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Salesforce Consultant
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Communications Toolkit for System Launch
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Webinar: Avoiding Project Failure
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Cynthia Coleman on Becoming a Certified Change Management Professional™
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Lynn Krause
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Worst Case Study: When Everything Went Wrong
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Hear This: Common Phrases That Undermine Project Success
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3 Major Reasons Technology Projects Fail
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What Changes And What Stays The Same
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Ellen Duero Rohwer, CFRE
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Better engage with your constituents, more effectively deliver your services, expand the impact of your mission – these are the key strategic goals of forward-thinking organizations. Contemporary strategies and technologies offer a wide array of options to help you realize these goals. For 20 years we’ve been helping nonprofits develop and align their strategies, technology and operations. Find out how we can help your organization >>
Featured Posts

Communications Toolkit for System Launch

Change-Management-tips-MAWA

Change is hard for most people and launching a new CRM system introduces a level of change that can be surprising. “It’s just a piece of software,” we think. But then we log in and start to go about our work and find that nothing is as easy we thought it would be. This isn’t because of system problems (though new systems often have kinks that need to be worked out); it’s because the process, the visuals and sometimes even the data are different than they used to be. All of a sudden, it feels like everything has changed.  The most successful system launches are accompanied by clear, effective and frequent communications that prepare people for the new ways of working and let them know that support is available. In the pages that follow, we outline key components of the communications that make the launch process go as smoothly as possible, complete with real examples from our clients.

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Webinar: Avoiding Project Failure

Technology is advancing at an unprecedented pace, and many nonprofits are looking to use new strategies and technology to increase the impact of their missions. While new technology initiatives can be a boon when successful, they can be a bust when there are unexpected challenges, barriers, and obstacles to overcome draining and demoralizing the team for months or even years.

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Cynthia Coleman on Becoming a Certified Change Management Professional™

Our very own Cynthia Coleman has just earned her CCMP™ credential through the Association of Change Management Professionals. Over the years at Heller Consulting, we’ve learned that the logistics of strategy and technology projects can be managed through project management, but true success ultimately depends on how the individuals involved participate and adapt to new ways of carrying out their work. Change management is the key to ensuring that our clients fully realize the benefits of their investments in technology.

Cynthia has been a true leader in bringing best practices around change management to our work and we’re thrilled to share her insights on what it takes to become a Certified Change Management Practitioner™.

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Worst Case Study: When Everything Went Wrong

worst case study train wreck

When things go awry in complex technology projects, organizations can find themselves trapped between two difficult options. They can continue pushing forward with the initiative, potentially wasting resources on a project that is beyond hope of success, or they can abandon the initiative, undo existing work, and hope for funding to try again in the future. Both options carry risk of damaging support for the project and morale of the organization. If the issues in the project impact the organization’s constituency, their reputation could also take a hit. (Read more about the costs of struggling projects here >>) It can be extremely stressful to figure out the best path forward when mired in issues and trying to carry out business-as-usual at the same time. Unfortunately, technology has not (yet) given us the ability to stop time while we get our operational houses in order, but it can help to reach out to an objective third party for help.

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Hear This: Common Phrases That Undermine Project Success

9 phrases that mean trouble egg brink fall

During a technology initiative, the signs of trouble are not always clear. Team members can be working their hardest to complete their tasks, but somehow the project milestones keep getting delayed or redefined. Rarely do staff want to pull the emergency brake on a project, openly calling attention to major concerns, even if they are frequently discussed in private and impacting costs. (Read about the costs of struggling projects here >>) This is why it’s essential for leadership, managers, and staff to be aware of common warning phrases that can signal trouble is on the horizon for a project.

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3 Major Reasons Technology Projects Fail

3 reasons technology projects fail

Have you ever purchased a kitchen gadget or a piece of exercise equipment that promised to make your life amazing and then used it one-to-six times before abandoning it? I know I’m not the only one who has multiple garlic presses in a drawer and have watched more than I’d like to admit of the infomercial for that twisty board thing that is supposed to tone your entire body. Luckily, those sorts of purchases don’t really result in huge cost overruns or months of lost productivity. However, when we go to work, we tend to bring the same brains that buy gadgets and sometimes use them in large technology projects, but to disastrous results. In our experience, here are the 3 biggest reasons technology projects fall apart:

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What Changes And What Stays The Same

Rachel what changes stays same

We have a full staff retreat every year in January and it is always a really great time for us to connect as a team, review what worked in the past year and what we’d like to do differently this year, and take some time to share new ideas from the field.  I am one of Heller’s boomerang staff members (someone who left the company and returned at a later point), and they let me write the blog post this year to share my perspective on what our retreat looks like after having been gone a few years. Several people asked me through the week “How does retreat compare to those from before you left?” My answer: it was both pleasantly familiar and inspiring in whole new ways. The general feel of the retreat – the comradery amongst the team, the humor and productive-but-not-stuffy nature of the meetings – was very much the same. But the content of what we talked about was deeper and smarter and more focused than I think it ever has been.

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Review of Business Intelligence Tools for Nonprofits

reporting-is-not-analytics

Every year more organizations are embracing the potential of advanced CRM systems and the wealth of data they generate. Business intelligence tools for nonprofits are designed to transform that valuable data into knowledge, helping organizations increase the impact of their missions. Expanding on the capability of applications designed for the commercial sector, nonprofits now have a variety of affordable options to unify disparate data silos and conduct genuine information analysis.

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The Costs of Struggling or Failing Projects

cost-of-project-failure

The costs of struggling or failing projects are very real and can result in both short and long-term impact on an organization’s ability to deliver its mission. This shouldn’t come as a surprise–every initiative costs time and resources. However, less obvious costs that enter the equation as a complex implementation initiative starts to struggle do often come as a surprise and can really throw things off. As a project’s risk of failure increases, it becomes difficult to establish a clear, objective viewpoint. It’s common for teams to scramble for solutions as well as find someone to blame for the problems they are encountering.

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Transcript: Revolution Online: CRM Options for Enterprise Nonprofits

On November 16, Heller presented the seventh and final installment of our CRM Options for Enterprise Nonprofits webinar series designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology. Below is the transcript of this installment focused on Revolution Online, a CRM built by ROI Solutions.

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