sgEngage

FEBRUARY 9, 2024

The right fund accounting software can save you time and streamline your processes. 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. Name a point of contact who sees the big picture.

Fund 94

Fund Software Community Tips 94

sgEngage

APRIL 26, 2024

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor.

Relationship 99

Relationship Practice Build Evaluation 99

fusionSpan

MAY 19, 2024

It’s a matter of making sure your teams have the best tools and processes at their disposal, your members get the best experience possible, and you can deliver on your mission. Process challenges to digital transformation When you go through digital transformation, processes change.

Digital 52

Digital Nonprofit Process Goal 52

sgEngage

JANUARY 24, 2024

Rather than opt-in re-enrollment, where all parents/guardians must sign new contracts to enroll their children each school year, continuous enrollment is an opt-out process that higher education institutions have used for decades. Admissions had to create a new process to keep track of student withdrawals during the withdrawal period.

Student 76

Student Policy Retention Education 76

Nucleus

MARCH 2, 2021

” by Randy Bean – published February 5th, 2021 According to Harvard Business Review, thriving as a mainstream organization today means being data driven. In this latest survey, 29% reported achieving “transformational business outcomes” during the past year – so what is holding the others back?

Associations 130

Associations Data Analytics Culture 130

Nimble AMS

FEBRUARY 17, 2023

The entire process of r esearching, buying, and implementing new association management software (AMS) is a major job for any organization. Tips to help you manage expectations for your AMS When it comes to your stakeholders, you’ll likely experience some with strong opinions.

Project 118

Project Management Tips Associations 118

sgEngage

SEPTEMBER 5, 2023

The bbcon 2023 agenda is full of great sessions for finance professionals serving nonprofits, schools, foundations, healthcare, and cultural organizations, from creating better systems to extending what you currently do with Blackbaud’s fund accounting software, Financial Edge NXT. Let the Machines Work so the People Can Think!:

Blackbaud 83

Blackbaud Chart Denver Nonprofit 83

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. On paper, realigning your institution on the heels of a system overhaul makes perfect sense. Analyze your solicitation process.

Change Management 26

Change Management Change Management Tools 26

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. The nonprofit needs to own and manage their own data for the trust we want to build with donors of the future,” said Pritcher.

Consultant 52

Consultant Group Dallas Massachusetts 52

sgEngage

MAY 14, 2024

The Goal of Your Finances The goal of a for-profit organization is to drive revenue for the business. To do this, you need an accounting system that can hold this information on a unique record, not as part of an account string. This isn’t the case with nonprofit organizations. There are no shareholders.

Profit 98

Profit Fund Grant Track 98

Forum One

AUGUST 10, 2021

Though digital tools and systems play a big role in this transformation, it’s about more than just the tools. Common challenges in government digital transformation pursuits include overlapping or redundant solutions and processes and siloed teams and communications. Four steps for digital transformation at your agency.

Government 88

Government Digital System Fund 88

Cloud 4 Good

JUNE 10, 2021

As LCRM is already built on the Salesforce platform, your organization will be transitioning to a system that is familiar and flexible with your previous technology investments. Now, perform a system check on your current technology and evaluate the business process mapping and data conversions needed to complete your technology transition.

Life 64

Life Test Nonprofit Data 64

NTEN

SEPTEMBER 14, 2011

The selection of quality technology systems is a very important piece of managing those relationships, but equally important is how your team uses the technology. Through continual improvement of your organizational processes, you can harness the technology to be more productive, even in the face of functionality flaws in your systems.

Process 92

Process Technology Raise Fund 92

The NonProfit Times

MAY 8, 2024

“The nonprofit needs to own and manage their own data for the trust we want to build with donors of the future,” he said. Appell said that mission is important, and people and process have to be involved in the data practice. “We A big part of what Heller does is use systems more efficiently,” said Appell.

Group 52

Group Fundraising Dallas Massachusetts 52

sgEngage

JANUARY 29, 2024

Recognize What’s Not Serving You When you are busy, it’s easy to follow inertia down the path of the-way-it’s-always-done. It’s recognizing the ways you typically take information and apply it may not be the process your organization needs to move forward. But that is a surface-level change. It’s not about what you do.

Adopt 88

Adopt Learning Organization Help 88

Cloud 4 Good

JULY 6, 2021

This tool is a game-changer in elevating the advancement, recruitment and admissions, student success, communication, and other critical business capabilities of your institution. Just like any technology, realizing success on the Salesforce platform takes careful maintenance, dedication to change management, and intentional roadmap planning.

Org 111

Org Support Skills Knowledge 111

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 82

Change Management Change Management Denver 82

Neon CRM

SEPTEMBER 27, 2023

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: What is it?

Change Management 52

Change Management Change Management Nonprofit 52

Allegiance Group

NOVEMBER 7, 2023

Selecting the right Content Management System (CMS) for your nonprofit website is crucial in building and managing a successful online presence. Business Considerations: Elements like budget, licensing type, training needs, and change management are also essential considerations in CMS selection.

Open Source 52

Open Source License Drupal Platform 52

Cloud 4 Good

FEBRUARY 10, 2022

Lately, we’ve been working with our Managed Services clients to consolidate Process Builders and Workflow Rules to Flows, and the most recent updates to Flow Builder will significantly enhance those initiatives. Manage Permission Sets and Permission Set Group Assignment Expiration Dates with Enhanced User Experience (Beta) .

