fusionSpan

NOVEMBER 21, 2023

Fonteva Implementation and Managed Services Maximize your Salesforce investment and make it easier to manage membership experience with Fonteva AMS implementation and full life cycle managed services. Fonteva is the leading Association Management System (AMS) for the Salesforce platform. What is Fonteva?

Service 52

Service Management System Tech 52

Nimble AMS

FEBRUARY 17, 2023

The entire process of r esearching, buying, and implementing new association management software (AMS) is a major job for any organization. Tips to help you manage expectations for your AMS When it comes to your stakeholders, you’ll likely experience some with strong opinions. Be open-minded to change.

Project 119

Project Management Tips Associations 119

Nimble AMS

NOVEMBER 26, 2023

It can be a challenge obtaining executive buy-in for new association management software (AMS). Follow the steps in our blog to create a culture of change management and gain executive buy-in for new technology. How to build executive buy-in for new association management software Change is a process.

Technology 141

Technology Build Associations Change Management 141

Nimble AMS

JANUARY 5, 2024

And encouraging your staff to adopt new association management software can prove to be even more challenging. However, if it’s time for your association to adopt new technology, it will become crucial to get your employees on board with the change. Download now

Adopt 123

Adopt Associations Technology Gartner 123

Bloomerang

MAY 13, 2024

In the digital era, adopting an all-in-one giving platform that integrates CRM, volunteer management, and fundraising tools isn’t just a tech upgrade; it’s a strategic necessity for nonprofits that want to thrive. This transformation exemplifies the Lexington Pride Center’s switch from fragmented systems to a unified platform.

Platform 94

Platform Giving Kentucky Integration 94

Association Analytics

JULY 20, 2021

Additionally, it’s critical that the project road map is managed meticulously to avoid risk of delays that can lead to cost overruns. Will the product be managed by an existing employee or will you need to hire a new product manager? During implementation, your team will need to manage and execute multiple integration pieces.

Software 321

Software Build Analytics Associations 321

sgEngage

JUNE 4, 2024

Grants managers are adept problem solvers. Upgrading and updating technology systems to keep up with the digital world are necessary evils. Upgrading and updating technology systems to keep up with the digital world are necessary evils. What Is a System Migration?

Impact 70

Impact Technology Articulate Grant 70

sgEngage

APRIL 11, 2023

Analyze Your Systems Audit your current data systems for security, continuity of use, and capabilities. Foster a Culture of Security Your digital ecosystem is made of up three parts: People, Systems, and Processes. Your system is the place where information is kept and should help you to be efficient and effective.

Government 82

Government Data Adopt Change Management 82

Nimble AMS

JANUARY 21, 2024

Is your association wondering if it’s time to upgrade your association management software? ABA has used Salesforce for over ten years, but their previous association management software (AMS) was an outdated system, customized beyond recognition. We appreciate the great support team at Nimble AMS.

Associations 118

Associations Goal Learning Software 118

fusionSpan

OCTOBER 10, 2022

However, Salesforce can be difficult to manage. Luckily, Salesforce Managed Services can help organizations get the most out of their investment in this business application by offering professional support, training, and implementation so you can start using Salesforce as soon as possible.

Service 52

Service Business Management Help 52

EveryAction

APRIL 5, 2023

Depending on the size, reach, and impact anticipated from a technology change, engaging the board of directors is often critical to your success. While the C-level and managers will probably lead your organization’s tech selection, you can think of the board as the ultimate executive sponsor. Try one (or both!)

Technology 186

Technology Change Analysis Tech 186

sgEngage

MARCH 21, 2024

Identify the person who will be the primary project manager as well as the member of leadership who will make the final decisions. For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative. out of scope).

Project 95

Project Fund Software Help 95

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 17, 2009

I asked for some recommendations on Twitter for the best practical sources for change management. Joitske recommend Learning To Change. She also pointed me to an older post on her blog about one of theories of change in the book based on thinking styles. Everything changes autonomously, of its own accord. ".

Change Management 66

Change Management Adopt Social Media Change 66

Connection Cafe

FEBRUARY 26, 2019

As systems and processes are being re-written, it’s an ideal time to set new goals, experiment with different processes, and emerge stronger on the other side of your transition. This is the time to question how things have always been done and consider changes that will expand your institution’s reach. Foster a self-service system.

Change Management 26

Change Management Change Management Tools 26

VisionLink

SEPTEMBER 20, 2021

The complexity leads to behaviors (copying it down on a sticky note), that makes for less secure systems. So, the better approach is to use a phrase, or a few random words--and of course to never use the same password for different systems. The same can be said of random sets of letters, numbers, and symbols.

Problem 130

Problem Journal Language System 130

sgEngage

APRIL 26, 2024

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor.

Relationship 100

Relationship Practice Build Evaluation 100

sgEngage

AUGUST 14, 2023

To make matters worse, the people working on these projects all used different software systems, none of which talked to each other, much less existed in the same technical ecosystem. The phrases “Well, this is how we have always done it” or “no system is perfect” were common refrains. This needed to stop and in short order.

Change Management 82

Change Management Change Management Denver 82

sgEngage

MAY 14, 2024

You cut your teeth on accounts payable and have managed more than your fair share of audits. From the goal of your organization to how finances are managed, it’s important to understand how for-profit accounting and nonprofit accounting differ so you can help drive success for your new organization. Congratulations!

Profit 98

Profit Fund Grant Track 98

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Evaluate the tasks the new user will perform regularly before handing over keys to the system. Likely no.

