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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.

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Five tips to leverage change management and successfully advance your association’s goals

Nimble AMS

To thrive as a modern association, leaders must be willing to embrace the change management process and accept the powerful role of innovative technology in advancing organizational goals. When it comes to adopting innovative technology to advance your organization’s goals, it’s crucial to understand your role in the process.

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8 Steps for Creating a Nonprofit Innovation Culture

sgEngage

While an innovation culture looks different depending on the nonprofit, there are some key characteristics of a culture that leaves room for innovation: Strong Leadership: Leadership plays a key role in any company culture, but it becomes even more important when fostering innovation.

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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

When outsourcing, you typically have an option where maintenance and support are included, thus eliminating the need for internal product management. Data scientists, data engineers, business analysts and implementation managers are just some of the roles an outsourced analytics provider employs.

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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

This can be done internally or through external review by a consultant. They each play a role as collectors of information and stewards of data security. Change Management is Key The adoption of new data governance practices must be prioritized through an effective change management plan if it’s to succeed.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

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