3 steps to tech success for small charities addresses the tipping points for charities in addressing their technology needs -as part of the solution to compliance as well as plans for growth and development.
The paper outlines a way forward for charities using Salesforce as a scalable tool of choice. Addressing that this is a giant solution for potentially small charities, Purple Vision outlines an approach that will typically give charities what they need at this point, for a fixed low fee - and outlines how that is achieved.
Published March 2017.
MPG Member Management Software Market Update – December 2020Madison Park Group
We are pleased to present our review of the member management software market for December 2020.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
Madison Park Group Member Management Software Market Update - Nonprofit & Ass...Madison Park Group
We are pleased to present our review of the nonprofit & association software market for the first half of 2018.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
MPG Member Management Software Market Update - H1 2019Madison Park Group
We are pleased to present our review of the nonprofit & association software market for the first half of 2019.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
Big Data and Marketing: Data Activation and ManagementConor Duke
Data Management and Activation
Crevan O’Malley – Evangelist, Oracle Marketing Cloud
Modern Marketers rely on data-driven marketing solutions to deliver more personalised customer experiences across every channel—helping attract and retain the ideal customers who become brand advocates. Discover how to aggregate, enrich, and analyze all your customer data on a single data management platform.
Why Marketers need to know about Data
Tara Grehan - Managing Director at Datalytics
Why Marketers need to know about Data
Tara Grehan - Managing Director at Datalytics
Despite starting out as a qualitative researcher, roles and projects frequently brought me back to data. And so I decided to tackle it and have developed some interesting insights into data management along the way.
Having worked in Marketing both agency and client side for fifteen years now in a variety of roles from Market Research and Customer Insights to Change Management, being comfortable with data has made all the difference and this evening I’ll tell you why.
Using Big Data to Grow on a Budget
Michael Waldron - Marketing and Sales Manager at AYLIEN
AYLIEN is an Artificial Intelligence content analysis startup and Mike will be speaking on their growth journey over the past 6 months. With a focus on how they have delivered growth by optimising their budget, focusing on Data Points that matter and what to points to obsess on through the marketing funnel.
MTBiz is for you if you are looking for contemporary information on business, economy and especially on banking industry of Bangladesh. You would also find periodical information on Global Economy and Commodity Markets.
MPG Member Management Software Market Update – December 2020Madison Park Group
We are pleased to present our review of the member management software market for December 2020.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
Madison Park Group Member Management Software Market Update - Nonprofit & Ass...Madison Park Group
We are pleased to present our review of the nonprofit & association software market for the first half of 2018.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
MPG Member Management Software Market Update - H1 2019Madison Park Group
We are pleased to present our review of the nonprofit & association software market for the first half of 2019.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
Big Data and Marketing: Data Activation and ManagementConor Duke
Data Management and Activation
Crevan O’Malley – Evangelist, Oracle Marketing Cloud
Modern Marketers rely on data-driven marketing solutions to deliver more personalised customer experiences across every channel—helping attract and retain the ideal customers who become brand advocates. Discover how to aggregate, enrich, and analyze all your customer data on a single data management platform.
Why Marketers need to know about Data
Tara Grehan - Managing Director at Datalytics
Why Marketers need to know about Data
Tara Grehan - Managing Director at Datalytics
Despite starting out as a qualitative researcher, roles and projects frequently brought me back to data. And so I decided to tackle it and have developed some interesting insights into data management along the way.
Having worked in Marketing both agency and client side for fifteen years now in a variety of roles from Market Research and Customer Insights to Change Management, being comfortable with data has made all the difference and this evening I’ll tell you why.
Using Big Data to Grow on a Budget
Michael Waldron - Marketing and Sales Manager at AYLIEN
AYLIEN is an Artificial Intelligence content analysis startup and Mike will be speaking on their growth journey over the past 6 months. With a focus on how they have delivered growth by optimising their budget, focusing on Data Points that matter and what to points to obsess on through the marketing funnel.
MTBiz is for you if you are looking for contemporary information on business, economy and especially on banking industry of Bangladesh. You would also find periodical information on Global Economy and Commodity Markets.
UK Search Engine Benchmark Report 2009Econsultancy
The UK Search Engine Marketing Benchmark Report 2009, carried out in association with search agency Guava, contains a comprehensive analysis of the UK search marketing environment.
The 71-page report, covering Search Engine Optimisation, Paid Search and Social Media Marketing, is based on an online survey of nearly 900 respondents in February and March 2009.
http://econsultancy.com/reports/uk-search-engine-marketing-benchmark-report
The Digital Talent Gap - Developing Skills for Today’s Digital OrganizationsCapgemini
The War for Talent Has Gone Digital.
The shortage of digital skills in the current marketplace is unprecedented. It is estimated that over 4.4 million IT jobs will be created around Big Data by 2015; however, only a third of these new jobs will be filled.
