Streamlining Nonprofit Organizations: It’s All About the Cloud
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Sponsored by: A Service Of: Streamlining Nonprofit Organizations: It’s All About the Cloud Marc Baizman February 5, 2013
description
You may have heard people talk about the latest advance in technology: “the cloud.” In this webinar, participants will learn what cloud computing is, how it’s changing our work, and how nonprofit organizations can take advantage of cloud-based services (e.g. Salesforce, Google Docs, Dropbox) to enhance their operations in all parts of their organizations to become more efficient with their limited resources and time. Participants will see real-life case studies of nonprofit organizations that are using these tools every day. We will offer a survey of cloud-based tools that organizations can use within their own organizations in the areas of cross-organizational management, program management, human resources, marketing and fundraising. At the end of the webinar, participants will leave with a list of tools and resources for further exploration, and with specific strategies about how to incorporate these tools into their day-to-day work.
Transcript of Streamlining Nonprofit Organizations: It’s All About the Cloud
Sponsored by: A Service
Of:
Streamlining Nonprofit Organizations: It’s All About the Cloud
Marc Baizman
February 5, 2013
Sponsored by: A Service
Of:
Protecting and Preserving the
Institutional Memories of
Nonprofits Since 1993
www.cjwconsulting.com
(866) 598-0430
Sponsored by: A Service
Of:
Affordable collaborative data
management in the cloud.
Sponsored by: A Service
Of:
Today’s Speaker
Marc Baizman Consultant
My Computer Guy Nonprofit Technology Consulting
Hosting:
Cheri J Weissman, CJW Consulting & Services, Inc. Assisting with chat questions: Jamie Maloney, Nonprofit Webinars
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Streamlining Nonprofit Organizations:
It’s All About the Cloud!
February 5, 2012
Nonprofit Webinars
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About the Presenter
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Marc Baizman
@mbaizman
Nonprofit technology coach, Salesforce and
Google Apps, improv and sketch comedy performer,
unrepentant nerd.
Photo here
HUGE thanks to Debra Askanase
communityorganizer20.com @askdebra
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Today’s Discussion
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1 WHAT IS CLOUD COMPUTING?
2 SUCCEEDING IN THE CLOUD
3 CASE STUDY: MLP BOSTON
4 SURVEY OF CLOUD TOOLS
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What is Cloud Computing?
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Techsoup Global 2012 Survey: Cloud Computing Definition
Source: TechSoup Global 2012 Cloud Computing Survey 9
“Cloud computing allows you to access software via the Internet instead of from your hard drive or your local computer network. When you use cloud-based software, it is available anywhere you can use the Internet – not just in your office.”
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Who’s in the cloud?
http://www.flickr.com/photos/camdiluv/4441155157/in/photostream/
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Cloud Statistics: Top 3 Cloud Adoption Motivators
Source: NTEN 2012 State of the Cloud Survey
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Remote access
Cost
Ease of maintenance
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Cloud Statistics: Top 3 Cloud Adoption Barriers
Source: TechSoup Global 2012 Cloud Survey
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Lack of Knowledge
Cost
Data Security
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Cloud Statistics: Cloud Migration Timeframe
Source: TechSoup Global 2012 Cloud Survey 13
Within 1 year 19%
1-2 years 19%
2-3 years 15%
> 3 years 11%
Don't know or no plans
36%
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Succeeding in the Cloud
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Strategy
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Why use these tools? To what end?
✪ Make a requirements list
✪ Have (or make) a tech plan!
✪ Ask about industry practices & standards for tools
✪
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Staffing
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• Need to make sure it’s in a job description
• Ideally NOT a part-time or short-term volunteer
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Budgeting
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• Create an overall Technology Budget!
• Use TechSoup’s sample budget to start www.techsoup.org/learningcenter/techplan/page4257.cfm
• Cloud software is often per user pricing so NEGOTIATE if you have a lot of users!
• DON’T get locked in to a long-term contract, go for monthly if possible, yearly if you have to.
• Plan ahead for growth – give your organization more accounts than you think you need.
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Support
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• Access to vendor support
• Cost of vendor support
• Reliability
• Quality
• Identify outside support back-up
• IT support
NPO +
Cloud app vendor
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EXPERIMENTAL
COLLABORATIVE EXEC SUPPORT
TRY THE TOOLS
Culture
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• Comfortable in beta
• Support from the top
• Not afraid to break the tech tools
• Cross-departmental sharing and collaboration
• Willingness to fail fast and try minimum viable actions…
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Case Study
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Case Study: Medical Legal Partnership | Boston
http://www.mlpboston.org 21
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MLP Boston: Succeeding in the cloud
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• Strategy Plan required an immediate move, needed to find
replacements ASAP
• Staffing 2-3 days/week of Office Admin’s role during transition, 4-8
hrs/week after
• Budget Small grant (<$5K) for initial cloud transition
• Support Cloud Vendor, in-house, champion users
• Culture Variety of skill levels, some fear around tech, BUT strong
management support
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Cloud tools: Google Apps (moved from Outlook/Exchange)
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Collaboration
Institutional memory, shared calendar, chat
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Cloud tools: Box.com
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File Management All files stored in the cloud, linked to Google Apps
Very secure, several permission groups
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Cloud tools: Salesforce.com
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CRM Storing donor and donation information
Storing program data
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What about your nonprofit?
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1 WHO WOULD BE YOUR CLOUD CZAR?
