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Peggy Duvette: Free Software/Consulting in 2018
Oracle+NetSuite offers valuable products and technical assistance to you. What’s available and how do you take advantage? Peggy Duvette, their head of Social Impact reveals it all.
Amy Sample Ward: Integrated Tools
Amy Sample Ward, our social media contributor & CEO of Nonprofit Technology Network (NTEN), explains the value (and challenges), of integrating many of your office functions–including social engagement–into a single platform, like Oracle+NetSuite. NTEN is in the midst of integration right now.
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host happy new year. I very much hope that you enjoyed time with your family friends for yourself. You know, i i’m always preaching solitude. I hope you got some of that too happy new year, lots of good wishes and i’m glad you’re with me. I’d be forced to endure the pain of gastro mix arria if i had to stomach the idea that you missed today’s show free software and consulting in twenty eighteen oracle net sweet offers valuable products and technical assistance to you what’s available and how do you take advantage? Peggy duvette their head of social impact reveals it all and integrated tools kayman sample ward, our social media contributor and ceo of non-profit technology network, explains the value and challenges of integrating many of your office functions, including social engagement, into a single platform like oracle met sweet and ten is in the midst of integration right now on twenty steak too. You’re twenty eighteen all this month, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant and by wagner, cpas guiding you beyond the numbers wagner, cps dot com tell us turning payment processing into your passive revenue stream. Tony dahna may slash tony tell us here is peggy duvette with free software and consulting in twenty eighteen it’s my pleasure to welcome peggy duvette. She has been a thought leader in technology, social change and women’s leadership for over five, fifteen years as the head of social impact at oracle. In that suite, she is responsible for the donation of the nets wheat products to non-profits located around the world as well as the capacity building programs. Peggy is at peggy duvette. Peggy, welcome to the show. Well, thank you, tony and i have to be here today, it’s a pleasure. And i’m anxious to talk about what? What? What? What’s being offered because this is i want to share this with our listeners because i fear that there’s not great enough awareness on de so i want to do what we can to increase the awareness of everything that’s out there. Um, just just give us a little bit of the history. It was just a year ago. There was ah, nine point three. Billion dollars purchase of net sweet by oracle what what was what was going on there? Why? Why join forces one turned forces? I think you know, our mission is very similar to our recalling a sense that we we’re interested in accelerating the social impact of non-profits all around the world on what better way to deal with hyre recall, if you will so we can complete that mission. We’ve been blessed. And now that we are part of a recall program has grown and we’re able to support non-profits globally again, regardless of the ability to pay. And how do we do that? We do that by all means we give away a dignity donations to our software program, and we also offer capacity building services and probono services all around the world. Yeah, and we’re going to we’re going to have enough time together to get into the details of that on dh how non-profits take advantage? So i i assume this this new relationship is going well. Yes, yes, it has been going very well. First year. Okay, s so you were at you right in that sweet. Sounds like yes. That’s, right? You know, i started my background as an executive director of a nonprofit oppcoll wise earth in the bay area in california, it was a small non-profit under one for five million, and i remember as a needy, a heart it wass to, you know, to look into technology. It was overwhelming when, you know, very technical on remember trying to talk to partners, vendors, you know, leaders in the field, and it was super overwhelming. So when i found out that nest with that, sam was looking for new leadership, like that’s intriguing, you know how friend it eas to, you know, have access to an amazing technology, and then our powers many non-profits to leverage that have been quite a fantastic journey, and that meant, yeah, excellent. And now the latest, of course, the the coming together with with, with oracle, i don’t want to cause a partnership, but collaboration now and and so even greater distribution possibilities and greater possibilities for non-profits so you are responding, working within the social impact. So just before we get into detail about the offerings, just what? What is the mission of social impact within oracle net suite? Sure, our mission is to accelerate. The full impact of non-profit and so fun surprises globally, we got a list of the ability to pay with their signature programs. I mean, to date, we’ve served around a thousand non-profits we’ve offered about ten thousand hours of probono, which is, you know, they couldn’t around one point, five millions of probono hours given to our social impact restrictions and let’s, eso, let’s, go into what the offerings are, i think, for people who are aware that that you know that these donations are out there. I think people think predominately of the software, the products, but but there’s offerings beyond that. Right, i think what you need about necessary call social impact it it’s not just about that techno generation. Well, i mean, that technology is important, you know, when you think of running a non-profit what we want to put more of our resources on a program area, we still need to make sure that we manager data, that we do our report right to abort the quarter and so next is and the rpc sam, it allows you to, you know, run for operations, you know, if i want to think about an example of a social impact metoo non-profit that diverting nets with right now? I mean, i could serve the legal aid to tidy of rochester so it’s a small non-profit that provides probono legal services might in the new york area, they have around fifty employees on dh how did the leverage that street? You know, they basically been able to user accounting, self tour, get the old time insights into the costs and revenue stable toe basically said time in terms of on hardware and mention it. So those