article thumbnail

5 best practices for Salesforce change management

fusionSpan

Nonetheless, for nonprofits looking to either implement Salesforce for the first time or build on their existing setup, managing change is crucial to keeping things running smoothly for both your organization and your members. What is Salesforce change management? That’s where Salesforce change management comes in.

article thumbnail

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.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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
article thumbnail

The benefits of working with a selection consultant to find your next AMS

Nimble AMS

Finally, a consultant can help you evaluate the AMS vendor responses, assisting you as you make an informed decision. Additionally, consultants have relationships with all the leading AMS vendors and their sales teams. Offer industry insights into the best software. AMS selection consultants are experts in their field.

article thumbnail

Study the Data, But Eat the Cake—Put the Human Factor Forward

.orgSource

Predictive modeling reveals future outcomes and trends with greater accuracy than traditional methods, enabling proactive decision-making and change management. They studied the member experience and evaluated how to engage and communicate on a personal level. The team watches data and member behavior.

Data 221
article thumbnail

4 Things Large Nonprofits Miss When Redesigning their Website

Forum One

For example, images and content displayed on the homepage will change based on past clicking and scrolling behavior. Establish new digital governance and implement change management Creating, maintaining, and evolving an effective online digital presence for your organization can’t be done by your communications department alone.

article thumbnail

Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Action items not assigned to an active team member can lead to phone calls, meetings, and other crucial tasks not being completed. Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members.

Data 74