April 2010

The Cloud is Not Safe. Check.

Last Monday, my Gmail account was hacked. It wasn’t scraped or spoofed. I did not get a computer virus and there was not spyware in my browser. My password was not “password”; it was a random bunch of characters. Some entity broke into my account and used it to send spam messages to every single person in my contacts list. Over 500 outgoing messages were in my sent folder, each containing a single link to a Viagra purveyor.

Of course I immediately Googled my situation. When I Tweeted about it, a friend sent me a NY Times article about a Google cyberattack that had come out that very same day. The attack is said to have hit Gmail’s password system back in December, and it’s unclear how much data was compromised. The day after I was attacked, this very helpful PC World article came out describing exactly what happened to me. I contacted Google with all the details and my spam message headers. As I expected, I haven’t heard a peep back from them.

Professional techies tend to have a decent awareness of how to avoid being hacked or getting a virus. Though I don’t use antivirus software, I haven’t had a problem with spyware, viruses or spam in years. Part of why I’ve been so successful is that I moved all of my email to the cloud—via free Google Apps at my org, and I run all my personal email through Gmail. I’ve grown complacent over time knowing I have the best spam filters in the world. Additionally, when you don’t download email onto your computer, it’s a lot harder to slip up and get a virus.

Last week was a good reminder that the Internet is never safe, and that the cloud is indeed very vulnerable. Many of the 500 recipients of the spam link from my spam attack opened the link because they trust mail from me. This was pretty embarrassing, as many of the spam emails went to colleagues and others with whom I do business. There were a range of responses, too. Dozens of well-meaning “Hey, you got hacked! Do you know about it? You have a virus!” Then there were these: “OMG I CLICKED ON THE LINK OMG DO I HAVE A VIRUS HELP ME TELL ME WHAT TO DO!!!!” My favorite response was from my neighbor, also a techie: “I think you got hacked… or… were you trying to tell me something with that Viagra link? <wink emoticon>"

The hack made for an ugly Monday, and my inbox was flooded with emails from concerned spam recipients and automated bounce messages for the rest of the week. I ended up setting up an auto-responder that ran for several days. “Yes, I know I was hacked. It was just a link, not a virus. Your computer is fine. I really need to get back to work. Have a nice day.”

In the last hour, I just received a spam message from a good friend who uses Yahoo mail. It looks exactly like the messages that were sent from my account. I wonder if the hack is spreading. Giant sigh.

Microsoft Office versus the World, Round 14?

Many folks today have developed a skepticism that Microsoft can innovate or use other than monopoly power to dominate. I have been thinking about this winter while teaching “Applied Technology” in the University of Mass Boston’s Labor Studies Program. The course includes introducing a lot of technology very quickly to a fairly diverse group of students. Over the course of the last couple months, I found myself giving mixed messages about choices among Microsoft Office, OpenOffice and Google Docs. And while I see smart use of both Open Office and Google Docs, Microsoft Office remains the preferred choice—even without the steep nonprofit discount.
 
Idealware.org has covered this topic before, including these articles and posts, and plans to update for Office 2010 soon:
 
 
 
Meanwhile, here’s my own update on things. What struck me in this class, is that the choices have less to do with feature comparison that with the surrounding factors that affect overall experience. I found myself starting nudging everyone to consider Open Office or Google docs, at least because student discounts on Microsoft products are not as generous as nonprofit. Students have enough expenses so why add to them by only teaching Microsoft Office 2007? What I see more clearly is that there are good reasons to choose among them, and they don’t primarily have to do with “features.”
 
Here are my admittedly subjective “top five” lists for each:  
 

   My Top Five Reasons to Use Microsoft Office (2007)  

 
  • Templates and other design gadgets and features, including Calibri and other new fonts: 
  • Stability and reliability of advanced formatting features
  • Programmability (macros, Visual Basic from within or controlled from without for office workflows)
  • The new ribbon user interface
  • Availability of books and tutorials, including Microsoft’s own excellent free on-line tutorials at office.microsoft.com 
 

 Open OfficeMy Top Five Reasons to Use Open Office (3.2)

 
  • Free and Open Source
  • Simple, familiar menus, easy to find things and no ribbon
  • Cross platform: Mac, Windows, Linux all work and look the same
  • Adherence to standards, for example in preparing text for the web, 
  • Security and privacy: not on the web, self-hosted and managed, and requires less maintenance to keep secure from threats than Microsoft Office.
 

