On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam to share her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she explained the purpose of change management, and shared best practices, resources and tools to help nonprofits incorporate effective change management strategies into their own projects. Below is the transcript, and you can download the slides and watch the full webinar here.
Technology Strategies for Nonprofits & Higher EdBetter 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 >>
In any successful technology implementation, there is an engaged and active project sponsor. This is the person who is the driving force behind the initiative, leading, sustaining, cajoling, and sometimes dragging the organization through an often challenging process. Depending on the organization culture, they can be the technical lead who is respected for their deep system knowledge, or they can be the relationship wrangler, the person who can easily speak with every team member and department. Regardless of their skills, an effective sponsor, or often a sponsorship team, is someone who is trusted and respected.
In the last few years, a prominent theme in the nonprofit technology sector–and the Salesforce space in particular–has been the concept of “disruptive technology”. But what does this really mean, and how does it impact the way nonprofits function and approach technology innovation?
Take a moment to read that title again: Reporting Is Not Analytics. We wanted to get that out in the open right away. If you’ve been reading our site, you may have noticed that Heller Consulting works with CRM strategy and technology. You may have also noticed that we share and present at many of the nonprofit events and conferences throughout the year. This means we get to talk to many people in the nonprofit community about CRM, the data an effective CRM contains, and the variety of ways that data can benefit an organization. Once thing we’ve noticed is when we start to talk about analytics, many people happily tell us something like, “Oh yes, analytics are important to us. I get daily reports from this or that department and a weekly summary from these departments, and each quarter we roll everything up into org-wide summary reports.” “That is super!” we say, and then we are compelled to politely clarify, “…but it’s important to understand that reporting is not analytics. Reporting is a form of analytics, but a “light” version as practiced by most organizations.” It’s the confused looks combined with the next several minutes of the discussion that inspired this post and the ones to follow in the coming months. We hope they help clarify some of the ideas and concepts surrounding analytics and business intelligence.
For over 30 years, Blackbaud’s CRM solutions have helped nonprofit organizations raise more money and build lifelong support with their constituents. If fact, with over 28,000 active clients, Blackbaud is a household name, with few in the nonprofit industry who haven’t worked with one or more of their products. On August 8, nonprofit experts from Blackbaud will join Heller Consulting in a free webinar to share their solutions designed to power social good.
As our world becomes more digitally connected, nonprofit and Higher Ed constituents are faced with an increasing quantity of messages coming from multiple channels. Emails, social feeds, and ads across the internet are all becoming customizable to individual preferences. While ‘being known’ was once a unique customer service experience, constituents have come to expect highly relevant, personalized content and quick, simple interactions with organizations. They receive this from corporate brands, so why should the nonprofit they support be any different? Organizations that deliver an integrated multi-channel experience are already benefiting from the deeper and more rewarding relationships they are building.
On June 27, Salesforce.org and Keith Heller presented the second installment of our CRM Options for Enterprise Nonprofits webinar series, showing the features and benefits of Salesforce.org’s Nonprofit Success Pack. This series is 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.
As many as 70% of initiatives that bring change to an organization–often technology transitions–end up failing to achieve their goals. For a nonprofit, this loss of time, effort, and resources can dramatically impact the organization’s ability to deliver its mission. Fortunately, by incorporating effective change management strategies, organizations can greatly increase their chances of success.
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.
College and university advancement offices have unprecedented access to information about their alumni and prospective donors. Unfortunately, many miss valuable opportunities to use this information to activate donors and maximize contributions to their campaigns.