Data & Relationship Management
Over the last few blogs, we have been tackling some of the deepest fears that organizations have when it comes to adopting new technology – and specifically a CRM, and the cost of investing in one. Today, we are going to talk about the importance of institutional knowledge. But let’s start right there. What is institutional knowledge?
Over the last few blogs, we’ve talk about how great CRMs are. And don’t get us wrong – they’re pretty awesome. Whether it’s a robust program that gives you all the bells and whistles, or a smaller program that enables you the basics of contact management and note taking – each one is able to benefit the organization.
One of the most common objections to adopting a CRM is the size of the organization. There’s a common misconception that a CRM is only suitable for a bigger organization. I would argue, however, that it is only unsuitable if the organization is looking to remain small. Last time, we looked at the basics of a CRM. Today, let’s take a look at how different people within your organization would benefit from a CRM.
For our first webinar of the 2018, we asked a handful of experts to share thoughts around trends an issues they see as especially relevant to the nonprofit sector this year. It's a wide ranging conversation that visits the intersections of #nptech and reconciliation, marketing and communications, web development, data mining, digital rights, and responsible data handling. We get invaluable input from Alexander Dirksen of First Nations Technology Council, Marlene Oliveira of moflow, Yaa Otchere of Not An Elephant, Maryam Sahebol-Amri of TechSoup Canada, and Carolyn Tackett and Rogelio Lopez of Access Now. The recording is below, and each of the expert videos are embedded individually on this page as well.
Using data to drive decision-making has become an expectation, but getting the right data and using it in the right way to make the right decisions can be challenging. All too often, our focus is on the statistical analysis and the visual presentation, and other factors that affect the quality and interpretation of our data might not get as much attention. This article contains techniques for driving your mission forward with data that can be easily implemented in any nonprofit, regardless of its mission, size, or how long it has been around.
Building a custom intelligence dashboard in Google Analytics can be a powerful way to track and monitor your organization’s successes and areas for potential improvements. Dashboards provide snapshots of need-to-know metrics related to your business. They also usually include features that allow you to dive deeper into the statistics and study them.
In our last article, we briefly addressed the obligations of non-profit organizations in relation to the collection and use of personal information. We also provided an overview of information safeguards, noting that you have a duty to keep your records secure and up to date. But what exactly does all this involve? We will see this by examining the principles set out in the Personal Information Protection and Electronic Documents Act (PIPEDA), which applies at the federal level, to the storage and destruction of information.
Data can be a tremendous asset in pursuing your nonprofit's mission. Tracking and analyzing vital data yields insights that can help you improve your work, make better decisions, and become more accountable to stakeholders. However, having the right systems in place is only part of the equation -- without a culture of data-informed decision making, your efforts are likely to fall short.
In this webinar, TechSoup Canada's Ben Losman shines a light on the emotional factors in building a data-informed decision making culture, integrated data strategies, the daily data journey, and practical dashboard tools.
Nonprofit organizations in Canada are collecting, using, and disclosing an increasing amount of personal information (e.g. sensitive data relating to donors, employees, volunteers, etc.) as part of their operations. It is therefore essential that nonprofits ensure that they handle this personal information in compliance with applicable laws.
Everything you interact with -- from the emails in your inbox to the paper on your desk -- is packed with nuggets of data. These rich and often untapped data sources have the potential to help your nonprofit make well-informed, strategic decisions. To harness them, you need to put systems in place that make entering, tracking, and analyzing data painless and effective.