 My Five Top Reasons to use Google Docs
 

  • Collaborative features: sharing documents, revisions
  • On-line use anywhere
  • Simple basic everyday features right at hand
  • Gadget library to extend features
  • Simple Google Forms to enter data. 
 
(I’m focusing here on Google Docs, though other on-line office suites, such as from Zoho.com, offer similar pros and cons.)
 

Some observations: Design vs Simplicity vs Collaboration.

 
In advising my students, I noticed that I came back to the first point in each list as a reason for choosing one over the other. Microsoft Office’s add-on libraries (mostly on-line at office.microsoft.com) really make it easy to find something close to what you want for an unfamiliar task, including community ratings. And the new fonts really are excellent. Arial? Tahoma? Vedana? Calibri is a really fine general purpose font. 
 
Some folks, maybe new users, may find the new Microsoft ribbon menus a pleasing way to acclimate oneself to everyday tasks. I suspect that most experienced folks who just want to get their work done prefer the familiar style of menus Office used to have and which Open Office, and most software, still has.  Less clutter and distraction. And Google docs are all about collaboration. Nothing beats being able to have a team phone call with several people taking notes in a Google doc or filling in a spreadsheet interactively.  
 

Free versus Open Source

 
Yup, Free vs Open Source vs Proprietary is increasingly complex. All three products here would not exist if not for gigantic corporate patronage: Microsoft vs Sun/Oracle (Open Office) vs Google. While Open Office remains free, my suspicious mind tells me that if Microsoft Office suddenly disappeared, the corporate oriented paid subscription support model (which already exists) would loom larger overnight.  And in the case of Google, free does not mean open source. While Google does Open Source many things, you cannot license and install your own copy of Google docs on your own server.  Use it on Google’s terms or not at all.
 
Perhaps related, nothing is really free. In the nonprofit and educational worlds, you can get discounted copies of Microsoft Office. The student edition is not as subsidized as the nonprofit copies. For a college student paying a few hundred dollars for a netbook for class work, the additional $80 to $125 for Office may be a lot less than the commercial cost, but it’s still a substantial proportion of the cost of the computer overall. I’m so used to nonprofit clients being able to get MS Office license for nickels on the dollar, I appreciated the opportunity to step back a bit to reflect on the costs that everyone else has. 
 
Nonprofit staff are often working with clients, volunteers, community partners who likely work or live elsewhere. If you build a collaborative or leadership model based on using features only in Microsoft products, you create a gap—technical, leadership, financial—between yourself and your staff and everyone else. 
 
And probably the biggest part of what is coming with Office 2010 will be its free on-line version, a direct and likely compelling challenge to Google Docs. Office Live will be free, presumably to introduce users to the full-featured installed versions of things. (Office 2010 is also Office 14, in case you were wondering about my  title.)
 

Old Story: Design Gizmos Don’t Make You a Designer

 
Having access to tons of templates, smart art, and all the other design extras doesn’t make you a graphic designer. Much of the reaction in recent years to overwrought Powerpoints, weighted down with sight and sound effects, is purely aesthetic. It distracts rather than keeps an audience’s attention. PresentationZen, by Garr Reynolds, shows that having a graphically powerful presentation takes more than clicking on templates from a library. I suspect some of this reaction also reflects an awareness that flashing all the Microsoft gadgetry just creates gaps with those with older software or free alternatives. It distracts and reinforce gaps and divides rather than draws everyone else in.  
 