Org 92

Org Report Accessibility Open 92

Eric Jacobsen Blog

FEBRUARY 16, 2021

IT systems are evolving from static processing engines to agents of change. And even change management is changing as well. In their book, the authors use eight themes to offer guidance on how to change perspective and view the enterprise as a living organization, enabled by technology. “The

Model 52

Model Lesson Business Authoring 52

NTEN

JUNE 6, 2023

Outlook) and video conferencing platforms, use a spreadsheet, create slides, and use tools that are specific to your organization, such as a timekeeping system or an expense reporting system. Success in highly technical roles relies just as much on customer service and change management as on technical abilities.

Skills 88

Skills Technology Develop Training 88

Saleforce Nonprofit

SEPTEMBER 22, 2021

A long time Salesforce customer, they made the switch from a legacy system and used Salesforce to build the Justice Data Solution. The new system allows them to visualize their logic model in action across programs in 24 offices in 14 countries. Technology is the accelerator that allows IJM to do that at scale.

Experiment 111

Experiment Impact Australia Nonprofit 111

Connection Cafe

DECEMBER 9, 2019

For all of us who don’t live in a world where this type of change is enthusiastically accepted , we know that it can be challenging , especially when it comes to thinking about training and getting folks to actually USE the system. Audit your toolbox to understand what you have that can help you throughout the training process.

Learning 45

Learning Strategy Training Train 45

Cloud 4 Good

NOVEMBER 4, 2021

Conducting formalized purchasing processes represents an essential aspect of any business seeking to maximize return on investments and improve organizational outcomes. Cloud for Good recently sat down with BWF’s Jason Boley, Senior Vice President of Systems and Operations, to discuss the value and best processes of the RFP process.

Process 92

Process Interview Phase Map 92

Gyrus

NOVEMBER 20, 2014

In the introduction to the Change Management Strategies Series I mention three major factors effecting change. These include an organized implementation plan, communication, and management buy-in. This blog will focus on management buy-in. See Also: Change Management Strategies for LMS Implementation.

Test 45

Test Attitude Change Management Group 45

sgEngage

APRIL 19, 2023

ChatGPT’s real value lies in its ability to reduce uncertainty in ways that introduce system-wide change, prompting creativity as we reimagine old ways of doing things. Be Aware of the Human Bias Toward “Resulting” We tend to think about accuracy in terms of results, not in terms of process. ChatGPT is a probabilistic model.

Model 73

Model Italy Test Generation 73

NTEN

FEBRUARY 2, 2011

Too often, amateur accidental techies -- nonprofit staffers who have taught themselves technology skills -- find themselves in over their heads trying to develop databases, but forgetting to do business process modeling or change management. Every once in awhile, serendipity struck.

Professional 74

Professional Technology Consultant Change Management 74

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 14, 2009

Departments do not work in silos, systems, policies, and work processes support this. Has a culture of rapid response – can address problems or complaints quickly without getting bogged down by endless approval process. Evaluates current processes and systems on a regular basis and updates them as needed on an incremental basis.

Social Media 88

Social Media Adopt Media Social 88

sgEngage

JULY 24, 2023

Colleges and universities offer good-paying jobs, produce new talent for the area, and attract other businesses. Streamline your transfer process and create more feeder schools by partnering with community colleges throughout your region and meeting with students. Make college more attainable for those students. Talk to your donors.

Education 81

Education Student Award University 81

Amy Sample Ward

SEPTEMBER 9, 2009

Yet, organizations tend to have a low tolerance for failure even though it is failure that often leads to innovations and improvements in products, services or processes. Leaders often blame change managers or teams who do not control the source or circumstances which cause the “failure.” lack of success. an unexpected omission.

Change 102

Change Case Study Org Lesson 102

Connection Cafe

APRIL 18, 2013

Examples may include complete technology changes or large system upgrades, strategic organizational planning with a third party consultant outfit or process restructuring (i.e. deciding to completely revamp your donor management process or General Ledger coding structure in the Business and Development Office).

Tips 35

Tips ROI Phase Info 35

Connection Cafe

JULY 23, 2013

I’m often asked to help nonprofits define a technology roadmap – that is, figuring out how to migrate their business from a legacy system(s) to a new solution(s) and beyond. End-users ask, “can we make changes to the ‘out of the box’ software to meet specific needs?

Build 32

Build API Evaluation Exercise 32

NTEN

AUGUST 2, 2012

DO accept a technology donation from a(n extremely busy) board member! That new CRM, website, or donor management system is going to magically fix your organization’s inefficient processes, fidgety funders, and demotivated staff! DO blindly put your faith in technology. And if you’re not doing the DON’Ts, please start!

Director 84

Director Journal Nonprofit Org 84

Connection Cafe

JANUARY 23, 2020

With more than 38 years of success in leading strategic initiatives resulting in operation growth and market strength, her specialties are aligning the needs of a varied group of constituents with the overall mission and working with a grassroots chapter and volunteer network while maintaining a strategic business operations focus.

Foundation 25

Foundation Children Lesson Roles 25

Connection Cafe

JANUARY 27, 2016

The premise is that when central office buys an information system solution it has many factors to consider. So, let’s start with the core constituent management and transactional system. During this period, however, business processes, services paradigms, critical data and technology itself, will change dramatically.

Phase 20

Phase Structure License Training 20

sgEngage

MARCH 4, 2024

Universities across the globe face challenges with successful digital transformation and what it means for their fundraising and alumni data, legacy systems, data literacy, and access to skills. Considering today’s innovations, an advancement system is–or should be–much more than a repository of data.

Education 96

Education Technology University Blended 96