4 Signs Your Organization Needs Robotic Process Automation

Connection Cafe

Robotic process automation (RPA) is leading a revolution… one that will save the average healthcare organization hundreds of hours a year in administrative time. RPA can replace time-consuming manual processes that organize information from your fundraising system, spreadsheets, databases for endowments or restricted gifts, hospital financials, separate payroll system and more. Listen: sgENGAGE Podcast Episode 95, “ What the Heck is Robotic Process Automation?

Improve Your Billing Process

Connection Cafe

Improving your billing process is one of the most important steps you can take to ensure the financial stability of your school. But instructions on how to improve your billing processes are few and far between. The best place to start is by defining the billing process itself. The process starts from the first time you meet a student, whether through an online application or in person. The billing process begins with student registration.

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Nonprofit Credit Card Processing: Everything You Need to Know

Wild Apricot

Credit card processing for nonprofits may sound high-tech and complicated, but even the smallest organization can easily get set up to receive payments. payment-processing online payments FundraisingHere's how to get started.

Year-end donation processing

Robert Weiner

Let's say the following donations will be processed by different nonprofits in the United States on Jan. That charity's online giving system did not charge the credit card immediately -- instead it sent an email (ideally, an encrypted one) to a staff member that the donation needed to be processed. The charge is considered made when processed by the recipient.

8 Tips for Your Nonprofit RFP Process Featuring a Free RFP Template

EveryAction

Time to start the RFP process to make sure you find the best vendor for your organization. While creating a Request for Proposals can be labor-intensive, time consuming, and stressful, we've put together some tips to make the whole process go a little smoother. Keeping these basic do's and don'ts in mind can yield great results + make the RFP process a lot simpler (and so can our No-Fuss Nonprofit RFP Template.). Is your fundraising schedule directly connected to the process?

Using Salesforce Process Builder & Flow with Opportunity Contact Roles

Judi Sohn

This came out of a discussion (and Idea Exchange idea) on the Success Community around Process Builder’s inability to work with the Opportunity Contact Role object. There are two common requests I often get related to Opportunity Contact Roles, both now solved easily with clicks instead of code thanks to Flow and Process Builder! and now you can make the Process that will send the IDs to the Flow and make it happen. Activate the Process and you’re good to go.

Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes

Connection Cafe

Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes. In automated systems, operations are performed with a reduced level of human participation compared with corresponding manual processes. This allows organizations to eliminate redundant tasks and streamline processes for simplicity and efficiency. In the world of grants, business process automation increases productivity by reducing the time required to perform repetitive tasks.

Six-Step Strategic Planning Process

Eric Jacobsen Blog

Here's one more gem from the book -- the authors' recommendations for a six-step strategic planning process : Set an aspirational destination (derived from the mission and vision). Awhile back, I shared highlights from the useful book, First-Time Leader , by George Bradt and Gillian Davis.

Online Payment Processing for Nonprofits: Everything You Need to Know

Wild Apricot

Looking into online payment processing for your nonprofit, association, or membership organization? Pick the right solution with the help of our guide

Rethink Your Website Redesign Process

SocialFish

——– As principal strategist for Tanzen , Carrie Hane untangles content by aligning people, processes, and systems so organizations are ready for what’s next. . This is the first in a new series of posts about rethinking how you approach your website. ————– Where to start? Some of us like to jump right in and starting fixing something. Others want to look at every angle and analyze the situation to figure out what needs to be done.

5 Challenges (and Solutions!) of Processing Donations

Frogloop

Implementing some small tips will help solve the 5 greatest challenges nonprofit organizations face with processing donations. Mobile fundraising payment processingFundraising can be challenging for any nonprofit, but it’s the backbone of any healthy organization.

The 9 Considerations for a Successful Budget Process

Connection Cafe

A good budgeting process engages those who are responsible for adhering to the budget and implementing the organization’s objectives in creating the budget. Generally, the larger your organization, the more complex the process may be, including the need to create multiple project or department budgets. Your annual budgeting process should be documented with tasks, responsibility assignments, and clearly stated deadlines.

5-Part Social Media Process

Amy Sample Ward

5-Part Social Media Strategy Process. One great way to help guide you in the process of identifying and selecting the most appropriate technologies is to ask your community! What part of the 5-step process above was the hardest part for your organization to tackle?

Your Nonprofit’s New Data Management Process

TechImpact

Data management can be a tedious, difficult process. Below, we have spelled out for you the “4 A’s” of data management to help you get started on your data collecting process, according to Sidekick Solutions. The post Your Nonprofit’s New Data Management Process appeared first on Tech Impact Blog - Leaders in Non-Profit Technology. Image courtesy of Cabbage Tree Solutions.

Scrum: A Universal Process for Organizational Success

VisionLink

VisionLink studies manufacturing processes and team best practices to inform the way we operate. Retrospectives After completing a project, a quick, simple conversation about what worked well and what needs improvement can expose potential flaws in your process and new insights for future projects. Stand Up Meetings When crunch time hits, short stand up meeting as part of the daily process can bring issues to the surface that would normally fall through the cracks.

