Bagels & Bytes Meeting Notes – August 2018

Bagels & Bytes meeting in JRS's meeting room

Editor’s Note: This is last year’s meeting in JRS’s space. I forgot to take a photo from our recent meetup! – CL

We are back from our summer hiatus!  We met on Wednesday, August 1 at Jewish Residential Services, which is located inside of the Rodef Shalom building on Fifth Ave.  Thank you to Paula and the JRS staff for permitting us the use of their lovely meeting room space!

A quick reminder: TechNow 2018 conference registration is open and we have tiered pricing this year, so nonprofit attendees are charged between $25 and $100 to attend, based on annual budget size.  Learn more and register at: www.technowconference.org.  (TechNow is October 3, 2018.)

Here are the notes and resources from the meeting:

  • Bitcoin
  • Where to find someone to do an IT audit
    • Depends on what you need to have done
      • Bayer Center does strategic and comprehensive tech assessments
      • Hardware/network vendor will focus on the network and items attached to it, plus security
      • Financial auditor will have a completely different set of checkpoints and controls
  • Veterans Leadership Program has several job openings
  • Guidestar
    • To look up nonprofit information including 990 tax filings
  • Video streaming issues
    • Having trouble streaming over cloud-based network
    • Otherwise a good experience being in the cloud
    • JENLOR is a good vendor for cloud networks
  • Board portals
    • WordPress isn’t the best idea for this – search engines can still index media library even if you ask them not to in robots.txt file; have to do it through plugins
    • Boardbookit
    • Google Drive
    • Basecamp
  • Google for Nonprofits Group
  • Paper paychecks vs. direct deposit
    • 90 cents more per check for paper
    • Can do ACH through your bank for free
    • ADP
    • Paychex
  • Chromebooks
    • Kind of like thin client machines – limited functionality if they are offline
    • Best for accessing Internet based apps and websites
    • Can do much less with them if not connected to the Internet
  • TechSoup
    • You have to become a member, but it’s free to join
    • Pay nominal admin fee for software
    • Can add external IT representative to account so can purchase for the org
    • Be careful to read all of the eligibility and purchasing rules and requirements for each software vendor – all have different policies
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Bagels & Bytes Meeting Notes – April 2018

About the Meetup

We had our first of two meetups at the Frick Pittsburgh on April 4. We will be back at the Frick one more time on May 2. Thank you to Lynn, Linda and the Frick team for hosting us!

Following are the notes and resources discussed during the meetup.

Security Surveillance Cameras (vendors don’t say “security” but surveillance these days)

  • NEST – backs up to cloud, can see who’s at door instead of just having a buzzer
    • Also has smoke detectors and the like
  • Lorex – phone app so you can see all cameras
  • Axis Companion – integraIVMStes with phone system
  • Vector – company that does comprehensive security
  • SmartCam
  • Ccure – security company

Updating technology

  • What to do with technology is the last thing to receive attention (sometimes caused by older board members who don’t get it)
  • Sometimes scaring board and leadership by pointing out risk can work
  • Need to get people on the board who are technology advocates
  • Donated software and hardware isn’t usually “free”
  • NTEN technology staffing and investments survey – to see how much your org should be spending
  • Plan more than you think you need to
  • TechSoup – low cost software and hardware; have to watch for license expirations
  • Other free software for NPOs
  • Ask merchant account providers about nonprofit rates
  • Northland Public Library lends out Internet hotspots

Social Media Policy Template

  • Look online for templates
  • Hard to enforce – need to make sure legal looks at it before deploying
  • Policy for staff is good, but also want to consider other stakeholders, like volunteers, board members, etc.
  • Social media task force can possibly help

Social Tools/Channels Most Used by Younger Generations

Website Security

Bagels & Bytes Meeting Notes – March 2018

About the Meetup

We had a great March meetup at Grow Pittsburgh, with so many topics covered. Thank you to Rebekah and the Grow Pittsburgh staff for hosting us!

