Your SlideShare is downloading. ×
0
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Effective data management for nonprofits
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Effective data management for nonprofits

418

Published on

There are a bewildering variety of database solutions for nonprofits these days. And once you commit, it’s yours for a long while. So how do you decide which platform is the most appropriate for your …

There are a bewildering variety of database solutions for nonprofits these days. And once you commit, it’s yours for a long while. So how do you decide which platform is the most appropriate for your organization?

Participants will gain an understanding of:
• What a database is
• How data and processes fit together in an organization
• How to properly size a solution and
What considerations to make when choosing a database

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
418
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
12
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide
  • No silver bullet!Responses ranged fromHow to manage data effectively to database options and solutions Data collection -> informationFears around SF sales presentation!Moving from existing older platforms to more current, more integrated solutionsHow to choose
  • To manage data effectively is to bridge the gap between inputs – hard data sets – and outputs – information or analysis – that an organization can use to make decisions and demonstrate a measurable community impact.
  • Goals: Why is this important? What does it prepare the organization to achieve?
  • Change is hard. The more people are involved in this discussion, the better the longer term adoption tends to be!****Avoid going directly to the computer to map processes!
  • Database report coming next month from Idealware
  • Transcript

    • 1. Y O U R M I S S I O N I S T O B U I L D A B E T T E R W O R L D . O U R S I S T O H E L P Y O U S U C C E E D . Effective Data Management for Nonprofits
    • 2. Agenda  About Us  Data Management  Choosing a System  Assess & Identify  Prioritize & Map  Decide  Takeaways © 501 Commons
    • 3. Database Selection vs. Data Management Data management is the process of collecting, organizing, and managing data as an important organizational resource  What is your end goal?  Increase Capacity  Track Outcomes  Access to better information  Consistency  Basic infrastructure © 501 Commons
    • 4. Data Management Plan  Goals  Data Dictionary: types of data, definition, source  Data Entry Protocols  Data Presentation  Data Security  Data Archival  Roles and Responsibilities  Budget  Training and Review © 501 Commons
    • 5. Assess organizational needs © 501 Commons R E L A T E D T O : • Strategic goals • Technology systems • Processes • People W H E R E A R E W E N O W - > W H E R E A R E W E G O I N G ?
    • 6. Strategic planning  What are your plans to grow or change your client base?  Any foreseeable organizational shifts?  Any new alliances?  Any environmental or political changes in the wind?  Any imminent Leadership changes?  Any funding changes? How do these translate to your Fundraising strategy?  Is your current technology stable, or should it be reevaluated?  How will any new technology serve your organization’s vision?  How will it enhance the community you serve? © 501 Commons
    • 7. Technology systems considerations  Do an inventory of your current technology systems o In-house vs. Cloud o Servers ◊ File-sharing ◊ Email platform ◊ General office suite ◊ Tools and business software ◊ Databases o How do various tools intersect? Is there data entry multiple times? o Do we connect electronically to any other organization? o Do we connect remotely? o Security and access control  Use strategic technology planning to drive your database selection process – not the other way around  Avoid too big and too small © 501 Commons
    • 8. People • What does the organizational chart look like? Staff Size? • What are current staff demographics? Their current adoption of technology and tools? What kind of staff turnover do we face? • Is there a formal information technology structure with dedicated responsibilities? • What is the role of volunteers? Is there a dedicated volunteer coordinator? • What is the relationship with the donor and accounting responsibilities? • Is the ED on board for a project of this nature? Define Project Roles  Sponsor  Owner  Project Manager  End Users ** Include staff who will be using the new database in the decision-making process ** © 501 Commons
