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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

So, how can we strategically navigate change? It is one thing to adopt certain principles for how you will navigate change personally, but things get even more complicated and interesting when you are navigating change management as a unit, group, family, or organization. Technological change – new software and systems.

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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

Working with a consultant (either your vendor’s or an external partner) will save time and money because the system will be set up for your organization’s exact needs. The point of contact works with the software vendor to align the new system to your organization’s vision for the future, preventing your organization from flying blind.

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Nonprofit Finance Leaders: Don’t Miss These bbcon 2023 Sessions

sgEngage

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.

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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

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.

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Fonteva Implementation & Managed Services

fusionSpan

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?

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6 Ways to Harness Your CRM Solution as a Change Management Tool

Connection Cafe

Implementing a CRM solution is opportunity to think boldly about your institution’s future and to chart a new course. 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. Foster a self-service system.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Provide “Goldilocks” Security Access Of course, when someone leaves your organization, you have a process to make sure they no longer have access to your system.

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