Following are the notes and resources mentioned during the meetup.

Windows 10

  • About 50% using Windows 10
  • Is 2013/2016 Office working fine on 10?
  • Office 365 runs on it too
  • Can make it look like Windows 7 if desired

Assorted Communications and Collaboration tools

  • Zoom
    • For vitual meetings and webinars
    • Doesn’t act up as much as tools like Skype, particularly when you get more than 10 people in the virtual meeting room
  • Workspace
    • Free for NPOs
    • Like Facebook for the workplace
    • Features:
      • Protected files
      • Video archiving
      • Chat
      • Only email in same domain can be added to network
      • Easier to use than Sharepoint
  • Slack
    • Similar to Workspace (above)
    • Widely used in corporate America

Moving to the Cloud

  • Want to move servers, print drivers, active directory
  • How will access VPN?
  • Krissy DeShetler wrote a post for the NTEN blog on moving to the cloud
  • Can move server to cloud & desktops if desired
  • Heavily reliant on Internet – need good connection
  • Can have multiple servers
  • Streaming video is challenging
  • VPN – looks the same when work at home, office, wherever
  • Can configure to mirror your current environment
  • Costs vary
  • JENLOR is one of a number of companies that provide this service, also NET Xperts
  • Less costly than on-premise most of the time
  • One location goes down, every other location stays up
  • Monthly fees vary, depending on space, # of users, support hours
  • Can still get TechSoup discounted licenses & have installed on VPN

Free Video and Photo Editing software

Resources to learn about the field (or for inexpensive hardware/software)

HRIS Systems

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)

Bagels & Bytes Meeting Notes – March 2017

Grow PittsburghWe had a great meeting again at Grow Pittsburgh! Thank you again to Rebekah and GP staff for hosting us! (We will be back at GP for the April meeting on 4/5, then we go to the Frick Art & Historical Center in May.)

Here are the notes and resources from the meeting. Note that we concentrated very specifically this month on questions and issues raised by group members.

Data security audits for nonprofits

  • Assume banking standards because of donor-related info?
  • HIPAA compliance required for health care orgs
  • PCI-DSS – annual certification needed if accepting credit cards – there’s a 120 page document used to verify compliance on various systems
  • Trustwave – scans monthly for testing purposes
  • TransArmor – a security solution from First Data
  • Think about all security systems by going through PCI certification doc
  • PCI-DSS – limited where info is stored, who has access, etc.
  • If keep paper copies of credit card data, only liable for that – must keep locked up and have procedures in places for storage and destruction
  • If using 3rd party online service, compliance is on them
  • In PA, if a single record in the database is compromised, the organization is liable for $60-70 fine per person for a mandatory three years of a monitoring service
  • Idea: take risk analysis to executive director for org (to prove need to take action and/or make case for changes)
  • Many nonprofits are already in a crisis state and don’t need additional problems added to that
  • PNC Bank does not do merchant services – they resell for First Data
  • In terms of credit card processing, there are really only three processors, with everyone else being resellers: First Data, World Link and ______ (group couldn’t think of third company)

Phone systems, vendors, best practices for implementations

  • If don’t want cloud-based system, what are options? (Want phones that work when Internet goes down)
  • Also want to depreciate as capital expenditure
  • Avaya vendor – Advent Communications (pricey for support, but don’t have to call often – very stable)
  • Can use a broker to do your telecom research and pricing negotiation for you – Connectel, Opticom Consulting
  • Full Service Network – phone vendor, cloud-based retailer – not good for Internet service, only phones
  • Computer Reach – has put in phones, vendor in California
  • Internet configuration – suggest Internet router separate from phones so heavy network traffic doesn’t knock out phone system
  • Prime Communications – sell MyTel system
  • Guardian – owned by Armstrong Cable

OneDrive for Business if no Office 365 or Sharepoint

  • OneDrive is integrated with Windows 10
  • Hotmail is also integrated into OneDrive now
  • Can now simultaneous work in docs on OneDrive
  • TechSoup has Office 365 for $0, but need to purchase other things for it to be fully functional
  • Tech Impact provides migration services for eligible organizations via TechSoup (it’s a partnership – there’s a $10 fee for an assessment first)

If leaving your tech job, what should you document and share with the incoming person?