2 WHAT ARE YOUR BIGGEST BOTTLENECK(S) BY PRIORITY?
3 LIST YOUR REQUIREMENTS!
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Survey of Cloud Tools
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How do I know if any of these cloud tools are any good??
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• Does it do what you need it to do? Requirements!
• Budget: Per user? Growth? Nonprofit discounts?
• Research! People have done this before!
– Groundwire
– NTEN reports
– Idealware
– TechSoup
– Heller Consulting
– Google Apps marketplace (ratings, reviews)
– Salesforce AppExchange (ratings, recs, reviews)
– Socialbrite.com: lots of reviews for social media apps
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Sample Requirements List
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Name Nonprofit Needs DropBox Dropbox for Teams Box.net for Business
Account System Type
Indvidual Accounts, share a common file created by one person
Individual Accounts, share a common file, but share quotas and an control panel
Indvidual Accounts, share a common file created by one person
Number of Accounts Needed
4 now, up to 8 in a year 8 8 8
Total Disk Space 36 GB as of today 50 GB per user 750GB 1000GB
File Protection/Permissioning
High priority (in the future as we expand)
Specific accounts can be invited as viewers or collaborators depending on permission level given by creator of file.
Specific accounts can be invited as viewers or collaborators depending on permission level given by creator of file.
Specific accounts can be invited as viewers or collaborators depending on permission level given by creator of file.
Price Per Month
Max Budget: $200/month $80/mo for 8 accounts
$66/mo for 5 accounts, Additional accounts are $10/mo
$15/user/mo = $120/mo for 8 accts (NPO discount - 10%)
Price Per Year Max Budget: $2500/year $792/yr for 8 accounts
$1170 (8 accounts, 5 for 795, additional are $125/yr)
$1440 (8 accounts) (NPO discount - 10%)
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High-level Cloud Categories
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• Social Media Measurement
• Chat/IM
• Content Curation
• Project Management
• File Storage
• Donor Management
• Backup
• HR
• Fundraising
• Email marketing and management
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Social Media Measurement: HubSpot (paid)
http://www.hubspot.com/nonprofit/ 31
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http://www.hubspot.com/nonprofit/ 32
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Social Media Measurement: Metricly (free)
http://metricly.com 33
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SMM: Metricly
http://metricly.com 34
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Social media measurement: More apps
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• Free (+paid upgrade): – Crowdbooster (twitter)
– Metricly
– Simplymeasured
– Socialbro
• Paid – Salesforce Marketing Cloud (often known as Radian6)
– Hubspot (nonprofit program)
– Lithium.com
– Spredfast
– Sprout Social
– Small Act
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Internal comms/collab: Google+ Hangout
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Internal Communications: More apps
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• Free
– Skype
– Google chat
– Google Hangouts
– …and one app to (almost rule them all): Pidgin.com
• Some paid systems also support chat:
– Yammer
– Chatter (Salesforce)
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Content Curation: Evernote
http://evernote.com 38
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Content Curation: Scoop.it
http://scoop.it
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Content Curation: More Apps
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• Delicious
• Storify
• Bundlr
• Pearltrees
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Project Management: Basecamp
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Project Management: Asana
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Project Management: More apps
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• Smartsheet
• Gantter
• Central Desktop
• Evernote
• Redmine
• Huddle
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File Storage: Dropbox
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File Storage: Box.com
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File Storage: More apps
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• Google Drive
• SugarSync
• Egnyte
• Syncplicity
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Donor Management: Salesforce.com
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Donor Management: Donorperfect Online
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Donor Management: More Apps
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• eTapestry
• CiviCRM
• Netsuite
• Causeview
• Affinaquest
• Luminate
• Neon
• Mission.do
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Additional Cloud Tools
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• Backup
– Mozy
– Carbonite
– Backblaze
– Backupify
– iCloud
• HR
– Sucessfactors
– ADP Online
– Workday
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Additional Cloud Tools
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• Fundraising – FirstGiving
– Causes
– Razoo
– Causevox
• Email Marketing – Constant Contact
– Mailchimp
– iContact
– MadMimi
– MyEmma
– Vertical Response
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Overwhelmed? Don’t be!
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Actionable items you can do TOMORROW!
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1 APPOINT A CLOUD CZAR (YOU? )
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IDENTIFY YOUR BIGGEST BOTTLENECK(S) AND MAKE A REQUIREMENTS LIST
3 RESEARCH CLOUD APPS
…and enjoy the cloud!
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Resources
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TechSoup Global Cloud Survey 2012: http://www.techsoupglobal.org/2012-global-cloud-computing-survey
TechSoup’s sample budget program: www.techsoup.org/learningcenter/techplan/page4257.cfm
Idealware’s Field Guide to Software for Nonprofits:
http://www.idealware.org/homepage-features/field-guide-feature2 and
http://www.idealware.org/reports
Heller Consulting’s resources to selecting and implementing software:
http://www.teamheller.com/resources
Nonprofit Technology Network (membership org, lots of free resources): http://www.nten.org/ and lots of downloadable research: http://www.nten.org/research
State of the Nonprofit Cloud 2012 (NTEN report): http://www.nten.org/research/the-2012-state-of-the-nonprofit-cloud-report
NTEN:Change – a quarterly journal for nonprofit leaders about technology (free): http://www.nten.org/ntenchange
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We welcome follow-up questions via email too!
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Marc Baizman
My Computer Guy
(617) 329-1868
Twitter: @mbaizman
LinkedIn: www.linkedin.com/in/mbaizman
Sponsored by: A Service
Of:
Find listings for our current season of webinars and register at:
NonprofitWebinars.com
