, Systems, and Processes. Your system is the place where information is kept and should help you to be efficient and effective.

Government 80

Government Data Adopt Change Management 80

Bloomerang

MAY 13, 2024

From legacy CRM to all-in-one nonprofit solutions “Next generation” is more than just an update; it represents a strategic shift from traditional donor databases to robust, integrated systems that meet the complex needs of modern nonprofits.

Platform 92

Platform Giving Kentucky Integration 92

VisionLink

SEPTEMBER 20, 2021

When it comes to password complexity, NIST has done some research revealing that forcing users to change passwords has negative and unintended consequences. The complexity leads to behaviors (copying it down on a sticky note), that makes for less secure systems. It offers a way forward for those folks who are change-hesitant.

Problem 130

Problem Journal Language System 130

sgEngage

MARCH 21, 2024

Risks No change management undertaking is without its risks. This can include internal issues such as resistance to change as well as external issues such as a vendor with new functionality in production but not available yet.

Project 93

Project Fund Software Help 93

Connection Cafe

FEBRUARY 26, 2019

As systems and processes are being re-written, it’s an ideal time to set new goals, experiment with different processes, and emerge stronger on the other side of your transition. This is the time to question how things have always been done and consider changes that will expand your institution’s reach. Foster a self-service system.

Change Management 26

Change Management Change Management Tools 26

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 17, 2009

I asked for some recommendations on Twitter for the best practical sources for change management. Joitske recommend Learning To Change. She also pointed me to an older post on her blog about one of theories of change in the book based on thinking styles. People change if things are appealing and inspiring to them.

Change Management 66

Change Management Adopt Social Media Change 66

sgEngage

AUGUST 14, 2023

Recognizing the need for change is easy. All of this is change. The actual process of changing takes true leadership, whether in our personal or professional lives. The phrases “Well, this is how we have always done it” or “no system is perfect” were common refrains. This needed to stop and in short order.

Change Management 80

Change Management Change Management Denver 80

sgEngage

APRIL 26, 2024

In recent years, relationships between nonprofit organizations and their auditors have seen positive change. Your auditor’s year-end work will remain critical to ensure the financial integrity of your nonprofit’s books and records and compliance with ever-changing regulations.

Relationship 98

Relationship Practice Build Evaluation 98

Association Analytics

JULY 20, 2021

During implementation, your team will need to manage and execute multiple integration pieces. As with any new product or system, you have the risk of adoption. People can be adverse to change. As we mentioned earlier, the biggest advantage of building your own system is that you can custom design your product.

Software 321

Software Build Analytics Associations 321

Nimble AMS

JANUARY 21, 2024

ABA has used Salesforce for over ten years, but their previous association management software (AMS) was an outdated system, customized beyond recognition. We couldn’t do it without the Nimble AMS team and the change management presence,” said Minners. We appreciate the great support team at Nimble AMS.

Associations 118

Associations Goal Learning Software 118

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Evaluate the tasks the new user will perform regularly before handing over keys to the system.

Data 78

Data Blackbaud Policy Database 78

sgEngage

FEBRUARY 8, 2024

To successfully implement changes to your grantmaking application, you need to communicate the benefits of data-driven and user-centered design to your leadership, tie the benefits to your organization’s overall goals, and involve your leadership in the decision-making process. For example: Does your application represent your mission?

Application 93

Application Leadership Grant Philanthropy 93

sgEngage

FEBRUARY 9, 2024

That’s why it is vital to make sure your team is prepared for the change and ready to identify the improvements that will increase your community health center’s efficiency and accountability. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. Think about the future.

Fund 92

Fund Software Community Tips 92

sgEngage

JUNE 4, 2024

Upgrading and updating technology systems to keep up with the digital world are necessary evils. These migrations slow us down considerably and distract us from the high-risk compliance and risk-mitigation work primary to our grants manager job descriptions. What Is a System Migration? This is not the case.

Impact 68

Impact Technology Articulate Grant 68

sgEngage

MAY 14, 2024

To do this, you need an accounting system that can hold this information on a unique record, not as part of an account string. A good fund accounting system will also allow you to put guardrails around that funding source so that it can only be associated with expenses that meet the restrictions.

Profit 97

Profit Fund Grant Track 97

Neon CRM

SEPTEMBER 27, 2023

Change is scary. Change is hard. Change is inevitable. That’s where change management comes in. By implementing a change management strategy that’s geared towards their specific circumstances, nonprofits can help their staff members adopt new systems quickly and effectively.

Change Management 52

Change Management Change Management Nonprofit 52

Bloomerang

OCTOBER 4, 2023

A hired vendor can very easily change your accounting software from QuickBooks to Intacct. The vendor can teach you how to pull all the data out of one system and put it into a new system, based on how you want the reports to look. Changing systems from QuickBooks to Intacct is not going to solve a “bad reporting” issue.

Consultant 88

Consultant Culture Nonprofit Issue 88

sgEngage

SEPTEMBER 25, 2023

Having this data available and integrated into the reporting system allows grantees to not only meet these reporting requirements efficiently, but also to appropriately measure costs based on statistical units, such as square footage. Adopt a robust fund accounting system. Lead the change. Keep the momentum going.

