Robert Weiner

DECEMBER 21, 2012

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

Database Training Train Classroom 166

Robert Weiner

MAY 13, 2010

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

Software Free Database Newsletter 122

Robert Weiner

JULY 10, 2012

There are key components of advancement support missing in the current software (one of the two areas above, or Events management, or Volunteer management, or on-line fundraising, or Campaign Reporting, or…). Our current vendor has gone out of business, or has stopped supporting our current software.

Database 181

Database ROI Donor Listserv 181

Robert Weiner

FEBRUARY 9, 2015

Are you trying to solve a lack of strategy or broken processes by throwing software at the problem? Have staff been trained on those policies and procedures? Do you have an ongoing training plan that includes time for mentorship and learning? Does this person play well with others?

Problem 100

Problem Technology NTC System 100

Robert Weiner

JULY 25, 2010

You also need to know how it costs to get started with your system (purchase, conversion, training, etc.) Last, you need to get a contract that shows you all of the costs, including setting up the system, converting your data, (ideally) documenting your data entry processes, and training your staff. This step is not optional.

Database 180

Database Donor System Test 180

Robert Weiner

JANUARY 27, 2012

Finally, the system needs to be backed by strong implementation practices, training, and ongoing product development and user support. Software alone seldom gets the job done. I’m also concerned about the confusion this will cause in the industry.

Blackbaud 222

Blackbaud Convio Open Source Product 222

Robert Weiner

FEBRUARY 9, 2015

As such, current and new clients are guaranteed access to ongoing software updates, training and support, and enhanced features. Donor Databases Fundraising Nonprofit Technology Software' This change is in-line with our transition to a subscription-based service.

Change 100

Change Database Module Hosting 100