Data 79

Data Blackbaud Policy Database 79

sgEngage

FEBRUARY 9, 2024

Working with a consultant (either your vendor’s or an external partner) will save time and money because the system will be set up for your organization’s exact needs. The point of contact works with the software vendor to align the new system to your organization’s vision for the future, preventing your organization from flying blind.

Fund 94

Fund Software Community Tips 94

The NonProfit Times

APRIL 30, 2024

Heller Consulting, launched 1996 and headquartered in Bay Area of California, touts expertise in systems design and implementation and will be added to RKD Group’s existing fundraising and marketing solutions. Managers at many nonprofits rely on their vendor partners to handle data. We have to extend the conversation beyond data.

Consultant 52

Consultant Group Dallas Massachusetts 52

Neon CRM

SEPTEMBER 27, 2023

That’s where change management comes in. By implementing a change management strategy that’s geared towards their specific circumstances, nonprofits can help their staff members adopt new systems quickly and effectively. Change management: What is it?

Change Management 52

Change Management Change Management Nonprofit 52

sgEngage

NOVEMBER 1, 2023

We knew that there was information in one part of the system that could be very useful for another team. Still, we did not want, for example, an enrollment clerk to be able to change information upon which a business officer relied. We created a centralized data management team. We took two steps: 1.

Software 96

Software API Miami Blackbaud 96

Bloomerang

OCTOBER 4, 2023

A hired vendor can very easily change your accounting software from QuickBooks to Intacct. The vendor can teach you how to pull all the data out of one system and put it into a new system, based on how you want the reports to look. Changing systems from QuickBooks to Intacct is not going to solve a “bad reporting” issue.

Consultant 89

Consultant Culture Nonprofit Issue 89

sgEngage

JUNE 9, 2023

As we evolve into a society that increasingly relies on software to manage everything from personal communications to banking needs, the debate over the pros and cons of configurable vs. customized solutions is a part of every software evaluation. A customized system is developed specifically and only for one customer.

Software 90

Software System Grant Industry 90

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. How does your system manage restricted funds? A true fund accounting system simplifies restricted funds, making it easier to track and report on government grants, endowments, and specific donor requests.

Fund 87

Fund Question System Integration 87

sgEngage

FEBRUARY 8, 2024

As a grants manager, you know how important it is to have a clear and efficient grantee application process. Or you can track the time it takes you to fill out the form, either with sample data or by trying to collect similar data from your own systems. Limit mid-cycle reporting to a phone call with the program manager.

Application 95

Application Leadership Grant Philanthropy 95

Nucleus

MARCH 2, 2021

Just as in the association industry, companies see the profound benefits of managing data as a business asset, forging a data culture, competing on data and analytics, and using data to drive innovation – and many are succeeding. As management guru Peter Drucker once said, “Culture eats strategy for breakfast.”

Associations 130

Associations Data Analytics Culture 130

The NonProfit Times

MAY 8, 2024

Managers at many nonprofits rely on their vendor partners to handle data. Pritcher said the acquisition of Heller Group changes that dynamic. The nonprofit needs to own and manage their own data for the trust we want to build with donors of the future,” he said. We have to extend the conversation beyond data.

Group 52

Group Fundraising Dallas Massachusetts 52

sgEngage

SEPTEMBER 5, 2023

The bbcon 2023 agenda is full of great sessions for finance professionals serving nonprofits, schools, foundations, healthcare, and cultural organizations, from creating better systems to extending what you currently do with Blackbaud’s fund accounting software, Financial Edge NXT.

Blackbaud 84

Blackbaud Chart Denver Nonprofit 84

sgEngage

JANUARY 24, 2024

Our business office has to re-enroll students in the tuition management system. Once they complete their enrollment contracts, information flows into our tuition management system and triggers the selected payment schedule. DKJA uses Blackbaud’s Total School Solution. Then, those payments flow into our general ledger.

Student 77

Student Policy Retention Education 77

Forum One

AUGUST 10, 2021

Though digital tools and systems play a big role in this transformation, it’s about more than just the tools. If an agency finds itself in one or more of these scenarios, it’s likely time to consider how a modernized system and approach can help improve processes and communication. Four steps for digital transformation at your agency.

Government 88

Government Digital System Fund 88

sgEngage

MAY 28, 2024

No longer confined to the more traditional, narrow lane of strictly managing an organization’s revenue and expense sheets, today’s nonprofit CFOs are increasingly asked to design a multifaceted approach that encompasses strategic vision, collaboration, and innovation. The role of the nonprofit CFO has undergone a profound evolution.

Roles 79

Roles Culture Nonprofit Structure 79

Candid

AUGUST 23, 2023

What new systems or capabilities will we need to build or buy? Change management needs to be built in from the beginning.” The questions posed during the planning process—about impact goals, resources, change management, or the potential risks of the plan—are not the sort you answer only once.

San Francisco 98

San Francisco Nonprofit Metrics Boston 98

Allegiance Group

NOVEMBER 7, 2023

Selecting the right Content Management System (CMS) for your nonprofit website is crucial in building and managing a successful online presence. Business Considerations: Elements like budget, licensing type, training needs, and change management are also essential considerations in CMS selection.

Open Source 52

Open Source License Drupal Platform 52

DNL OmniMedia

APRIL 1, 2024

A nonprofit data warehouse is a centralized digital repository that nonprofits use to store, manage, and analyze their data. It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more.

Data 52

Data Guide Proposal Nonprofit 52

sgEngage

MARCH 3, 2023

If you are still hosting the data and applications that you’re using to run your core operations and development efforts—from your accounting software to your donor relationship management and fundraising systems—on premises, you are not setting your future organization up for success.

Tools 75

Tools Application Nonprofit Software 75