Category Archives: CRM/Data

How to Create a User Manual For Your Database (7 Steps)

Alrighty! Who’s excited to talk user manuals? Just me? ๐Ÿ˜‚

If you’re anything like me, then you agree that documenting processes & systems is essential for any nonprofit. And yet, end-user documentation (like manuals or guides) often falls to the wayside.

The reason for that is no mystery. It’s hard to find time, let alone even know where to start. Plus, will anyone actually read this thing when it’s done?

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The Trick to Documenting & Explaining Any Complicated Tech Process

You ever find yourself trying to explain something technical to someone, and feeling as if you’re speaking another language?

Good. So it’s not just me.

Being in a technical role, and the only person who understands some parts of that tech, means I get the job of explaining to people why things work the way they do. I’m a nerd about bringing people into my work, so I’m happy to do it.

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How Can Nonprofit Data Admins Best Serve Their Orgs?

Everyone’s in rapid response mode right now.

Nonprofits are scrambling to keep their programs running. On a personal level, many of us are bracing for what’s to come with this pandemic. So it’s really no surprise that the org database is the last thing on anyone’s mind…except for us.

By “us”, I mean anyone who leads on data or systems thinking for a nonprofit: database coordinators, Salesforce admins, accidental admins, data managers, and the lot.

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

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! ๐Ÿ˜…)

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.

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