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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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