Resources

Sharing Knowledge

Heller 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.

From short, focused blog posts, to extensive white papers and reviews, we strive to share the knowledge we’ve gained with our nonprofit community. Please use this information to help you make better decisions for your organization, and contact us if you have any questions.

Featured Posts

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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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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Webinar: Turning a CRM Vision into Reality

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Room to Read is a nonprofit organization changing the lives of millions of children by supporting literacy and gender equality in education throughout developing countries. As they aimed to expand services to serve more children in more regions, they found their existing systems were not able to support new forward thinking strategies. Rather than simply replace systems, they decided to engage with Heller Consulting for a thoughtful process to determine the best path forward. Heller guided them through a CRM planning and solution selection process and finally led the implementation of the new solution. These newly established systems are critical for keeping their information organized and accessible for their constituents and stakeholders, and allow them to provide services and support around the world.

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Whitepaper: Introduction to Analytics for Nonprofits

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Never before have nonprofit organizations had the opportunity to acquire, maintain, and effectively utilize vast quantities of information about their supporters, beneficiaries and advocates. To take advantage of this information, organizations must go beyond basic reporting and explore the quickly expanding world of “analytics”. Effective use of analytics can help determine the value of programs and initiatives as they relate to serving your beneficiaries, building long-term relationships with your supporters, and guiding your nonprofit forward.

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Nonprofit Success Pack is Coming to Dreamforce

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One of the big announcements for nonprofits at this year’s Dreamforce is going to be the launch of the Nonprofit Success Pack (NPSP). For many years NPSP was known as the Nonprofit Starter Pack and helped thousands of nonprofits start using the powerful and flexible Salesforce platform for their fundraising and constituent management. From now on NPSP will be known as the Nonprofit Success Pack, a name that reflects its goal to provide end-to-end solutions for any size organization to succeed by enabling coordinated interaction with supporters, members, funders, volunteers, and beneficiaries.

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In Focus: Reducing Risk During Data Migrations

Reduce Risk During Data Migration

Every nonprofit has a wealth of data. Everything from volunteer contact information to complex donation history is housed in an elaborate database. This digital trail of good work done over many years is frequently stored and accessed from various places. Without efficient access to that information, an organization’s ability to complete their mission becomes much harder. As organizations grow and update technology, whether it’s new equipment, cloud services or new processes, the issue of data migration is an essential concern that has to be addressed carefully.

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Case Study: Taking Control of Your Diabetes

Taking Control of Your Diabetes is a unique organization that has developed and expanded their services for patients and caregivers since their inception. They host a range of small and large events each year bringing together both patients and caregivers to learn the latest techniques and strategies in a collaborative environment. The events are successful at improving the relationships and communications skills between patients and providers. These events are very successful, but they keep TCOYD’s small team frequently away from the office. Over time, managing and organizing these events had become more difficult and time consuming. They realized they needed a new system that would serve their current needs and be able to grow with them in the future. 

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Leveraging Service Cloud for Multi-channel Support

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Welcome back again! This is the final part of a four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH). CAH helps us generalize and illustrate problems we have faced in many organizations over the years. In the first three parts of this series (Part 1, Part 2, Part 3), we looked at ways in which CAH leveraged native functionality within the Salesforce Cases module to increase efficiency and transparency in their internal support processes; streamline inbound requests and routing; and drive constituents to automated engagement channels.

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Webinar: Case Management with Salesforce

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Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end.

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