Nonprofit Web Design Process: The Series

Connection Cafe

It was suggested to me by a colleague that it might be insightful to write a series of posts to describe our design process in detail. My team here at Blackbaud works with nonprofits to design online experiences. We design desktop websites, responsive and mobile-friendly websites, event fundraising sites, mobile apps, email messages, donation forms, you name it.

Nonprofit Web Design Process Part 4a: Sitemaps

Connection Cafe

Note: This is the eighth in a series of posts about the Nonprofit Web Design Process. See the end of this post for a linked index of other posts in the series. Purposes. Your sitemap is a visual representation of the structure of your website. It defines all of your sections of content and which pages belong in each section. Ultimately, the sitemap will be what’s represented by your website’s navigation. Purposes for the Sitemap include: Defining each tier of navigation for your website.

Nonprofit Web Design Process Part 4b: Wireframes

Connection Cafe

Note: This is the ninth in a series of posts about the Nonprofit Web Design Process. For responsive websites, I prefer to use HTML to create my wireframes since it speeds up the process of designing layouts for each screen size. See the end of this post for a linked index of other posts in the series. Purposes. Wireframes are skeleton layouts of key pages or templates for a website and are used to position elements on the page without colors, styles or photography.

Nonprofit Web Design Process Part 2e: Personas

Connection Cafe

Note: This is the sixth in a series of posts about the Nonprofit Web Design Process. Here are some personas I recently developed with a client: The final step in the persona development process is to socialize the personas around your organization. I like to think of Content Strategy is “where the rubber meets the road” in our design process since we get to take everything we learned during Discovery and User Research and start making actionable recommendations.

The 5-Step Process to Create a Successful Nonprofit Landing Page

Wild Apricot

If you’d like to set up a landing page to increase donations (or any other type of goal), I’m going to cover the five steps that will create a successful nonprofit landing page, including examples from nonprofits who have found success. Landing-Page

Six-Step Strategic Planning Process

Eric Jacobsen Blog

Here's one more gem from the book -- the authors' recommendations for a six-step strategic planning process : Set an aspirational destination (derived from the mission and vision). Awhile back, I shared highlights from the useful book, First-Time Leader , by George Bradt and Gillian Davis.

Creative Process Tips and Tools

Wild Apricot

If you are kick-starting some communications planning this summer, here are some tips and resources that might help. member communication

Nonprofit Logo Design: A Simple 3 Step Process

NetWits

Nonprofit logo design is a process that can be just as painful as it can be exciting. I couldn’t emotionally remove myself from the process and look at the big picture. Taking a step back and looking at the big picture objectively is a CRUCIAL part of any branding project, including the entire logo design process. Which leads me to a simple three-step process that you can work through when working on your next nonprofit logo.

Improving Donor Relations Through Better Donation Processing

John Haydon

In preparing for the busy end of year giving season, it is important to make sure your nonprofit is making the grade in gift processing and donor relations. The post Improving Donor Relations Through Better Donation Processing appeared first on John Haydon. As kids head back to school, nonprofits are emerging from the summer fundraising lull.

The sgENGAGE Podcast Episode 91: Eliminating Unconscious Bias in the Hiring Process

Connection Cafe

How does unconscious bias interfere with the hiring process? Listen to the episode to hear what Paula has to say about strategies that organizations can use to reduce unconscious bias in the hiring process, tactics for reaching out to and recruiting diverse candidates, and the benefits of a more diverse workplace. What unconscious bias is and how it interferes with the hiring process. It may be different than you think.

The 9 Considerations for a Successful Budget Process

Connection Cafe

A good budgeting process engages those who are responsible for adhering to the budget and implementing the organization’s objectives in creating the budget. Generally, the larger your organization, the more complex the process may be, including the need to create multiple project or department budgets. Your annual budgeting process should be documented with tasks, responsibility assignments, and clearly stated deadlines.

GUIDE: Growing and Sustaining your Volunteer Program

EveryAction

If this applies to you, it’s important for your nonprofit to have a volunteer screening process. Then find a way to incorporate those concerns into your screening process. If you work at a nonprofit, you know what it feels like to have too much on your plate.

Aligning Learning Needs with Business Process

Gyrus

Aligning Learning Needs with Business Process. Whether it be addressing the blended learning mix we provide, the content we promote directly, or the style in which our learners process information; there are countless decisions that we can make, and the answer that we provide today, may not be what is most effective weeks from now. Learning Management Systems (LMSs) are the foundation of the learning process. Learning Aids or additional learning processes.

Nonprofit Web Design Process Part 6: Solution Design

Connection Cafe

Note: This is the final installment in a series of posts about the Nonprofit Web Design Process. Once we determine what the content types will be, the content modeling process continues with: Defining data/fields needed for each content type. This is the last post in our Nonprofit Web Design Process series! I hope you’ve enjoyed learning about the process. See the end of this post for a linked index of other posts in the series. Purposes.

