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Don Fornes: Successful Software Selection Strategy
Don Fornes, CEO of Software Advice, leads us through the software selection process for nonprofits. (originally aired 6/14/13)df
Amy Sample Ward: Storify & Quora
Our social media contributor and the CEO of Nonprofit Technology Network (NTEN), has strategies and advice about the value of Storify and Quora for your nonprofit. (originally aired 6/14/13)
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Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I am not your aptly named host. I’m sam liebowitz non-profit radios line producer tony. Is that fund-raising day today, getting lots of informative interviews for the show. There is no show next week. It’s the fourth of july, enjoy the fireworks. Tony will be back on july eleventh and on july eighteenth, it’s, the two hundredth show of non-profit radio, will have giveaways, live music by scott stein and all of the contributors together. This week’s show is, ah re broadcast from june fourteenth, two thousand thirteen. Enjoy. No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i hope you were with me last week. I’d stuff. I’d suffer stick a myth eah, if i heard that you had missed maria’s faa cues maria simple, the prospect finder and our monthly prospect research contributor there’s a lot of speaking and training, we talked about what she’s frequently asked, and artists sally west and keith, right? We’re with me from australia to tell us about the love is campaign this week successful software selection strategy don fornes, ceo of software advice, leads us through the software selection process for non-profit fitz, how do you know when yours isn’t working quite right? Also, storify and cora, our social media contributor amy sample ward i got a promotion at the non-profit technology network in ten. After that, we’ll talk about the value of storify and cora to lesser known social networks for your non-profit between the guests on tony’s take to my block this week is a charity did what charities do? Beth israel medical centers fund-raising became public in the new york times is there anything? They should be ashamed of my great pleasure now to welcome don forged to the show. He started software advice in two thousand five after ten year career in the software industry, he held positions at an investment firm and as a corporate development executive at a pioneering c r m software company, he likes to observe the evolution of software markets, including the impact of innovation. Don fornes, pleasure to welcome you to the show. Thanks, tony. Glad to be here. Thank you, don. What are some symptoms that, eh, small and midsize non-profits current system, whether it’s software based or however it’s based aren’t isn’t working very well, and a lot of the non profit organizations that we speak to our on the smaller end of the scale and they’re managing things through excel spreadsheets. Maybe they have a website that was coded by, you know, employer volunteers with a few they’re using microsoft outlook and trying to find emails and information in there. There isn’t a professional infrastructure for managing their operations, and that can lead to what errors in in data, what other kinds of problem altum certainly errors data, but difficulty finding the information that they need, um, inability to could manage an effective workflow and know what’s going on and making sure things are getting done, having insight into you know who are their, what, not just who is donating, but what what segment of constituent is donating and being able to discover things about their their organization if you’re using excel spreadsheets than there might be different versions of that floating around your office? Yeah, that’s, that’s one of the big issues with spreadsheets now next cell is an outstanding tool and that’s why so many organizations use it, but you do have that version control issue, and you have just a lot of opportunity for errors in your formulas and things like that. So you get to a certain scale when spreadsheets won’t cut it anymore. Also in pulling out like donorsearch formacion you alluded to this, you know, you want to be ableto to segment, right? So that you can target people with a specific a specific approach. Sure, you’ve got you’ve got constituents who are big donors, small donors, everything in between, you’ve got constituents or e-giving for different reasons, so you really do it want to develop a marketing? Strategy that that identifies your various segments and and you want to work with them in a each, each segment in a unique way that appeals to you to their motivations and just expect forces, right? Thank you, and just extracting data. I mean, you should be ableto query your your database system in lots of different with lots of different variables. Yeah, there’s so many the exciting things going on in terms of analytics these days that the ability to not just automate the transactions, that is, you know, that the donations or tracking contact information or interactions, but then to be able to go back and do discovery on that information or quickly generated report, that type of analysis is so valuable and it’s getting easier. But it’s not as easy if you don’t have a good infrastructure in place, capturing that data in the first place. Yeah, you can’t really be. You can’t be very sophisticated. Um, what are the different types of software that might be out there that we’re gonna be talking about helping people select? Well, you know what? The court, the nonprofit organization needs to account financially differently than a for-profit organization. So now there is fundez counting, which is a critical infrastructure, but then in terms of really growing out business, getting beyond the administration, too, more