Category Archives: Data Management

Creating a Staff Process, Part 3: 11 Tech Tools to Manage Requests

Tools

How do you organize your work requests? Have you got your system down?

I’ll be honest: when it comes to task management, I’ve started, abandoned and restarted systems. It’s easy to let ourselves get disorganized when things get chaotic!

But for requests that involve staff (or other constituents), it’s never a good idea to let this slide. You need to proactively capture those needs, stakeholders, and project updates. Otherwise, details slip through the cracks and communication breaks down across teams.

A good process keeps us covered here. We know how to build a framework that guides us in executing requests. We’ve also figured out how our colleagues should reach out to us. Now it’s accountability time: how do we document and manage that process from start to finish?

Grab a coffee. Let’s talk systems.

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Creating a Staff Process, Part 2: Your Intake System Matters

Intake Process

Have you ever spent unnecessary time on a request, all because you & your colleagues weren’t on the same page? *raises hand*

It’s not a great feeling! But that’s what happens when you don’t organize those requests early on. If you write content for your org, create reports, build lists, or do anything that requires even the slightest bit of niche expertise….let’s chat.

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10 Ways Your Nonprofit Isn’t Using Google Forms, But Could Be

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Whether your nonprofit is using it or not, let’s talk Google Forms for a second.

In case you’re not familiar, Google Forms is a survey app that comes with the Google Suite of products. Much like Google Docs and Google Sheets, it has its own place in the G-Drive and lets you easily build form surveys.

Google is not sponsoring this post. I’m not even claiming it’s the best survey tool out there. BUT, it’s worth highlighting for three very nonprofitty reasons:

  • It’s simple.
  • It’s free.
  • It’s accessible. Even if your org doesn’t use Google products, you could sign up right now to build your first form with no fuss.

This means that Google Forms has many applications for our work, regardless of how large or technologically sophisticated the org. A simple tool that can do all the things? Prettyyyy cool.

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7 Tips to Balance Database Management With Your Day Job

duck photo

What’s one thing that development staff, volunteer coordinators, operations managers, HR and Program people all have in common?

At any time, we can become our org’s database admin, too.

“Accidental admin” is the term we’ve lovingly coined to all the database managers who never signed up for this. Typically the consequence of multiple-hat syndrome, these are the nonprofit professionals who were standing closest to the system at the time when their org desperately needed an admin.

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9 Resources Every Nonprofit Salesforce Admin Needs to Know

Nonprofit Salesforce Admin Resources

Are you the Salesforce Admin for your nonprofit? Was that always meant to be your role, or is it one you’re assuming because #multiplehats?

We have a phrase for those in the latter. We call you “accidental admins”, because so often that’s what nonprofit database administration is. It’s also how many of us got our start in Salesforce land.

Whether you’re in this for the long haul or desperately looking to break free, Salesforce can be overwhelming. It’s a a complex product, backed by a massive ecosystem. Where does one start?

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7 Reasons Your Nonprofit Will Want to Move to Lightning

Lightning Dashboard Example

Okay, nonprofits. It’s time to move to Salesforce Lightning.

I know you love (or at least tolerate your disdain) for Salesforce Classic. I get that the idea of switching sounds like a nightmare! But surely you knew this was coming.

In case you’re a Salesforce admin who somehow hasn’t heard, Lightning is the newest Salesforce interface. Without intending to sound like a gimmicky salesperson, Lightning is the way of the future for Salesforce customers.

I mean really. We’re going from this…

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9 Tips To Effectively Manage Your Nonprofit’s Data

Nonprofit Data Management Best Practices

There are few things I love more than spreadsheets and data. If this blog was any indication.

And what a good time to feel this way! Technology has opened up a world of possibilities when it comes to data and the sector. Organizations are in a great place to ask the tough questions, and start gathering the necessary pieces to form those answers.

However, that doesn’t make this easy. In fact, data can be a giant question-mark: how do we use it, what do we collect, and how do we keep it all organized?

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