Articles: Back Office & Operations

Idealware articles, like those in our Few Good Tools series, give nonprofits concise, critical information on the software choices available for specific organizational functions and goals. We compare software options, offer real life examples and case studies, and give you the tools to make the right decision based on your specific needs.

Articles: Back Office & Operations

  • By Brett Bonfield and Laura S. Quinn,
    July 2010

    For a while, nonprofit organizations' choice of office suites was limited to Microsoft Office or... Microsoft Office.  But over time, a viable open source option has emerged: OpenOffice.org. Should you consider OpenOffice? Will it make sense for your users and organization? In this article, updated in July 2010, we compare Microsoft Office 2010 to OpenOffice.org 3.2.

  • By Laura S. Quinn,
    June 2010

    There are many software applications that can help with project management tasks - but also many different opinions about what types of functionality you might want.  In this article, revised in June 2010, we round up the types of software and the vendorswhat nonprofit  project managers to understand what software has been useful to them.

     

  • By Chris Bernard,
    May 2010

     Every organization should back up its data.  But for a small organization, it likely doesn't make sense to mess around with complex hardware solutions.  We talked to some nonprofit technology experts to understand what online data backup solutions make sense for nonprofits.

  • By Kaitlin LaCasse,
    February 2010

    It's easy for your organization to get overwhelmed with data. Executive dashboards can provide an overview of your organizational health at a glance. But how do you actually create one? We provide three examples of nonprofit dashboards.

  • By David Deal, for the Green IT Consortium,
    November 2009

    Computers and servers can consume a tremendous amount of natural resources.  David Deal and the Green IT Consortium take a look the software that can help you reduce your environmental footprint.

  • By Laura S. Quinn,
    October 2009

    Data warehouses can allow larger organizations to pull information from multiple places to report on it or analyze it in a central place.  We take a look at the software and processes you'll need to create your own.

  • By Laura S. Quinn,
    August 2009

    Through HIPAA, the US government provides a set of instructions and guidelines for working with patient health data. What you should look for to ensure that a software package will comply with the HIPAA standards? We asked a number of experts and rounded up their answers.

  • By Laura S. Quinn,
    January 2009

    Is online office software likely to fit your needs better than more traditional desktop software? Or are installed applications like Microsoft Office the reigning champs for a reason? We take a look at the differences between online and installed options in the areas that are often important to nonprofits.

  • By Eric Leland,
    October 2008

    Online surveys can be a huge help in understanding what your constituents think and how successful your programs are - without breaking your budget. We spoke to five nonprofit staff members to understand how the existing online survey tools compare.

  • By Laura S. Quinn,
    August 2008

    It's not necessarily difficult or expensive to accept payments by credit card. We provide some tips and tools to process credit card transactions both online and off.

  • By Michele Murrain and Laura Quinn,
    May 2008

    Managing all the dates, documents, tasks and people associated with a project can be daunting, but online project management software can help. We present three case studies of nonprofits who have used packages like Basecamp, Central Desktop and Trac to help manage real projects.

  • By Laura S. Quinn,
    March 2008

    You’ve finally hired two new staff members to join your successful nonprofit. The trouble is, your new colleagues are in Chicago and your headquarters is in San Francisco. How will you share documents? Is there a better solution than constantly emailing attachments?

  • By Jeremy Wallace,
    March 2008

    Documenting your organizational procedures can be a big help, but this information often languishes in obscurity and goes slowly out of date. Jeremy Wallace talks about how wikis - easily editable websites - can help.

    Most organizations have (or at least should have!) internal documentation that outlines procedures, best practices, and tips to help make everyone’s job easier. For instance, an organization might write up:

  • By Laura S. Quinn,
    February 2008

    No matter its size or its budget, any nonprofit can benefit from the right accounting software. Find out what our experts have to say about QuickBooks, Peachtree, Fundware, The Financial Edge, Mas90, GreatPlains, and others.

  • By Laura S. Quinn ,
    December 2007

    With Google's recently announced Google Apps donation program - which offers organizational email, calendaring, and document sharing for free - there’s suddenly a viable alternative to Microsoft Outlook for many organizations. How does Google Apps compare to Microsoft Outlook for typical nonprofit needs? We take a close look.

  • By Peter S. Campbell,
    October 2007

    Let’s say you have two different software packages, and you’d like them to be able to share data. What would be involved? Can you link them so they exchange data automatically? And what do all those acronyms mean? Peter Campbell explains.

  • By Laura S. Quinn,
    September 2007

    Secure, staff-only websites, called intranets, are widespread in the business world and increasingly common among nonprofits. What are NPOs doing within these private Web sites? What are the benefits, and the costs? We profile three different administrative intranets.

  • By Beth Kanter,
    March 2007

    Screencasts – movies that capture tasks performed on a computer – can be powerful communication and training tools, and you don’t need to be a Hollywood filmmaker to create them. Beth Kanter walks through why screencasts are useful, how to create them, and some of the software tools that help in the process.

  • By Laura S. Quinn,
    February 2007

    Integrating all your constituent tracking applications so they can share data is highly desirable, but how should you go about it? We walk through the pros and cons of three basic methods of integrating data: Manual Import/ Export, Integrated Packages, and Automated Connectors.

  • By Peter S. Campbell,
    January 2007

    Is your organization drowning in a virtual sea of documents? Document management systems can provide invaluable document searching, versioning, comparison, and collaboration features. Peter Campbell explains.

  • By Laura S. Quinn,
    January 2007

    It can be hard to understand how online payment processing works. Many different steps and a lot of jargon make it seem more complicated than it is. To help you see the big picture, we’ve laid out a typical payment process in diagrams.

    Here’s the whole diagram – but don’t worry, we’ll break it down.

  • By Laura S. Quinn,
    September 2006

    You may have seen signs that knowledge isn't flowing easily through your nonprofit: Staff can't find documents, or research things that others already know, and decisions are made without full information. Software can't solve all your problems, but it can probably help.

Articles: Back Office & Operations

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