strategic, how you’re going to raise money and activate your constituents, you’ve got a range of different applications, and so you’ve got donorsearch which will help you track who are your best donors or who could be your best donors, or maybe a more high volume campaign of how do you get a lot of small donations from a very broad set of targets? And then if it’s a membership based organization, you’ve got member management, not seeming, you’re providing some kind of value to that membership and trying to track who they are and who’s paid their dues and what you could do for them and what their interests are. You have case management where you have tell your client based organization where you have clients, that you’re taking care of our helping, you’ve got volunteermatch management where you’re you’ve got a large force of volunteers and you want to keep them organized, get the most out of that enthusiasm, those are those are four examples of very specific applications, and of course, the structure of the nonprofit organization will determine what they need. In that case, there are larger, broader, more sophisticated systems that integrate these capabilities. But whether or not you go to that level of technology investment, that’s, that’s a really important question an organization needs to ask itself. What about event planning? Sure, event planning is another application i didn’t name, but if you do a lot of events, you need to track registration, you need to track payments for those events and and all the tasks that come along with putting on a great event so that’s, another application that could be part of ah abroad integrated sweet or could be purchased on a standalone basis on dh then, of course, for non-profits that get a lot of their revenue, or even maybe just some of their revenue from from grants, there’s always grant administration and management too. There is on both sides of that relationship for the foundation organization of might be giving that grant as well as the non-profit that’s receiving that grant. So there’s there’s software to automate that as well. I think it’s, you know, moving to another topic, which is, you know what you actually need. Thie organization needs, too, sit down and think about what our real pain points why’re we where we falling short, so not just not just thinking in terms of gee, that technology is very shiny and cool. I’d love to use that, but where are we? Syrian sing. The most pain right now is keeping track of who are donors are who might be a donor. Or is it really organizing our volunteers to get the most out of them? More, you know, is that we have a difficult time organizing and managing the current process. If you have an outstanding grantwriting, and you’re only applying for a few grantspace year, maybe you don’t need to automate that. And as we’re on we, i know you have five different tips that we’re going to talk through. But and your got into one of them. Thank you. As you’re identifying what your real problem is, is it? Is it possible to? I would think it is. But i want to make sure to get a software solution that’s going to solve that problem, but then also have add on sort of modules that would do other things as the organization’s needs change. Sure, so there’s, there are a range of solutions starting from what we refer to his best of breed, so let’s say, an application that just does donorsearch monisha and they do that very well, and they have a lot of features for doner management. They go deep into that functionality, and then they’re on the other end of the scale are integrated systems that do donorsearch management, member management, case management, event management, the whole range of applications we call that an integrated suite and, you know, in theory, maybe there are broader than they are deep, although in some cases they’re both broad and deep and so you you have to figure out where you want to fall on that scale. Obviously the the best of breed solution khun target a specific pain point you’re having it can typically be implemented more quickly. You have fewer people using in europe, people involved in the implementation and you just go and you tackle that problem with that specific, best to breed solution. When you’re talking about integrated system, you’re getting the whole organization mobilized. Teo moved to this new system you’re thinking about how do your various departments work? Together that the folks that are working with donors, the folks that are working with volunteers, folks, they’re working with clients, and they’re all moving to this new system. It can be somewhat of a big bang approach and requires a lot more change management, and there may be benefits down the road to have him, everyone working off one seamless infrastructure sharing data and processes. But getting there is a big investment and the big challenge for the organization. We have to take a break for a couple minutes done, and when we come back, we’ll keep talking a little about the what we’re on now. There’s, different the implementation, and also your tips for identifying what the what the right solution should be. So i hope everybody stays with us, bring anything good ending you’re listening to the talking alternative network to get you thinking. Things. Cubine this’s, the cook, said about bush senior wear hosting part of my french new york city. Guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Durney welcome back to big non-profit ideas for the other ninety five percent talking to don fornes he’s, ceo of software advice, which you’ll find at software advice. Dot com done so well, i’m talking about this implementation. It is possible than tio by these things in modules just just what you need immediately. And then there are systems where you can add additional modules. Is that true? I would