Martha Lane Fox, the UK’s digital inclusion champion, believes over 16 million people in the UK lack the basic digital skills to fully benefit from the Internet.
Even Millenials are a matter of concern. In a survey comprising over 800 middle to upper management executives from over 50 industries, nearly one in five Millenials in the modern workplace are perceived to be lacking in analytical skills.
Read to find out how your organization can bridge the digital skills gap.
FIMA's latest whitepaper evaluates how financial services companies are managing the challenges posed by data quality management. By analyzing which data types and data characteristics businesses are struggling with, it uncovers the true business costs associated with data quality. It will also gauge how data governance programs are maturing and how they are being measured. Finally, it assesses how data is being managed within financial institutions.
Key findings include:
Data quality has never been more important for financial institutions, but most of those companies feel their data is only mediocre: Quality data serves a myriad of central business goals, from risk reduction to increased productivity. Unfortunately, many businesses continue to struggle with data quality, despite the fact that four-fifths of them have it ranked as a top priority.
The top two business functions impacted by poor data quality are regulatory compliance and risk management: Because these concerns tend to be the most important drivers of data quality, many financial institutions see data governance as a “must-do,” rather than a ROI-boosting activity. Furthermore, the vast majority of financial services companies can not quantify the business cost of poor data quality.
Financial institutions vary greatly in the maturity of their data governance programs: Data governance cannot be overlooked – unsurprisingly, businesses with formalized data governance programs reported that their data was higher quality than most other groups.
Data quality management requires close collaboration between business and IT leaders: That collaboration already exists for 83% of respondents in this study, who say that IT and business leaders work together to manage data quality in their organizations. However, the tools these businesses use to manage their data are not all equal, leading to an uneven allocation of resources.
Analytics Trends 2015: A below-the-surface lookDeloitte Canada
Big Data is a big deal for everyone these days and only growing in importance, especially when it comes to analytics generating actionable insights. Deloitte has identified eight significant analytics trends to watch in 2015 – including one supertrend that will impact everything else.
Artificial intelligence, customer journeys, and paid analytics
Quest to be more data-centric and insights-driven
Data-driven CMOs drive omnichannel customer intelligence
Companies turn to paid analytics for enhanced capabilities
The power of now: customer journey analytics rely on integrated data
Harnessing AI for more insight-driven marketing and better customer experiences
Bardess Moderated - Analytics and Business Intelligence - Society of Informat...bardessweb
Joe DeSiena, President of Bardess Group Ltd moderated a panel of Information Technology executives titled Analytics and Business Intelligence for the chapter meeting for the New Jersey Society of Information Management.
From Big Data to Actionable Insight: What's Needed on the Back EndZach Gardner
Big data is a big undertaking. But you don’t have to go it alone. By allowing a data solutions provider to buffer the many complexities of big data, you’re free to focus on the end goal: actionable insight.
Here's what we'll go over:
• How to keep your data scientists from becoming data janitors
• The incredible amount of work that goes into readying Japanese drug prescriptions for aggregated analysis
• How data solution providers bring elasticity, scalability, reduced time to insight, and more ROI to your big data initiative
This infographic is about how banks can maximize the value of their customer data using big data analytics. While the volume of data has been increasing in recent years, many banks have not been able to profit from this growth. Several challenges hold them back.
Responding at the speed of now is a presentation by Mike Aubrey and Tin Aung from Purple Vision, the technology consultancy behind travel product, Sugati (for tour operators and travel agents). Their presentation focuses on where tour operators and travel agents need to focus their attention to complete in the age of the customer and in the face of significant online competition.
UK Search Engine Benchmark Report 2009Econsultancy
The UK Search Engine Marketing Benchmark Report 2009, carried out in association with search agency Guava, contains a comprehensive analysis of the UK search marketing environment.
The 71-page report, covering Search Engine Optimisation, Paid Search and Social Media Marketing, is based on an online survey of nearly 900 respondents in February and March 2009.
http://econsultancy.com/reports/uk-search-engine-marketing-benchmark-report
The Digital Talent Gap - Developing Skills for Today’s Digital OrganizationsCapgemini
The War for Talent Has Gone Digital.
The shortage of digital skills in the current marketplace is unprecedented. It is estimated that over 4.4 million IT jobs will be created around Big Data by 2015; however, only a third of these new jobs will be filled.
Martha Lane Fox, the UK’s digital inclusion champion, believes over 16 million people in the UK lack the basic digital skills to fully benefit from the Internet.
Even Millenials are a matter of concern. In a survey comprising over 800 middle to upper management executives from over 50 industries, nearly one in five Millenials in the modern workplace are perceived to be lacking in analytical skills.
Read to find out how your organization can bridge the digital skills gap.