kind of services never that sexy to think about, you know, all the back and operations. And how to manage that. But at the end, when you able to spend less time on your record keeping on your back and operations and you can really support the audience that you’re trying to serve. So next witness for informer, you know, its key offering is about helping non-profits focus on the mission so they don’t have to worry about the back and operations. But as we know, you know, undertaking technology chance for another bit of any side, whether you one hundred fifty milion or if you wanted to run, it can be overwhelming. You know, alfred, you tend to jump chanpreet technology, and then you forget that it takes much more than just taking the software. So what was talking to me at the time when i joined the company is the fact that unique kind of the opposition, which is not only, you know, we will help you identify whether net suite is the right software for dignity to foryou operations, but once we’ve identified that, and if we basically affected uto through a program, then you have access to a probono services and a sweet probono offering is very people what we do is we match our employees will are experts in next week with social impact recipients, and every quarter you have access to basically probono i was from employees so it’s, very generous offering from arika net suite and like i said, two days we’ve offered around ten thousand hours of probono yeah, okay, we’re going to go out with our need to take a break shortly, and then we’ll come back and we’ll get into more detail about the especially about the software, but but also the probono in the capacity building, so you need to take a break pursuant, data driven fund-raising field guide that is their newest resource on the listener landing page, which is tony dahna slash pursuant capital p please. There is so much data available to all of us, it’s, you know, feeling like overload if you don’t know how to manage it, if you’re not being thoughtful about data management and we’re talking just about the data that you have internally. So this field guide is designed and will make data less daunting for you. This is what it’s got five high level steps you can take to translate your business objectives into action real world case studies showing you how other non-profit org’s are using data to achieve their fund-raising goals and a worksheet with thought starters to help your team find the right focus and begin building a data driven culture. It’s the data driven fund-raising field guide tony dahna may slash pursuing capital p now back to peggy duvette hi, peggy let’s talk a little more about what the technology offering is aside from a cost accountant costing cost management accounting. I know there’s cr em. What other technology? Ah, it’s helping to manage the back end. Buy-in i think you know what would recommend with technology likeness suite where you can literally, you know, run your whole operation. It’s tough with your financial first. You know, eunice with twenty financial, make sure it meets kind of you day to day operations for management for the board. And then you can expand to c r m to invent tree control to, you know, being a web store. So you get pretty much do it all and, you know, depending on non-profit we serve, they will leverage next week for a different use, obviously. But i think what’s key is because you can. Do it all and a lot of ah non-profit that we serve will tend to be attracted innocents because they have this persistent, you know, so desire to bring it all together into a unified system. So, you know, if i think of food for the hungry in canada, you know, they help comedians and developing nation in africa, asia, and and, you know, at the time they had dispersed zsystems you know, it takes time to maintain eso by basically using nest with a unified system and also take on the e commerce, they’ve been able to basically increase their fund-raising income, spend less money in tow support, but more into fund-raising so they can support more than program, it can be especially cumbersome when there’s not even a disparate programs, but there’s a combination of programs and spreadsheets, you know, trying to manage that way, you know, i see that sometimes and it’s it’s just such a drain on time and efficiency. Duitz yeah, i mean, you need to you need to use the technology that’s out there to help you lorts right, and i think what’s, even more important, you need to write you need to use the right technology because i’ve seen especially for the smaller non-profits maybe under one million, we tend to want to see that free tide would get excited, you know, critical she can, you know, i can use this, but but what i would say over and over is remember, freeze, never free. It takes time to train new staff or you volunteers, but you don’t have any staff dedicated. It takes time to implement it takes time to documenta intimidations and then you know what went stayed in her group is not that you just used next week, but you leverage message foryou, mission that’s where we want to see they used the technology on dh that leads to the second of the three offerings under under social impact. The sweet probono where net sweet employees will actually spend time with you helping you on board and leverage the technology. So let’s, talk about let’s. Talk about what’s available there buy-in yeah. So i think it goes back to what we were discussing, which he’s wants you. You’ve made the decision right with you. Bored with your constituents to undertake any technology. How do you ensure that you leverage that? Technology so it’s past kind of like a date to the operation is how do you insure that the things that happen you could actually make strategic decisions be more efficient with your reporting and so a lot of non-profits decisions from the dignity of the nation applying ana quietly basis, you know, it could be anything from, you know how to import my data into this sweet teo, for example, with canada, they recently had a probono project where they work on the dashboard on, you know, they serve a lot of non-profits that they want to be able to have the dashboard, so they understand where the service is offering are going so again, probono is being used as a way to help diving to some specific operation parts of the business. Ah, and have them understand how they can leverage next week for that piece. How much probono time r ah, are the your employees e-giving each year? What? Is there a requirement? Right? So our company’s global so today