say that that can be true. The modularity of the system really depends on how it was architected buy the software company. So there are some companies that do a very good job of designing their software into modules that can be turned on or off so that you could say, deploy four of ten modules and then turn more on as ugo. But you can’t take for granted that every system is going to be architected in such a way that makes that easy. Some learn some art and that’s something really begin to as you evaluate the software. Okay, all right. So let’s, let’s, get into your five tips. You’ve really started with one. You introduced one the type of problem that you’re trying to solve. And your advice. There really sounds like is to start with the problem, not the cool technology. You know. I like to say, don’t be romanced by the technology, especially now that we’re into this cloud era and there’s a lot of advances being made and user interface, and and how it looks, who feels this software is just really attractive and great stuff. But make sure you’ve got a need for it. Don’t just go buying technology because it looks full, or because one one person in the organization, maybe tech savvy. There may be an early adopter, but then the rest of the team are, you know, luddite, and we’ll find in the same way that person did. You can. You can get yourself in some trouble where you’ve invested in great technology, but you’re not using it. And i think related to that is that you want to get what’s practical for your office. Sure. So there are there are systems that are fairly lightweight and do just the basics. And sometimes that’s all you need sometimes you don’t need toe over altum e and other times you have a larger, more sophisticated organization. Or one particular department is fairly sophisticated. And you really want some advanced technologies. He’s got to think about what is what is right for your organization and your your department. How do you avoid being romanced? Are seduced by the bells and whistles. That really cool? Um oh, this one. You know, this one does that to we could we could use that to and o it has this other thing. We could use that also. How do you keep your feet on the ground? I think it starts with staying. Ok. We’re talking about a technology purchase here, but let’s, put technology aside for a while. Let’s. Sit down and say, what are our biggest challenges? Where are we? At least efficient. Where do we spend the most amount of time creating the least amount of value? Is it that we have? Everyone has their own set of contacts, you know, maybe each pitch person who’s working with. Donors has their own list of of contacts. It’s not shared. And someone leaves in those contacts. Go with, um for example. Okay, now you want to look for some kind of a donor management system that will unify all those contacts to be shared even if they are assigned to different individuals. So do you. You want to think about where your biggest pain points are and prioritize what problems you want to solve in what order? I like to say start small, think big, grow quickly. So, you know, start small. Okay? What? What problems are we going to try himself keeping it in the context of thinking big? Eventually we want to solve almost all of these problems and then moved from there you have success. So i think, really just having a business discussion about the processes and workflows and what’s working and what’s not, and then once you say, ok, this is what we’re going to stall them. This is how we’re going to solve it. Then you go out and you start evaluating the technology and you stay in control of that sales process rather than letting a sales person from the software company. Show off bells and whistles that make them most attractive. You know, you say that’s, great that’s, interesting will take that into consideration, but you always come backto. What are the core problems you’re trying to solve? And how does that technology solve those problems? You talked about fundacao n’t ing software earlier. What air cem? Some basics around around fundez counting. And what sort of problems might an organization have if if they’re not doing their accounting efficiently? Sure, i think with with accounting it’s it’s important to get the right infrastructure and processes and controls in place, i said, you need to be automating a process that is it’s. That accounting process is mission critical and has to have very strict controls. You don’t want to ever get into a situation where funds are being misappropriated are or you’re not sure how much cash flow you have going through the organization, so that is an area where you’ve got to get the right system in place. And yet, at the same time, it can be very constraining, because in accounting system has to be rigid and enforced controls. You need to make sure that this software that you’re buying handles the process is the way you want to handle them, or that you are willing to adapt to how that software handles those processes. S so we may have to adapt to what the software requires us to do. Yeah, so some software is more flexible than others in accounting often it’s a little more rigid compared to, say, a constituent relationship management system. Because, you know, we do have, you know, accounting principles that are standardized. That we have two follow-up so you may have to. You have to do things the way that software is built to do it. I see in ah, a lot of small shops, it seems like very routine things, like maybe checks being received or accounts payable, being ah, being received or sorry, paid always seem to seem, even though their routine, they seem like each time it’s the first time it’s ever been done. I hope that’s, not the case, for, for all organised thames, i think some are more efficient than others. I think it comes down