FIMA's latest whitepaper evaluates how financial services companies are managing the challenges posed by data quality management. By analyzing which data types and data characteristics businesses are struggling with, it uncovers the true business costs associated with data quality. It will also gauge how data governance programs are maturing and how they are being measured. Finally, it assesses how data is being managed within financial institutions.
Key findings include:
Data quality has never been more important for financial institutions, but most of those companies feel their data is only mediocre: Quality data serves a myriad of central business goals, from risk reduction to increased productivity. Unfortunately, many businesses continue to struggle with data quality, despite the fact that four-fifths of them have it ranked as a top priority.
The top two business functions impacted by poor data quality are regulatory compliance and risk management: Because these concerns tend to be the most important drivers of data quality, many financial institutions see data governance as a “must-do,” rather than a ROI-boosting activity. Furthermore, the vast majority of financial services companies can not quantify the business cost of poor data quality.
Financial institutions vary greatly in the maturity of their data governance programs: Data governance cannot be overlooked – unsurprisingly, businesses with formalized data governance programs reported that their data was higher quality than most other groups.
Data quality management requires close collaboration between business and IT leaders: That collaboration already exists for 83% of respondents in this study, who say that IT and business leaders work together to manage data quality in their organizations. However, the tools these businesses use to manage their data are not all equal, leading to an uneven allocation of resources.
Analytics Trends 2015: A below-the-surface lookDeloitte Canada
Big Data is a big deal for everyone these days and only growing in importance, especially when it comes to analytics generating actionable insights. Deloitte has identified eight significant analytics trends to watch in 2015 – including one supertrend that will impact everything else.
Artificial intelligence, customer journeys, and paid analytics
Quest to be more data-centric and insights-driven
Data-driven CMOs drive omnichannel customer intelligence
Companies turn to paid analytics for enhanced capabilities
The power of now: customer journey analytics rely on integrated data
Harnessing AI for more insight-driven marketing and better customer experiences
Bardess Moderated - Analytics and Business Intelligence - Society of Informat...bardessweb
Joe DeSiena, President of Bardess Group Ltd moderated a panel of Information Technology executives titled Analytics and Business Intelligence for the chapter meeting for the New Jersey Society of Information Management.
From Big Data to Actionable Insight: What's Needed on the Back EndZach Gardner
Big data is a big undertaking. But you don’t have to go it alone. By allowing a data solutions provider to buffer the many complexities of big data, you’re free to focus on the end goal: actionable insight.
Here's what we'll go over:
• How to keep your data scientists from becoming data janitors
• The incredible amount of work that goes into readying Japanese drug prescriptions for aggregated analysis
• How data solution providers bring elasticity, scalability, reduced time to insight, and more ROI to your big data initiative
This infographic is about how banks can maximize the value of their customer data using big data analytics. While the volume of data has been increasing in recent years, many banks have not been able to profit from this growth. Several challenges hold them back.
Responding at the speed of now is a presentation by Mike Aubrey and Tin Aung from Purple Vision, the technology consultancy behind travel product, Sugati (for tour operators and travel agents). Their presentation focuses on where tour operators and travel agents need to focus their attention to complete in the age of the customer and in the face of significant online competition.
Each month, join us as we highlight and discuss hot topics ranging from the future of higher education to wearable technology, best productivity hacks and secrets to hiring top talent. Upload your SlideShares, and share your expertise with the world!
Not sure what to share on SlideShare?
SlideShares that inform, inspire and educate attract the most views. Beyond that, ideas for what you can upload are limitless. We’ve selected a few popular examples to get your creative juices flowing.
How to Make Awesome SlideShares: Tips & TricksSlideShare
Turbocharge your online presence with SlideShare. We provide the best tips and tricks for succeeding on SlideShare. Get ideas for what to upload, tips for designing your deck and more.
Salesforce.com for NonProfits, an IntroductionCharlie Havens
Does your organization rely on antiquated methods for tracking contacts, clients, and donors? Do you use several different databases that aren't cohesive?
If you are considering moving to a unified database system, view this intro to Salesforce.com, as presented at the HandsOn Tech's workshop April 10, 2013 at the Arlington Heights Public Library.
Salesforce.com is a leading cloud-based CRM. Their sister foundation, Salesforce.com Foundation, offers discounts on licenses for nonprofits with the first 10 being discounted 100%. This workshop provided an introduction to Salesforce and described how it could be used by nonprofits to organize data, view their data, and manage their business processes in useful ways.
Why do enterprises care about collaborationOrangescrum
Having right enterprise project collaboration tool enable agility, fosters teamwork, increases productivity and acts as a platform for ground-breaking solutions to our most common problems and practices go a long way in running the business on a growth mode constantly. Visit https://www.orangescrum.org/articles/
View the webinar here:
http://teamheller.com/webinar-ngo-connect-crm-options/
The fourth installment in our “CRM Options for Enterprise Nonprofits” series is focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys.