we’ve given around ten thousand i was probono right on the quality they sees, you get basically a team of two to three employees that they tend. To give him on twenty hours each. That’s pretty generous. Andi remembers, was the expert something? The biggest opportunity for the perfect is, you know, what do you need? Right? And then we able to match you with ernest it in place. You can then help you. And then, you know, if that first put it works, you can apply again the following quarter, right? This is not just a one time offering. Okay. Okay. And the help that there are that they’re providing is just around use of the the net sweet products. Yes. That’s, right? Yes, that’s, right? I don’t think we do. Also, that might be a little unusual is when people, when non-profit starts being interested in a technology donations, you know, we have a very sore application asking a lot of questions from, you know, you know, what do you intend to do? What problems that you’re trying to stall? You have a sponsor? Do you have dedicated, volunteer, dedicated staff? So we’ll have a lot of questions really prompt the non-profits really think about what it they intend to do, and we also very comfortable saying, hey, you know, did you really think about this maybe you might not be radio you may be really again, it’s very important for us to just ensure that and one does not take a dignity for the sake of taking it, but more liberating. Yeah, okay. And we’re gonna talk about the metoo process shortly, but so, yeah, so we’ll we’ll come to that. Anything else you want to say about the probono a third of this, the social impact offerings that this generous volunteer volunteerism? Yeah, another programs that were recently lunch, which is around our capacity building element is with lunch this year of financial section reading court and what it is as a non-profits kind of apply and get accepted into the program. We bring them into cohorts of, you know, between five to sixteen, you know, five to fifty non-profits and then together, they basically going to go through a twelve with programs where they are going to be learning how to set up the basic financial of next week. And and what did you have to do? This we, you know, over the years as we served? I mean, at the commercial level, we’ve served around twenty five thousand, you know, organizations so we set up a lot of you know we’ve got a lot of learning and ilsen living practices. So we basically does love this training material to have the non-profit leverage our leading practicing, andi so they have all the pre configured options, and they can set up the basic financial. So then after twelve weeks, they can actually go live on the system. And the reason we’ve been financials actually within the cohort can a format is to ensure that non-profit can learn from each other as well. Says that we know is that when you’re known undertaking such a journey, you can be a little overwhelming. And so we built for this program. You know, it has no charge. It’s sound an education, basic, but we do that once a quarter and it’s bean extremely successful and again it’s it’s about, you know, how can we help non-profits field days technical capacity on whether they have a dedicated, paid staff or fall into a run, and this is called sweet capacity. This is the third, yeah, it’s, certain moments difficult financial accelerated, oh, it’s, not called sweet capacity anymore. So we were gonna have many tr capacity is basically a lot of buildings on vehicles and finish that. Okay. Okay. So what else then is available? And so so what you were describing is that’s a twelve week provoc program. And and you just do that once, right? Because that’s really the onboarding and the implementation of yourself. Is that right? You think about it. You know, perfect scenario is your high. You get accepted, you know, you have access to, you know, our license, you know, for free to a base in mission program. Right? So you get the license, then you apply for financials. Actually, with a cohort get accepted within twelve weeks, you go live on the system with running a basic financial, and then you can start, you know, applying for probono if you want to start leveraging so the dashboard or looking to other aspects of necessary that you want to start using. Okay. And reiterate that you know, there any reason why non-profit might be interested in that tweet? You know, one could be that they are next. And, you know, they want a software that can start helping render financials, right? Yeah. Get off springstead. Yeah, another reason could be going from quickbooks. Also having this existence have been extend that wanted to be able to scale and have one basically a doctor that can do it on. Yeah, and quickbooks especially, you know, that’s not made for non-profits that’s made for businesses. Yeah. Yeah. All right, all right. Um okay. So let’s, let’s move then. So we’ve talked about the three different components of what social impact offers. What let’s talk about how you apply and what’s in what’s involved the application. You start, you start online so you could apply to two different ways. We have a partnership with a text. I hope you know, listeners here’s about takes up it’s a wonderful organizations that provide a technology of discounted rates. So if you’re interested in that suite oh, we also for like, a minute on brown toto, the software that can be discussed later. But you can go through text soup and apply there. Or you could go directly to a website as the nets without com slash social impact. Andi, you would kick on, apply it’s a pretty so application again, you know it’s important to us, that the non-profit krauz understand what it means to undertake a technology chance, so we’ll ask you a lot of questions around, you know, what problem are you trying to solve? Are you really to undertake that technology change and you have the difficult capacity, and once you apply, you know, we’ll attend me. Traitor will contact you, and then you’ll be in touch with basically people in so short, that group to discuss a can of ah ah, software. And they give you a little. Yeah, right. So so there is going to be a personal aspect of this somebody’s actually gonna talk to you. That’s, right? That’s, right? Yes. Okay. So common thing too. Yes, different talking to somebody because, you know, we understand again that non-profit please can vary depending on the size and the mission. S so it was very important for us to be able to create that personal connection. And we’re lucky to be able to do that and have the resources