Author - Team Heller

1
Reduce the Risks in a Data Migration
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Analytics for Nonprofits: Is it important?
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NPSP: Pathway to a Connected Nonprofit
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Getting Started with CRM: Roadmap Webinar Series
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Salesforce Consultant
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Resource Round Up: Heller’s Papers from 2016
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Plan Time for Analysis: Marketing Automation Tip #7 of 7
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Rachel Shaefer
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Bill Baldwin
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Get on Board with Project Management AND Change Management

Reduce the Risks in a Data Migration

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It is inevitable. At some point every nonprofit organization will have to migrate their data from one system to another. Whether it is for an upgraded version of their current system or to an entirely new system, the reality is that technology evolves. Older data structures weren’t designed with newer system capabilities in mind, so they can become less efficient. Plus, over years of input and use by a variety of people with evolving processes, data integrity can drift from its optimal state. Eventually, all data storage can benefit from being examined, cleaned, and optimized. While beneficial, optimizing a data set and then preparing to return it to the existing or new system does present many risks. It’s possible to lose, disconnect, or even corrupt years of valuable constituent history. In fact, as many as 84% of data migrations projects fail to meet expectations. Why?

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Analytics for Nonprofits: Is it important?

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Analytics is becoming a popular buzz word in the technology industry but what does it really mean to your nonprofit? Is it worth the effort and investment? In a nutshell, analytics for nonprofits is using your data to objectively evaluate your organization’s practices, providing insights for effective forecasting and decision making. It is a detailed analysis built with accuracy, consistency, and rigor over an extended period of time. To be clear, analytics is not the typical reporting that many organizations already do.

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NPSP: Pathway to a Connected Nonprofit

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Developing a successful nonprofit CRM requires more than straightforward feature comparison between different solutions. It requires an understanding of current successful processes and thoughtful consideration of future strategies. Unfortunately, many organizations become entangled in the complex challenges of this process, so continue to struggle with inefficient and disconnected legacy systems.

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Getting Started with CRM: Roadmap Webinar Series

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CRM is about more than just technology. It involves a combination of software, systems, and most importantly strategy. While it is tempting to simply compare software features, migrating to an effective CRM involves considering how you intend to engage with your constituents, how your organization works as a team, and what you need to get out of your system.

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Salesforce Consultant

Thank you for your interest in Heller. All our positions are currently filled but if you are super passionate about nonprofits and you just can’t wait, feel free to submit an application for the Consultant position below.

To apply please visit https://app.trinethire.com/companies/644-heller-consulting/jobs/2390-salesforce-consultant

In the meantime, please consider volunteering at a nonprofit organization that you support. Nonprofits across the country are looking for assistance in delivering their mission, and your time and effort can truly make a difference.

Resource Round Up: Heller’s Papers from 2016

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Heller Consulting is committed to providing up-to-date resources and information on topics that impact the nonprofit community. Our unique partnerships and associations with nonprofit organizations and software developers allow us to understand the continual advances in the market and cultivate rich insights. As we combine these perspectives with our own experiences and knowledge, we are able to create reference materials useful to nonprofit organizations of all sizes. Please download these resources, and watch for additional events, papers, and posts throughout 2017.

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Plan Time for Analysis: Marketing Automation Tip #7 of 7

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Your marketing automation program is all set up and running, so you’re done, right? (If you haven’t already, be sure to read about getting to this point in Tip #1, Tip #2, Tip #3, Tip #4, Tip #5, and Tip #6.) Not exactly. Another important component of a marketing automation program is the feedback loop– making the time to learn from the experiences and data you acquire.

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Rachel Shaefer

Rachel Shaefer
Consultant

Prior to joining Heller, I worked at the Breast Cancer Resource Center (BCRC), a nonprofit organization serving men and women in Central Texas that have been diagnosed with breast cancer. During my time with the organization I had many responsibilities ranging from client intake, assisting with volunteer management, facilitating a diagnostic assistance program to managing the organization’s Salesforce platform.

It was at the BCRC where I developed an interest in the ways data and technology can help an organization work more effectively and efficiently toward their mission, monitor their impact, and provide the most honest and accurate data to funders. This led me to serve as an independent Salesforce consultant, which introduced me to a number of other organizations and helped to expand my skillset.

I love to see how Salesforce can empower an organization as they work toward their important missions and provide positive impacts in the communities they serve.

I hold a degree in Community Education & Spanish from the University of Wisconsin – Milwaukee and am a Certified Salesforce Administrator.

Salesforce Certified Administrator

Bill Baldwin

Bill Baldwin
Consultant

Before joining Heller Consulting, I spent more than five years on staff at New York Blood Center.  After starting in the organization’s customer service department, I eventually became the Strategic Projects Manager and Senior Salesforce Administrator. In this role, I led multiple initiatives that expanded NYBC’s use of Salesforce throughout the development, volunteer management, customer service, research and finance departments. During this time, my eyes were opened to how nonprofit organizations could better accomplish their missions by taking advantage of the same types of Salesforce solutions that Fortune 500 companies use.

I bring more than a dozen years of combined experience in account management, process improvement, and database administration to Heller Consulting.  I enjoy working with committed teams of people with diverse perspectives to achieve common goals.  As a member of Team Heller, I relish the opportunity to help nonprofit organizations solve complex problems with innovative technological solutions.  Change is rarely easy, but it can be incredibly rewarding for people and organizations when designed thoughtfully and managed responsibly.

I hold a Bachelor of Science Degree in Marketing from Clemson University, and I am a Certified Salesforce.com Administrator.

Salesforce Certified Administrator

Get on Board with Project Management AND Change Management

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There was a time in the not-so-distant past when a line item for “project management” in the budget of a technology implementation seemed like an option, not a requirement. Now, with the complexity of moving parts that need to be precisely coordinated, dedicated project management time is essential to project success. As an industry we’ve learned the value of project management methodology and tools, and recognize that a project’s timeline, milestones, budget, and scope need to be monitored to ensure project success.

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