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Beyond the RFP: How to Choose Technology Partners for Impact

sgEngage

Grants managers are adept problem solvers. Upgrading and updating technology systems to keep up with the digital world are necessary evils. These migrations slow us down considerably and distract us from the high-risk compliance and risk-mitigation work primary to our grants manager job descriptions. What Is a System Migration?

Impact 52
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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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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

Identify the person who will be the primary project manager as well as the member of leadership who will make the final decisions. For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative. out of scope).

Project 95
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Combatting Innovation Creep

sgEngage

How often does a colleague attend a conference, see a demo of the latest “it” technology, and want to implement it as soon as they get back? Without a vetting and approval process in place, they can end up in the “Wild Wild West” of technology, with redundant or underutilized tools, wasted human capital, and unnecessary expenses.

Denver 83
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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

Just like any technology, realizing success on the Salesforce platform takes careful maintenance, dedication to change management, and intentional roadmap planning. It’s important to sufficiently staff and spread resources evenly, but it’s also a critical necessity for support staff to exhibit competency with the technology.

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5 Questions to Ask Your Fund Accounting Vendor

sgEngage

How does your system manage restricted funds? Managing restricted funds is not a “workaround” but part of the core functionality of the fund accounting system. Your fund accounting system should not be static—it should incorporate new technology and functionality that is meaningful to you and saves time for your staff.

Fund 87
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Life After Luminate CRM: Moving Forward with the Nonprofit Success Pack

Cloud 4 Good

While this information might not come as a surprise, there is a clear path forward for your technology strategy as it relates to managing your constituents. With a positive mindset and proactive approach, this development just might turn into a silver lining for the future of your organization’s technology.

Life 64