to do that. Andi, i want to repeat the earl it’s it’s, not sweet dot com slash social impact, right? Fact? Or of course, you know, i think it’s interesting. That okay? And you know, if i want to think about some of the data we’ve collected over the years, summers self-funding mission recipients last year eighty seven to ten off a non-profit you know, seekers were saying that next week was going them to do things that they could not do otherwise with the size of the staff and budget so small. Non-profit i could not normally afford, you know, technician that left with are finally able to do things that they couldn’t have never twinned up thirty also, this ability to divert resources to focus on your mission instead of focusing on the complexity that is true impact when you get statements like that, that we’re able to do things that we were not able to do. Pre-tax win, yeah, yes, all right, so and what what types of organizations so you’re looking for when we touched on this a little bit, but let’s, let’s flush it out. What? What kind of challenges should people be able to document it? Sounds like size is irrelevant. Tell us little more about what? What you’re looking for when you review read those applications, right? Yeah, no, totally so yes, size is a real event and it’s important to us because we really want to support non-profit oh, non-profits regardless of their ability to pay and so it’s not perfect at a budget, you know, we’ll have a team that can help them if they don’t have a budget. We also have the social group that can help them, you know, again, it goes back to why, you know, why do non-profit need technology for the operation again? I think what’s important? Are you trying to solve? You know, do you have a problem? That’s accepting emissions and your delivery ofthe program? And if that’s so you need more transparency young, exponential, you know, i’d be able to have reports to board on the time you matter are used for countless hours creating those reported yes, every color, every boardmember sweet, definitely in the right position for you, andi. So, you know, we will ask you those questions for the application, nothing that will ask you as well, you know, is what kind of system are you currently using? Because if you’re using this system, i’m not a powerful, but you’re not leveraging this. Maybe you’re into another system that you want average might. Not be the right thing on, so we’ll definitely ask you about. You know what system you’re using to generate you, but your actual, too. When your perils that compass, if people all of that on dh, then we’ll ask you about some of the challenges that you’re willing to work on. You know, with your staff, a newborn. Is it important that the that the board is involved in this process? I wouldn’t sit in for its importance, i think what’s more important is whether the person that’s interested in doing that changes is an executive monster we’ve seen over the years, especially when it’s technology implementation that it’s important to have an executive bouncer meaning either add management level or boat level that support kind of the shit of technology because, again, it takes a lot of effort to intimate and then to train and volunteers. Yeah, it’s ok. Eso having a sponsor and it sounds like, you know all this leads me to believe, you know, you don’t want this software whether donated, have paid for, um, languishing on dh not being leveraged that’s, right? And if you look at, you know, at and ten right and ten released a report every year, i think that the failure redder, contextually implementations one fifty percent in the u s mom, i know this is why it’s so important to us as a people fear of the education that they really ask themselves the question, right? How many hours is the person responsible to manage intimidation is willing to allocate, right? I mean, you know what? You could have spent training. And documenting the implementation i value we know in the nonprofit sector people who take right there’s a lot of changing that you don’t want to invest in a new technology, and then a month later, as that person leaves yeah, right, there’s no continuity. Yeah, yeah, yeah, we know in ten. Very well on non-profit radio amy sample ward, their ceo is our social media contributor she’s on each month, right? Amy is ordered for nine in-kind is actually literally going through an implementation with that right now. Really? Oh, excellent. Oh, actually, right next time, maybes on i’m gonna quiz you about how it’s going. Okay, outstanding that’s it well, it’s a great organization to smartly leverage technology that they should be able to give you some wonderful testimonials further on, we bless. Like i said, we have non-profits oppcoll size, you know, sex of global, which is a pretty good politic organizations, right? We have, you know, we may have that legal aid society in russia. So that’s tiny again interest is, you know, if you’re ready, we here and we could to support your the foundation center is another good example there they’re very big throughout. The country i’ve spoken, they’re here at the headquarters in new york foundation center as a ah uses that uses you extensively. That’s, right. That is an excellent excellent. All right, we have about a minute and a half left. Peggy, what do you want to leave us with to encourage non-profit t seek you out? I mean, nothing of all. I think of the industry and heart technology’s evolving. You know, as some prosecutors, we need to leverage better technologies for missions. Right? So i want her and critter leaders out there, tio, you know, to the diligent work explore, you know, really explore what problems they’re trying to solve it. They can really, you know, ken of the back and operations. So they get the commission, and our tony street is here. You know, we’re here to help the sector. We’re here for the long term and would be delighted to help you. So that journey if you if you wish and desire to do so with us. All right. Excellent. Peggy, thank you very much. My pleasure. Thank you very much. She’s at peggy duvette dvt. And again, if you want to apply, you can either do it through text soup or at net st. Dot com slash social impact. We need to take a break. Wagner, cpas here is a testimonial quote. I was new at my position when i began working with wagner cpas. My confidence has grown knowing that i can rely on the professionals at wagner to answer any questions and make recommendations that will ensure the success of our non-profit parenthetical. Here we see the sea piela going beyond the