In this session we will be hosting roundCorner’s CEO and Co-Founder Dan Lammot to share the features and capabilities of NGO Connect, an enterprise-level nonprofit CRM and fundraising solution adopted by Girl Scouts of the USA, City Year, International Rescue Committee and more. Built by Salesforce Platinum ISV Partner roundCorner, NGO Connect takes advantage of the Salesforce platform to help nonprofit organizations build and nurture rewarding lifelong constituent relationships, raise more funds and achieve a greater impact.
Mr. Lammot will show how NGO Connect delivers a 360° view of constituents including their giving history, activities and personal networks. He will demonstrate the advanced components built to manage on- and offline giving, payment processing, events, and volunteers, and how they are coupled to comprehensive reports and dashboards to provide insights that help organizations achieve greater fundraising outcomes and mission impact.
Choosing the Right CRM for your Website, Fundraising, and Marketing _ TechSou...TechSoup
In this engaging webinar, presented by Tapp Network, we'll delve into the critical role and transformative impact of customer relationship management (CRM) systems for nonprofits.
Whether you’re building a business case or looking to measure that all-important ROI, knowing the (many) potential advantages of an intranet will ensure you’re getting the most out of your platform. So, just what are the benefits of using an intranet?
How Technology Can Enhance Your NonProfit Part 2The TNS Group
If you are part of a nonprofit organization, odds are you are on a tight budget. We are here to explain why spending a little extra on technology can improve your business overall.
Managing ICT well is no different to managing organisations or teams. You need to take care of people, money, physical resources and services and set the right environment and tone.
If you don’t, you won’t get the benefits (and if you don’t when time are tough – then organisations will fail)
Marcus Baker: People Analytics at Scale
People Analytics Conference 2022 Winter
Website: https://pacamp.org
Youtube: https://www.youtube.com/channel/UCeHtPZ_ZLZ-nHFMUCXY81RQ
FB: https://www.facebook.com/pacamporg
Three Essential Pillars of Nonprofit Tech Stacks.pdfTechSoup
In today's digital age, having a robust online presence is essential for nonprofits to effectively communicate their mission, engage supporters, and generate impact. The marketing and web experts from Tapp Network will guide you through the recommended pillars every nonprofit needs to grow and scale.
Marketing Automation for Nonprofits - Heller ConsultingHeller Consulting
Nonprofit supporters are looking for more and more personalized ways to support the missions they love. And nonprofits are realizing that it’s time to take the plunge to deliver deeper relationships through sophisticated constituent relationship management systems, access to big data, robust dashboards, relevant and inspirational content, and the latest and greatest that marketing technology has to offer. In fact, when it comes to email marketing, digital fundraising, advocacy and acquisition, it’s no surprise that marketing automation technology is at the top of many nonprofit’s wish lists. But where do you start? Heller Digital’s forthcoming paper is designed to give you helpful tips how to take on marketing automation and learn from nonprofit pioneers who have already blazed the trail. We conducted interviews with leading organizations and gathered insights on how to approach a new marketing automation effort, what to look out for, and how to make the most of this technology (without tearing your hair out)
Failure to engage with constituents results in a loss of connection, dollars, and goodwill. A strong CRM (Constituent Relationship Management) system, encompassing business processes, engagement strategy, and technology, is crucial for connecting with constituents when they are ready to respond to your requests. When you align these elements, constituents feel that you are working with them towards a common goal, prompting deeper commitment and higher response rates.
So where do you start?
- Start with a vision
- Develop your engagement strategy
- Break down the silos
- Consider marketing automation
- Measure, test, and rely on your data
Similar to 3 steps to tech success for small charities (Purple Vision) (20)
Acquisiton with permission - Community Fundraising stream, 2017 IoF Fundraisi...Purple Vision
Presenting on Weds 5 July at IoF Fundraising Convention 2017 - in the community events and volunteering stream - Steve Thomas and Colin Kemp discuss the need to engage peer to peer or community networks to succeed and suggest a tried and tested approach for charities to trial. All without mentioning GDPR or the Fundraising Regulator!
Digital Thinking - Human Decisions (IoFTech 2017)Purple Vision
Digital Thinking - Human Decisions, presented by Purple Vision and Disasters Emergency Committee at the Institute of Fundraising Technology Speciali Interest Group Conference in May 2017. This presentation looks at how DEC reviewed their major technology decisions and considered the human factors of the change alongside these.
Responding at the Speed of Now (April 4, 2017)Purple Vision
Responding at the Speed of Now, delivered by Mike Aubrey from Purple Vision, creators of the travel CRM tool Sugati - and end-to-end platform for tour operators and travel agents.
