Streamlining Nonprofit Organizations: It’s All About the Cloud

1,413 views

Published on

You may have heard people talk about the latest advance in technology: “the cloud.” In this webinar, participants 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.

Participants will see real-life 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 webinar, participants will leave with a list of tools and resources for further exploration, and with specific strategies about how to incorporate these tools into their day-to-day work.

Published in: Business
2 Comments
1 Like
Statistics
Notes
  • I'm the presenter, so if you have questions, feel free to post them here!
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Did you find this presentation helpful and would like to see more of our sessions? Feel free to register for any of our upcoming NonprofitWebinars sessions here: http://nonprofitwebinars.com/webinars/

    Also, we invite you to watch the video for this session here:
    http://www.slideshare.net/NonprofitWebinars/streamlining-nonprofit-organizations-its-all-about-the-cloud-video
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
No Downloads
Views
Total views
1,413
On SlideShare
0
From Embeds
0
Number of Embeds
469
Actions
Shares
0
Downloads
27
Comments
2
Likes
1
Embeds 0
No embeds

No notes for slide

Streamlining Nonprofit Organizations: It’s All About the Cloud

  1. 1. Streamlining Nonprofit Organizations: It’s All About the Cloud Marc Baizman February 5, 2013A Service Of: Sponsored by:
  2. 2. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.comA Service Of: Sponsored by:
  3. 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  4. 4. Today’s Speaker Marc Baizman Consultant My Computer Guy Nonprofit Technology ConsultingAssisting with chat questions: Hosting:Jamie Maloney, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.A Service Of: Sponsored by:
  5. 5. Nonprofit Webinars Streamlining Nonprofit Organizations: It’s All About the Cloud! February 5, 2012
  6. 6. About the Presenter Photo HUGE thanks to here Debra Askanase communityorganizer20.com @askdebra Marc Baizman @mbaizman Nonprofit technology coach, Salesforce and Google Apps, improv and sketch comedy performer, unrepentant nerd. 6
  7. 7. Today’s Discussion 1 WHAT IS CLOUD COMPUTING? 2 SUCCEEDING IN THE CLOUD 3 CASE STUDY: MLP BOSTON 4 SURVEY OF CLOUD TOOLS 7
  8. 8. 1What is Cloud Computing?
  9. 9. 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 9
  10. 10. Who’s in the cloud? http://www.flickr.com/photos/camdiluv/4441155157/in/photostream/ 10
  11. 11. Cloud Statistics:Top 3 Cloud Adoption Motivators  Remote access Cost   Ease of maintenance Source: NTEN 2012 State of the Cloud Survey 11
  12. 12. Cloud Statistics:Top 3 Cloud Adoption Barriers  Lack of Knowledge Cost   Data Security Source: TechSoup Global 2012 Cloud Survey 12
  13. 13. Cloud Statistics:Cloud Migration Timeframe Within 1 year 19% Dont know or no plans 36% 1-2 years 19% > 3 years 2-3 years 11% 15% Source: TechSoup Global 2012 Cloud Survey 13
  14. 14. 2Succeeding in the Cloud
  15. 15. 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 15
  16. 16. Staffing• Need to make sure it’s in a job description• Ideally NOT a part-time or short-term volunteer 16
  17. 17. 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. 17
  18. 18. Support• Access to vendor support• Cost of vendor support NPO +• Reliability Cloud app• Quality vendor• Identify outside support back-up• IT support 18
  19. 19. 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… 19
  20. 20. 3Case Study
  21. 21. Case Study:Medical Legal Partnership | Boston http://www.mlpboston.org 21
  22. 22. 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 22
  23. 23. Cloud tools: Google Apps(moved from Outlook/Exchange) Collaboration  Institutional memory, shared calendar, chat 23
  24. 24. Cloud tools: Box.com File Management  All files stored in the cloud, linked to Google Apps  Very secure, several permission groups 24
  25. 25. Cloud tools: Salesforce.com CRM  Storing donor and donation information  Storing program data 25
  26. 26. What about your nonprofit? 1 WHO WOULD BE YOUR CLOUD CZAR? WHAT ARE YOUR BIGGEST 2 BOTTLENECK(S) BY PRIORITY? 3 LIST YOUR REQUIREMENTS! 26
  27. 27. 4Survey of Cloud Tools
  28. 28. How do I know if any of thesecloud 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 28
  29. 29. Sample Requirements ListName Nonprofit Needs DropBox Dropbox for Teams Box.net for Business Individual Accounts, Indvidual Accounts, share a common file, Indvidual Accounts, share a common file but share quotas and share a common fileAccount System Type created by one person an control panel created by one personNumber of Accounts 4 now, up to 8 in aNeeded year 8 8 8Total 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 collaboratorsFile depending on depending on depending onProtection/Permission High priority (in the permission level given permission level given permission level givening 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 acctsPrice 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%) 29
  30. 30. High-level Cloud Categories• Social Media Measurement• Chat/IM• Content Curation• Project Management• File Storage• Donor Management• Backup• HR• Fundraising• Email marketing and management 30
  31. 31. Social Media Measurement:HubSpot (paid) http://www.hubspot.com/nonprofit/ 31
  32. 32. http://www.hubspot.com/nonprofit/ 32
  33. 33. Social Media Measurement:Metricly (free) http://metricly.com 33
  34. 34. SMM: Metricly http://metricly.com 34
  35. 35. 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 35
  36. 36. Internal comms/collab:Google+ Hangout 36
  37. 37. 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) 37
  38. 38. Content Curation: Evernote http://evernote.com 38
  39. 39. Content Curation: Scoop.it http://scoop.it 39
  40. 40. Content Curation:More Apps• Delicious• Flipboard• Storify• Bundlr• Pearltrees 40
  41. 41. Project Management:Basecamp 41
  42. 42. Project Management:Asana 42
  43. 43. Project Management:More apps• Smartsheet• Gantter• Central Desktop• Evernote• Redmine• Huddle 43
  44. 44. File Storage:Dropbox 44
  45. 45. File Storage:Box.com 45
  46. 46. File Storage:More apps• Google Drive• SugarSync• Egnyte• Syncplicity 46
  47. 47. Donor Management:Salesforce.com 47
  48. 48. Donor Management:Donorperfect Online 48
  49. 49. Donor Management:More Apps• eTapestry• CiviCRM• Netsuite• Causeview• Affinaquest• Luminate• Neon• Mission.do 49
  50. 50. Additional Cloud Tools• Backup – Mozy – Carbonite – Backblaze – Backupify – iCloud• HR – Sucessfactors – ADP Online – Workday 50
  51. 51. Additional Cloud Tools• Fundraising – FirstGiving – Causes – Razoo – Causevox• Email Marketing – Constant Contact – Mailchimp – iContact – MadMimi – MyEmma – Vertical Response 51
  52. 52. Overwhelmed? Don’t be! 52
  53. 53. Actionable items you can doTOMORROW! 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! 53
  54. 54. 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 54
  55. 55. We welcome follow-upquestions via email too! Marc Baizman My Computer Guy marc@mcgtraining.com (617) 329-1868 Twitter: @mbaizman LinkedIn: www.linkedin.com/in/mbaizman 55
  56. 56. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by:

×