You may have heard people talk about the latest advance in technology: “the cloud.” In this presentation, you will learn what cloud computing is, how it’s changing our work, and how nonprofit organizations can take advantage of cloud-based services (e.g. Salesforce, Google Docs, Dropbox) to enhance their operations in all parts of their organizations to become more efficient with their limited resources and time. There are case studies of nonprofit organizations that are using these tools every day. We will offer a survey of cloud-based tools that organizations can use within their own organizations in the areas of cross-organizational management, program management, human resources, marketing and fundraising. At the end of the presentation, you will have a list of tools and resources for further exploration, and strategies about how to incorporate these tools into your day-to-day work.

1. Massachusetts Nonprofit Network
Annual Conference
Streamlining Nonprofit
Organizations:
It’s All About the Cloud
October 25, 2012

2. About the Presenters
Photo Photo
here here
Debra Askanase, MBA Marc Baizman
@askdebra @mbaizman
Online engagement strategist, Nonprofit technology coach,
former nonprofit executive Salesforce and Google Apps,
director. Thinks about strategy, improv and sketch comedy
measurement, engagement + performer, unrepentant nerd.
social media.
(Speaks Japanese)
(Never refuses ice cream) 2

3. Today’s Discussion
1 WHAT IS CLOUD COMPUTING?
2 SUCCEEDING IN THE CLOUD
3 NONPROFIT CASE STUDIES
4 SURVEY OF CLOUD TOOLS
3

4. 1
What is Cloud Computing?

5. Techsoup Global 2012 Survey:
Cloud Computing Definition
“Cloud computing allows you to
access software via the Internet
instead of from your hard drive or
your local computer network. When
you use cloud-based software, it is
available anywhere you can use the
Internet – not just in your office.”
Source: TechSoup Global 2012 Cloud Computing Survey 5

6. Who’s in the cloud?
http://www.flickr.com/photos/camdiluv/4441155157/in/photostream/
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7. Cloud Statistics:
Top 3 Cloud Adoption Motivators
 Remote access
Cost

 Ease of maintenance
Source: NTEN 2012 State of the Cloud Survey
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8. Cloud Statistics:
Top 3 Cloud Adoption Barriers
 Lack of Knowledge
Cost

 Data Security
Source: TechSoup Global 2012 Cloud Survey
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9. Cloud Statistics:
Cloud Migration Timeframe
Within 1 year
19%
Don't know or
no plans
36%
1-2 years
19%
> 3 years
2-3 years
11%
15%
Source: TechSoup Global 2012 Cloud Survey 9

10. 2
Succeeding in the Cloud

11. Strategy
✪ Why use these tools? To what end?
✪ Make a requirements list
✪ Have (or make) a tech plan!
Ask about industry practices
✪ & standards for tools
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12. Staffing
• Need to make sure it’s in a job description
• Ideally NOT a part-time or short-term volunteer
12

13. Budgeting
• Create an overall Technology Budget!
• Use TechSoup’s sample budget to start
www.techsoup.org/learningcenter/techplan/page
4257.cfm
• Cloud software is often per user pricing so
NEGOTIATE if you have a lot of users!
• DON’T get locked in to a long-term contract, go
for monthly if possible, yearly if you have to.
• Plan ahead for growth – give your organization
more accounts than you think you need.
13

14. Support
• Access to vendor
support
• Cost of vendor
support NPO
+
• Reliability Cloud app
• Quality vendor
• Identify outside
support back-up
• IT support
14

15. Culture
• Comfortable in beta
• Support from the top EXPERIMENTAL
• Not afraid to break the
tech tools
COLLABORATIVE
• Cross-departmental EXEC SUPPORT
sharing and
collaboration
TRY THE TOOLS
• Willingness to fail fast
and try minimum viable
actions…
15