Responding at the Speed of Now unpicks what the disruptors to the sector - the AirBnB and Googles of this world have achieved and identified a few of the things that have helped them achieve this. We look at tech from the point of view of customer experience and what the customer wants - and how even 'the small players' in the market can benefit in the same way.
sugati@purple-vision.com
www.sugatitravel.com
@sugatitravel
Soundcloud recording available via:
https://soundcloud.com/user-887729777/2017-04-04-0930-responding-at-the-speed-of-now
You Tube Video of slides & audio: https://www.youtube.com/edit?o=U&video_id=JmjlD2Fbtyg
Ins and Outs of Event Apps - Purple Vision & Resource AlliancePurple Vision
Consummate events pro James has been using an event app for a couple of years for the world renowned global fundraising congress - IFC, run by Resource Alliance. In this session, James and Steve (Purple Vision) share the considerations in adopting an event app and the helpful 'ins and outs' / 'do's and dont's' of using event apps.
Enhancing the brand: does online marketing ever workPurple Vision
Enhancing the brand: does online marketing ever work? A presentation from Travel Technology Europe Show (TTE17) 22 February 2017.
Mags Rivett, Marketing Director of Purple Vision - the technology consultancy behind Sugati for tour operators and travel agents.
Invigorate your data insights - banish data dreariness Purple Vision
Data is the heart - if not the soul - of fundraising. Innovations make data visualisation more accessible and easier to use to build real-time, personal donor experiences that drive results.
Deutsche Fundraising Kongress - SegmentationPurple Vision
How segmentation can improve response, retention and reputation. Steve Thomas from Purple Vision shares case studies in building segmentation to support fundraising activities. Delivered 29 April 2016 at Deutsche Fundraising Kongress, Berlin.
Causeview is a Salesforce-based app for non profits involved with Fundraising, Volunteering and Events. These slides are used during the Causeview briefing breakfasts, alongside a detailed demo (seeing is believing with all these things!).
Purple Vision run periodic briefings on Causeview - book out these via www.purple-vision.com/events
Building Personal Online Journeys - #HTWEB15 - from Purple VisionPurple Vision
At Harnessing the Web 2015, the annual MemberWise conference, Purple Vision colleagues Mags Rivett & Dawn Varley presented online journeys for members.
This presentation identifies what they are, why you need them and how to get started - as well as some of the pitfalls to consider when setting this up.
The session was interactive and invited attendees to draw a journey each and hand it in. Purple Vision have created a playbook of example journeys for event delegates based on this.
#Skillshare2015 - Digital Tech 101 for FundraisersPurple Vision
Purple Vision presented Digital Tech 101 for Fundraisers at the annual Skillshare for fundraisers working for Red Cross and Red Crescent Societies around the world.
Digital Transformation - Institute of Fundraising National Convention (06/07/...Purple Vision
Steve Thomas and Bertie Bosredon share their vision for Digital Transformation in this session at the 2015 IoF Fundraising Convention. Covering everything from what to how, this presentation offers insights into how your charity or non profit can develop and transform itself digitally.
Trends and Insights in non-profit technology from Great Britain and the US (#...Purple Vision
Keith Collins and Alexander Kopetzky from Purple Vision share trends and insights in non-profit technology from the UK (Great Britain) and USA.
Speaking on 20 May at the Deutscher Fundraising Kongress 2015 (DFK15), with Salesforce Foundation, Keith, Alex and Vicky share the potential for a number of simple tools and integrations to have a high impact on the performance of your fundraising and non-profit operations.
Purple vision salesforce 1 for non profits (slideshare vid)Purple Vision
See how Salesforce CRM can help your non-profit do more for less, using Salesforce 1.
From simple digital integrations to the latest innovations including app integrations and more, this presentation (given at Institute of Fundraising Technology Special Interest Group in May 2015), shares more.
Purple Vision are a Salesforce Cloud Alliance partner and specialise in working with charities, associations and non profits, supporting them to use technology to build and develop fundraising, stakeholder engagement and more.
MEMX15 - Optimise your CRM for personalised events management Purple Vision
At MEMX15, the MemberWise Annual Conference, Purple Vision and client Intaward - the Duke of Edinburgh International Award - presented 'Optimise your CRM for personalised Event Management'. The presentation reviewed the current possibilities of personalisation and the technical reality for many membership organisations and non-profits. Mike Heath presented a case study of how the Intaward team created a personal journey experience for their members attending an annual event, and the benefits for customer, member and back office functionality. Steve shared how this was possible with the Salesforce platform.
Avoid email meltdown through segementation (web edit)Purple Vision
At #CHASE15, Steve Thomas from Purple Vision spoke to the title Avoid Email Meltdown - how segmentation can improve response, retention and reputation.