to you know, what is the attitude around payables receivables on dh? How quickly are you going to do it and who’s doing it? So i think that getting the right software in places key there, there are so many great technologies right now, such as a ch payments, you bring a payable ilsen receivables in our own organization. We’re doing more and more a ch, which is essentially a wire transfer, but no more scent paper checks, but actually just sending the money elektronik, lee and the more modern systems are built to be able to do those kind of transactions. And i’m glad i’m glad you explained what a ch is. Because on this show, i have jargon jail. But you kept yourself out. You kept yourself out of george in jail by quickly saying, basically a ch iso wire transfer. I think it stands for automated clearing house. Do you know? Is that right? That sounds good. Okay, so we’ll take that. Okay? Yeah, now. And i just meant that, uh, all right. Guess i was going back to symptomology a little bit. You know, when i said routine things seemed to i get treated as if there is the first time every time, even though it’s it’s done, you know, it doesn’t times a month or something, it always seems. To be a difficult task. So, andi, i see that. Sorry. Go ahead, you’ve got organizations for maybe you have a volunteer bookkeeper, who’s coming in once a week or twice a month or something, and maybe they’re using an application that isn’t designed for fund accounting on dh. Maybe that particular person is, ah fine bookkeeper, but not very tech savvy and so that’s, where you can get into those situations where things were just very slow moving and and no one could really tell whether the check has been cut or not received or not. And i think that is symptomatic of the level of sophistication of the organization or they thought, function in the organization. Let’s, go back to your to your tips for, for finding navigating your way through the right software. What, what what’s. Next on that you recommend. Well, we’ve talked about not being romanced by the technology we’ve talked about some of the different applications, and identifying the problem first and then matching the technology is the solution. I think another interesting thing is its funding technology it’s an interesting area, because there are plenty of people out there who who love technology, who loved sponsoring technology but who love rolling up their sleeves. Of course, there are plenty who don’t, but organizations can identify those constituents who can be very useful as a technology resource. So in technology, there are plenty of people who been very successful financially, so you may find donors who have a background in technology who get excited about funding some kind of technology, purchase and implementation, and at the same time, they can roll up their sleeves and help with advising on selecting that technology, implementing that technology. Then there are folks who fit that description that maybe don’t have the financial resources to contribute, but could contribute their time and skills. So technology is is an area where well, let’s, let’s, go back to that bookkeeper. You know, there may be bookkeepers who could volunteer to do your accounting, but that probably isn’t the same level of passion relative to technology, where there’s. Some people that are very passionate about what technology can accomplish and would really be motivated to come in and help you, either financially or by rolling up their sleeves. So i think you can be really creative as you think about technology. Maybe not. Just another thing that comes out of the operating budget. But could you do a special campaign around raising money to fund a technology project or forgetting time donated by folks that are tech savvy? Okay, excellent, yeah. And and as you touch on this, another, another issue and that’s important, and a tip that you have is around the implementation and the training. Sure, so this is along the same theme i’ve been hitting on throughout this conversation, which is they’re really needs to be a process behind the technology, whether that process is something you seek to automate with the technology or process you switched to because that’s the process that technology automates by default, and so the people that are gonna adopt this technology and use it are really critical to its success and can also lead to its failure. So if you by technology and you don’t use it, we refer to that in the industry as sh elsewhere go that as we do surveys of technology users and buyers almost every time what floats to the top is one of the biggest challenges is adoption. How do you get everyone to start using it if you have your development folks using a donor management system, but they don’t like filling out all the fields, you know, maybe they need the email in the phone number. I just don’t want to take the time to put in that physical address. Ah, that may serve their needs, fine, but it’s not going to help the marketing group when they want to. Do that next direct mail campaign, right? Right. You can get a lot of dirty data, and there you need to get those folks thought in early to get the right data in the system and clean data in the system. If they’ve always been more of a relationship person, they don’t want to use technology, maybe they do their work over our lunches or in events. You can have this whole system you’ve invested in, people are using it. So i’m i make a suggestion that may seem counterintuitive, which is get those people involved in leading the technology selection and implementation effort. Maybe they’re not the lead on the project, but they’re involved from the start so that they have a sense of ownership and buy-in and really get exposure to what the technology can do from the start. Well, they were probably gonna put