  • Keep a list of your daily activities for one month
  • Make other lists for weekly/monthly tasks
  • Propose that your org hires you as an independent consultant for a month or two
  • Refer to job description, then list all possible jobs the person might need to do under each heading
  • Get the info out of your head and onto paper
  • Think about the spinning plates act on the Ed Sullivan show – china plates spin most easily but are hard to replace, so are more important (critical tasks). Paper plates are harder to spin but easy to replace, so are less important (busy work).
  • Verbal only – give them the political read on people and relationships – but watch what you say because it’s a small nonprofit world in this geographical area

Bagels & Bytes Meeting Notes – August 2016

Bagels & Bytes attendees discussing tech around a tableWe held our August meetup in the sunny conference room at Jewish Residential Services. Thank you to Paula, Harold and the rest of the JRS staff for hosting us!  We will return to JRS for our September 7 meetup, then it’s off to ACHIEVA for October and November.

P.S. TechNow 2016 Conference registration is open and early bird rates are active!  Register by September 30 to get the best rate!

Here are the notes from this month’s meetup:

Adding Search to Website

Telephone Systems

Technology Challenges Faced by New Nonprofits (and Some Suggested Solutions)

NP Tech Skill Set

Custom Software vs. Off-The-Shelf Software

  • Hybrid is best- off the shelf that can be customized
  • Example: want to process volunteer applications via the web
    • Upload PDFs/scans, etc.
    • Portal on website
    • WordPress Visual Form Builder plugin
    • If WordPress site, turn off Google indexing of PDFs in media library by editing robots.txt file
  • Spiceworks – network monitoring, management, help desk ticketing and inventory – has concierge service and is free

CRM Software

Finding Nonprofit Tech Jobs

Additional Resources (Shared by Attendees Post-meeting)

Bagels & Bytes Meeting Notes – October 2014

ACHIEVA on Bingham Street in PittsburghThis month, we are grateful to Steve and Nicole from ACHIEVA for hosting us in their comfortable board room!  We will be back at ACHIEVA next month, when Steve will be giving us a Google Apps demonstration.

(Oh, and I know you’re all tired of hearing me say this – but don’t forget to register for TechNow if you haven’t done so already!  🙂

Here are the notes from this month’s meeting.

iOS 8 Upgrade

  • iOS 8 on older devices
  • Battery issue
  • 5s already has issues with battery on some models
  • Takes ~ 5GB of memory
  • Keeping some app updates from installing (want iOS update 1st)
  • iCloud
  • Pay if more than 5 GB
  • Choose what to backup via iTunes

Cell Phone, Providers and BYOD

  • Most orgs that provide phones to staff standardize & give out one kind of phone
  • Some do BYOD & put on network
  • BYOD policies (could also put in regular acceptable use)
  • Lookout security app – backs up device & takes photo of person if tries to unlock more than 3 times (phone and iPad)
  • Need to put in policy if require that type of app for employees
  • Verizon – recently came down in pricing but have to ask

Windows 10

The Future of Technology

  • Talked about pace of change in tech, last 15 years
  • Minority Report movie has cool tech that we might see in real life someday (also check out the 2012 version of Total Recall)

Learning Management Systems

  • Websites & internet access generally required for learning (K-12 and higher ed)
  • Electronic textbooks as a standard would be great
  • Blackboard is still in use
  • Google has an app called Google Classroom
  • Moodle
  • Aquos Board (Sharp product – Wilson Group may have info at TechNow)
  • Possible SMARTboard uses
    • Notes
    • Annotations
    • Skyping (if camera)

Boardbookit

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