Category Archives: Data Management

What to Know When You’re Implementing a New Tech System

When I’m not implementing systems for my org, you can find me struggling to paddle somewhere.

If you’ve noticed I’ve been MIA the past 2 weeks…here’s the scoop.

I am neck-deep in a system migration right now, thanks to the shutdown of our online ticketing system. (If the phrase “Desk to Service Cloud” means anything to you, reach out. You’re likely a Salesforce admin doing the same thing, so we can commiserate together! 😅)

Anyways.

Any database manager will tell you that when it comes to implementing a new system, seamless-ness is next to godliness . If no one complains on launch day, then you knocked it out of the park. That’s my goal.

But that kind of success takes TONS of work. Between the coordinating, pivoting & maneuvering involved, I promise you…it almost doesn’t matter if this is your first implementation or your fifth. Things are bound to crop up regardless, and if there’s one thing I’ve learned, it’s that you’ve got to get comfortable thinking on your toes.

Which brings us to this list. From my personal experience, here are 11 truths you’ll need to get onboard with before moving forward with that system.

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Stay Out of Excel Hell: 7 Tips for Working with Spreadsheets

Anyone who regularly works with spreadsheets knows the anguish of screwing up said spreadsheets.

It usually goes like this. You’re powering through – filtering, sorting, formulating – until you notice that one row of data looks off. After frantically checking a few more rows, it hits you. Something went wrong in your manipulations, and now you need to start from scratch.

Maybe.

Spreadsheets are great, but they have also destroyed many a nonprofit worker’s day. Fortunately, we can do things to reduce the chance of this happening…and keep calm when it inevitably does.

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⏲️ 1min Spreadsheet Hack: PROPER-ly Format Those Cells!

For any of you who work with spreadsheets too, you know those things can cost us lots of time! So I’m experimenting and sharing a few of the must-know tips via video.

For the first video in this series, check out how you can quickly format names, addresses, and organizations to have the proper capitalization!