Bagels & Bytes Meeting Notes – October 2013

We were at ACHIEVA on the South Side this month and will return on November 6 for our next meeting.  A big “thank you” to Steve McDonell and the ACHIEVA staff for hosting us!

Topics (and interspersed random notes) we covered in this month’s meeting included:

  • Technology in nonprofits – increasing effective usage
    • training
    • culture change
    • expectations for staff
    • management buy-in
  • It’s important to take a break once in a while and breathe.
  • Cloud-based apps:
  • IT workload
    • there’s been a shift to project management, process improvement (more soft skills needed).
  • Verizon hotspots
    • Shop/view here
    • up to 8 users ($39-59.99/month)
    • portable 4G wi-fi (better than aircard b/c only one person can use that and doesn’t always work properly)
    • Medicaid funded agencies get discount from Verizon
  • BYOD
    • Trend moving towards paying stipends for BYOD phones and devices instead of providing devices
    • For BYOD, critical part is the on-boarding and off-boarding processes.
    • Permissions being set properly are very important as well – people should only have as much access as they need to do their jobs.
    • IT isn’t always told someone has been hired (or fired) until after it’s already happened
    • Ultipro – is an ADP competitor (Ultimate Software) – started all cloud-based, where ADP moved to the cloud a few years back
    • Ultipro lets you manage hiring/separation functions online, ADP does too, but it’s a third-party provider (with multiple sign-ons)
    • Can build in automated alerts to be notified when someone hired or leaves
    • Iron Stratus (look this up)
  • Document management
    • CompuCom – local vendor for ApplicationXtender document management software
    • ComDoc
    • Unicentric case management – has a built in way to scan and upload things in one shot
    • If have no high speed scanner, try to get volunteers or interns to help with scanning
    • Indexing is the hard port (some agencies use barcodes and standardized hand-filled out fields)

Hope to see you in November!  And mark your calendar now for the B&B Holiday Party at Dave & Buster’s in the Waterfront from 1-4 pm on December 6!


B&B Meeting Notes – Apr. 3, 2013

This month, a big “thank you” goes to the Frick Art & Historical Center and our pal there, Linda!  We will meet one more time at the Frick on May 1.  (Then it’s time for B&B on a Boat in June!)

The 2013 Bagels & Bytes Meeting Calendar is here.

Here are the notes from this month’s meeting:

Business process

Managing board meetings / creating board packets

  • Acrobat Pro – for building board packets
  • Board portal – Schneider Downs document management system
  • Google Drive – need a google account to use
  • Filezilla FTP, hosted in-house, assign rights to users, (don’t let people post, only pull files)
  • For sensitive documents, that aren’t to be printed, some portals have security built in
  • Think acrobat has a enter password to limit printing
  • Do board members ever complain about having to print materials for themselves for meetings?
  • If they have iPads, that helps, but not all do.


  • Hosting – free at
  • Why aren’t more people doing podcasting?  Primarily content – takes a lot of time to come up with content.

Meeting organization software

Archiving files