Andy Wolber [email_address] Database Management Tools for Small Organizations
 
 
Typical Data Management Priorities Financials Donor Management Programs 1. Consolidate 2. Connect (Not necessarily two-way...
Consolidate Connect Web-enable
http://nptechsurvey.wordpress.com/
53% Source: Bayer Center for Nonprofit Management Study, 2008. Survey of 330 nonprofit organizations. 23% 41% Financials D...
 
List functional requirements (3 meetings, 1 hour each) Identify options (up to 4 hours per participant) Discuss alternativ...
“ If donors are also…” <ul><li>Program participants / ticket buyers … then look for  Client Relationship Management  solut...
http://tinyurl.com/67oowh
http://tinyurl.com/qce77u
Donor information tips <ul><li>Wherever you ask for a donor’s phone number, ask for an email address. </li></ul><ul><li>As...
Clean the List <ul><li>Run your mailing list through the National Change of Address (NCOA) service periodically to minimiz...
 
Photo source:  Google Maps Street View at http://tinyurl.com/df79uj
Estimating Costs Source:  www.aicpa.org/pubs/jofa/sep2003/johnston.htm , accessed 6/5/2006 Initial price Time to implement...
1 2 3 4 5
http://tinyurl.com/2o9q6d
www.Telosa.com
http://tinyurl.com/r6q3u4
www.giftworks.com
Web data 2005
One internal database Web data 2006 Plan Auto-sync
One web database Cloud option
www.37signals.com
“ Cloud Computing”
www.donorperfect.com
www.blackbaud.com
www.eTapestry.com
www.bbnow.com
Standard DSL download speed (1.5 Mbps) Standard DSL upload speed (384 kbps) T1 Line (1.5 Mbps) download & upload “symmetri...
 
www.socialsolutions.com
http://www.volunteersolutions.org/products/
http://tinyurl.com/88t99p
www.volunteermatch.org
http://www.theextraordinaries.org/
www.eventbrite.com
www.regonline.com
 
www.civicrm.org
http://www.salesforcefoundation.org/product
http://www.salesforce.com/products/mobile/iPhone/
www.WildApricot.com
www.nten.org/research
http://tinyurl.com/5glrox
 
<ul><li>Andy Wolber </li></ul><ul><li>[email_address] </li></ul>
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Database Management Tools For Small Organizations

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Database Management Tools for Small Organizations -- slides for workshop May 12, 2009.

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  • Database Management Tools For Small Organizations

    1. 2. Andy Wolber [email_address] Database Management Tools for Small Organizations
    2. 5. Typical Data Management Priorities Financials Donor Management Programs 1. Consolidate 2. Connect (Not necessarily two-way, real time) or
    3. 6. Consolidate Connect Web-enable
    4. 7. http://nptechsurvey.wordpress.com/
    5. 8. 53% Source: Bayer Center for Nonprofit Management Study, 2008. Survey of 330 nonprofit organizations. 23% 41% Financials Donor Management Programs (Clients, Volunteers) “ Other”
    6. 10. List functional requirements (3 meetings, 1 hour each) Identify options (up to 4 hours per participant) Discuss alternatives; narrow list of options (2 meetings) Get product details Vendor demos Calls to real users User visits Decision
    7. 11. “ If donors are also…” <ul><li>Program participants / ticket buyers … then look for Client Relationship Management solutions </li></ul><ul><li>Volunteers … then look for Volunteer Management solutions </li></ul><ul><li>Event attendees … then look for Event Management modules </li></ul>
    8. 12. http://tinyurl.com/67oowh
    9. 13. http://tinyurl.com/qce77u
    10. 14. Donor information tips <ul><li>Wherever you ask for a donor’s phone number, ask for an email address. </li></ul><ul><li>Ask the donor’s preferred contact method: mail, phone, email. </li></ul><ul><li>Provide a way to “opt out” of mailings, phone calls, or email. </li></ul><ul><li>Track returned or rejected communications. Put a process in place to systematically update donor records. </li></ul>
    11. 15. Clean the List <ul><li>Run your mailing list through the National Change of Address (NCOA) service periodically to minimize postage costs </li></ul><ul><ul><li>Overview: http://www. usps .com/ ncsc / addressservices /moveupdate / changeaddress . htm </li></ul></ul><ul><ul><li>Mailing houses typically offer this service </li></ul></ul><ul><ul><li>There are varying levels of review (standardization, 5-digit zip, zip+4, etc.) </li></ul></ul>
    12. 17. Photo source: Google Maps Street View at http://tinyurl.com/df79uj
    13. 18. Estimating Costs Source: www.aicpa.org/pubs/jofa/sep2003/johnston.htm , accessed 6/5/2006 Initial price Time to implement Cost of implementation Entry level $100 - $2.5k Up to 2 months 5 times initial price Small / medium business $5k - $40k Up to 6 months 1 times the initial price Small / medium enterprise $10k - $250k Up to 18 months 2 times the initial price tag Enterprise resource planning $250k - $50 million Up to 36 months 1-5 times the initial price tag
    14. 19. 1 2 3 4 5
    15. 20. http://tinyurl.com/2o9q6d
    16. 21. www.Telosa.com
    17. 22. http://tinyurl.com/r6q3u4
    18. 23. www.giftworks.com
    19. 24. Web data 2005
    20. 25. One internal database Web data 2006 Plan Auto-sync
    21. 26. One web database Cloud option
    22. 27. www.37signals.com
    23. 28. “ Cloud Computing”
    24. 29. www.donorperfect.com
    25. 30. www.blackbaud.com
    26. 31. www.eTapestry.com
    27. 32. www.bbnow.com
    28. 33. Standard DSL download speed (1.5 Mbps) Standard DSL upload speed (384 kbps) T1 Line (1.5 Mbps) download & upload “symmetrical”
    29. 35. www.socialsolutions.com
    30. 36. http://www.volunteersolutions.org/products/
    31. 37. http://tinyurl.com/88t99p
    32. 38. www.volunteermatch.org
    33. 39. http://www.theextraordinaries.org/
    34. 40. www.eventbrite.com
    35. 41. www.regonline.com
    36. 43. www.civicrm.org
    37. 44. http://www.salesforcefoundation.org/product
    38. 45. http://www.salesforce.com/products/mobile/iPhone/
    39. 46. www.WildApricot.com
    40. 47. www.nten.org/research
    41. 48. http://tinyurl.com/5glrox
    42. 50. <ul><li>Andy Wolber </li></ul><ul><li>[email_address] </li></ul>

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