Grant 96

Grant Process Management Tips 96

sgEngage

JUNE 9, 2023

Let’s start by defining each type of solution, respectively, in the context of grants management software. A configurable system is an out-of-the-box solution that allows the owner to easily personalize certain aspects of the system themselves, without the help of experienced software developers. You don’t pay for updates.

Software 88

Software System Grant Industry 88

The NonProfit Times

APRIL 30, 2024

Heller Consulting, launched 1996 and headquartered in Bay Area of California, touts expertise in systems design and implementation and will be added to RKD Group’s existing fundraising and marketing solutions. Managers at many nonprofits rely on their vendor partners to handle data. We have to extend the conversation beyond data.

Consultant 52

Consultant Group Dallas Massachusetts 52

fusionSpan

NOVEMBER 21, 2023

Fonteva Implementation and Managed Services Maximize your Salesforce investment and make it easier to manage membership experience with Fonteva AMS implementation and full life cycle managed services. Fonteva is the leading Association Management System (AMS) for the Salesforce platform. What is Fonteva?

Service 52

Service Management System Tech 52

NTEN

JUNE 4, 2013

What does this mean for nonprofit advocacy, communications, engagement, donations, program delivery, site design and system infrastructure? Leadership Cheat Sheet: 10 Steps for Planning Your Nonprofit App, from Allyson Kapin, Co-Author of Social Change Anytime, Everywhere. Well, it means a lot of different things.

Issue 90

Issue Mobile Journal Change 90

Nimble AMS

FEBRUARY 17, 2023

To manage your stakeholders’ expectations, consider adopting a culture of change management at your association. Help stakeholders embrace the likelihood of change during your AMS project by creating a communication timeline to share news promptly. Be open-minded to change.

Project 119

Project Management Tips Associations 119

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. How does your system manage restricted funds? A true fund accounting system simplifies restricted funds, making it easier to track and report on government grants, endowments, and specific donor requests.

Fund 85

Fund Question System Integration 85

Candid

AUGUST 23, 2023

In practice, this might mean considering where your nonprofit has a chance to grow, recognizing when ways of working need to adapt to changing conditions, or opting to rethink your mix of programs. What new systems or capabilities will we need to build or buy? Change management needs to be built in from the beginning.”

San Francisco 98

San Francisco Nonprofit Metrics Boston 98

VQ Strategies

OCTOBER 7, 2022

Designed to assist and support an organization (and most commonly hospitals, museums, libraries, and arts organizations), these groups historically focus on raising funds, sometimes manage the volunteer corps, and nearly always maintain their own governance system. A Path to Change. Mapping the Change.

Structure 98

Structure Volunteer Model Leadership 98

sgEngage

JANUARY 24, 2024

Our registrar must issue addendums when families add, remove, or change support services. Our business office has to re-enroll students in the tuition management system. Once they complete their enrollment contracts, information flows into our tuition management system and triggers the selected payment schedule.

Student 75

Student Policy Retention Education 75

Forum One

AUGUST 10, 2021

Digital transformation or modernization for government agencies is about using new technologies to effectively change an agency’s ability to engage audiences and achieve its mission. Though digital tools and systems play a big role in this transformation, it’s about more than just the tools. Define your goals. Organize for success.

Government 88

Government Digital System Fund 88

fusionSpan

MAY 19, 2024

The tech might be a crucial component of it, but the software can’t succeed on its own if your business processes have aged or your organization lacks a culture that embraces change. Process challenges to digital transformation When you go through digital transformation, processes change.

Digital 52

Digital Nonprofit Process Goal 52

sgEngage

NOVEMBER 1, 2023

We knew that there was information in one part of the system that could be very useful for another team. Still, we did not want, for example, an enrollment clerk to be able to change information upon which a business officer relied. We were able to pull everything into one integrated system under one team.

Software 95

Software API Miami Blackbaud 95

The NonProfit Times

MAY 8, 2024

Pritcher said the acquisition of Heller Group changes that dynamic. The nonprofit needs to own and manage their own data for the trust we want to build with donors of the future,” he said. A big part of what Heller does is use systems more efficiently,” said Appell. “Our We have to extend the conversation beyond data.

Group 52

Group Fundraising Dallas Massachusetts 52

Nucleus

MARCH 2, 2021

of mainstream companies report that they continue to struggle with cultural challenges relating to organizational alignment, business processes, change management, communication, people skill sets, and resistance or lack of understanding to enable change. In the 2021 survey, 92.2%

Associations 130

Associations Data Analytics Culture 130

sgEngage

JANUARY 13, 2023

The foundation needed to mobilize the funds and turn them into grants that would tangibly change the lives of Headwaters’ communities in real time. Rapid changes for nonprofits bring pressure from all sides. Nonprofits deal with change frequently. Leverage Technology to Manage Rapid Change. Shifting Needs.

Philanthropy 85

Philanthropy Community Time Blackbaud 85

Amy Sample Ward

SEPTEMBER 9, 2009

My experience since I started working in the social media field is that the failures are where you learn the most as a community manager, a social media manger, a change manger, a professional and as a person. Leaders often blame change managers or teams who do not control the source or circumstances which cause the “failure.”

Change 102

Change Case Study Org Lesson 102