The session covered the segmentation variables that charities and non profits can adopt with their email list to both grow their audience and communicate more meaningfully with their supporters, potential supporters and other stakeholders.
Trends in Payment Technology for Fundraisers - Purple Vision & iATS PaymentsPurple Vision
At a breakfast briefing on 5 February 2015, Tom Epplett from iATS Payments (Canada) and Steve Thomas from Purple Vision, shared trends in payment technology for fundraisers. From banks and merchant services, through to different options like Pingit, Wallets, and mobile.
What is the point of small housing associations.pptxPaul Smith
Given the small scale of housing associations and their relative high cost per home what is the point of them and how do we justify their continued existance
Russian anarchist and anti-war movement in the third year of full-scale warAntti Rautiainen
Anarchist group ANA Regensburg hosted my online-presentation on 16th of May 2024, in which I discussed tactics of anti-war activism in Russia, and reasons why the anti-war movement has not been able to make an impact to change the course of events yet. Cases of anarchists repressed for anti-war activities are presented, as well as strategies of support for political prisoners, and modest successes in supporting their struggles.
Thumbnail picture is by MediaZona, you may read their report on anti-war arson attacks in Russia here: https://en.zona.media/article/2022/10/13/burn-map
Links:
Autonomous Action
http://Avtonom.org
Anarchist Black Cross Moscow
http://Avtonom.org/abc
Solidarity Zone
https://t.me/solidarity_zone
Memorial
https://memopzk.org/, https://t.me/pzk_memorial
OVD-Info
https://en.ovdinfo.org/antiwar-ovd-info-guide
RosUznik
https://rosuznik.org/
Uznik Online
http://uznikonline.tilda.ws/
Russian Reader
https://therussianreader.com/
ABC Irkutsk
https://abc38.noblogs.org/
Send mail to prisoners from abroad:
http://Prisonmail.online
YouTube: https://youtu.be/c5nSOdU48O8
Spotify: https://podcasters.spotify.com/pod/show/libertarianlifecoach/episodes/Russian-anarchist-and-anti-war-movement-in-the-third-year-of-full-scale-war-e2k8ai4
This session provides a comprehensive overview of the latest updates to the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (commonly known as the Uniform Guidance) outlined in the 2 CFR 200.
With a focus on the 2024 revisions issued by the Office of Management and Budget (OMB), participants will gain insight into the key changes affecting federal grant recipients. The session will delve into critical regulatory updates, providing attendees with the knowledge and tools necessary to navigate and comply with the evolving landscape of federal grant management.
Learning Objectives:
- Understand the rationale behind the 2024 updates to the Uniform Guidance outlined in 2 CFR 200, and their implications for federal grant recipients.
- Identify the key changes and revisions introduced by the Office of Management and Budget (OMB) in the 2024 edition of 2 CFR 200.
- Gain proficiency in applying the updated regulations to ensure compliance with federal grant requirements and avoid potential audit findings.
- Develop strategies for effectively implementing the new guidelines within the grant management processes of their respective organizations, fostering efficiency and accountability in federal grant administration.
A process server is a authorized person for delivering legal documents, such as summons, complaints, subpoenas, and other court papers, to peoples involved in legal proceedings.
Many ways to support street children.pptxSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
ZGB - The Role of Generative AI in Government transformation.pdfSaeed Al Dhaheri
This keynote was presented during the the 7th edition of the UAE Hackathon 2024. It highlights the role of AI and Generative AI in addressing government transformation to achieve zero government bureaucracy
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Understanding the Challenges of Street ChildrenSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
2. Purple Vision are non-profit experts. We have been around since 2003. Originally we just used to consult around
Raiser’s Edge, but since 2010 we have been a Salesforce partner too.
We have helped hundreds of charities and non-profits to use technology to support fundraising, programme
management and more.
Our expertise comes from years of experience in providing services to the sector, and from our team and the
experience they bring to the table. Many of the Purple Vision non-profit team have spent time working for a wide
range of charities. We really do know what it’s like.
We’ve launched this guide, and our NPSP QuickStart and Gift Aid services, specifically to help small charities to
make the most of the world class technology that is available for charities via Salesforce’s generous Power of Us
license offer.
We know from experience that if the right foundations are in place within an organisation, a technology project
can be a success. Without strategy or a driver for change within an organisation, projects can fail.
We hope this short guide helps you make your tech a success.
2
3. Your charities vision and mission are key to success – they inform the strategy, and
your strategy in turn informs your technology choices.
to tech success for
What is behind your need to adopt tech? What makes now different to other times
you’ve talked about a technology change? Commitment to change is essential to
success.
Select your tech and make a start – demonstrating immediate results helps the
whole team stay on-board with your tech transformation plans.
