Author - Sandi Reinardy

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3 Major Reasons Technology Projects Fail
2
What Changes And What Stays The Same
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How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits
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A New Reality: Integrating The Raiser’s Edge and Salesforce
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Change Management IS PEOPLE!
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How to Help Major Gifts Officers Succeed

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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How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits

raisers edge salesforce integration examples

In earlier posts by Heller and Omatic Software, we wrote about a shift in approach to managing nonprofit data that is gaining steam: integrating Raiser’s Edge and Salesforce to leverage the strengths that each offer to nonprofits.

This week, we are hosting a webinar to discuss the types of integration opportunities that might be available in your organization. It has always been our philosophy that you should never invest in an integration unless you are very clear about action you will take with the data once it’s flowing back and forth. To help people think about how they might identify actionable use cases for their organization, we’ve put together three scenarios below that demonstrate possible ways to leverage combined data. Consider this an integration vision-board, if you will.

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A New Reality: Integrating The Raiser’s Edge and Salesforce

raisers edge salesforce integration

Over the years, we’ve seen a lot of technological innovation that really changed the way nonprofits approached their work.  Raiser’s Edge 7 brought unprecedented sophistication to (and established new standards for) fundraising data management when it first came out. Peer-to-peer fundraising was changed forever by Convio. Salesforce’s entry into the sector pushed everyone to think of openness and expansion in whole new ways.

Today, there’s another shift we’re noticing that we’re particularly excited about, one that brings the best of these prior evolutions together: Solution vendors across the sector are embracing the idea of integrating systems in unprecedented ways, which means that nonprofits can more effectively utilize the combination of tools that best suits their needs. And we think that’s fantastic.

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Change Management IS PEOPLE!

change management is people

Maybe this title and image are a little more dramatic than necessary, but it’s true. Change management is all about people, specifically how they respond during times of change. The change may be something small, like getting a new laptop, or huge, like full-scale replacement of every mission-critical business system you have. In most cases, technology changes are expected to be good and help us better carry out our missions. A more robust CRM can yield powerful analytic data; a sharp, user-friendly website draws in support; replacing ancient hardware may not only boost processing speed but also keep morale from seeping out of people’s souls while they wait for their email to load. Despite the expected benefits, change can bring a degree of anxiety or even fear to the people involved.

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How to Help Major Gifts Officers Succeed

help major gifts officers succeed

It was six years ago but I remember it like it was last week. A colleague told me that organizations should use Salesforce to manage major gift fundraising, even if they weren’t going to replace their primary advancement system. I laughed, and then listed off the reasons I completely disagreed. At the time, it was simple:

  • Fundraisers need access to a full set of data
  • Data integration and reports are difficult and expensive
  • If major gift officers would take the time to put in their data, they’d have what they need

I won’t go so far as to say that I was wrong then, but a lot has changed in six years. The time is right to rethink the way we picture our advancement systems.

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