A member of the PRSPCT-L listserve (for prospect researchers) asked "What do other institutions do to regulate or “police” data entry work, specifically when you have multiple users with authority to make updates?" It's a tough problem. Here are a few approaches (other than locking … [Read more...]
Thoughts on Software RFPs
I received the following email from Keith Heller, a database consultant who works with Raiser's Edge and Common Ground clients: We’ve been involved with responding to many RFPs over the years and I have a general inquiry that is in your bailiwick. I often see RFPs that are quite lengthy and … [Read more...]
Idealware’s Field Guide to Nonprofit Software: Fundraising, Communications and Outreach
Idealware recently released its Fundraising, Communications and Outreach. Unlike their earlier guides (to inexpensive donor databases, content management systems, online donation tools, etc.) this one is an actual book (84 pages, paperback) and costs actual money ($19.95, plus, I assume, … [Read more...]
What’s in Your Data Ecosystem?
Our friends at NTEN have launched a survey to examine nonprofits' data ecosystems. Your first question is probably "what is a data ecosystem?" NTEN describes it as follows: The nonprofit ecosystem is a way of thinking about how data is shared by and flows across the different … [Read more...]
Do You Need New Donor Management Software?
Idealware just published an article by Keith Heller called Do You Need New Donor Management Software? Keith urges nonprofits to look before they leap into new software, cautioning that "new software may not make anything better — in fact, it could make things worse." He then addresses what new … [Read more...]
New Year’s Resolution: Be Good To Your Data
My friend and fellow consultant John Kenyon is fond of saying that, after people, data is an organization's most important asset. An organization's databases store its history: contact records; people served; donors, funders, and prospects; VIPs, volunteers, and vendors; event attendees, and more. … [Read more...]
Best Practices for Managing a Database
"After people, data is your most important asset." -- John Kenyon Left unattended, databases will turn into piles of mush. Therefore, develop data entry policies and procedures, and train everyone who enters data. Excel is not a database, and is one of the leading causes of dirty data. … [Read more...]
Convio Releases “Common Ground” Donor Database
In June I mentioned that Convio had announced the beta release of a donor database it was calling Aikido, built on the SalesForce platform. This is not a new template for SalesForce, but a product built from the ground up. At the time, they said it would be a separate product from their online … [Read more...]
Duplicates in your Database?
There's been a series of discussions on the FUNDSVCS and PRSPCT-L lists about dealing with duplicates in a database, and preventing new dupes from being created. Melissa Graves from The Village for Families and Children suggested the following routine steps: A) Search for a matching record before … [Read more...]