Bagels & Bytes Meeting Notes – May 2017

Meeting attendees at the FrickAbout the May Meetup

We had a great meetup at the Frick Art & Historical Center on May 3! Many new faces and lots to discuss. A big “thank you” to Linda and the Frick staff for hosting us! Next month we will be at Computer Reach for our “Open Source Summer Fiesta” meetup, where we will have our usual meeting and spend some time receiving a demo of open source software and a tour of Computer Reach’s facility. Mark your calendar for June 7!

Here are the notes and resources from this meetup:

Salesforce

  • An attendee Googled their organization’s name recently, only to learn that their Force.com site was set up improperly and that their entire database was open for the world to access. Warned the rest of us that Force.com should not be set up as the main CRM tool for an organization and that when used along with core Salesforce, should still be made secure and be given 2 factor authentication.
  • If implementation goes poorly (as mentioned above), document, document, document. Also have cybersecurity insurance in place in case records are accidentally hacked or released and the organization faces a lawsuit.
  • See if old sites are on the Google Wayback Machine, which is like a cache for websites.
  • Local implementers of Salesforce include:

HTTPS/SSL Conversion

  • HTTPS protects data being transmitted to and from a website.
  • Having it in place can help to boost public perception and build trust.
  • Still need security to protect site from hacking attempts.
  • Let’s Encrypt tool is a free SSL option.
  • Need a dedicated IP with the host to do SSL.
  • Can be expensive to implement, depending on what you decide to use for SSL certificate. Hosts aren’t generally too helpful about support re: site conversions.
  • Dreamhost is a good host – very good at support and they offer Let’s Encrypt.

Upgrading Windows 7 to Windows 10

VoIP (Voice over Internet Protocol)

  • One channel for Internet and voice data (phone systems).
  • Vendors are selling phone services based off their own servers, but it’s better to have an in-house server.
  • Cisco is a VoIP phone vendors, as is Avaya. Avaya seems to be better for smaller organizations.
  • An in house server also has the advantage of being a capital expense (can be depreciated).
  • You still have to have a really good Internet connection for VoIP to work well.
  • connecTel is a local telecom broker – will assess your contracts for free and advise you on best configuration and how to save the most money in the process.
  • DQE Communications and Level 3 Communications are fiber-optic Internet providers.

Bagels & Bytes Meetings Notes – February 2014

Bagels & Bytes attendees sitting around a conference table having a lively discussion about technology.We held B&B-Allegheny at the Children’s Museum of Pittsburgh this month. Thank you to George, Mercy and the CMP staff for hosting us!

We will return to the Children’s Museum for next month’s meeting on Wednesday, March 5 (8:30-10 am).

Windows XP Migration / Upgrading to Windows 8.1

  • Support to be ending for XP in April 2014
  • Some not wanting to go to Win8
    • Desktop vs. main screen
    • 8.1 upgrades sometimes fail
    • Still feel like Win 8 is buggy
    • Can revert – make 8 look like 7
  • TechSoup has Windows 7 upgrades available (32 and 64 bit)
    • TechSoup also has the Software Assurance program – a 2 year window where you can obtain licenses for updated versions of software you’ve purchased through TS
  • What about giving old Win XP PCs away to staff or otherwise?
    • Recommend sign off a hold harmless agreement
    • Make sure wipe hard drive properly
  • RAM mostly going to be issue – many times can upgrade
  • Win 7 wipes old operating systems, does a fresh install
  • Window Easy Transfer tool is helpful
  • Don’t see value for 8 if no touch screen
  • Can add a program called Classic Shell to revert Win 8 to older look and feel
  • general consensus that IT staff are still getting numerous help desk calls about Win 7 – there is concern that upgrading to Win 8 will only increase help desk calls
  • Win 8 seems more geared to personal users
    • Win 8 has a different method for connecting to a network – Map Drives no longer there
    • No more file paths, have to search
    • Geared more toward the non-techie, it seems

File Transfer & Cloud Storage

Donor Management Databases

Social Media

  • Should/does it fall under Marketing or Tech?
    • Content support – marketing function
    • IT – for integration w/ website etc.
    • If small shop, sometimes have to do both
    • Different skill set for each side, content and technical
    • Facebook and other Ads – should come from marketing’s budget
  • Social media policies are a good idea (sample policies available here)
  • Social media committee also useful way to manage it
  • Google places – have to get verified
    • Can “claim” address etc. & include logo & keywords

Office 365

  • Desktop component
  • Online component
  • Office 365 info sheet for nonprofits (thanks, Johna!)
  • 2013 “Cartoonish” looking
  • Exchange 2013 lacks public folders (mailboxes instead)
  • NPOs get discount ($4.50/user per monthly)
  • Can access apps offline
  • Get bigger exchange mailbox
  • Better collaboration included in 365, but easier for tech savvy folks
  • Capital vs. operating expenditures (Always a concern)

Backups

Document Management Systems / Board Portals

Allegheny Bagels & Bytes Meeting – May 2012

This was our final month at UCP/CLASS in Regent Square!  Once again, thank you to Michelle Hines and the UCP/CLASS staff for permitting us to use their space.

