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5 best practices for Salesforce change management

fusionSpan

Change is a staple of life for any organization. Whether it’s upgrading part of your tech ecosystem, finding more efficient business processes or even updating physical infrastructure, navigating change is something nonprofits and other organizations have to face almost every day. What is Salesforce change management?

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An Evolution of Evaluation in Grantmaking With a Participatory Lens

sgEngage

Here, we explore for whom change is desired and who is defining and measuring that change. Power Imbalance in Traditional Evaluation As grantmakers, we tend to monitor and evaluate our strategies and programs using metrics that we deem important. Who manages the monitoring and evaluation?

professionals

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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.

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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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Data Governance: The Key to Strategic Planning

sgEngage

Foster a Culture of Security Your digital ecosystem is made of up three parts: People, Systems, and Processes. They each play a role as collectors of information and stewards of data security. Your processes are how you carry out functions and should have a clear procedure that can be followed across the organization.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Evaluate the tasks the new user will perform regularly before handing over keys to the system.

Data 79
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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. One approach to documenting skill requirements could be to create a matrix of skills and roles for your organization. You could also review each job description and add essential and helpful skills.

Skills 88