Bagels & Bytes Meeting Notes – August 2017

This month…

…we met at Jewish Residential Services in the Rodef Shalom Congregation building. A big “thank you” to Paula and the JRS team for hosting us!!

We will meet there once again on Wednesday, September 6 from 8:30 – 10 am. See the sidebar to the right for ways to register.

Here are the topics and resources discussed during this month’s meeting:

  • CRM for Nonprofits (Constituent/Client/Customer Relationship Management)
  • Sharing Documents with People External to Your Organization
  • Salesforce Resources
  • Migrating to Google Drive
  • Outlook + Sharepoint Desktop Version vs. 365
    • Permissions have been a persistent issue for some
    • Training is a constant issue
    • User acceptance can be slow
      • 365 is more difficult to understand – the cloud and file sharing aspects of it
      • Files get saved over if don’t change file names from version to version
    • Can embed a Google Calendar inside of Sharepoint
    • Are we pushing older workers out by all these upgrades in tech?
    • What about outsourcing to the cloud completely?
      • Internet bandwidth must be sufficient to do true virtualization
      • Off-site hosting is more $ for service, less $ for backups, maintenance, licensing
      • JENLOR is one local company that does virtualization
    • Office 365 is on TechSoup
  • LaserJet 401 Troubleshooting
    • Old printer, but hates to get rid of it because has been a workhorse till now
    • Won’t print graphics, only text
      • Maybe is an issue with Windows security?
      • Perhaps an issue with a recent Windows update?
    • Where to e-cycle if decide to ditch it?
  • Listserv Usage
    • Reminds us of VCR tapes and DOS
    • Mass email marketing tools if wanting to do one-to-many messaging (like Constant Contact or Mail Chimp)
    • Group tools if want members to message each other and the group at large (Facebook, Google or Linked group)
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Bagels & Bytes Meeting Notes – April 2017

We held our last meeting at Grow Pittsburgh for this year on April 5. Thank you Deidra and the GP staff for hosting us again! The weather finally appears to be warming up and we are looking forward to seeing everything in bloom next month when our meeting happens at the Frick Art & Historical Center on May 3!

Notes and resources from this month’s meeting:

  • MAAS 360
    • Protect mobile data
    • Can remotely wipe data for lost devices
    • Can pull out app shortcuts onto your phone desktop
  • Salesforce
    • Free up to 10 licenses
    • Not free to develop it out
    • How to clean up data?
    • Sometimes have to change your business process (like how data gets input)
    • When importing historical data, its frequently advisable to clean it up first
    • There are apps available for data cleanup that work with Salesforce
    • There are dupe record catching mechanisms built into Salesforce, but if data input is too different, they won’t catch everything
    • Set your data input policies in advance (example: abbreviations vs. spelling things out – St. vs. Street)
    • Average time to convert to a new database varies, typically 1-2 years
    • Need to think about the cost of holding onto bad data
    • How much data do you really need to bring over from the old system? You don’t carry all your assets in your pocket as cash, you may not need to carry all your data around in a single system either
    • Data/email cleanup idea: send an email around offering a drawing for a gift card to see who responds
  • Email integration with databases
  • Finding funding for technology
    • Write tech consistently into all of your grant proposals
    • Don’t be afraid to write separate proposals for technology too
  • Accessibility (non-tech discussion)