3
4. You’ve got a mission, right? You know what you want your impact on the world to be, you
know the change you want to see or to be. You even know what your role is in making that
happen. All good.
Your charity probably has a plan or a strategy that outlines what you are going to do over
the next year, three years or five years to achieve your mission.
So if you are lucky, your plan includes consideration for internal infrastructure – principally
a CRM solution, but also the other kit that you need to help you deliver the goals.
But a lot of the time, it doesn’t.
How is a spreadsheet or a list in your email system going to help you deliver at scale?
4
5. What’s the technology plan to fit alongside the strategic plan?
How are you going to deliver your goals with minimal investment in the technology that is
essential to help you succeed?
The practical realities of running a small charity mean that you have a limited budget
(and like all charities are keen to keep resources beneficiary focused) and limited people
resources too.
If you don’t have an articulated vision, mission and values or medium term plan, we
strongly suggest that you start your journey to technology success here. It is your strategy
that will ultimately inform the choices you make about technology – your roadmap for the
future.
5
6. 6
Recognising that you can’t deliver what you need without some investment in your tech is a
milestone to reach.
Many small charities ‘struggle on’ for years. In many cases, charities are using tools for things
that they shouldn’t be used for (lists of clients in MS Word, maybe a spreadsheet) or which mean
that data can’t be used effectively. Some may even be risking data security too.
Because of our ‘struggle on’ approach, making a choice to look at technical infrastructure is
usually only something that happens in a charity when it needs to.
Typically something happens that means it becomes a priority.
Some of this is positive – you may have been left a legacy or gift means there is capital for
capacity building.
There may have been a new-service win or a step up in programme or approach. There may also
be a new colleague who joins, bringing some fresh insight or direction.
Often, there is a need to increase fundraising for the sustainability of the organisation.
7. 7
Sometimes the impetus for change is that something has gone wrong. A ‘near-miss ‘ with data
or a more serious issue that shines a spotlight on failings in how charities are handling data or
customer information caused by people, process or procedure.
Today’s charity landscape is very different than last years – regulations have changed and the
reputation of charities is under scrutiny from all angles.
Each of these factors is all the impetus that is needed to drive change.
How are you going to manage issues as wide ranging as data security, donor opt ins and
preferences and have proper fundraising oversight and reporting if you’re using a spreadsheet?!
Our point – what’s ‘your ‘ tipping point?
What makes this the right time to make a change?
It's vital that whatever drives the change is mandated at a senior level (Board, Directors) for it to
drive through an organisation – even a small one – and to have the desired results.
Without a ‘from the top’ commitment to change, and drive through new ways of working,
projects stumble, however important they are.
8. 8
The single most important thing in driving change in a small charity is to deliver results
quickly.
Results show that you mean what you say about change, and results show staff the benefits
that they can expect to gain as the technology programme matures. Agility in the tools you
pick and your approach to deliver is key. Arguably, picking the right tech is pretty key, too.
This is where we head back to your strategy – most small charities have ambitions that
they’ll grow, but what’s your plan? More fundraising? More programme delivery? More
volunteers? Making an investment based on where you are now is a short term move – so
review your strategy and plan ahead.
Not only does the tool you pick need to be agile, it needs to be scalable too. There are a
plethora of options in the market which may meet your needs. Which tool is right will depend
on three key areas:
• what you use now (and let’s be clear here, Excel is not a database or CRM, nor is a list of
emails in Mailchimp, Eventbrite or any other online tool).
• your plans (and how you’ll need to monitor, manage and report on key areas around these)
• budget (how much you have to spend)
9. 9
Next, think about how you’ll use the technology.
In a small charity where a team is out about as much as they are in an office, remote access
is key.
Which leaves you with one type of system to look at – cloud-based.
There’s one other area to tackle here, and that is how you decide which system – which
CRM – sits at the heart of your tech tool set.
Many charities get tied up in knots going through a long-winded procurement process.
While we all appreciate the need for scrutiny and best-value, best use of time and resources
is also key.
A long-winded process is simply distracting – there are only a small number of tools that are
suitable for small charities and are within financial reach.
We recommend Salesforce – let us explain why.
11. 1. Salesforce is a CRM system – customer
relationship management – often described as the
world’s No 1.
2. It’s a cloud-based solution – you need no
technical infrastructure in the office – just log in
and access anywhere.
3. It’s a platform solution – that means it is easy
to build on the robust technical base that is
controlled, managed and updated 3x per year.
4. It’s an organisation-wide solution – it’s not just
a solution for one area of your charity. Your
programme team, finance team and fundraising
people can all work securely in the same system
using their tools.
5. It’s secure – as well as being securely hosted
and carefully managed, you can set user-access to
different levels too – so you can see it all, or only
see what’s job-role relevant and stages in between.
