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5 best practices for Salesforce change management

fusionSpan

Nonetheless, for nonprofits looking to either implement Salesforce for the first time or build on their existing setup, managing change is crucial to keeping things running smoothly for both your organization and your members. What is Salesforce change management? That’s where Salesforce change management comes in.

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4 Necessary Culture Shifts To Help You Navigate Change Management

Bloomerang

Every year there was guaranteed to be a policy or procedural change that required change management , which led to the second lesson I learned: Figure out how to make the change last. Organizations that successfully navigate change management have also made culture shifts to ensure lasting change.

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An Evolution of Evaluation in Grantmaking With a Participatory Lens

sgEngage

Here, we explore for whom change is desired and who is defining and measuring that change. Power Imbalance in Traditional Evaluation As grantmakers, we tend to monitor and evaluate our strategies and programs using metrics that we deem important. Who manages the monitoring and evaluation?

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Data Governance: The Key to Strategic Planning

sgEngage

Establish data goals that will support your long term vision by scaling as you grow. Change Management is Key The adoption of new data governance practices must be prioritized through an effective change management plan if it’s to succeed. Stay positive, rather than dwelling on past challenges.

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The benefits of working with a selection consultant to find your next AMS

Nimble AMS

An AMS consultant can gather information from your leaders and employees , helping you better understand your goals for your next AMS. How should your new AMS support your mission and goals? When you work with a consultant to identify your software needs and goals, you’ll be well-positioned to find the right AMS vendor.

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To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

While usage is a great data point to evaluate your product’s success, there’s so much more to consider when weighing the options to build an in-house solution or use an off-the-shelf product. Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind.

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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

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. Collaborate Audits are a team sport!