database management tools for small organizations

Andy Wolberandy@npowermichigan.

org

Database Management Toolsfor Small Organizations

Typical Data Management Priorities

Financials DonorManagement

Programs

1. Consolidate2. Connect(Not necessarily two-way, real time)

or

ConsolidateConnectWeb-enable

http://nptechsurvey.wordpress.com/

Financials DonorManagement

Programs(Clients,

Volunteers)

53%

“Other”

Source: Bayer Center for Nonprofit Management Study, 2008. Survey of 330 nonprofit organizations.

23%

41%

List functional requirements (3 meetings, 1 hour each)

Identify options (up to 4 hours per participant)

Discuss alternatives; narrow list of options (2 meetings)

Get product details

Vendor demos

Calls to real users

User visits

Decision

“If donors are also…”

• Program participants / ticket buyers … then look for Client Relationship Management solutions

• Volunteers … then look for Volunteer Management solutions

• Event attendees … then look for Event Management modules

http://tinyurl.com/67oowh

http://tinyurl.com/qce77u

Donor information tips

• Wherever you ask for a donor’s phone number, ask for an email address.

• Ask the donor’s preferred contact method: mail, phone, email.

• Provide a way to “opt out” of mailings, phone calls, or email.

• Track returned or rejected communications. Put a process in place to systematically update donor records.

Clean the List

Run your mailing list through the National Change of Address (NCOA) service periodically to minimize postage costs– Overview: http://www.usps.com/ncsc/

addressservices/moveupdate/changeaddress.htm – Mailing houses typically offer this service– There are varying levels of review (standardization,

5-digit zip, zip+4, etc.)

Photo source: Google Maps Street View at http://tinyurl.com/df79uj

Estimating Costs

Source: www.aicpa.org/pubs/jofa/sep2003/johnston.htm, accessed 6/5/2006

Initial price Time to implement

Cost of implementation

Entry level $100 - $2.5k Up to 2 months

5 times initial price

Small / medium business

$5k - $40k Up to 6 months

1 times the initial price

Small / medium enterprise

$10k - $250k Up to 18 months

2 times the initial price tag

Enterprise resource planning

$250k - $50 million

Up to 36 months

1-5 times the initial price tag

1 2 3 4 5

http://tinyurl.com/2o9q6d

www.Telosa.com

http://tinyurl.com/r6q3u4

www.giftworks.com

Web data

2005

One internal

databaseWeb data

2006 Plan

Auto-sync

One web database

Cloud option

www.37signals.com

“Cloud Computing”

www.donorperfect.com

www.blackbaud.com

www.eTapestry.com

www.bbnow.com

Standard DSL download speed (1.5 Mbps)

Standard DSL upload speed (384 kbps)

T1 Line (1.5 Mbps)download & upload

“symmetrical”

www.socialsolutions.com

http://www.volunteersolutions.org/products/

http://tinyurl.com/88t99p

www.volunteermatch.org

http://www.theextraordinaries.org/

www.eventbrite.com

www.regonline.com

www.civicrm.org

http://www.salesforcefoundation.org/product

http://www.salesforce.com/products/mobile/iPhone/

www.WildApricot.com

www.nten.org/research

http://tinyurl.com/5glrox

Andy Wolberandy@npowermichigan.org