11
6. It’s future-proof – Salesforce continually innovates
and updates the features and functionality in system
so it’s always evolving. Some of these are pushed
through to everyone, others are packed up together
into innovative new products. Its here to stay.
7. App Exchange – the Salesforce App Exchange is
jam-packed with thousands of add-ons for your
Salesforce system. Some of them free for charities,
too.
But the best by far is this:
8. Ten free licenses for charities – Salesforce donate
1% of their time, product and profits to helping non-
profits.
Salesforce.org manage this donation and make it available to
charities as ten free Salesforce licenses (Power of 10). To help
charities get started on Salesforce, there’s a package of charity
functionality called the Non Profit Success Pack that is open-
source and accessible to those who take up the P10 free
license offer.
12. communications
campaigns and other outbound activities
Structures to manage people and
relationships:
the relationships between individual donors,
their households,
the organisations they are associated with.
Standard models for:
creating and managing pledges,
donations,
in-mem
recurring gifts
volunteers
programme management
Integrations with thousands of apps for a
range of different tasks and functions
12
Salesforce is a huge CRM system widely used by
hundreds of thousands of businesses around the
world. It is rich in functionality and there’s
seemingly nothing it is not capable of delivering.
But charities are not the same as businesses.
The non profit success pack pulls together some
of the clever tech available in Salesforce, creating a
package structured around how charities work.
Manage and track lots of classic non profit tasks:
contacts and households
donation payments
organisation accounts and affiliations
grant life-cycles
relationships between contacts, donations and
recurring donations
13. Salesforce Platform
Lightning Interface
Data Infrastructure | Secure | Cloud-based
NPSP
Non Profit Success Pack – specific functionality for charities and nfp’s
3rd party integrations
Connecting legacy systems and third party solutions | Customisations
4. Find thousands of
function specific and
task oriented apps and
integrations via the
Salesforce App
Exchange.
3. Integrate other
external systems via API
so all your data is in one
place.
1. The Salesforce
platform is a securely
hosted, accessible and
flexible world-class data
platform.
2. NPSP works with
Salesforce data
architecture to build out
features and functions
to enable NFP’S to use
Salesforce
13
App Exchange
000’s of task and function related apps to add features and functionality
14. There’s one tiny flaw with Salesforce and it’s this.
It is often dismissed as too expensive despite being one of the best options for charities,
because of the need to involve a third party in setting it up – unless you have some great
technical expertise in your team.
In our extensive experience, the majority of small charities all ask for similar kinds of
functionality across their charity operations, and also can’t afford to spend a lot of cash.
Our response is NPSP QuickStart. It’s our way to give small charities maximum functionality
at minimal (fixed price) cost – just £1995 in fact.
Purple Vision’s NPSP QuickStart offers the functional areas that are essential to you making
a start on Salesforce. Packaged in a way that removes the need for costly face-to-face
consultancy time, and thus, keeping the costs low.
Of course this only works because we have an excellent team who understand small
charities and a strong reputation for delivering success with Salesforce.
14
15. NPSP QuickStart includes:
Assistance with obtaining Power of Us license donation (if you don’t already have
this)
Installation and configuration of the Non Profit Success Pack
Renaming the elements of Salesforce so they make sense in the non-profit world
Importation of accounts, contacts and basic historical data (you provide the data in a
template format and we will upload)
Customisation of up to 10 fields linked to either Organisations, Individual's or
Donations / Grants (don’t worry, we’ll explain!)
Management of communication opt-ins for individuals
Grants management – the ability to manage grants and your grant applications
Basic Social Media connector
Mailchimp integration to your existing Mailchimp account
An online training session
A set of standard reports and a dashboard that give you the information you need at a
glance
A user guide and training guide so you can administer and make basic changes to
your system without having to come back to us
15
All for just £1995 + vat
16. Once you start with Salesforce NPSP
QuickStart, you can just keep going.
Salesforce is a flexible, extendable platform that
will grow with you as your charity grows and
expands. As you take on more staff. As you
raise more income. As you help more people.
Salesforce will help your organisation beyond
fundraising – there are applications for every
area of your charity business.
All you need to do is take the next step and get
started with tech success for your small charity.
But first – make a decision for QuickStart and
make a quick start on delivering your vision,
mission and values with the right technology to
help.
16
17. Salesforce resources
Salesforce.org
Salesforce NPSP
Salesforce Power of 10 licenses
More from Purple Vision
Our blog on the Power of Ten & getting started with Salesforce
Our blog on Steps to Success with Salesforce NPSP
More about Purple Vision’s NPSP QuickStart
More about Purple Vision’s Gift Aid for NPSP
17
18. Purple Vision Ltd
info@purple-vision.com
0203 176 1249
www.purple-vision.com
1.04 Canterbury Court, Kennington Park, 1-3 Brixton Road, London SW9 6DE UK