numbers close parenthetical. We were given a sound advice enabling us to increase investment income while at the same time protecting assets. Parenthetical here was seethe see piela going way beyond the audit that they were hired to do. Close parenthetical. I trust and respect our audit team and look forward to their annual visit. End quote. No need for parasitical parenthetical because we just ended the quote. And here we see this pepe doing so well that their client looks forward to their return in the next audit season. This is from an unnamed but nonetheless reputable midsize midwest religious organization. So check out rechner. If you use them, then you can expect them to go beyond the numbers for you. You’ll start looking forward to your orders. Is that realize that even possible you’re looking forward to your audit season? Well, mr or miss midwest religious organization says it israel it can be you. You know you can trust the word religious organization. They’re not gonna lie. If you don’t trust them, you can trust me. And if you don’t trust me, then there’s your life. Your life has no meaning. I regret i feel bad. I feel awful for you. Trust us. Trust us. Here. It non-profit radio. All right, so we’re a little i got a little off the path there, but the point is whether cpas way beyond the numbers, you know, look at how they’re coddling this client. It’s. Amazing. You can work with heat coach tomb, you coach tomb has been on the show twice. You could check him out to ten. Seventeen and a eight, seventeen. Fifteen two shows he’s been on weinger cps dot com. Now, time for tony’s. Take two all this month on non-profit radio it’s, your twenty eighteen planning starting today and for all of january were all about your twenty eighteen plans. Would you like free business coaching in? Twenty eighteen we just heard about free software and an implementation and capacity building consulting about business marketing coaching in twenty eighteen we’re goingto have guessed from score tell you all about that what is the new tax law mean for your twenty eighteen fund-raising plan? Jean takagi is going to parse it all out. Maria simple will have her twenty eighteen plan. Any sample ward we back later this month with her twenty eighteen plan. Andi, i’m going to do start your plan giving in twenty eighteen. I said that wrong. I’m going to do start your plan giving in twenty eighteen emphasis on the wrong part of that sentence. And i should’ve been on the on the subject of instead of the somme junked of many of these are pre recorded. Oh, yes. On a day where we had studio technical problems. So i apologize in advance for the poor sound quality. I mean, they’re horrible, but they’re not up to ah, not up to the typical non-profit radio standards all this month, your twenty eighteen plans, all you need to do is listen. That’s it. That is tony steak too. And speaking of listeners we gotta do. The live love it’s going out it’s going it’s rampant west palm beach, florida. Portland, oregon. Framingham, massachusetts. White plains, new york, germany, guten tag son ramon, california, xero oshima, tokyo and toko ri zawa, japan. Konnichiwa! Rosenberg, texas. Lansdale, pennsylvania. Tampa, florida. Woodbridge, woodbridge, new jersey you’re pissing me off. I want you to identify yourself. I demand it. You’d identify or stopped listening. You are so under my skin. It’s unbelievable. Woodbridge, new jersey now live! Listen love out to woodbridge, the netherlands live listen love to you and the united kingdom of course, i don’t know whether it’s ah england, northern ireland, scotland, wales by population, of course it would be englund, but that’s that’s what? The probability can’t be certain united kingdom live listener love to you wherever whichever nation you are in the podcast pleasantries. Thank you so much for being part of our podcast audience know the vast majority of you, it’s, probably like two thirds or so are catching us on itunes, and then stitch is number two and that drops down to, like eight percent or so. So it’s a big difference between number one or number two and then lots of small podcast platform’s doesn’t matter which everyone you’re you’re ah acquiring non-profit radio from pleasantries to you and the affiliate affections to our am and fm stations throughout the country. Another one maybe coming on. I don’t want to jinx it. Another one may be coming. Yeah, yeah. In any case for the current am and fm affiliate listeners affections to you and chef award she’s here, she’s, our social media contributor. Yes, standby, please. While i give you your august introduction that you you’re deserving of hyre a zoo because you’re in august personage. So you deserve in august introduction, our social media contributor and ceo of intend the non-profit technology network. Her most recent car, third book, social change. Anytime everywhere about online multi-channel engagement, you’ll find her at amy, sample, ward, dot or ge and at amy rs ward hello and happy new year. Yeah, happy twenty eight, thank you very much. Thank you for joining us for amy’s twenty eighteen plan. Yeah, it makes sense, and i had a segment called amy’s twenty eighteen plants figured it made sense to bring you on and do it. Does that sound that sound logical? You’re the aptly named you know, you’re the aptly named guest for the amy’s twenty eighteen plan segment that’s all i’m saying so that sounds great. So you had good holidays first? Yeah, good holidays. That and an office was closed, so everybody was taking the whole last week of the year off, eyes the week between d’oh um, okay, so let’s talk about well, you’re you’re gonna be i didn’t mean to confuse you or the listeners. You’re going to be joining us for amy’s twenty eighteen plan that’s later this month. Today we’re talking about integrated tools. Sorry about that. Did iraq? I could use myself. Sometimes you confuse me a little, but i figured i would just roll with it. You wanted to have i amuse myself and also confused myself. Now, of course, today we’re talking about the integrated tools was confusing with tony. Stick to what i just said you’re gonna be on for amy’s twenty eighteen plan that’s later this month. I believe that’s going to be twenty sixth of january. Okay, so first i have to ask. You know, i was i was pleasantly surprised when i was talking to peggy that was obviously pre recorded, but to find out that in ten is taking advantage of the oracle, that sweet offerings. So how’s it going well? We were not up and running in it yet. Cohort programs that peggy was talking