5 Essential Tips for Crafting an Expert Fundraising Strategy
Communications Toolkit for System Launch
Webinar: Preventing Project Failure
Cynthia Coleman on Becoming a Certified Change Management Professional™
Lynn Krause
Worst Case Study: When Everything Went Wrong
Hear This: Common Phrases That Undermine Project Success
3 Major Reasons Technology Projects Fail
What Changes And What Stays The Same
Ellen Duero Rohwer, CFRE
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CRM Implementation ServicesOur certified change management practitioners help organizations transition from one way of working to another. For new systems to be effective, users with different learning styles, goals and levels of interest must be engaged and willing to adapt. We can give your project teams and leadership the tools to make that happen.

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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

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


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


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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Dreamforce Session on Change Management


At Dreamforce this year,The Chicago Council on Global Affairs’ Database Services Officer Sara Darga presented with Keith Heller on how to strategically manage change during a technology project. Sara shared some of the tools and techniques that make up a comprehensive Change Management Success Framework and Keith outlined a few of the red flags that indicate a project might be in jeopardy. In this session they show how The Council’s combination of an effective change management plan and real-time monitoring was instrumental in helping them achieve extremely high user adoption of their system, allowing them to provide a more effective forum for world leaders, policymakers, and other experts to speak on global issues.

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How Do Nonprofits View Change?


It’s nearing the end of the year, and many nonprofits are their busiest during this quarter. With all of the year-end campaigns, fundraising activities, and general calendar-year close going on, it can be a time when an organization can feel at capacity. To make sure that no one burns out, organizations plan carefully to make sure that every task is assigned appropriately and that all that hard work is rewarded with bowls of chocolates or even a morning celebration when the year-end fundraising goal gets surpassed.

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Earning a Salesforce Application Architect Certification


Heller is excited to announce that Val Maulbeck has earned her certification as a Salesforce Application Architect! Congratulations, Val! If you’ve been keeping score at home you may remember our frenzy of Salesforce certifications from Dreamforce 2016. Val was member of that Exceptional Eight earning her Platform Developer I certification. Clearly, she didn’t think that was enough, and has been working hard this year for a few more.

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Business Intelligence Tools for Nonprofits: Tableau


November’s business analytics for nonprofits write up is about industry leader Tableau. If you’ve been reading the rest of the series, you know our goal is to provide quick snapshots highlighting the basic features and functionality of each product. Organizations just starting to examine their choices will be able to clarify which tools might be suitable for their organization and warrent a deeper look. Find out more on what business intelligence can do in these two papers designed to get nonprofits started on the road to effective BI strategies. Business Intelligence for Nonprofits was released in 2014 and covers some of the early tools adopted by nonprofits. For details on getting started with your own analytics initiative, please download our paper Introduction to Analytics for Nonprofit Executives or contact us directly to discuss your specific needs.

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