Other Thoughts

 
I need to add something about performance. There is a perception that Microsoft Office, weighted down with features (“bloatware,” etc) runs slowly. Well, Office 2007 had pretty reasonable performance, and I am trying out Office 2010. Office 2010 loads amazingly fast, even in beta. Its performance will be a real attraction. Open Office has been playing catch-up in this regard. Open Office 3.1 and 3.2 are getting there in the performance department, impressively. And of course, if you are working on a low powered netbook, nothing will be better than working on line in Google docs, so long as you have a reasonable internet connection. (Not at all amusingly, in order to install the 3.2 OpenOffice upgrade on my Ubuntu netbook, I had to search the Internet to find how to overcome a series of warnings that it was not appropriate for “low powered” netbooks, but it runs fine now.)
 
Coming from a software developer perspective, I also have to add a point about programmability and data interchange. Most of us most of the time just write, chart, present, collect data. When you need to automate those tasks, integrate them with other work going on, and in general raise the level of office productivity, you look for the programmability of the software you use.  Microsoft Office has a dozen years or more of well trodden paths for generating documents, charts even presentations. Of course, Open Office is steadily adding macro support, and Google docs exist in a whole ecosystem of Google-friendly web services. A good way to measure this is to go on the Salesforce App Exchange site. Search for “Google” and you see more entries than for “Microsoft” right now. That covers anything and everything of course, and if you are looking for really high powered automated document generation, such as with CongaComposer, there is going to be more tools for Microsoft Office than anything else. If you don’t use Salesforce, check the tools and partner products pages for the software you use: this might well affect which office suite you use when. 
 
Final note: At the Nonprofit Technology Conference this year, I won a Microsoft Zune at an end-of-the day reception. The prize after me was a notebook computer and other raffles featured iPads. I was happy just to win. I had never held a Zune or even seen one, and I was skeptical. They are Microsoft’s answer to the iPod. You know what? It turns out to be a nice piece of hardware. And the software is pretty sharp as well. I'll keep my other music options too, but I’m going to keep this and experiment.
 
It's great the Oracle will continue to sponsor OpenOffice, and I use Google tools everyday, but yes, Microsoft is doing some cool things, too. 
 
 
 
 

 

What's up with the TechSoup Global/GuideStar International Merger?

TechSoup/GuideStar Int'l Logos

TechSoup Global (TSG) merged with GuideStar International (GSI) last week. Idealware readers are likely well-familiar with TechSoup, formerly CompuMentor, a nonprofit that supports other nonprofits, most notably through their TechSoup Stock software (and hardware) donation program, but also via countless projects and initiatives over the last 24 years. GuideStar International is an organization based in London that also works to support nonprofits by reporting on their efforts and promoting their missions to potential donors and supporters.

I spoke with Rebecca Masisak and Marnie Webb, two of the three CEOs of TechSoup Global (Daniel Ben-Horin is the founder and third CEO), in hopes of making this merger easier for all of us to understand. What I walked away with was not only context for the merger, but also a greater understanding of TechSoup's expanded mission.

Which GuideStar was that?

One of the confusing things about the merger is that, if you digested the news quickly, you might be under the impression that TechSoup is merging with the GuideStar that we in the U. S. are well acquainted with. That isn't the case. GuideStar International is a completely separate entity from GuideStar US, but with some mutual characteristics:

  • Both organizations were originally founded by Buzz Schmidt, the current President of GuideStar International;
  • They share a name and some agreements as to branding;
  • They both report on the efforts of charitable organizations, commonly referred to as nonprofits (NPOs) in the U.S.; Civil Society Organizations (CSOs) in the U.K.; or Non Governmental Organizations (NGOs) across the world.

 

Will this merger change the mission of TechSoup?

TechSoup Global's mission is working toward a time when every nonprofit and NGO on the planet has the technology resources and knowledge they need to operate at their full potential.

GuideStar International seeks to illuminate the work of every civil society organisation (CSO) in the world.

Per Rebecca, TechSoup's mission has been evolving internally for some time. The recent name change from TechSoup to TechSoup Global is a clear indicator of their ambition to expand their effectiveness beyond the U.S. borders, and efforts like NGOSource, which helps U.S. Foundations identify worthy organizations across the globe to fund, show a broadening of their traditional model of coordinating corporate donors with nonprofits.