about eyes, something that antenna has participated in. And in what is probably not recommended for a technology migration, we had a staffing change for the staff person who was leading the micro wave. Just she and i talked about that. I’m sorry she and i talked about that. You need tohave you need to have consistency across. Exactly. So what was really beneficial, though, is that the consistency across ended up actually really being the probono team because they had been a part of, you know, facilitating the cohort that anton was a part of in addition to a number of other organizations, kind of going through the setup and decision making process for how you want to implement the tool. Andi, all of their process include kind of worked bucks, sir. Worksheets. You know where you’re kind of tracking? Ok, this is how we want our piano report toe work or this is the new chart of accounts were going to use, you know, whatever you’re putting into the system, you’re kind of tracking that and work sheets. So we had both documentation and the probono team that were consistent, even though the staff lead changed during the process, which i think is pretty unique for a software migration that people may be going through, and we’re now hopefully, in a month we’ll be, you know, over and using that as the primary system versus existing systems were getting close, all right, that’s, a that’s a big deal than this migration tio this integrated platform that’s going to be a big deal that’s an important time for you. Well, at least for now, it will be just as integrated as our existing solutions are. It will just hopefully be more dynamic and robust with that data management that it has and all of that, we use it primarily for the financial accounting, even though next week itself has many different. Okay, i see. So you are. You’re integrated now you’re on a platform, whatever. It’s integrated now, but you’re looking for more robust sounds like data data analysis report. Okay, excellent. Excellent. Now one of the things that she asked do you feel that there’s anything like technology wise that holds you back programmatically at ten? Yeah or no, you might not feel that way. I mean, wait, we try really hard to not let our technology dictates our programmatic decision, which is a challenge. That’s not the world that technology is built in right technology has built with the assumption that, like, once you use our software, everything will be better, because of course we’ve thought of everything, and we know exactly how your data should be structured and all of that which any of us, that our users no that’s, never the case, but so we try really hard to not let technology dictate our program decisions or plans, and i would say that then creates more of the challenges for us because we are we’re not saying, oh, what could this tool do? Cool, let’s do that were saying, what do our community members need? What we want? What do our programs necessitate? Oh, well, way don’t have a way to do that with our technology, so we run into more challenges that way, and then try and you know find solutions or create solutions. And honestly, i think a staff position that so many organizations don’t have that in ten does have it means we are able to in house create solutions with those problems come up is that we have a web developer in addition to a nice director on staff, so together they can, you know, work with staff to figure out what it is we’re trying to dio identifies cem, you know, possible solutions and then actually go build them and implement them in to our you know, whether it’s our website, that single sign on khun work for this tool we’re trying to add or you whatever it is. Ok? Yes, i see the value of a web developer, a coder, someone who codes and designs web solutions. You have that. You have an employee. Does that? Yeah. Okay, exactly. I would say most of what? What? There. Building and designing our integration. They’re figuring out okay. Well, if this data exists in the database but we wantto be able to make sure this part of the website is dynamic or we want to able to send an email message, you know, as soon as somebody takes that actions. How do we get all of these different systems? Talk to each other and that’s what they’re designing and implementing. All right, so, so consistent with that. No, we were talking about integrated tools, andi, we’ve already, you know, scratch the surface of it. But anything more you want to add about what, what the value of this is. I mean, how how robust it can be when you’ve got the right sweet together and data analysis. And now everything the platform supposed be doing is is humming. Yeah, i mean, there, it’s just so hard for me to try and and justify it because it’s hard for me, tio imagine not wanting everything to be integrated. You know, the power of knowing that all of your staff are on ly doing the things that humans can dio and one of the things that a computer or your website or your database continue to not work in their time doing those things. It’s huge, you know, and it means that they can, instead of having to and her data or try and, you know, run a report and put it into excel and do a bunch. Of things to figure out their answer that those things can be automated, then you know that community members are just going to get the email notifications that they need or the reminders that they need automatic when they need to get them with all the information that’s correct and that staff are there just to respond when somebody replies that email and says, oh, i can’t make it to the class. What can ideo great? That staff person only spent five minutes today, you know, helping somebody who needs to change their registration vs two hours, trying to figure out who to send a notification to which information they need. You know, i think it’s just non-profits are chronically talking about how we’re understaffed. We don’t have enough time, so let the robot do as much of the work for you as they can so that the few staff you have in the few dollars you have are going to the most important work. Yes, please leverage technology. I mean that’s. Why that’s? Why places like and ten and ten dot org’s that’s. Why it exists tech soup. You know the oracle net suite idealware. I mean, this is why these organisations exist to help you leverage technology i could be on such a soap box if we don’t have only two minutes left no, but you so that you know, i think for some organizations that feels really overwhelming on one side because it just feels like, how are we ever going to get