Category Archives: CRM/Data

8 Questions For Auditing Your Org’s Database Automations

Automations are like magic to end-users. They inexplicably make life easier.

But for the admins who build them, they can feel closer to rocket science. So it’s no wonder that some orgs take a set-it-and-forget-it approach. Why fix what isn’t broken?

But you never want to wait for something to break to get your attention. Crashed automations can cost your org – if not financially, then at least in data quality or time. (p.s. This is also true for integrations, which are even more delicate since they require third-party access to your data!)

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9 Nonprofit CRM Cleanup Projects to Tackle This Summer

Gang, I think it’s safe to say: this is not your typical summer.

Coronavirus continues to run rampant in the country (if you’re in the US). We’re still somewhat in a lockdown, and things are a little chaotic!

Still, I’ve always found summer to be the best time to slow down and get organized. That’s especially true when it comes to the database: this is when I begin wrapping my head around all the projects I keep putting off!

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How to Set Up a Naming Convention for Your Nonprofit CRM

If you’re reading this, then deep down, you know it’s time.

The database has gotten out of hand with people entering data any which way. Let’s fix that and talk naming conventions. =D

A naming convention simply dictates how a record gets named in your system. In the grand scheme of things, it’s a tiny process-cog in the larger data machine.

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

Alrighty! Who’s excited to talk user manuals? Just me? 😂

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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