Remove Change Management Remove Data Remove Evaluation Remove Map
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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

While usage is a great data point to evaluate your product’s success, there’s so much more to consider when weighing the options to build an in-house solution or use an off-the-shelf product. Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind.

Software 321
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Developing staff technology skills in your nonprofit

NTEN

Success in highly technical roles relies just as much on customer service and change management as on technical abilities. Digital Marketing, Outreach, & Fundraising Tech Skills Map — an interactive diagram of digital competencies for nonprofit roles (free but requires you to provide contact info).

Skills 88
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Life After Luminate CRM: Moving Forward with the Nonprofit Success Pack

Cloud 4 Good

Changing technology, especially that as important as your constituent relationship manager (CRM), is a decision that should be vetted, following significant deliberation between your leadership, technology, fundraising, programs, and any team impacted by the switch, accompanied by a considered effort to ready your data for migration.

Life 64
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Seven Tips on How to Use Your Digital Ecosystem to Enhance Your Fundraising

Forum One

Don’t rely on your own assumptions or analytics data alone. Consider whether you are able to export data for analysis in other systems and move the data to other platforms as needed. Be sure to evaluate any existing integrations that may be available and keep this in consideration when evaluating licensing and overall costs.

Digital 47
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Grantmakers’ Questions as a Way Toward Change

sgEngage

Many in philanthropy now have titles or job descriptions that include creative words like knowledge insights, grants and learning, information systems, data discovery, or relational analysis. We are often also asked to organize concepts (and tons of data) and suggest clarity in what feels like chaos.

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How’s Your Digital Health?

Forum One

Periodic check-ins, ideally quarterly but at least twice a year, mean evaluating the success of the strategy and iterating. These include external channels like your website and social media presence, also internal communications, and data tools like email, Slack, Teams, and your CRM.

Digital 65
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An Interview with BWF on the Value of the RFP Process

Cloud 4 Good

Specific process mapping is usually integrated into the implementation process once a vendor has been selected. What is the difference between business requirements gathering and business process mapping? . Business process mapping involves performing a “deep dive” into a specific business process.

Process 92