all these presents talk to each other, but on the other side and that’s kind of a technical project management solution, right? Like, well, let’s, just figure out how we get them to talk to each other on the other side, i also hear from from organizations that well, if we automate things and they won’t be personal and that’s really what you know our community expects from us on dh, we’re just not going to automate things because it’ll lose. It’ll feel, you know, generic, and they’ll lose that human touch. I really don’t believe that. I mean, unless you’re on ly able to write emails that sound like a robot wrote them, you know, you can still write a very personal sounding, human sounding message and have that be the notification, you know, it doesn’t mean you need to be automating like your own personal outreach. But just all of those standardised things. They could still be written nicely. You can still do a be testing on them. You could still, you know, quarterly. Go in and say let’s, change the subject lines and see if he’s get better results. You can still do a lot to make them better and better and better. But you are not manually writing them every day. Yeah, you can. You can automate with personalization, the things they’re not. These things are not mutually exclusive. Okay? And we’re gonna go out for a break. When we come back, i’m going to ask you if you can take off a couple more things that you feel machines should be doing. You mentioned e mail or email? You mentioned data entry. Maybe you could take off a couple of things that even, you know, you know, if it’s in ten or not, but things that common routine things that machines should be doing for us when and so we can reduce this burden of feeling understaffed all the time. All right, take a break. Tell us. Credit card and payment processing. Check out the video. It’s at tony. Dahna slash tony, tell us and this video is going to run you through how businesses that you would refer to tell us, make the switch over there how you get fifty percent of the revenue that tell us earns remember that’s a that’s a that’s revenue with a long tail, fifty percent of everything tell us gets from the businesses you refer one hundred percent satisfaction rate, the pressure match guarantee that they’ve got and remember as a non-profit radio listener, you go beyond that, you get two hundred fifty dollars, if tell us cannot save a business money on its fees. Um then today, easy out if a business isn’t satisfied, but tell us has a hundred percent satisfaction rate among the businesses and non-profits so, you know, you don’t have to worry about that, but it’s there think about the businesses that this makes sense for and after you watch it, send them to the video like local supermarket, and i hope they have a large organic section at least lots of produce organic produce choices, thegame shop, warcraft, league of legends i don’t even talking about the liquor store i like when they have limes at the checkout that’s very, very convenient for my gin and tonics. I appreciate that the restaurant’s if the service is good, don’t i don’t like abrupt or an attentive servers st avoid those places, get them to watch the video after you watch it. Ask if they’ll consider switching to tell us and this would be revenue for you for the long term each month. Tony dahna em, eh slash tony, tell us for the video now, let’s, go back to amy sample ward. We’re talking about integrated tools. I put her on the spot. But she’s such a superstar that i know more pushes the ceo of intense. So i bet she’s probably got more examples that we have time for things. Amy, what should machines be doing for us that you feel non-profits are not leveraging. Well, a big one. I’m just thinking about, you know, so much of the non-profit radio community is fundraisers. Ah, huge one that i think a lot of organizations don’t take advantage of it, letting your data, whether that’s, your website or your database, et cetera do some of that predictive thinking for you and then just send you, you know, if they don’t automation isn’t just focused on automating things for your community. This is also automating things for yourself and your staff. So sending you a notification of hey it’s been six months since the donation from x y z you know you could put in these these are our lead pearly donors. Hey it’s been too long since the last date. Yeah here’s your reminder to go, you know, asked him out to lunch or something that i d’oh because i found really helpful and then then we don’t have a lot of really high dollar donations. And when when we do have those there’s, you know normally more of our relationship there and all of that, but any time there’s a donation, even if it’s a one dollar donation, i have set up a person so that when the person who made bad donation gets like the, you know, the normal system thank you, message and all that i’m i’m actually bc seed so i can reply to it and add a personal message on top and almost, you know, easily ninety percent of the time people then respond to that right away and it turns into hey let’s set up a call or i would love to see it with that event. We’re both going teo et cetera, and it really helps with that relationship building. But i let the computer tell me i didn’t spend, you know every week have to remember to go into the database and run a query to see if anybody’s donated as soon as they donate. I’m bc feed on the email that thanks for that so little pieces that that again focused my energy on the relationship side and not on running the numbers and, you know, exporting a report from the database every week so that you’re that you’re on time and even that and even then you wouldn’t have to do it every day, every hour. Teo to be as prompt as the bcc reminder that the bcc thatyou get yeah, okay that’s an awesome one. Alright, what help us but i because when you another one that we use a lot of here is automating. This is going to feel much more technical, technical than the last suggestion, but automating a lot of sinks between our different systems, even though that data isn’t necessarily impacting what they displayed on the website or shows up in the online community, we still want to make sure that our central database has at any moment all the right data, comprehensively across, you know, a single community member, so we’ve automated a lot of data sinks again, even though, you know, i’m sure that some people would say it’s not necessary, because, it’s, just, you know, that data isn’t technically going anywhere, controlling anything it’s really