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.

1. Streamlining Nonprofit Organizations:
It’s All About the Cloud
Marc Baizman
February 5, 2013
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2. Protecting and Preserving the www.cjwconsulting.com
Institutional Memories of
Nonprofits Since 1993 (866) 598-0430
info@cjwconsulting.com
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3. Affordable collaborative data
management in the cloud.
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4. Today’s Speaker
Marc Baizman
Consultant
My Computer Guy Nonprofit Technology Consulting
Assisting with chat questions: Hosting:
Jamie Maloney, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.
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5. Nonprofit Webinars
Streamlining Nonprofit
Organizations:
It’s All About the Cloud!
February 5, 2012

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. 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. 1
What is Cloud Computing?

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. Who’s in the cloud?
http://www.flickr.com/photos/camdiluv/4441155157/in/photostream/
10

11. Cloud Statistics:
Top 3 Cloud Adoption Motivators
 Remote access
Cost

 Ease of maintenance
Source: NTEN 2012 State of the Cloud Survey
11

12. Cloud Statistics:
Top 3 Cloud Adoption Barriers
 Lack of Knowledge
Cost

 Data Security
Source: TechSoup Global 2012 Cloud Survey
12

13. Cloud Statistics:
Cloud Migration Timeframe
Within 1 year
19%
Don't know or
no plans
36% 1-2 years
19%
> 3 years
2-3 years
11%
15%
Source: TechSoup Global 2012 Cloud Survey 13

14. 2
Succeeding in the Cloud

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. Staffing
• Need to make sure it’s in a job description
• Ideally NOT a part-time or short-term volunteer
16

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. Support
• Access to vendor
support
• Cost of vendor
support NPO
+
• Reliability Cloud app
• Quality vendor
• Identify outside
support back-up
• IT support
18

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. 3
Case Study

21. Case Study:
Medical Legal Partnership | Boston
http://www.mlpboston.org 21

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. Cloud tools: Google Apps
(moved from Outlook/Exchange)
Collaboration
 Institutional memory, shared calendar, chat
23

24. Cloud tools: Box.com
File Management
 All files stored in the cloud, linked to Google Apps
 Very secure, several permission groups
24

25. Cloud tools: Salesforce.com
CRM
 Storing donor and donation information
 Storing program data
25

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. 4
Survey of Cloud Tools

28. How do I know if any of these
cloud 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. Sample Requirements List
Name 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 file
Account System Type created by one person an control panel created by one person
Number of Accounts 4 now, up to 8 in a
Needed year 8 8 8
Total 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 collaborators
File depending on depending on depending on
Protection/Permission High priority (in the permission level given permission level given permission level given
ing 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 accts
Price 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. 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. Social Media Measurement:
HubSpot (paid)
http://www.hubspot.com/nonprofit/ 31

32. http://www.hubspot.com/nonprofit/ 32

33. Social Media Measurement:
Metricly (free)
http://metricly.com 33

34. SMM: Metricly
http://metricly.com 34

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. Internal comms/collab:
Google+ Hangout
36

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. Content Curation: Evernote
http://evernote.com 38

39. Content Curation: Scoop.it
http://scoop.it
39

40. Content Curation:
More Apps
• Delicious
• Flipboard
• Storify
• Bundlr
• Pearltrees
40

41. Project Management:
Basecamp
41

42. Project Management:
Asana
42

43. Project Management:
More apps
• Smartsheet
• Gantter
• Central Desktop
• Evernote
• Redmine
• Huddle
43

44. File Storage:
Dropbox
44

45. File Storage:
Box.com
45

46. File Storage:
More apps
• Google Drive
• SugarSync
• Egnyte
• Syncplicity
46

47. Donor Management:
Salesforce.com
47

48. Donor Management:
Donorperfect Online
48

49. Donor Management:
More Apps
• eTapestry
• CiviCRM
• Netsuite
• Causeview
• Affinaquest
• Luminate
• Neon
• Mission.do
49

50. Additional Cloud Tools
• Backup
– Mozy
– Carbonite
– Backblaze
– Backupify
– iCloud
• HR
– Sucessfactors
– ADP Online
– Workday
50

51. Additional Cloud Tools
• Fundraising
– FirstGiving
– Causes
– Razoo
– Causevox
• Email Marketing
– Constant Contact
– Mailchimp
– iContact
– MadMimi
– MyEmma
– Vertical Response
51

52. Overwhelmed? Don’t be!
52

53. Actionable items you can do
TOMORROW!
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. 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. We welcome follow-up
questions via email too!
Marc Baizman
My Computer Guy
marc@mcgtraining.com
(617) 329-1868
Twitter: @mbaizman
LinkedIn: www.linkedin.com/in/mbaizman
55

56. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
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