one of your more tech savvy people in charge of the project. But you need to get those those late adopters, our new tights into the process early so that they really you have an epiphany then come to believe in technology. We also need the leadership. It’s it’s gotta be it’s. Gotta be used properly at the senior levels. And it’s got to be encouraged and sort of enforced from the senior levels. Yes, and that would be a challenge if you’re senior management are the late adopters. Yeah, okay, not need a champion at the most senior levels of the organization. Who could say, hey, this is something we’re going to do the time has come and everybody’s going to get on board and we’re going to get the right amount of funding. We’re not goingto, you know, we’re not going to be too cheap about this. We’re going to get the right stuff in place, and we’re going to make the changes in how we do things around here so that we’re really using this software and and automating are our process is the right way. Don’t we have just about a minute left or so i want to ask you, what is it that you love about the work that you’re doing? You know, i it’s, uh, a little bit nerdy, but i love efficiency. I love getting doing things better and faster and in my own organization, it’s reflected by developing our own technology way rarely even by third party technology. We have a team of developers who build everything from scratch to do exactly what we wanted it’s led to great efficiency and i think, whether your advanced enough to build your own or whether you’re buying software off the shelf there’s a great sense of momentum and pride that comes from getting better at what you do in getting more efficient and that’s what i love. Don fornes, ceo of software advice. You’ll find them at software advice. Dot com don, thank you so much for sharing your expertise. Thanks for having me telling you, it’s been my pleasure right now. We go away for a couple of minutes when we returned tony’s, take two, and then amy sample ward is with me talking about storify and cora. Stay with us, talking alternative radio, twenty four hours a day. Hi, i’m lost in a role, and i’m sloan. Wainwright were the hosts of the new thursday morning show, the music power hour, eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent fund-raising board relations, social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s wanto to eastern talking alternative dot com. Hi, this is joanna quotes at the woman’s playbook on talking alternative dot com. Join us every thursday twelve noon to one p m. We’re talking about the rising she economy and about women, entrepreneurs and their growth, their triumphs and the businesses they run, which is different than the way men run businesses every thursday. Twelve to one pm on talking alternative dot com. It will help you start, run and grow your business. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’m chuck longfield of blackbaud, and you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. That was chuck longfield, chief researcher research scientist, actually at blackbaud from last year’s bb con conference and i will be there this year in october. Also, thes blackbaud people are very modest, it’s hard to get them to say their titles. Janna eggers, senior vice president i think of marketing in products just, said jenna eggers from black board, i have to get them to be a little more ah more forward about their titles and we have something to say about titles, titles that have changed very shortly, but first i can’t send live listener love this week. I’m sorry i’m not live where pre recorded this week, however konnichi wa ni hao anya haserot you know i send live listener love also, california always checks in texas, north carolina, oregon from time to time north i said oregon, not oregon there’s no e at the end of that, i learned that. Who else checks it? New york. New york has been lately so live. Listen love to all of you and everybody else. Who’s listening live. I will be back in the studio next friday. Tony, stick to my block. This week is a charity. Did what? Charities do the fund-raising at beth israel medical center here in new york city became public because of a will contest, and it’s fund-raising methods were the subject of a new york times story, which is probably something that we would all rather avoid, and i don’t think anybody wants their internal office processes splashed internationally on the new york times, but i saw very little that beth israel should be embarrassed about, um, i think they’re fundraisers, including their ceo, who, of course, we know should be a fundraiser. I did what they were supposed to be doing did what charities do they is the story of a woman who was living in the hospital, literally living in the hospital for twenty years. She was a resident of the hospital for twenty years, and the question is, were there was the hospital’s fund-raising tactics inappropriate? And i don’t think they were. I think they had a great prospect living among them, and they would have been, i think, careless if they hadn’t cultivated and solicited this woman for charitable gift. There were some emails and some notes to the between members are between employees that i think we’re a little carelessly, unprofessionally worded, but there’s nothing unethical, certainly nothing illegal, nothing fraudulent. So i don’t really think beth israel had that much to worry about when they’re fund-raising became public in the new york times, and i say more about that on my block, the post is a charity did what charities do on my block? Is that tony martignetti dot com that is tony’s take two for friday fourteenth of june twenty fourth of the year. Oh, i’m very glad that amy sample ward is with me now. She got a promotion at the non-profit technology network and ten and her most