Unlikely Alliances

TechSoup opened their Fundacja TechSoup office in Warsaw, Poland two years ago, in order to better support their European partners and the NGO's there. They currently work with 32 partners outside of the United States. The incorporation of GSI's London headquarters strengthens their European base of operations, as well as their ties to CSOs, as both TechSoup and GSI have many established relationships. GSI maintains an extensive database, and TechSoup sees great potential in merging their strength, as builders of relationships between entities both inside and outside of the nonprofit community, with a comprehensive database of organization and missions.

This will allow them, as Rebecca puts it, to leverage an "unlikely alliance" of partners from the nonprofit/non-governmental groups, corporate world, funders and donors, and collaborative partners (such as Idealware) to educate and provide resources to worthwhile organizations.

Repeatable Practices

After Rebecca provided this context of TSG's mission and GSI's suitability as an integrated partner, Marnie unleashed the real potential payload. The goal, right in line with TSG's mission, is to assist CSOs across the globe in the task of mastering technology in service to their missions. But it's also to take the practices that work and recreate them. With a knowledge base of organizations and technology strategies, TechSoup is looking to grow external support for the organizations they serve by increasing and reporting on their effectiveness. Identify the organizations, get them resources, and expose what works.

All in all, I'm inspired by TSG's expanded and ambitious goals, and look forward to seeing the great things that are likely to come out of this merger.

 

NTC Project Management for OS CMS Follow-up

 This year was my first time being on a panel for the annual Nonprofit Technology Conference hosted by NTEN. The well-attended session that I took part in,"Making it Real: Getting Project Management Right for Content Management Web Projects", was put together by fellow Idealware blogger Steve Backman and was not only a lot of fun, but seemed to be useful for a lot of different types of folks. I have to admit to being sort of a project management aficionado and was very excited to participate. Mimi Kantor also of Database Designs and Ted Fickes from The Wilderness Society provided a wealth of experience and wisdom to the panel as well.

In preparing for the session we soon realized that the topic was both wide and deep and needed to be narrowed down. Naturally there were areas in which we wished we could have spent more time and some of the resources we wanted to include just didn't fit. Also, due to a SlideShare issue our list of resource links didn't make it into the final slides so I thought I would post some of the more useful items here.

You can see the session slides (sans links below) on SlideShare, which is good, because our projector wouldn't work and we didn't get to show them live.

One of the big differences for managing a project for a new site or redesign in an open source CMS is the flexibility of process steps. Unlike a hand-built HTML site or even an all in one proprietary system, organizations now have a whole array of alternate paths to site completion - as long as the strategic planning gets done first to guide the way. There are so many options and considerations that can determine the best project workflow for a particular site that this could probably be a session in and of itself.
 


And we came up with some great resources if you are just getting into project management or are new to building a site on an Open Source database driven CMS. Is there project manager equivalent to the accidental techie role in nonprofits? The answer seems to be a resounding YES!

Project management info
The Web Style guide  is a great site for both newbies and old pros with a good grounding in the basics and some really interesting insights into the process of building your web site. Also some discussion on the Complexity of Managing a CMS from Boxes and Arrows.

Post Launch
One of the items that didn't fit but I think is still worth offering here is a sample post-launch planning document I use with clients to aid for keeping their web site fresh, with some smart improvements from Steve. We think its a good idea to plan ahead as part of the site launch process to make sure all that work doesn't suffer from neglect once the excitement about the site has worn off.

Enough with the theory, just tell me about the tools

Reviews
Right here on Idealware are some fantastic resources on project management tools including  a look at of some of the most common project management tools.
From Social Signal  there is a good review of manymoon and the earlier but still good examination of basecamp workflows.

And the missing links - Mimi tracked down and posted all these in the version of the slides that SlideShare refused to upload - so here they are:

Communications Tools

Basecamp, Central Desktop, Open Atrium, Sharepoint, Zoho

Time Tracking and Scheduling/ Issues / Bugs

Intervals , Harvest, MS Project, Many Moon, donedone

Wireframe Tools

Visio, Omnigraffle, Gliffy, Balsamiq

Group Collaboration

Google Products including Docs, Calendar, Gtalk, etc.
Microsoft Office or Open Office
Dropbox

Screen Share / Audio Tools / Video Chat

Ready Talk, Adobe Connect, Go To Meeting, Skype, iChat, FreeConference, Meebo, ooVoo

 

We're Hiring!