NOTE: There is no *regular* B&B meeting in June.  Instead we have Bagels & Bytes on a Boat, our “summer outing,” on June 13.  As in the past, we will hold our meeting on RiverQuest’s boat Explorer.  Get more information and find out how to RSVP here.

Resources and Notes from our May Meeting

  • Sharepoint (general discussion)
    • Makes document “versioning” easier
    • Saves file space and allows for better document management
    • Can start with the free edition and add capacity gradually or later
    • If you have a lot of docs, you should probably install Sharepoint on its own server
    • Windows 7 search is not as compatible with these files
    • Helps to decrease duplicate saved files across a network
  • Physical relocation of an organization’s office
    • Import to pull in tech and other departments
    • Planning for tech is crucial from early on
  • Case Management software
  • Remote PC access 
  • Getting tech support from large companies
    • Best time to call seems to be ~ 10 a.m. EST
    • Seems like one is less likely to be sent to off-shore representatives at this time of morning
  • Payroll solutions

The 2012 Bagels & Bytes Meeting Calendar is here.

Allegheny B&B – August 2011 Meeting

Our August meeting took place in Jewish Residential Services’ lovely meeting room at Rodef Shalom in Shadyside.  A big thanks to Paula and JRS staff for hosting us!  Our next meeting will take place on Wednesday, September 7 at the same location from 8:30-10 a.m.  Visit the 2011 Bagels & Bytes Meeting Calendar for more information.

We had a great turnout!  Topics and resources from the meeting include:

Webinar Software

Fundraising Software

  • DonorPro (noted: get an actual person on phone in support calls, smooth data conversion process, integrates with Constant Contact and OpenOffice)
  • Raiser’s Edge (noted: pricey, but cost can be brought down if you need a large # of licenses)
  • Landslide CRM (noted: Johna L. provided contact info – Jami Strangio, Senior Sales Advisor, Landslide Technologies, jamis@landslide.com, phone 781-325-4880 x1012, cell 617-543-1550)
  • Idealware.org has report on low-cost donor management software available for download

Data Record Retention

  • How long to keep?
  • On employees, 7 years by law
  • On donors, generally kept forever
  • There’s a balance to be struck between being too strict about data entered and too loose – the goal is good, but clean data.

Server Cleanup

  • How to keep enough file space and backup space?
  • Nose around, look at files, give notice to staff, delete.
  • Keep adding space, not ideal?
  • Can get external hard drives.
  • Set space limits (file space and email accounts).
  • Need to do more tech training/education with staff. Behavioral issue.
  • Address with policy?
  • Photo storage – cloud? Flickr?
  • MosyPro – online backups.
  • Network area storage – cloud, getting cheaper, easier to manage.

Upgrading to Windows 7

  • Need to upgrade RAM first.
  • Driver issues here and there, but not as many as when Win7 was first released.

Post-meeting, Michelle H. shared the following free webinar from Idealware on August 30:

“Ask the Expert: Low Cost Donor Management Tools

In partnership with Idealware, we recently published a detailed report comparing 29 different low cost donor management systems. The report provides an overview of what donor management systems do, recommendations for systems based on particular needs, comparison charts, and an index that provides summaries of all 29 systems.

This month’s Ask the Expert will offer members the chance to discuss and ask questions about selecting the right low cost donor database to the report’s authors: Andrea Berry and Jay Leslie. Moderating the Q&A discussion will be Robert Weiner, an expert on helping nonprofit organizations navigate the sea of donor databases. Join the live discussion on August 30th at 11 am PST/2 pm EST.  Register today, it’s free!”

Allegheny B&B – March 2010 Meeting

Bagels and Bytes in February 2010Our March meeting was held once again at Amani International Coffee House on the North Side. Note that the pic to the right is from last month, but…and correct me if I’m wrong…I believe that Katie, Norm, and Rose all sat in the exact same positions (different table) this month too.  How interesting and random!

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

Upgrading to Office 2007 and/or Windows 7

Other resources mentioned during our meeting

Our next meeting will be held at UCP/CLASS in Oakland, on April 7, 2010. Please note that we are now holding our meeting from 8:30 – 10 am each month.

The Bagels & Bytes 2010 Calendar is here.