    • 9. Processes  Fit the technology to how your work, not your organization to the technology  Clearly Define:  Who  What  When  How  Documenting current processes can help identify possibilities! © 501 Commons
    • 10. • Be clear about where you want to go • Document specific needs and know order of importance • Create a functional requirements outline Prioritize & Map © 501 Commons
    • 11. Functional Requirements © 501 Commons
    • 12. Example: Requirements -Volunteer Management © 501 Commons  Capture info around:  Volunteer Profile  Activity Tracking  Labor/health and safety regulations  Scheduling  Communication: email/print  Web integration/Online features  Reporting & Exporting
    • 13. Review costs and trade-offs © 501 Commons
    • 14. Software Considerations  Product vs. Platform  Buying vs. building your own  Open source vs. proprietary  Cloud-based vs. on-premise  Integration  $$ © 501 Commons
    • 15. Customization Unique Attributes - High Cost Standardization “One Size Fits All” – Low Cost How Unique are we? © 501 Commons What’s the balance?
    • 16. Total cost of ownership (TCO)  The software itself  New hardware  Staff training  Ongoing maintenance  Support  Data migration  Customization  Staff downtime during conversion  Lost revenue from possible technical failures © 501 Commons
    • 17. Research • Talk to other nonprofits • Do online research at vendors website • Read reviews • Read discussion forum posts • What do your IT people think? • What do your internal stakeholders think? • Engage a consultant © 501 Commons
    • 18. Resources  IdealWare: www.idealware.org  NTEN: www.nten.org  TechSoup: www.techsoup.org  501 Commons: www.501commons.org © 501 Commons
    • 19. • Narrow down the list -- which choices emerge as winners? Losers? • Identify your top contenders • Contact vendors • Requests for information vs. RFP Decide © 501 Commons
    • 20. Factors for vendor comparison  How long has the company been in business?  What percentage of their customers are nonprofits?  Any references for nonprofits they’ve worked with?  Business stability and sustainability plans.  Approach and staffing for implementation and data migration  How to they provide maintenance services and what is the cost?  Do they provide guidelines for preparing or cleaning up existing data before the transfer?  What platforms do they focus on? © 501 Commons
    • 21. Final steps  Compare responses from vendors  Ask the reps for software demonstrations  Take advantage of free demo versions and trial accounts  Pilot the software © 501 Commons
    • 22. Some database options* © 501 Commons  Free – “like kittens!”  Salesforce (10 licenses)  CiviCRM  Access**  SQL**  Subscription based  Blackbaud – Raisers Edge, eTapestry, Luminate  SugarCRM  Microsoft Dynamics  Little Green Light  Batchbook …and many more * Focused on nonprofits **Available to NPOs for reduced fees
    • 23. Some databases featured in 2011 NTEN survey*  Raiser’s Edge (from Blackbaud)  Salesforce  CiviCRM  Convio Common Ground (acquired then retired by Blackbaud)  Giftworks  eTapestry  Donor Perfect  DonorPro  Volgistics  Volunteer Reporter  DemocracyInAction  Custom built software * “2011 Nonprofit Data Ecosystem Survey” © 501 Commons
    • 24. NTEN Survey Results – Donor Platform Grades © 501 Commons
    • 25. © 501 Commons Volunteer Platform Grades from NTEN’s 2011 survey Summary from Idealware- Techsoup’s “Consumer Guide to Software for Volunteer Management”
    • 26. NTEN Survey Results – Activist Platform Grades © 501 Commons
    • 27. NTEN Survey Results – Case/Client Platform Grades © 501 Commons
    • 28. NTEN Survey Results – Multi-Purpose System Grade © 501 Commons
    • 29. © 501 Commons
    • 30. Take Aways Define the Objective: To create a Data Management Plan or choose a Database? While choosing a Database -  Assess the scope of organizational needs  Identify technology goals  Prioritize requirements  Map out the needed software features  Identify resources, both $$ and people  Decide which solution is the best fit In the end, it is always about people! © 501 Commons
    • 31. http://www.501commons.org/services/technology-services/deep-dive-cohort Each participating nonprofit will receive: • An assessment of the organization’s technology infrastructure and technology usage • A key issues report and plan based on the assessment for more effectively using technology to support the organization’s mission • Access to additional tech trainings offered by the HandsOn Tech Team and skills-based volunteers DEEP DIVE PROGRAM © 501 Commons
    • 32. © 501 Commons

    ×