 Idealware is hiring!  We're looking for a smart, enthusiastic Americorp VISTA to develop and manage our eLearning Training Initiative. 

 
As an Americorps VISTA member at Idealware, you will work with our team to define an eLearning strategy to deliver training to help nonprofits choose software.  You will package curriculum materials we’ve already developed to be optimally viewed as screencasts, software demos and more, as well as create new modules to fill content gaps and expand our scope of offerings.  The core goals of the project are to translate Idealware’s extensive existing training materials into a compelling library of eLearning modules using videos, animations, screencasts, and interactive and thought provoking excerises.
 
Idealware is a a 501(c)(3) nonprofit that provides thoroughly researched, impartial and accessible resources about software to help nonprofits make smart software decisions. We're a national organization located in Portland, Maine, a vibrant and growing small city, minutes from both the beach and mountains, two hours from Boston, and with a very affordable cost of living. In 2009, Forbes rated it the #1 city in the country for quality of living and Bon Appetite rated it the “Foodiest Small City in America.”  The Americorp VISTA program will cover costs of relocation.
 

Using the Cloud as a Career Development Tool

Photo by Kevin Dooley http://www.flickr.com/people/pagedooley/
Photo by Kevin Dooley

This year, I presented at a session at the NTEN NTC designed by Idealware blogger Peter Campbell called Earth to Cloud: When, Why and How to Outsource Applications. The room was packed. I know “the cloud” is a buzz term right now. What particularly surprised me, though, is one of the topics we talked about the most at the session: email.

There was a mix of people in the room from organizations that ranged in size very large (50-100 or more users) to very small (5-10 users). I assumed that the small and medium-sized orgs would all have moved their email to free Google Apps by now. When we asked who was still running an in-house mail server, about half the room raised their hands! Whoah. Why?

What emerged in discussion was that though many techies themselves had been sold on migrating to the cloud, they had come up against logistical and cultural challenges that have kept them from doing it thus far. Peter shared that for him, the technical logistics of migrating about 175 users at Earthjustice is part of what’s held him up, but that he is interested in Google Apps and continues to evaluate when and if it might be feasible to make a move. For all sizes of orgs who had not yet moved their email to the cloud, session attendees reported other barriers that included (both valid and exaggerated) fears about data privacy and ownership, and cultural attachments to on-site servers and desktop email apps like Outlook.

In some cases, the overloaded techies just didn’t have the time yet to make the shift to the cloud, even though they wanted to. And this was an a-ha moment for me. Yes, outsourcing to the cloud can create efficiencies that give you more time and therefore increase your staff capacity. But in my experience, moving certain things to the cloud was actually a key to my own professional development.

At my last org—where we had 6-10 users at any given time—I first (pre-Apps) moved our email server onto our virtual server with our web site. We had an on-call server admin to help us run it. But even that level of cloud needed a lot of my attention. Spambots would take our server down. V1gara blither blather would annoy my staff, and some of the explicit emails that made it past our filters were actually upsetting. I didn’t enjoy babysitting my mail server and worrying about spam. Server management is not the best use of my skill set. It ate time when I could have been learning about and trying new tech things that were a better match for my abilities.

I used the opportunity to move to Google Apps as a way to shape my job responsibilities and get rid of the ones I didn’t want. I didn’t like having to be the one to draft bulk emails, either; ConstantContact was in the cloud, affordable, and had a UI that most of our staff could use, so I got rid of that task, too. What did I gain? More time to do things that the org really needed and that also interested me—like researching social networking trends and fundraising; planning and strategizing about how best to use tech to get our mission work done; re-building us a newer, better Drupal site. I know I was lucky that I had an Executive Director who gave me the room to run and let put the time in to manage migration to the cloud and the office changes that came with it. Even though it can feel like a Faustian bargain to use the cloud—with a lot of unanswered questions about privacy and ownership—my org's programs gained an innovative edge because we had time to put energy into mission work instead of just infrastructure.