16. 3
Case Studies

17. Case Study 1:
NYC Elder Abuse Center
http://www.nyceac.com 17

18. NYCEAC:
Succeeding in the cloud
• Strategy
 Yes to SM strategic planning and
support, benchmarking, No to having a tech plan
• Staffing
 5 hours/week for social media manager, plus additional 5
hours/week from other staff, plus lead
• Budget
 Grant for strategy and implementation, web support
• Support
 Consultant, in-house, user adoption
• Culture
 Eager to learn, not afraid to break the tool but *not* a tech
adopter, culture of collaboration, exec support
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19. Cloud tools: Google Drive
(formerly Google docs)
Project management, collaboration
 Shared folder for social media team
Project management, collaboration, file management
 Institutional memory, project lists, content
 Shared folder for team
calendar, metrics spreadsheets, etc.
 Institutional memory, project lists, content
calendar, metrics spreadsheets, etc.
 All files stored securely in the cloud
19

20. Cloud tools: Delicious
Content curation
 Online mentions & web content to watch
 Collaborative bookmarking and tagging
http://delicious.com 20

21. NYCEAC: Other cloud tools
Constant Contact
Communication
 Bi-monthly newsletter
Dropbox
Project management, collaboration
 Podcasts, slidecasts
Freeconferencecall.com, Rondee.com, Join.me
Collaboration, training
 Bi-weekly conference calls among dispursed members
 Visual (& virtual) training for team
http://nyceac.com 21

22. Case Study 2:
Medical Legal Partnership | Boston
http://www.mlpboston.org 22

23. MLP Boston:
Succeeding in the cloud
• Strategy
 Plan required an immediate move, needed to find
replacements ASAP
• Staffing
 2-3 days/week of Office Admin’s role during transition, 4-8
hrs/week after
• Budget
 Small grant (<$5K) for initial cloud transition
• Support
 Cloud Vendor, in-house, champion users
• Culture
 Variety of skill levels, some fear around tech, BUT strong
management support
23

24. Cloud tools: Google Apps
(moved from Outlook/Exchange)
Collaboration
 Institutional memory, shared calendar, chat
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25. Cloud tools: Box.com
File Management
 All files stored in the cloud, linked to Google Apps
 Very secure, several permission groups
25

26. Cloud tools: Salesforce.com
CRM
 Storing donor and donation information
 Storing program data
26

27. Time to talk!
1 WHO WOULD BE YOUR CLOUD CZAR?
IDENTIFY YOUR BIGGEST
2 BOTTLENECK(S) BY PRIORITY
3 MAKE A REQUIREMENTS LIST
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28. 4
Survey of Cloud Tools

29. How do I know if any of these
cloud tools are any good??
• Does it do what you need it to do? Requirements!
• Budget: Per user? Growth? Nonprofit discounts?
• Research! People have done this before!
– Groundwire
– NTEN reports
– Idealware
– TechSoup
– Heller Consulting
– Google Apps marketplace (ratings, reviews)
– Salesforce AppExchange (ratings, recs, reviews)
– Socialbrite.com: lots of reviews for social media apps
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30. Sample Requirements List
Name Nonprofit Needs DropBox Dropbox for Teams Box.net for Business
Indvidual Individual Accounts,
Accounts, share a share a common file, Indvidual Accounts,
common file created but share quotas and share a common file
Account System Type by one person an control panel created by one person
Number of Accounts 4 now, up to 8 in a
Needed year 8 8 8
Total Disk Space 36 GB as of today 50 GB per user 750GB 1000GB
Specific accounts can Specific accounts can Specific accounts can
be invited as viewers be invited as viewers be invited as viewers
or collaborators or collaborators or collaborators
File depending on depending on depending on
Protection/Permission High priority (in the permission level given permission level given permission level given
ing future as we expand) by creator of file. by creator of file. by creator of file.
$66/mo for 5 $15/user/mo =
Max Budget: accounts, Additional $120/mo for 8 accts
Price Per Month $200/month $80/mo for 8 accounts accounts are $10/mo (NPO discount - 10%)
$1170 (8 accounts, 5
Max Budget: for 795, additional are $1440 (8 accounts)
Price Per Year $2500/year $792/yr for 8 accounts $125/yr) (NPO discount - 10%)
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31. High-level Cloud Categories
• Social Media Measurement
• Chat/IM
• Content Curation
• Project Management
• File Storage
• Donor Management
• Backup
• HR
• Fundraising
• Email marketing and management
31

