Connection Cafe

JULY 26, 2011

Commissioned by Convio, Edge Research conducted an online survey for nine weeks gathering responses from 123 nonprofit practitioners and conducted 15 in-depth interviews, resulting in the Integrated Multi-Channel Marketing Study. Other key findings include: There is a broad consensus that an integrated approach makes sense.

Integration 32

Integration Marketing Org Channel 32

Connection Cafe

JANUARY 27, 2016

A complex, integrated constituent management platform usually handles constituent data, constituent relationships and core transactional processing, including revenue processing. This is a prudent collaboration since a viable deal structure requires all three to remain ‘whole’ for the lifetime of a purchasing arrangement.

Phase 20

Phase Structure License Training 20

Forum One

AUGUST 15, 2010

This technology selection and implementation phase can be daunting and complex. If you're going to do something sophisticated, like integrating your grants management system with your grantee community, be sure you have very solid management support, a healthy budget, and a very patient stakeholder group.

Collaboration 44

Collaboration Tools Ning Sharepoint 44

Neon CRM

SEPTEMBER 5, 2023

Set a timeline and milestones: Develop a realistic timeline that breaks down the migration process into manageable phases. Build a data mapping plan: Understand your current data structure comprehensively, identifying the fields and attributes you use at your organization. Those are all tests that you should run post-migration as well!

Data 52

Data Donor Map Test 52

sgEngage

SEPTEMBER 18, 2023

Streamlining our application and accounting processes and integrating an e-checks system has been a gamechanger for our grantees. It has created more structure and consolidation across the organization and saves money too. For some of these apps, we’re still in adoption phase. Everyone on the island suffered a loss.

Advice 74

Advice Tech Sharepoint Grant 74

CauseVox

DECEMBER 8, 2023

As we embark on the fundraising journey in 2024, the significance of a well-structured nonprofit annual development plan cannot be overstated. Through genuine, timely, and impactful communication, ensure that donors feel like an integral part of your organization’s story rather than just a transaction.

Develop 72

Develop Calendar Nonprofit Retention 72

sgEngage

NOVEMBER 9, 2022

If you select software without considering all other parts of your school, there is a high probability that the software won’t fully integrate with other solutions you are using. Find the integrated software solution that comes as close to doing it all as possible. Consider both flexibility and structure.

Classes 77

Classes Student Software Structure 77

Connection Cafe

NOVEMBER 20, 2013

This post will cover key considerations after you’ve thoroughly defined the project, secured sponsorship, and documented risks: getting the right people and team structure in place, managing changes to the project, and preparing the user population for a successful go-live. Change Management and User Adoption.

Project 35

Project Adopt Change Management Team 35