Putting The Tech Back In Nonprofit Technology

We're all back from the Nonprofit Technology Conference, where nine of the ten Idealware bloggers congregated, along with some 1,440 of our peers in the nptech community. What a gas! NTC, as we call the conference, is what high school would have been like if everyone had been a member of the popular clique. The combination of peer education and celebration of our common interest in saving the world with heart and technology make for an exuberant occasion. And I can't say enough about the awe and appreciation I have for Holly, Anna, Annaliese, Brett, Sarah and Karl, and the amazing event that they recreate year after year for us.

But, enough gushing. One of my (many) rants regards my concern that, although the biggest group of people that we call "nptechies" are the ones who support technology in their organizations, our biggest nptech conferences focus heavily on social media and the web (NTC, Netsquared, and now SXSW). It is true that the advent of social media and the interactive web is spawning a revolution in the way that we do advocacy and fundraising. But there is no less of a revolution in our server rooms, where virtualization, cloud computing and wireless devices are changing the entire way that we manage and deliver applications.

Our System Administrators, Support Specialists and Accidental Techies need to share in the peer support that can inform their efforts and help them feel more connected, both to their missions and the broader community. This year, in deference to a throat getting hoarse from ranting, I took a first stab at addressing this gap.

The Tech Track

The tech track was conceived as a six session "mini" track; five of the proposed sessions made the cut. The topics went from the basics to the broad overview:

  • Tech Track 1: Working Without a Wire (But With a Net): Dealing with Wireless Networks, Laptops, and Cell Phones
  • Tech Track 2: Proper Plumbing: Virtualization and Networking Technologies
  • Tech Track 3: Earth to Cloud: When, Why and How to Outsource Applications
  • Tech Track 4: Budget vs Benefits: Providing Top Class Technology in Constrained Resource Environments
  • Tech Track 5: Articulating Tech: How to Win Friends and Influence Luddites.

 

Joining me in these sessions were fellow blogger Johanna Bates of OpenIssue, Matt Eshleman of CITIDC, Tracy Kronzak of Applied Research Center, John Merritt of the San Diego YMCA, Michelle Murrain of OpenIssue, Michael Sola of National Wildlife Federation and Thomas Taylor of the Greater Philadelphia Cultural Alliance.

Subject Matter

Instead of doing the usual Powerpoint presentations and talking to the crowd, we pulled the chairs into circles for these sessions and put the session agenda up for grabs, asking each group what issues, related to the session topic, were foremost in their minds. The conversation was rich, and served as a healthy catalogue of the challenges facing nonprofit technology practitioners. Some highlights:

  • Supporting remote laptop use in a western state with very little wireless bandwidth available
  • Securing our networks while making network data accessible on mobile devices
  • Supporting use of and crafting fair policies to address the boom in mobile devices
  • Understanding the risks and benefits of virtualizing servers and desktops
  • Knowing how and when to virtualize, and how Storage Area Networks fit in the big picture
  • Weighing the risk of cloud computing, which also entails weighing the risks of our non-cloud networks
  • Knowing what to ask a cloud provider to insure that data is safe, even in the case of the provider going out of business
  • Assessing the cost of owned vs service-provided applications
  • Assessing the readiness of Cloud Computing, and moving large, complex server rooms to the cloud
  • Chickens and eggs: what to do when IT is asked to budget, but is not part of the planning process prior?
  • What strategies can be applied to provide good technology with limited budgets?
  • What tools and resources are available to help with the budgeting process?
  • How can we engage our users when we roll out new technology?
  • How do we get them to attend training?

 

Next week, I'll follow this up with some of the answers we came up with for these questions.

Technology Succession Planning

Who at your organization knows how to operate your donor database?  Who transfers information from your online donation software into your constituent management software?  Where are the templates located for your broadcast email software?  What if the person with that knowledge left the organization, would anyone know how manage these essential tasks and tools?

Many nonprofits employ succession plans for their Board Chair and maybe even for their Executive Director, but what about for their technology usage?  A technology succession plan is something that every nonprofit should consider- something that will save tons of man hours during a transition and could potentially help to streamline your technology usage right now.

