Robert Weiner

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Training on your new database

Robert Weiner

A question was posted to a listserve for nonprofit techies looking for tips on training staff on a new database. I discussed training at a high level on page 13 of this chapter from CASE's Handbook of Institutional Advancement. Not everyone can train. Train them again just before going live. It's an art.

Database 166
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ROI for a donor database

Robert Weiner

and the third leg of people – trained, competent, available staff. The new software may enable my staff to do new things, but without the right people (# and training), upgraded/enhance policies and procedures, data conversion and new reports, etc. An inability to hire staff who know how to use or support the database in question.

Database 181
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Maybe It’s Not Your Database, It’s You

Robert Weiner

I'm working on an article with the title, "Maybe It's Not Your Database, It's You." The premise is that complaints about an organization's database may be misdirected: the problem is how the system is being managed (aka management problems disguised as technology problems). Have users been trained on those policies and procedures?

Database 156
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Chosing a donor database

Robert Weiner

I get a lot of emails like the following from small nonprofits: We desperately need to get a new donor database and most of them are totally unaffordable!! Looking at the Idealware Low Cost Database report , I find that there are so many considerations that it is quite complicated to make a choice. Then you need to check references.

Database 180
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Controlling data entry

Robert Weiner

No one gets access to change data without training on your policies. Training should be targeted to role. You don’t need a week of training to enter a contact report. If no one's in charge of quality control you're going to have a database full of garbage. Best Practices for Managing a Database. Monitoring.

Data 195
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The Limits of “Free” Software

Robert Weiner

I received an email newsletter today with the following pitch for a web-based donor database (perhaps you can guess which one): The Cloud offers you constituent relationship management (CRM) software that's less expensive, easier to maintain, more accessible, more intuitive, and with greater flexibility and capacity than you've ever seen before.

Software 122
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New Year’s Resolution: Be Good To Your Data

Robert Weiner

An organization’s databases store its history: contact records; people served; donors, funders, and prospects; VIPs, volunteers, and vendors; event attendees, and more. Yet many organizations don’t pay enough attention to the care and feeding of their databases. Tags: IT Management Security Databases.

Data 100