32. Social Media Measurement:
HubSpot (paid)
http://www.hubspot.com/nonprofit/ 32

33. http://www.hubspot.com/nonprofit/ 33

34. Social Media Measurement:
Metricly (free)
http://metricly.com 34

35. SMM: Metricly
http://metricly.com 35

36. Social media measurement:
More apps
• Free (+paid upgrade):
– Crowdbooster (twitter)
– Metricly
– Simplymeasured
– Socialbro
• Paid
– Salesforce Marketing Cloud (often known as Radian6)
– Hubspot (nonprofit program)
– Lithium.com
– Spredfast
– Sprout Social
– Small Act
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37. Internal comms/collab:
Google+ Hangout
37

38. Internal Communications:
More apps
• Free
– Skype
– Google chat
– Google Hangouts
– …and one app to (almost rule them all): Pidgin.com
• Some paid systems also support chat:
– Yammer
– Chatter (Salesforce)
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39. Content Curation: Evernote
http://evernote.com 39

40. Content Curation: Scoop.it
http://scoop.it
40

41. Content Curation:
More Apps
• Delicious
• Flipboard
• Storify
• Bundlr
• Pearltrees
41

42. Project Management:
Basecamp
42

43. Project Management:
Redmine
43

44. Project Management:
More apps
• Smartsheet
• Gantter
• Central Desktop
• Evernote
• Asana
• Huddle
44

45. File Storage:
Dropbox
45

46. File Storage:
Box.com
46

47. File Storage:
More apps
• Google Drive
• SugarSync
• Egnyte
• Syncplicity
47

48. Donor Management:
Salesforce.com
48

49. Donor Management:
Donorperfect Online
49

50. Donor Management:
More Apps
• eTapestry
• CiviCRM
• Netsuite
• Causeview
• Affinaquest
• Luminate
• Neon
• Mission.do
50

51. Additional Cloud Tools
• Backup
– Mozy
– Carbonite
– Backblaze
– Backupify
– iCloud
• HR
– Sucessfactors
– ADP Online
– Workday
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52. Additional Cloud Tools
• Fundraising
– FirstGiving
– Causes
– Razoo
– Causevox
• Email Marketing
– Constant Contact
– Mailchimp
– iContact
– MadMimi
– MyEmma
– Vertical Response
52

53. Overwhelmed? Don’t be!
53

54. Actionable items you can do
TOMORROW!
1 APPOINT A CLOUD CZAR (YOU? )
IDENTIFY YOUR BIGGEST
2 BOTTLENECK(S) AND
MAKE A REQUIREMENTS LIST
3 RESEARCH CLOUD APPS
…and enjoy the cloud!
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55. Resources
TechSoup Global Cloud Survey 2012: http://www.techsoupglobal.org/2012-global-cloud-
computing-survey
TechSoup’s sample budget program:
www.techsoup.org/learningcenter/techplan/page4257.cfm
Idealware’s Field Guide to Software for Nonprofits:
http://www.idealware.org/homepage-features/field-guide-feature2 and
http://www.idealware.org/reports
Heller Consulting’s resources to selecting and implementing software:
http://www.teamheller.com/resources
Nonprofit Technology Network (membership org, lots of free resources):
http://www.nten.org/ and lots of downloadable research:http://www.nten.org/research
State of the Nonprofit Cloud 2012 (NTEN report): http://www.nten.org/research/the-
2012-state-of-the-nonprofit-cloud-report
NTEN:Change – a quarterly journal for nonprofit leaders about technology (free):
http://www.nten.org/ntenchange
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56. Thank you for your attention!
Questions? (We love ‘em)

57. We welcome follow-up
questions via email too!
Debra Askanase
Community Organizer 2.0
debra@communityorganizer20.com
Twitter: @askdebra
(617) 682-2977
Marc Baizman
My Computer Guy
marc@mcgtraining.com
Twitter: @mbaizman
(617) 329-1868
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