recent co authored book is social change, anytime everywhere about online multi-channel engagement, her blog’s, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward, i guess i don’t know, i guess i’ll say it because it’s it’s easier for me to say then for amy to say congratulations on being promoted to ceo of inten. Thank you. When was your promotion? Effective. Ah, effective june first. So we are in day eleven. All right? Yes. Today’s tuesday the eleventh. Um how’s it going, it’s going really well, i mean, you know there’s there’s not a lot of time spent trying to figure out who are these people that i work with because i already got to work with them for the last over two years, so it feels like, you know, you could just jump in and we can start moving forward on all kinds of projects are already deep in the weeds of the next ntcdinosaur will be in march in d c, so lots of lots of action, lots of good stuff happening and t c, of course, is the non-profit technology conference? Yep, right, followers of intend may not know that. So what, you’re jargon jail? All right? No, no mass resignations since your appointment as ceo. Well, not yet. Knock on wood. I i don’t think that that’s the case. I think we’re all really excited to dive into work together. I think you know, any organization that’s gone through a transition, you you kind of let yourself feel like, well, maybe, you know, maybe we’ll go in a new direction. Maybe we won’t what’s gonna happen. And so once everything’s kind of decided, well, now we can just move forward on all those great ideas. That we’ve been having and conversations that staff have together it’s, like one day. Maybe we’ll do this. So now we can really start putting some of that into motion on. You were supposed to be in the studio with me today, but you had to be by phone because you have something going on in your apartment, right? Yes. Since we since i’m now the ceo and ten, we will be relocating back to portland, where the antenna main office is. And as such as manhattan real estate, as soon as our landlord know that we were moving out well, he wanted to start fixing it up for the new people. So some repairman is coming. Tio, work on the bathroom. Okay, lets you get a swelled head. As ceo. You still have to being still to be in your apartment to let the let the contractors in. Exactly right on dh. Do you know when you’ll be moving? Sorry. Very sorry to see you’re going. You won’t be live in the studio with me anymore. Or maybe you will one more time when you mean portlanders again in july. July. Okay, we’ll see whether we get you in. The studio one more time or or not, i guess depending on when your move is in july. But very happy for your congratulations on your appointment. Thank you. I appreciate it. This seems like a good time to let listeners know. Remind listeners what what? And ten is about what? What what kind of help can small and midsize non-profits get from non-profit technology network? Sure so and ten is a non-profit ourselves. So we definitely understand what everyone else going through and where. The membership organization for anyone looking to use technology to meet your mission. So there’s no organizational size requirement there’s no budget requirement. There’s no mission specific or caused specific focus that we have it’s really, truly for everyone that’s trying to use technology to be a little bit more effective and more efficient and meeting your mission. So we have the ntc like we mentioned before the non-profit technology conference, which is our annual conference in this coming year in d c we’re expecting over two thousand non-profit staffers, so it’ll be a big, really great conference. But then, outside of that conference, we have about a hundred webinars a year that air on all different topics um, tailored to all different kinds of staff in an organization because, you know, for example, if you’re thinking about online fund-raising well, there’s some pieces of that that your staff are interested in, you know what air the pieces we need to have in place? And then there are pieces of online fund-raising thatyou’re development team want to know, like, how do we make the ask successfully online? Um, so we try and make sure that there’s something for all those different sides of everyone in organization and we have depending on the year between five to eight research reports on those air free to download for and ten members, and then, you know, outside of all of that, really a community so there’s over eleven thousand and ten members sixty thousand, largely in the community that aren’t necessarily paid level but attend webinars or have come to the conference. So there’s the probability of sets that there’s no way that there’s someone who hasn’t gone through what you’re going through at your organization and it’s a great place to come find those piers, ask some questions, see how they’ve navigated that website redesign or that our processor, whatever it may be, and you make the point very well that this is not on ly for technologists duitz who understand technology but it’s for everybody in the organization. Exactly. I mean, it’s twenty thirteen, right? We’re all using technology. It doesn’t mean that we’re all directors, but we all need to use these tools to do our job. And so it’s a place where you can go regardless of what area in the organization you work in to find resource is that help you with your job, whether you’re in communications or you’re on the program team what whatever it may be, you’ll find antenna at and t e e n dot or ge cool. Thank you very much, amy. Think well, hopefully we’ll get you some new members on dh attendees at ntcdinosaur and viewers of your webinars and readers of your research reports, because i think it’s very valuable what in ten does? And it is a it’s, a it’s, a morass