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Getting Started in the Nonprofit Cloud

Getting Started in the Nonprofit Cloud



Lately, it seems that talk of "the cloud" is everywhere you turn. But what does "the cloud" mean and how can it help your nonprofit function more efficiently? We will help you get a better ...

Lately, it seems that talk of "the cloud" is everywhere you turn. But what does "the cloud" mean and how can it help your nonprofit function more efficiently? We will help you get a better understanding of what it means, the advantages/disadvantages of using it, and the future of the cloud, so you can fully research and evaluate if moving more items to the cloud is right for your organization. Presented by Richard Dietz of Nonprofit R+D



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  • I use text heavy slides for two reasons:You don’t have to take detailed notes… relax, listen and interact6 months later when you look at these slides they will still make sense (a mini-eBook)Instead of seeing a picture of a teddy bear and having to remember what I said on that slide
  • Gmail, google apps, constant contact, mailchimp,flickr,youtube, salesforce.com, common ground, skype, slideshare, basecamp, office365, Quickbooks Online, survey monkey,
  • Gmail, google apps, constant contact, mailchimp,flickr,youtube, salesforce.com, common ground, skype, slideshare, basecamp, office365, Quickbooks Online, survey monkey,
  • Individually? … at your organization?What types of services are you using?
  • EXAMPLE: My wife said “OMG, I am using the cloud?These are also the main areas I recommend you start with….. Coming later in the presentation.
  • EXAMPLE: My companies moving to Google Apps for email/calendar – **EXAMPLE: Client moving from POP3 email from web hosting company (poor support) to Google Apps – no need for support
  • EXAMPLE: Client lost technology budget, not able to make large purchases/software... But was able to get “subscriptions” for cloud based services – salesforce.com, google apps,
  • EXAMPLE: Availability/Telework -- Client had a top employee have to move because of husbands job. Organization was able to keep her on remotely because of their use of cloud services!
  • EXAMPLE: Hurricane Sandy…. “Do I have everything backed up?” “What do I need to take with me?”
  • Other side of the same coin…… Both advantage and disadvantage
  • EXAMPLE: Client had to get new internet provider as they were having a hard time connecting to internet and Cloud services. So some extra cost there, but much more reliable and efficient.. So cost benefit in long run.
  • Weak passwords!!!!!
  • Weak passwords!!!!!
  • Other side of the same coin…… Both advantage and disadvantage
  • EXAMPLE mentioned earlier
  • EXAMPLE mentioned earlier
  • EXAMPLE: mentioned earlier.. Lost tech funding, but able to work around it using cloud subscriptions.
  • EXAMPLE: Training-- Client implemented salesforce.com…. No training… glorified phone book. You need to train!
  • Other areas to look at – Broadcast email, office software, collaboration/project management.

Getting Started in the Nonprofit Cloud Getting Started in the Nonprofit Cloud Presentation Transcript