Consider taking the following steps to create your technology succession plan:

  1. Figure out who does what!  First, what software are you actually using at your organization?  Who is actively using different pieces of essential software?  Who at least knows how to use the programs?  Answering these questions will help you figure out who needs to take part in the succession planning, who holds the information you need, and who should have the know-how, but doesn’t.
  2. Record your processes.  It might be intuitive to you that when you enter a prospect into your database they are labeled in a certain way, but that is likely not the case for all users of the software.  To help streamline your data now and support consistency after you leave, it is helpful to create a guide to data entry and processes.  Record how you enter new contacts, donations and campaigns, and how you complete important processes that involve software (like how you get donor data from your online donation tool to your database, or where the branded templates for broadcast emails are located). 
  3. Collect essential information.  Create a document that contains essential log-ins and passwords, warranty information, support and sales contacts, and where manuals and other hard copy documentation are located.  Trust me, this is essential.  Way too often, people leave organizations and the passwords to software go with them.
  4. Train current and new staff.  Don’t be the only person who knows how to use the database, update the website, or send out broadcast emails.  What if you go on vacation, let alone leave the organization!  Just like we have a Vice Chair of the Board and maybe even a Deputy Director of the organization, we need to have “Back-up Software Specialists”.  Make sure you train someone else in your organization on key software (really, your Executive Director should have at least cursory knowledge of your database).  This prevents the institutional knowledge from disappearing after you leave.  Also, if you leave your organization on good terms, it is a real stand-up move to offer to come in and train your replacement on software programs (or at least offer to help if they have questions). 

So what have I missed?  What are you implementing at your organization?  What have you found to be successful?  And, what do you wish you had done but didn’t?

Good luck...here’s to a fluid transition!

 

 

Reflections on the Nonprofit Technology Conference

This year’s Nonprofit Technology Conference, (nten.org/ntc) pulled just under 1500 nonprofit technology leaders into another mad rush of learning, reconnecting, brainstorming, and doing business. As each of us returns home, we’ll be thinking how to answer the inevitable, what’s new, was it worthwhile questions. And there was a lot that seemed new, evolving even since last year.
 
We are for sure in the middle of a wave of website upgrades. Not just makeovers--an outdated term at this point--but upgrades. Upgrades from either old style static HTML sites or else from sites based on old school, proprietary content management systems. There is now a much broader understanding of the power of content management systems. At the NTC, proprietary CMS' abound, including interesting new ones. Yet as strong or stronger is the sense that using an open source content management system is as natural and safe as using Firefox instead of vendor-controlled Internet Explorer or Safari. 
 
All told, compared to two and three years ago, the value proposition of upgrading one's website seems a settled question to tech decision makers and influencers. Idealware.org’s comparison of the open source CMS final four remains in demand as organizations make their plans. Judging by the response to the web project management panel I was on, there may not be as much understanding of how to organize these kinds of projects. 
 
Interestingly, attention has begun to swing toward that other “C--” three letter acronym, CRM, or contact relationship management. More organizations, including smaller organizations, have sensed that they don't have to live with a messy collection of spreadsheets; orphaned databases; isolated donor tracking software; e-news lists; and financial software. Even smaller organizations are looking for the “one ring to rule them all”—unified or at least strategically centered contact management. For many organizations, full change make take a year or two, but there's more buzz to understand the options now. Here too, it seems that there are stronger software choices these days, and here as well, more discussion on how to choose, network-installed versus web-based, and how to collect and migrate all that data (which I wrote about a few weeks ago here).
 
Interest in CMS/CRM modernization intersects with a third and increasingly urgent pole of strategic planning—social media. The fact that social media-based fund-raising and advocacy along with  building on-line community has become an object of strategy at the NTC probably marks the biggest change. I was thinking about this after saying hello to Eve Smith, from Easter Seals. Two years ago, Eve took part in one of Beth Kanter's amazing panels. Eve's straightforward, plain-spoken description of her organization's first forays into social media based fund-raising struck a strong chord. Back then, it seemed that social media campaigns fell into the realm of the tactical and experimental. 
 