important for us that if we go the database and we look up tony martignetti we know everything that you’re doing so that we don’t just say, oh, well, doesn’t look like tony’s ever participated actually, you have all this activity over here say, in one of our online group, we want to make sure we see all of that, so we’ve automated a lot of those sinks, and the benefit of that is that we can also then set up loss of dynamic, we would say dynamic cleary’s, but technically segments so that when we design, say, a new email campaign over in the other channel, we could query against all kinds of really rich pivetti history. Have you registered for events? Have you donated are you remember? They could say, are you somebody that regularly posts in the discussion group and have attended online event? You know, a way we can more realistically engage with you? Because we know really what? Ugo yeah, and it’s all it’s all carry a ble all these attributes are queria ble. So you, khun hyper define the type of person you want toe send this new campaign too, exactly, and to be merry wonky about it. And maybe we could talk about this some other time, but and ten has a kind of four outcome impact evaluation plan, and in one one of those outcome areas is that and tens work and impact is increasing the number of what we call technology champions in organizations. So it doesn’t matter what your title is, but it’s people who, you know kind of understand that technology is central to what they mean to do, regardless of what team they’re on and that they’re comfortable managing it, making decisions and all the things that intense trying todo i had to create some sort of measurement around how many quote unquote technology champions there are we have created on algorithm that has a different point values for different activities that you’ve done within ten, some of them expire after a week, some of them expire after years with the most hyre later so it’s a very, very involved, dynamic algorithm, and because we have a central data repository that brings in all of those different activities that youve done with us across different systems were then able tto have a rich algorithm that says, actually, here is the number of people we consider attacks champion instead of saying, well, we intend wants to measure our impact. So i guess how many people came to the ntc, right and feeling really limited by system because we’ve integrated them were ableto have what we think is a much more kind of realistic you yeah, yeah, yeah, i mean, the number of attendees and we always talk about that, i always ask you and and thankfully the trajectory is always rising, but that’s really a vanity metric. You could have twenty, five hundred people at a conference and lousy speakers and there wasn’t much engagement, and the food was terry. I mean, right down to the food is poor and the the calendar wasn’t. Well organized, the communications were poor. The wifi didn’t work. But we have twenty, twenty, eight hundred people were had twenty, five hundred last year, so our impact is better. No. Yeah. Okay. That’s all right, all right. Let’s, move to some of the challenges. You know, i hope we’ve i hope we’ve covered motivation for god’s sake. You know, if you are always like amy said, if you are thinking that you are understaffed all the time, you just don’t have enough people to do the things that you need to do, then use it. Call on these organizations once i ticked off before and ten oracle net sweet idealware tech soup, let them help you with technology. And so that your your staff can like amy said, focus on what onley humans khun do and get the machine’s doing that. The routine wrote stuff that you don’t realize is routine and wrote and it’ll free up time and you won’t be understaffed. Gosh, you know, i feel like joe scarborough was on, so yeah, you know, i think what comes up often for organizations, at least in the end and community is once everything and you could think about this. And you know any other kind of area of your life once everything is integrated and tied together like a car, you know, when something seems to break, it can often time, especially for an organization who has relied on outside experts or probono services, etcetera to set them up, it can be hard or feel very dante nw to diagnose. Well, what is the part that’s broken right on. Sometimes we erroneously and problem solve that right to figure out. Okay, well, even if we have a suspicion of what we think is broken, how do we solve it? If again, it’s still part of this connected? Yeah. And sometimes we erroneously blame, blame technology or erroneously blame people because we we haven’t really adequately tested whether where the real problem is, and then we go down a wormhole chasing something that’s, not the real cause of the problem. All right, directly. And, you know, i would just remind folks that even if it does feel daunting, like we have all this integrated systems and now something is broken, i would still argue that you’re in a better position to try and have ah, quick fix kind. Of band aid work around and then create a better solution in an integrated system set up than you are if you have isolated systems, because what does that mean in a world where you have isolated systems? If something breaks that entire tool, whether it’s housing data or messages or whatever is currently out right in an integrated system, you mean you think of it like your body, right? Like one arm doesn’t feel great right now, but it’s part of your whole body, you can adjust the way you walk or list with your other arm or whatever, in in in a totally independent system set up. You would just say, okay, well, that arm is now on, and maybe it’ll come back, maybe it won’t, because you don’t have your not ableto leverage everything else. I’m sorry we have to leave it there. She’s, our social media contributor ceo of inten she’s at amy rs ward. Thank you so much, amy. Thank you. Next week, free coaching in twenty eighteen and maria’s twenty eighteen plan. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled. Twenty dahna slash pursuant wagner, sepa is guiding you beyond the numbers. Weinger cps dot com tellers, credit card payment processing, your passive revenue stream. Tony dahna slash tony tell us our creative producers. Claire miree off sam liebowitz is the line producer. Shows social media is by susan chavez thiss wonderful music is by scott steiner. Brooklyn with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be green. 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