  • Getting Started in theNonprofit Cloud#NPcloudRichard DietzNonprofit R+Drich@nonprofitrd.com@nonprofitrdwww.NonprofitRD.com/FBwww.NonprofitRD.com/INwww.NonprofitRD.com/gplus
  • Nonprofit Cloudwww.NonprofitRD.com2Our SpeakerRich DietzFounder of Nonprofit R+D -Technology Training for Nonprofit ProfessionalsRich has over 20 years experience working in andwith a wide variety of nonprofit, political, andgovernment organizations and holds a Masters inSocial Welfare (MSW) from UC Berkeley.You can find Rich on his websitehttp://www.nonprofitrd.comor tweeting @nonprofitrd.
  • Nonprofit Cloudwww.NonprofitRD.com3Who is this session for?1) You want to learn the basics of what the Cloud is,advantages and disadvantages, and how it relates tononprofits.OR2) You are looking for material to talk to folks at yourorganization that may not understand the Cloud
  • Nonprofit Cloudwww.NonprofitRD.com4Agenda1. Soap Box2. What does ‘the Cloud’ really mean?3. Advantages & Disadvantages/Concerns4. Future of the Cloud5. Where to Start
  • Nonprofit Cloudwww.NonprofitRD.com5Text Heavy Slides… oh no!I promise I do not just read the slides• Boring!Why text heavy slides•You don’t have to take notes – the info is there for you later•You can focus on the “ah-ha” moments•They will still make sense 6 months from nowLet me know what you think
  • Nonprofit Cloudwww.NonprofitRD.com6Our Goals Today• Gain a better understanding of ‘the Cloud’ and how it relatesto nonprofits• Generate ideas to get you started researching and evaluatinghow the cloud can impact your organization• Encourage you to take action and test out new ideas
  • Nonprofit Cloudwww.NonprofitRD.com7Don’t PanicThere is help out thereGoogle and NTEN areyour friends
  • Nonprofit Cloudwww.NonprofitRD.com8What you talkin’ about Willis?SaaS, Paas, Iaas,CRM, CMSROI, API,wysiwygOpen-SourceBlah, Blah, Blah
  • Nonprofit Cloudwww.NonprofitRD.com9Who is currently using the Cloud?
  • Nonprofit Cloudwww.NonprofitRD.com10What Does ‘the Cloud’Really Mean?(and why should you care)
  • Nonprofit Cloudwww.NonprofitRD.com11What is ‘the Cloud’Other definitions:• An architecture that provides scalable, Internet-accessible services.• Managed software or services that reside on the internet.• Scalable services you access through the internet.Wikipedia says:“The use of computing resources(hardware and software) that aredelivered as a service over a network(typically the Internet).”
  • Nonprofit Cloudwww.NonprofitRD.com12Examples of the CloudMicrosoft Word vs. Google Docs“Sneaker Net” vs. Dropbox
  • Nonprofit Cloudwww.NonprofitRD.com13Examples of the CloudFR50 (Installed) vs. Sage Nonprofit OnlineMailChimp
  • Nonprofit Cloudwww.NonprofitRD.com14Now…Who believes they are usingthe Cloud?
  • Nonprofit Cloudwww.NonprofitRD.com15Most NPO’s are already using itOver 90% of nonprofits are using the cloud• However, many did not realize itMost common Cloud solutions• Email – 69%• Broadcast email – 57%• Office software – 44%• Data backup – 41%• Constituent databases – 40%(NTEN State of the Nonprofit Cloud – March 2012)http://www.nten.org/research/cloudreport/download
  • Nonprofit Cloudwww.NonprofitRD.com16Buy vs. RentInstalled software - Buy• Exchange Server – server, software, space, staff time, maintenance, upgrades, etc.Cloud - Rent• Google Apps – free for nonprofits with less than 3,000 users.• However, still need training, support, etc.As a homeowner, renting is starting to look pretty good to me!Which is better? That depends!• Need to evaluate on individual basis.• With software donation programs it may be more cost effective to buy.• BUT… need to account for staff time, maintenance, downtime, etc.
  • Nonprofit Cloudwww.NonprofitRD.com17Why should your nonprofit care?The Cloud can save• Time• Money• Frustration• The environmentThe Cloud is great for• Sharing• Collaborating• Remote working• Scalability* All Discussed in the following section
  • Nonprofit Cloudwww.NonprofitRD.com18What criteria are important toyour organization in evaluatingthe Cloud?
  • Nonprofit Cloudwww.NonprofitRD.com19Advantages&Disadvantages/Concerns(Many times they are two sides of the same coin)
  • Nonprofit Cloudwww.NonprofitRD.com20Advantages
  • Nonprofit Cloudwww.NonprofitRD.com21Advantages of the CloudCost• Save money on equipment, staff, officespace, electricity, ongoing maintenance, etc.• Reduced need for infrastructure - economies of scale• Lower cost of entry (upfront costs) as well as replacement costs• Can use less powerful and lower cost clients – netbook, lowend computer (internet speed is the key)• Transfer capital expenses to operating expenses• Easier to budget – known monthly cost, pay for what you use
  • Nonprofit Cloudwww.NonprofitRD.com22Advantages of the CloudAvailability• Always on, accessible from anywhere• Great for remote/telework – no more VPN’s (Virtual PrivateNetwork) – eg. Chicago tripElastic• Quickly and easily scaled up or down as needed• Only pay for resources you use• Server sitting idle vs. Cloud resource expanding as needed• Rapid deploymentSharing and Collaboration• A hallmark of the Cloud – it’s built in
  • Nonprofit Cloudwww.NonprofitRD.com23Advantages of the CloudInnovation• Upgrades and new features included• MailChimp and Mobile• Cheaper and easier to keep up with latest trendsMore Green• Less infrastructure (servers) - less toxic materials used and dumped• Shared data centers more efficient, less power needed (greendatacenters)• Client computers don’t need as much power soyou can keep the older computers
