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Darim's Synagogue Data Series, Part 1
- 1. Understanding Today’s Data Systems: CRM, Open Source, The Cloud and Relational Databases
- 2. Introduction Andrea Berry Idealware’s Director of Partnerships and Learning
- 4. You’ve got lots of data
- 6. Use data to be more targeted and effective
- 8. Databases are the Key
- 9. Databases A database is a collection of information. A Rolodex is a database… But can you run your membership campaign from a Rolodex?
- 11. Electronic Databases Broadly speaking, databases are either flat file or relational. Excel uses a flat file Giftworks uses a relational database
- 12. Flat File Databases Spreadsheets, like Excel, produce Flat File Databases
- 14. When (and When Not) to Use Excel
- 15. Relational Databases One big table becomes many smaller ones Contact Table Key fields define relationships between data in different tables Very scalable Donation Table Andrea Berry
- 16. Relational Databases and Applications
- 17. What are the core questions to consider? How complicated are the relationships in the data you are collecting? What are you trying to do with the data? What information do you need to get out of it?
- 18. “CRM” I’ve heard that term, but what does it mean?
- 19. When Your Data is in Multiple Places… Came to two adult education classes Opens every eNewsletter Donated $20 last year Child enrolled in Early Childhood Center Volunteered four hours last year It is hard to get the whole picture of their engagement.
- 20. The Core Concept of a CRM… Came to two adult education classes Opens every eNewsletter Donated $20 last year Volunteered four hours last year Child enrolled in Early …is to track all of your Childhood Center interactions in one place.
- 21. CRM is a Strategy as Much as a System • Track important contact dates • Organize contact information • Facilitate correspondence • Track all contact interactions You’re in the RELATIONSHIP business… managing relationships (not just information) is key!
- 22. Excel is NOT a Constituent Database Having unorganized data won’t get you anywhere!
- 23. Major Individual Volunteer Members Synagogue Donors Donors s Constituent Relationship Management Example: CiviCRM www.civicrm.org
- 24. Major Individual Volunteer Members Synagogue Donors Donors s Membe r MGT. System Example: MemberClicks www.memberclicks.com
- 25. Major Individual Volunteer Members Synagogue Donors Donors s Synagog ue MGT. System Example: ShulSuite www.shulsuite.com
- 26. Build Your Own Using Access or FileMaker you can build your own, but remember: • Your Design = Your Headaches • You will spend lots of time reinventing the wheel • Often what seems difficult is easy, what seems easy is difficult • People will always ask for more
- 27. Key issues to consider • How similar are your needs to other synagogues? • How much are you willing to customize? • How much do you care if it reflects the typical languages and processes of a synagogues?
- 28. “The Cloud” Could we be more nebulous?
- 29. The Cloud Web-browser accessible Vendor-maintained Rent access to a system rather than buying software
- 31. The Cloud- Pros and Cons
- 32. Cheaper by the dozen, less so by hundreds
- 33. Is your data secure? Core questions: How sensitive is your data? Is it a reliable vendor? Is there a possibility you would need to protect your data from a subpoena?
- 34. Your data, other people’s machines Cloud-based solutions automatically back up your data on an automated schedule. Why carry your backups offsite when you can beam them there?
- 35. Core questions to consider Is remote access important? What do you gain/loose? Do cloud costs make sense in your scenario? Are you or your vendor more likely to secure and backup your data? What are the cultural implications for your staff?
- 36. Open Source: When “FREE!!!” isn’t free.
- 37. Open Source Software Source code available Free to acquire No license fees Free to modify It’s like getting a box of cookies, along with the recipe.
- 38. Open Source Challenges Not free to maintain Often complicated to implement Support channels not always clear, and rarely if ever free The cookie recipe is free, but not the pastry chef or cooking gas.
- 39. The reality of FREE! It’s free to acquire, but almost certainly not free to setup, configure, support and update. Open Source does not equal free
- 40. It’s not always black and white In reality, there’s a big gray area between using a straight Open Source application or a Vendor Supported system. You purchase a proprietary system from a Vendor that is built on top of an Open Source application Vendor Open Supported Source You’re using an Open Source application, but you pay a Vendor for support
- 41. Working as a community If you use an open source tool you benefit from the work of the community: • Improvements made by anyone in the community are often available • No need to re-invent the wheel For example: Hebrew birthday format, custom cemetery application…
- 42. Core questions to consider Who will support your product (and how long have they been around?) Do you understand the total cost of ownership for your product? Do you plan on making your own modifications?
- 43. What makes sense for your organization?
- 44. And there’s more… November 15, 2-3pm eastern / 11am-12pm pacific: How to get the most from a more sophisticated CRM: What to collect, What to report November 29, 2-3pm eastern / 11am-12pm pacific: Transitioning to a New Data Management System: Evaluating, choosing and migrating to a new system. Visit http://synagoguedata.eventbrite.com to join Darim Online at a 20% discount. Upcoming Darim webinars include: • The Skills & Mindset of a Successful Community Weaver: Nov 16, 1-2pm ET • Staffing Beyond the Accidental Techie: Jan 12, 1-2pm ET • Social Giving: Feb 8, 1-2pm ET Plus QR Codes, Facebook Changes, and Open Office Hours.