database management tools for small organizations
DESCRIPTION
Database Management Tools for Small Organizations -- slides for workshop May 12, 2009.TRANSCRIPT
Andy Wolberandy@npowermichigan.
org
Database Management Toolsfor Small Organizations
Typical Data Management Priorities
Financials DonorManagement
Programs
1. Consolidate2. Connect(Not necessarily two-way, real time)
or
ConsolidateConnectWeb-enable
Financials DonorManagement
Programs(Clients,
Volunteers)
53%
“Other”
Source: Bayer Center for Nonprofit Management Study, 2008. Survey of 330 nonprofit organizations.
23%
41%
List functional requirements (3 meetings, 1 hour each)
Identify options (up to 4 hours per participant)
Discuss alternatives; narrow list of options (2 meetings)
Get product details
Vendor demos
Calls to real users
User visits
Decision
“If donors are also…”
• Program participants / ticket buyers … then look for Client Relationship Management solutions
• Volunteers … then look for Volunteer Management solutions
• Event attendees … then look for Event Management modules
Donor information tips
• Wherever you ask for a donor’s phone number, ask for an email address.
• Ask the donor’s preferred contact method: mail, phone, email.
• Provide a way to “opt out” of mailings, phone calls, or email.
• Track returned or rejected communications. Put a process in place to systematically update donor records.
Clean the List
Run your mailing list through the National Change of Address (NCOA) service periodically to minimize postage costs– Overview: http://www.usps.com/ncsc/
addressservices/moveupdate/changeaddress.htm – Mailing houses typically offer this service– There are varying levels of review (standardization,
5-digit zip, zip+4, etc.)
Estimating Costs
Source: www.aicpa.org/pubs/jofa/sep2003/johnston.htm, accessed 6/5/2006
Initial price Time to implement
Cost of implementation
Entry level $100 - $2.5k Up to 2 months
5 times initial price
Small / medium business
$5k - $40k Up to 6 months
1 times the initial price
Small / medium enterprise
$10k - $250k Up to 18 months
2 times the initial price tag
Enterprise resource planning
$250k - $50 million
Up to 36 months
1-5 times the initial price tag
1 2 3 4 5
Web data
2005
One internal
databaseWeb data
2006 Plan
Auto-sync
One web database
Cloud option
“Cloud Computing”
Standard DSL download speed (1.5 Mbps)
Standard DSL upload speed (384 kbps)
T1 Line (1.5 Mbps)download & upload
“symmetrical”
http://www.theextraordinaries.org/
www.eventbrite.com
www.regonline.com
www.civicrm.org
http://www.salesforcefoundation.org/product
http://www.salesforce.com/products/mobile/iPhone/
www.WildApricot.com
www.nten.org/research
http://tinyurl.com/5glrox
Andy [email protected]