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Nonprofit Web Design Process Part 3: Content Strategy

Connection Cafe

Note: This is the seventh in a series of posts about the Nonprofit Web Design Process. Quote from Kristina Halvorson) It’s an essential step in the Web Design process that’s often overlooked or skimped upon. Here at Blackbaud, we do our best to start our design recommendations with content so that our clients are thinking about content very early in the process. See the end of this post for a linked index of other posts in the series. Purposes.

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The sgENGAGE Podcast Episode 95: What the Heck is Robotic Process Automation? (and Why Your Organization Needs It)

Connection Cafe

Enter robotic process automation (RPA), a technology that automates repetitive processes and allows organizations to better control their expenses, increase their margins, and drive more revenue. In this episode, Blackbaud’s RPA expert Louis Stratton explains what robotic process automation technology is, how it strengthens internal controls and why it benefits organizations to include it as part of their strategy. The future of robotic process automation.

11 Hispanic and Latino Organizations Everyone Should Know

EveryAction

NALEO Educational Fund is the nation’s leading non-profit, non-partisan organization that facilitates full Latino participation in the American political process, from citizenship to public service.

Nonprofit Web Design Process Part 5: Visual Design

Connection Cafe

Note: This is the tenth in a series of posts about the Nonprofit Web Design Process. The final step in our process is the Solution Design phase, where we detail the administrator experience for the site. See the end of this post for a linked index of other posts in the series. Purposes. The visual design details the final look and feel of the website. It defines the colors, graphics, fonts and photography that make the site beautiful.

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Here's 28 Reasons Why Your Nonprofit Should Switch to EveryAction

EveryAction

Plan, track, and analyze the process of cultivating major donors. Thousands of nonprofits use EveryAction every day to raise money, manage offline fundraising through pledges and grants, send emails, run nonprofit digital advocacy campaigns, and so much more.

Nonprofit Web Design Process Part 1: Stakeholder Discovery

Connection Cafe

Note: This is the first in a series of posts about the Nonprofit Web Design Process. See the end of this post for a linked index of other posts in the series. Purposes. No matter how big or small the design project, Stakeholder Discovery is always the first step. Sometimes it’s a quick, half-hour phone call and other times it’s a two day on-site visit. The key purposes of Stakeholder Discovery are, in priority order: To align the entire project team around goals for the project.

Nonprofit Payment Processing: Everything You Need to Know

John Haydon

Payment processing handles donation transactions between your organization’s bank and your donor’s bank. The post Nonprofit Payment Processing: Everything You Need to Know appeared first on John Haydon. A payment processor is a company that handles all your online transactions. As you might expect, payment processor also have multiple security measures in place to protect your organization and your donors. Why do you need a payment processor? In order to accept […].

Nonprofit Web Design Process Part 2d: Usability Tests

Connection Cafe

Note: This is the fifth in a series of posts about the Nonprofit Web Design Process. Usability Testing of any sort is a good idea to incorporate into your design process to validate (or invalidate!) What we use depends, of course, on time and budget, but also on what stage of the design process we’re in. I think it’s ideal to do moderated usability tests once we have a solid set of wireframes finalized but before we begin the visual design process.

Nonprofit Web Design Process Part 2c: Card Sorts

Connection Cafe

Note: This is the fourth in a series of posts about the Nonprofit Web Design Process. To guide the sitemap revision process and introduce new ways of thinking about content relationships and groups. For more tips about selecting cards and the entire process, see this great article on Boxes and Arrows. See the end of this post for a linked index of other posts in the series. Purposes.

Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations | Planned Giving Design Center

AFP Blog

Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations | Planned Giving Design Center : "Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations Article posted in Intangible Personal Property by Randy Fox on 4 November 2014| comments audience: National Publication, Bryan K.

Nonprofit Web Design Process Part 2b: Surveys and Interviews

Connection Cafe

Note: This is the third in a series of posts about the Nonprofit Web Design Process. See the end of this post for a linked index of other posts in the series. Purposes. Surveys and Interviews are useful tools to help us learn and/or validate what constituents want from a nonprofit’s website. Many times, the internal stakeholders at an organization have some idea of what their users want and they’ll share that knowledge with us during Stakeholder Discovery.

4 Reasons Why You Need a Volunteer Onboarding Process

Wild Apricot

Here are highlights from our Wild Apricot Expert Webinar on Volunteer Onboarding, presented by Tobi Johnson. webinar Volunteers

7 Tips to Make This Year Your Best #GivingTuesday Ever

EveryAction

When possible, save yourself time and effort by creating automated processes to do the work for you. #GivingTuesday is right around the corner!

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This Digital Marketing Process Will Make You Write Better Content

Nonprofits Source

Do you have a digital marketing process in place to manage your content, social, email, and engagement activities? In this article, I’m going to share a strategic marketing process that, when followed, will help you create content your audience will love. Best of all, this 7 step marketing process is easy to learn and will free your time to focus on more value-adding activities. Chapter 4: Marketing Process. The Traditional Strategic Marketing Process.