in a black box for a lot of people and that it need not be right. Let’s talk about storify and cora let’s do it. Okay, storify, um, what’s. Ah, i see. It described as content curation. What is this? Yeah, but kind. I mean, if you’re going to jargon jail me for ntc jargon jail you for content curation because that sounds wonky. Well, i asked you to. I asked you to explain it e i would know that wouldn’t be the way i actually think storify is really cool tool really cool platform because it is so directly the definition of social media it multidirectional its share a ball, it’s public all of those pieces that we associate with you know what? These social tools online are that storify. So essentially you could go to storify you say i wantto i want to create a story, and i want it to be about, uh non-profit radio looks put in the hashtag non-profit radio that’s what you wanted to do your store storify about today after you listen to the podcast and it will pull in all the media that it finds it’ll pull in the tweets if there are photos of tony’s taking photos in the studio and posting them. If there are videos posted, whatever kind of video that it confined with that hashtag non-profit radio and what’s great! Is that it doesn’t just pull it in and say, here you go, it shows you these air, all the available pieces of content, you know we found and you get to very simply you don’t need to be a technologist to do this, but you can just drag and drop them into your post. You can add your own tax so you could say here’s a great quote from one of our live listeners and then pull that tweet over. Oh, are you know whatever those kind of like annotations would be, and then when you are finished compiling it, you can either embed the whole thing in your website or in your blog’s, or you can just share it out on twitter or facebook wherever you want to share it and have it stay on the storify website. You know where however you want to move it around and it’s? Great, because then people can go back and kind of see that recap of the conversation i think it’s used really well. Bye. Uh, newspapers new york times used storify all the time. Tio pull in. You know what they’ve seen on a breaking news story? Kind of in real time, things like that i see. And on all those examples that you gave by the way of non-profit radio, which is an outstanding example to use. Thank you. They all do exist. Wei have just a minute before a break. Do you have to start your storify with a hashtag or could you just use the phrase? I guess in quotes tony martignetti non-profit radio can you start that way? Yeah, you could try it that way. It’s it’s easier with hashtags only because you know that it’s a dedicated tag that people have been using. Whereas if you were trying to just search for you know any instance of someone saying non-profit technology, for example, there was it would just be too big and nebulous. Tohave a clean, you know, conversation captured. Okay. Non-profit radio is what you meant. Yep. Non-profit technology i understand. Just flows out. No, no, no. I meant non-profit technology. If you did that generally as a phrase versus for example, the hashtag and p tech. I see. Ok, ok. But you can edit out things that are extremely us, right? Yes, for sure. Okay. All right, let’s, take a break and amy will return, and we’ll keep talking about storify and also kwara. Stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. Hi there and welcome back, amy, this sounds like something that could be good for non-profit don’t have a social media team or director at all because you’re pulling in content that’s you’ve already created or that others have already created. Yeah, especially if you’re on organization where you’re having an event or you’re having, you know, you put out new report or you launched a new program or, you know, you’ve done something that’s gotten your community talking online about what you’re doing so so it’s about something specific, it doesn’t just generally, you know, i like and ten well, that’s terrific, and i would love tweets that say i like and ten, you know, it’s, not necessarily something to capture a story, so any time you’re doing something that is a little bit more time bounder or topic lee specific it’s it’s really easy because you now you have all this content and so you, khun, just like you said, even if you don’t have a social media are big communications department, you could just go pull it all together fairly quickly, but be it also means that now all those community members that got highlighted in your store if i get to feel like, oh my gosh, you know my my tweet about the event or the photo that i took of, you know, the ballroom at the event got to be featured in the organization’s recap and that’s really cool for them as a member of the community who maybe hadn’t ever really felt highlighted or, you know, called out by the organization before and now they’re kind of, you know, they get to shine as part of the recap, and that makes it more likely that they will share it with their communities exactly. Now it’s and storify, when you said that it gives you the chance to either in bed or share, i guess or both the people that including the people that it shares with include the people who contributed to everything that got drawn in, right? Yes, exactly. It has a lot of built and sharing features on dh you can you can tell it not to do those things, but it try it wants to encourage you to send out a tweet for example, tow any, uh, any tweet that you included in your storify to send a reply to those people saying, hey, i highlighted you in my store if i and give them a link and then they, you know, it links back to the store if i so you can have, you know, when you have your storify account in your building, these specific stories they’ll stay on the story