Tag Archives: CRM

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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My team doesn’t know what I do.

I sort of got in trouble at work recently.

Don’t worry – nothing actually offensive took place on my part. My job isn’t in jeopardy, I’m not on probation, or anything like that! But I had an exchange with one of my directors, and as far as I’m concerned, I’ve definitely made a mistake in my role. Let’s dive in.

Anyone who manages a database knows that the job has it’s less-than-glamorous moments. Not that anyone would call this work glamorous…which is precisely why I love it.

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5 Great Reasons to Document Your Work

If you won the lottery and left your job tomorrow, could your org pick up where you left off?

If you’re thinking NOPE, then this one’s for you. Let’s get into it.

When we talk about doing mission-driven work, we hardly ever talk about documenting it al. That’s cause when you’re already so busy, this can be a drag! Documentation is the grunt work of event-planning with all the thrill of watching paint dry.

Writing this post, I was skeptical this would even make for an interesting topic.

But we can’t just ignore this topic! Drudgery aside, documentation is key to how we make a lasting impact at work. Plus I’m in documentation purgatory right now. …so I can personally attest, this task is so worth your while to do early. ๐Ÿ˜‡

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7 Tips to Balance Database Management With Your Day Job

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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