“Did I lose my special treat?” A frequent question from my son. We’ve created a system in our home where…
By | February 22, 2018
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Salesforce, by its very name, sounds like a product that only for-profit companies can leverage. Yet, as Kristen Singleton – Director of Tools and Technologies at Education Resource Strategies (ERS) – explains, Salesforce can play a significant role in the information management at non-profit organizations as well. On this podcast we discuss how ERS is leveraging Salesforce, challenges they faced in transitioning to using a CRM, as well as several of the features ERS has started using that go beyond just managing contacts. We also get into how ERS has integrated Salesforce with their online tools, allowing them to better understand the value the tools offer and how people are leveraging the tools.
By | September 1, 2016
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Talking business intelligence (BI) tools with Mike Fletcher, the Director of Information Technology at the Endocrine Society. Mike recently went through the process of finding a BI tool, ultimately deciding on Power BI. We discuss why he wanted a BI tool, the process of picking a BI tool, some of the advantages the tool offers over using Excel, and features that you should consider when picking your own tool.
By | August 15, 2016
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Where has the time gone?! This year has flown by, and today marks the first day of summer! If you’re like…
By | June 16, 2016
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May 10th, just 5 days post Cinco de Mayo is another day for celebration in this month of budding optimism;…
By | May 5, 2016
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We’ve recently rebranded the podcast as the Non-profit Tech Podcast, presented by fusionSpan. This week I spoke over the phone with Dan Labert, the executive director of the National Association of Consumer Bankruptcy Attorneys about his recent move from listservs to an online community platform (Higher Logic) integrated with their member database (netFORUM Pro). We touch on challenges he has faced, how he gets members’ input, and his general approach to strategic use of technology.
By | December 9, 2015
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It’s that time of year again: families are gathered, work is closed… Oh, and EVERYTHING IS ON SALE! The question…
By | November 25, 2015
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We got a chance to talk to Mark Ace, President of Kavi Corporation, about his recent blogpost, “Five Characteristics of High-Performing Teams.” We also discuss the ways different organizations are leveraging their technology in order to accomplish their collaboration goals, as well as some of the issues small staff organizations face with regard to technology that you should try to avoid.
By | October 15, 2015
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I got a chance to sit down with Edward Grandi, the Executive Director of the National Genealogical Society. We talked about his approach to leadership, how he works to get the most out of a small staff organization, and what are some of the things front of mind for him going forward. Make sure to follow NGS on twitter @ngsgenealogy.
By | October 1, 2015