by account, you have a you know, profile there people can just follow your storify account if they want teo, but you could also embedded on your blogged on your website, maybe you maybe you created a storify for a specific offline event that you held and, you know, lots of people tweeted and shared photos and you create a storify well, that’s really great to go back to the event page and added there so now it’s like an archive you know, event captured page and not just an old registration page, you can keep all that content there, so you’re extending the life of your content. Exactly. I get a tweet like that whenever i participate in a in a twitter chat called fundchat hashtag fund chat and at the end of the chat i got a tweet that says you’re included in my storify for the fir fundchat today here? No. Okay, i think it’s a really great tool for twitter. Chat because it’s, when you are participating in the chat, i think it’s fairly easy to follow along. But if you aren’t participating in that moment in the chat and you want to go back and look at the hash tag later, it just doesn’t make any sense. You know, you need that storify where the organizer can move people’s replies to fit underneath the question, you know, instead of in-kind of the ad hoc free flow that they may have actually come in, so move them out of the time stamped order of when they were sent. But which question is this person answering and that kind of thing, right? Put them into a logical order. Yeah. Yeah. Interesting, though, that they do come with the time stamp too. I like that. It pulls in all the all the original features of the of the piece of content. Okay, let’s, let’s. Give some time to quarrel. Qu qu o r a i won’t try to describe it since i got admonished the with the store. If i so how would you amy sample? Ward defy, describe quarrel for listeners. Sure, so cora is essentially a q and a site, so you or others could submit a question, and then you or others could submit an answer and, unlike certain other question and answer websites that you may have seen or if you have ever, like, done an internet search just for a question, and then you see all of these, like different kinds of forums and q and i websites come up where someone else’s asked that question, cora tries to keep it really limited so that there’s there’s not just like a forever stream of answers, but that there are really, you know, prominent answers to that question on which is, you know, something that kind of plays up a positive feature. So you’re not sifting through and wondering which of these answers is the real answer and it’s a place where bulls organizations and, you know, individuals of all different backgrounds have have really established some of their energy online as a thought leader, a resource to whatever kind of niche field there in so it’s not just about technology about everything under the sun and people are there, you know? Some people ask a question and then answer at themselves because they want teo share information about that topic, but others see questions that others have posted and go in and provide an answer. I’ve answered a question on what’s the best way to get a taxi cab in new york city, huh? So i don’t know that an expert, but i had a couple of suggestions. I see too many people standing on the curb, you’re gonna be out there, you could be in the middle of the street practically gotta want that you got at least twenty five percent of the way into the street. If you’re not, if you’re not in danger of getting run over, then you’re not going. You’re not an effective cab campaign that’s how you’re stopping the taxi is by preventing them from driving further down. All right, so we just have a minute or so left. How could non-profits use quorra? Sounds like credibility is very good. How else? What? Why else? Well, i think there are lots of ways whether you want to talk about your you know, the field in which your organization works and provide answers. Say you work. In public education and you want to go? You know, maybe someone has posted a question that says, what does a charter school mean you if you work in public education, you probably know, and you want to provide a on answer, um, i think the thing keep in mind is that it is a very individual driven platform, and so if you have, you know, your executive director, maybe of a policy director you have, you know, whoever it may be in your organization think about having more than one person with an account and providing those answers as that credible individual that represents the organization, so that you created a little bit of space between that answer and your organization and have also said, well, of course our policy director is answering this question because it’s about public policy and we have an expert on this, you know, and that’s why we’re such a credible organization q u o r a dot com. Maybe we have to leave it there. Amy sample ward, ceo of non-profit technology network. Congratulations on that again. Thank you. She will remain our monthly social media contributor. You’ll find her at amy sample. Ward, dot or ge, always a pleasure safe move. I hope i get to see you before you go. Yes, thank you, bye. Amy buy-in insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen tomorrow to tony it’s, not just martignetti non-profit radio, tony martignetti non-profit radio each week. If you’d like to talk about sponsoring the show, contact me on my block. Our creative producer was claire meyerhoff. Janice taylor is usually the assistant producer, but she’s, not here today. Sam liebowitz is line producer. Our show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week, talking alternative broadcasting at talking alternative dot com. I think the dude getting ding, ding, ding ding. 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