Kaia Swift, Author at Heller Consulting

Change Leadership

Brainstorming Tools for Your Nonprofit’s Technology Projects

When your nonprofit organization is embarking on a new technology project, you might not think of brainstorming as something you need to do. But, in fact, it’s an important step in building a strong technology strategy and a culture of continuous innovation and improvement. Why? Because technology strategy is about more than just implementing new

Kaia Swift October 5, 2023

Technology Strategy

An Overview of the New Salesforce Nonprofit Cloud for Grantmaking

If your nonprofit organization or foundation disburses funds through grants, then there’s a new offering in the new Nonprofit Cloud from Salesforce that you should know about. The Nonprofit Cloud for Grantmaking product is built to help organizations like yours simplify and accelerate the grantmaking process. Here is an overview of the new Salesforce Nonprofit

Kaia Swift September 29, 2023

Change Leadership

The Art of Proactive Risk Management in Nonprofit Tech Projects

In the realm of project management, risks are an inherent part of the journey, especially when it comes to software implementations. Every project, no matter how meticulously planned, carries a certain level of uncertainty. This is precisely why regular risk review meetings are a crucial aspect of successful project management. These sessions provide a platform

Kaia Swift September 26, 2023

CRM

Why Your Nonprofit Should Consider Using Microsoft for More Sophisticated Marketing

If your nonprofit is considering a move to a platform approach to technology that includes sophisticated marketing capabilities, you might want to consider adding Microsoft to the list. As with many other nonprofit technology vendors, there are continual changes and new offerings coming from Microsoft. That’s why I’m sharing some insights in this article to

Kaia Swift September 25, 2023

CRM

What to Know About Using Salesforce Accounting Subledger for Nonprofit Dynamic Accounting

Preparing your fundraising data for your accounting system can take significant time and effort. It requires aligning and reconciling information in just the right way. If you’re using Salesforce Nonprofit Success Pack (NPSP) for customer relationship management (CRM), you might have considered using Salesforce Accounting Subledger to help. It’s a package that’s installed “on top”

Kaia Swift September 5, 2023

CRM

What’s happening at Salesforce? Here’s what Nonprofits Should Know

If you follow nonprofit technology news, you might have heard about lots of changes at Salesforce this year – from workforce layoffs to new artificial intelligence (AI) offerings to new product releases. One of the biggest announcements directly impacting nonprofits was the Spring 2023 rollout of the new Nonprofit Cloud. If your nonprofit uses (or

Kaia Swift August 17, 2023

Change Leadership

Getting Ready for Nonprofit Technology Projects: The Importance of the Project Kickoff

At Heller Consulting, we are thrilled when we get to embark on a new project. The beginning of a project is exciting. But before the project team hits the ground running, it’s critical that everyone is on the same page and heading in the same direction. What needs to happen when a project kicks off?

Kaia Swift August 14, 2023

CRM

Best Practices for Salesforce Implementation for Nonprofits

When your nonprofit has decided to move to a Salesforce solution, it’s an exciting time. You sorted through the nonprofit tech options and found that Salesforce offers the right solution for your organization. You might have chosen an implementation partner to get the software up and running. Now, how do you ensure a successful Salesforce

Kaia Swift August 7, 2023

CRM

Connect with Donors and Alumni Through an Online Portal Built on Salesforce

As a higher education advancement leader, you’re probably on the lookout for ways to engage more effectively with donors, alumni, and other constituents. If you use (or are thinking about using) the Salesforce platform and ecosystem, one powerful and simple way to deepen connections and provide a great donor and alumni experience is to offer

Kaia Swift July 26, 2023

Technology Strategy

Nonprofit Project Management: Building Bridges in Technology Projects

When it comes to new technology initiatives for nonprofits, project management is critically important. However, nonprofits sometimes underestimate the value of project management. While it might seem like a nice-to-have, strong project management helps to ensure that large and complex technology projects stay on track and result in fully meeting the nonprofit organization’s goals. Let’s

Kaia Swift July 13, 2023