  • Nonprofit Cloudwww.NonprofitRD.com24Advantages of the CloudDisaster Planning• Backup / Recovery• Availability• Hurricane SandySecurity• Usually the #1 concern.. but it’s an advantage, too• Cloud vendors usually have higher security• Physical security of hardware• Updates and patches• Better encryption• Multi-site backups and file sharing
  • Nonprofit Cloudwww.NonprofitRD.com25Disadvantages/Concerns
  • Nonprofit Cloudwww.NonprofitRD.com26Disadvantages / ConcernsCost• Cost is usually per user• At a certain point it may be more cost effective to buy• May end up paying for more than you need• Choose your plans wisely• Cost of converting and training on new system• Glorified phone book (Salesforce.com)Availability• Need an internet connection… and a good one!• Relying on their data centers (example from Sandy)• However, good vendors can usually do better than on-premise
  • Nonprofit Cloudwww.NonprofitRD.com27Disadvantages / ConcernsLess control• Less input and control to customize and add features• Service Level Agreements (SLA’s)• Termination, copyright, ownership of data• They are in control• Make your own backups and store offlineTrust and viability of provider• Google Apps – ok. Joe’s Attic Apps.. not so much.• Have other used it, been around for awhile, understand nonprofits?Updates• Vendor updates automatically, can cause issues/errors
  • Nonprofit Cloudwww.NonprofitRD.com28Disadvantages / ConcernsSecurity• Download Donny Shimamoto’s work (Security and Risk)• Search “nten Donny Shimamoto cloud”• Control of data – confidentiality, privacy, loss of data• Weak link is often times security practices in the organizationRegulatory Compliance• HIPAA (Health Insurance Portability and Accountability Act)• PCI-compliant (Payment Card Industry)• Check vendor certification / part of research phase
  • Nonprofit Cloudwww.NonprofitRD.com29Future of the Cloud
  • Nonprofit Cloudwww.NonprofitRD.com30Future of the CloudMore and more movement to the Cloud• Increased options and competition, lower prices over time• Greater complexity in choosing the right solutionsEasier remote and telework options• Great way for nonprofits to get great talent• A benefit of working at your org
  • Nonprofit Cloudwww.NonprofitRD.com31Future of the CloudNew generations don’t even notice itSalesforce.com Chief Scientist – JP RangaswamiAsked if Cloud computing is real:“Do my children know any different?” (The answer, by the way, is that they don’t.)“My children appear to have no interest in hugging physical things in order tomake them feel good.”“…we recognize the cloud todaymore by its absence.”
  • Nonprofit Cloudwww.NonprofitRD.com32Where to Start
  • Nonprofit Cloudwww.NonprofitRD.com33Where to startNot a Panacea• Still need to make sure it fits your needsStart where you are• The Cloud is not all or nothing• Test one area, then move on to others with experience• Many have a free version or free trial period for testing• New project? Look to the Cloud as a possible solutionTalk to accounting about the Cloud• Budgeting for the Cloud• Capital vs. Operating expenses - ramifications
  • Nonprofit Cloudwww.NonprofitRD.com34Where to startThink Total Cost of Ownership (TCO)• May be “cheaper” to do some things the old fashioned way• Software and hardware donations• But… make sure to account for staff time, maintenance, downtime, etc.Training is the key• Vendor resources a good start• Don’t spend the money if you are not going to fully utilize• Example – Salesforce.com as glorified phonebook
  • Nonprofit Cloudwww.NonprofitRD.com35Where to start - ServicesEmail• May be great place to start• Big wins and cost effective• Google Apps, Office 365, Zoho, etc.Backups / File Sharing• Fairly easy setup• Vital area that most organization ignore.. until it’s too late• DropBox, JungleDisk, Box.com, JustCloudCRM – Donor Database• Constituent Relationship Management• Sage Nonprofit Online, Salesforce.com, CiviCRM, etc.
  • Nonprofit Cloudwww.NonprofitRD.com36Researching Vendors / SoftwareOnline reviews / Ask colleagues and friends• People who are using a product are a good resourceDo features match YOUR needs?• No reason to pay for features you will not use• Which tasks are you planning to test?Be clear about what you want and expect• When you assume …..• Contract terms, support services, and trainingViability of vendor• Will they be here in 5 years?• Commitment to the nonprofit sector
  • Nonprofit Cloudwww.NonprofitRD.com37Good Sites for ResearchNTEN.org• Where the nonprofit technology community meets.Idealware.org• A nonprofit, provides thoroughly researched, impartial, and accessible resources about softwareto help nonprofits make smart software decisions.TechSoup.org• A nonprofit with a clear focus: providing other nonprofits and libraries with technology thatempowers them to fulfill their missions and serve their communities.Google.com
  • Nonprofit Cloudwww.NonprofitRD.com38Sign Up OnlineOnline Fundraising 101Email SeriesUpdates about upcomingwebinars and trainingwww.NonprofitRD.com
  • Q & ADownload the Slides:www.slideshare.net/sagenonprofitLearn more about Sage Nonprofit Online:www.sagenonprofit.com/sagenonprofitonlineSign up for updates:www.NonprofitRD.comRichard DietzNonprofit R+Drich@nonprofitrd.com@nonprofitrdwww.NonprofitRD.com/FBwww.NonprofitRD.com/INwww.NonprofitRD.com/gplus