Post on 15-Jul-2015
Embracing Technology:Tips, Tools & Best Practices for Nonprofits
Saskatoon Industry-Education Council
April 23rd, 2015
Hi, we’re from TechSoupCanada
Our mission is to help nonprofits use tech
We create and curate tech resources
facebook.com/techsoupcanada
techsoupcanada.ca/blog
meetup.com/toronto-net-tuesday
@techsoupcanada
We’re a small nonprofit based in Toronto and a program of the Centre for Social Innovation
Today’s agenda
• Intros!
• #1 money-saving tip
• Tech – why should you care?
• Tech best practices & case studies
• Break
• MORE tech best practices & case studies
• What’s next?
How it works
TechSoup Canada
Nonprofit
Nonprofit
Nonprofit
Nonprofit
NonprofitMicrosoft
Adobe
Symantec
ReadyTalk
Sumac
Nonprofit Nonprofit
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Registration
Any nonprofit, charity or library in
Canada can register
Registration is free Submit qualification documentations
techsoupcanada.ca/join/signup
Eligibility
Each donor partner (Microsoft, Adobe etc.) has their own eligibility criteria
Your organization type budget and mission (aka activity) determines your
eligibility
techsoupcanada.ca/eligibility
x
**Eligibility may change over time
(e.g., PSOs became eligible for majority of our programs in 2013)
Qualification
The registration, qualification &
eligibility process typically takes
2-10 business days
techsoupcanada.ca/support/how-it-works
Your application & your organization's legal status as a charity,
nonprofit or library has been verified
Qual·i·fied
As soon as you’re qualified, you can log in to your account & view
your organization’s eligibility any time
Requesting Donations
Request donations as often as you want through our online
shop
Each donor partner has an
“allotment”
techsoupcanada.ca/support/how-much-can-i-order
Add to cart
Admin fees 4-10% of retail value
$519retail
$41TechSoupCanada
1 of 4 used
Plus…
Online meetings (Citrix & ReadyTalk)
CRM (Sumac, Telosa)
Collaboration (Huddle)
Online stores (Shopify)
Access to Office 365 and Google for Nonprofits
Since 2004, charities, nonprofits & libraries
from Saskatoon have saved over
$3,000,000worth of cutting edge, up-to-date
software through TechSoup Canada
Why is technology important?
Technology
Fundraising
Finances
Mission
Pro
gra
ms
Serv
ices
Pro
gra
ms
Serv
ices
Technology
“Wait, technology as my foundation?”
You bet.
Here’s how technology is helping you achieve your mission
Strategy
Infrastructure
Back Office
Data Management
Communications
Programs
laying the groundwork with good
INFRASTRUCTURE
Computers, servers & equipment
Network & internet connection
Backup Security Tech policies
It doesn’t matter if your house is well kept when
your basement is flooded
Ensure computers have
anti-virus software & that it scans
regularly
Make sure you have someone
local you can
call for tech support
Computer giving you a
weird message?
Ask Google!
Consider
localbackup,
remotebackup, or
both
Security starts with
you!
[TIP] Take inventory of your techbit.ly/tech-inventory
organize your
BACK OFFICE
Working on documents as a team
File storage and software
Event & meeting
scheduling
Finances
Project Management
Brampton Caledon Community Living moved their back office to the cloud. Read the full case study here:techsoupcanada.ca/community/blog/office-365-for-nonprofits-lunch-learn-recap
43 locations on one old, slow email server
Documents were emailed out –risk of missing
up versions
Got rid of server, moved email to the cloud (Office
365 for Nonprofits)
Shares files on OneDrive –
everyone has the same version
v2v1
[CASE STUDY]
Cloud Suites for Office Administration
• Storing files
• Collaborating on documents
• Internal websites (intranet/wiki)
• Simple external websites
• Instant messaging
• Video conferencing
https://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney-cloud-tools-for-office-administration
[TIP] Plan and implement in phases
DATA MANAGEMENT
membersdonors
funders
volunteers
volunteer opportunities
outcomes
[CASE STUDY]
“When we used Access and Excel spreadsheets, it would take staff nearly a month to produce one report ... now that we have Sumac as our CRM, it takes one hour to generate a report.”
- Cambridge Self Help Food Banktechsoupcanada.ca/community/blog/crm-case-study-cambridge-self-help-food-bank-and-sumac
[CASE STUDY]
“Before using a CRM, we did not have one place to store all of our information … now that we use a CRM, I can look up past events and have access to key information (such as press releases, articles, contact information, etc.) in one place.”
- Maytree Foundationtechsoupcanada.ca/community/blog/crm-case-study-maytree-foundation-and-salesforce
boost your
COMMUNICATIONS
www
Website
Email (newsletters,
solicitations, updates)
Social Media Digital Storytelling
Web conferencing/ online meeting
Goodwill celebrated Labour Day by sharing 150 success stories on Twitter. Read more about it at:bethkanter.org/150jobs
Used Twitter and a dedicated hashtag,
#150jobs
Shared one story per hour of someone who
has found work, education or volunteer
opportunities with support from Goodwill
Engaged the community!
[CASE STUDY]Industries International. Inc,
Use a Content Management System such as WordPress
for your website
Sign up with
CanadaHelps& put a
Donate Now button on your
website
Use an
Email Marketing Service like MailChimp
Meet online to cut travel
costs
Build authentic
relationshipsonline
http://www.beaconfire.com/blog/2015/04/are-you-ready-for-googles-next-search-algorithm-update
run efficient
PROGRAMS
Program delivery
Tracking program data
Technology can improve
Administration & logistics
Communicating with partners & stakeholders
Communicating with clients
[CASE STUDY]Furniture Bank collects donated furniture and housewares and provides them to people who have recently transitioned out of homelessness, women and children escaping abusive situations, and refugees & newcomers to Canada.
Learn more @ furniturebank.org/ipad-can-change-500-families-lives
Manual Processing New Solution
Lots of paper work. High client wait
times (16 minutes)
Lost time per year equivalent to 50 working weeks
Able to serve an additional 500 clients per year!
iPad + Salesforce intake decreased client wait times
(5 minutes)
align your
STRATEGIES
Do your strategic goals have accompanying technology goals?
Do you have a technology budget?
Are your leadership and board supportive of technology?
I.T.
[CASE STUDY]
Timeraiser’s board and staff see technology as key to achieving their mission. View their strategy and budget online at planning.timeraiser.ca
Strategy
Infrastructure
Back Office
Data Management
Communications
Programs
Next Steps
1. Do a full tech assessment
2. Check for cost savings
3. Pick 1-3 short term goals
4. Pick 1 or more long term goals
5. Document your plans
bit.ly/np-tech-assessment
Take the Tech Self-Assessment
Make the most of your IT Budget
TechSoup technology donations program
Open source software
Crowdsource ideas (#nptech, NTEN)
Reviews/suggestions of tools for nonprofits(TechSoup.org, TechSoup Canada, Idealware)