This year, several discussions probed how social media integrates with and now even shapes overall constituency, advocacy and other web communications strategy. And another sign of change: many workshops not specifically focused on social media included it as part of their discussion. Over time, there will probably be fewer workshops on social media per se yet more workshops that discuss it. It is becoming mainstream.
 
Also related to CRM/CMS modernization is the continuing NTC emphasis on effective fund-raising. With government and private foundation funding still in recessionary lag, you can feel the urgency of improving individual donor management. Idealware.org’s comparison of low cost donor databases also remains a big hit, along with NTEN’s updated survey of data systems overall. At the NTC, there were presentations and updated products for more effective targeting of individual appeals at those who can contribute and at levels they can afford. 
 
All this emphasis on strategy makes sense, and has helped keep the NTC’s participation balanced toward nonprofit program and development staff. Many NTC consultant or vendor attendees with strong tech chops do come to NTC. And lots of tech conversation takes place. It's a tribute to the conference planners that they ensure plenty of breaks, pick hotels with good places to go off and caucus, and periodic sources of caffeine and allied sugar-based stimulants. 
 
The workshops themselves continue to really focus at a higher level, with resource lists for the deeper dive. Our panel (Heather Graham-Madras, Ted Fickes, Mimi Kantor and myself) didn't really teach anyone much of anything about how content management systems work. We focused experience and best practices for planning and managing and that seemed just fine.
 
In general, nonprofit technology today is not the sole preserve of “IT,” but also of communications teams, development managers, and program leaders. The demand for web services and software as a service (SaaS)  that is configurable without or with minimal code is strong. It’s great that the participation balance at the NTC reflects a real democratization of technology within the nonprofit sector. 
 
Conversely, I do wonder whether we should be aiming for a wider range of topics. Fringe topics such as GIS (spatial analysis and mapping) and green technology do get covered. The NTC “tech track,” led by fellow Idealware blogger Peter Campbell, also brought in some essential infrastructure topics. Yet overall, there is a narrower reach of sharing than at, say, Drupalcon. Comparing the hot topics at NTC to what we see in the mainstream tech press and blogs, two things come to mind. First, we probably don’t pay as much attention to emerging infrastructure issues, such as private versus public clouds and virtualization. Second, it would be great to see more exploration of general issues of technology and society, such as keeping the Internet open; the social impact of on-line advertising; privacy, security and corporate data mining. These kinds of topics would serve our overall professional development as technology leaders. 
 
To give NTEN its due, the NTC does feature keynote speakers addressing wider topics, such as this year’s Games for Change presentation. It would be great to have workshops that bear down on these from the nonprofit tech point of view. Just a thought. 
 
All told, another great conference, with lots to think about and follow up on. What have I missed?
 
 

Survey: Help us understand how social media works for your nonprofit!

 We need your help!  If your organization is using social media (Facebook, Twitter, blogs, MySpace, LinkedIn, video or photo sharing sites, or something else you consider social media) in any way, can you fill out a quick, one page survey about what you’re doing and how it’s working?

 
Over here at Idealware, we’re in the midst of an information gathering project to understand what social media techniques are likely to work for what purposes.  We plan to summarize this information into a free “Social Media Decision Guide,” to help nonprofits make choices for their own organization, available for free in the late summer or early fall.  
 
We’ve already published the results from our first survey  in our report Using Social Media to Meet Nonprofit Goals. Many thanks if you responded to that one!  Now we want to go deeper.  We want to understand what tools are most effective for specific purposes – is Facebook likely to be a better bet than photo sharing to recruit youth volunteers?  What about for getting people to sign a petition?  For donations?
 
And to do that, we need VOLUME!  The more examples you can share the better, about the successful, unsuccessful, or middling things your organization has tried with social media.  We’ll analyze it all and let you know the trends – what’s working for a lot of people?  What’s not working?
 
You may be saying to yourself “But I don’t have any very useful insights…” It doesn’t matter!  Please fill out the one-page survey anyway, if you have any examples of nonprofit social media use!  The more data we have, the better we can see the trends.  
 
To provide a little incentive, we’ll provide three lucky participants with a free copy of our paperback Field Guide to Software for Nonprofits
 
 
Thanks in advance for your help!