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Technology Planning: Non-Profit IT Budgeting

  
  
  
Patrick Ciccarelli

It's that time of year when many of our clients are finalizing budgets for the next academic year. For those readers who are not involved in the budgeting process (and even if you are), here is some information on how it typically works.

Recommendations for Health Services Shifting to EHR Platform

  
  
  
Patrick CiccarelliThe Affordable Care Act is reshaping our health care landscape. Non-profit organizations that provide health and human services are right in the thick of it, along with hospitals, counties, and many others. The need to adapt to changing policies is not new to any organization within health services, but that doesn't mean the decisions are clear or easy. One of the resulting effects of this Act can be seen most readily with IT and electronic health records.
 
Electronic Health Record systems have been around for a long time, but many non-profits haven’t implemented this as a solution if it was not a requirement. Now, the landscape is changing and organizations have to tackle what can be a difficult decision. Fortunately, we've now been through this process a few times with clients, and I would like to offer some suggestions to help your organization move things along and determine the best solution.
 
Quickly, let’s break down the process into the following steps:

1.       Assess your requirements
2.       Research Options
3.       Evaluate Products
4.       Plan Capacity and Implementation
5.       Pilot
6.       Implementation
7.       Evaluate and Optimize
 
For some, this approach may seem clear and straightforward. For others, this procedure may feel like overkill. Regardless of how you skin it, there is something from each of these phases that needs to be incorporated into your decision making process. It's not to say that you won't be able to complete your selection without following these steps to a tee, but you may be gambling with your time and money. It is my advice that it’s worthwhile to thoroughly work through the process, and carefully arrive at your decision.
 
A few recommendations from our experiences:
  • Assign an internal champion to keep the process moving forward
  • Assign an internal manager (could be the same as the champion)
  • Develop a group or committee to discuss organizational-wide needs
  • Network with your peers for ideas, recommendations, and experience (it's invaluable!)
  • Engage product vendors as collaborators, not as sales people (if they’re good, they should really understand the business and the requirements)
  • Demo first, run more detailed evaluations later
  • Make sure vendors invest the time to understand your model and your work
  • Get budget numbers, but don't eliminate solutions based on price alone (think long-term rather than short-term solutions, which may appear more affordable but could actually be more costly over time).

Contact us if you have questions or recommendations on how to tackle this selection process. We would love to hear good and bad experiences alike.


















Salesforce Implementation for Non-Profits

  
  
  
Patrick Ciccarelli

Salesforce Non-Profit Starter Pack: Common Mistakes
Over the past several years many of the non-profits Varsity has worked with have either considered Salesforce for their organization or have adopted it. Generally, I am impressed with Salesforce as a SaaS application, but what’s surprising is the number of organizations that express disappointment with its implementation. In this article I'll tackle some of the reasons as to why this is happening. 

How Is It Used?


Developing a Technology Strategy Part 4: Aligning Technology

  
  
  
Patrick Ciccarelli

If you missed the first three parts of this series, here is a quick synopsis: In part 1, I covered some myths and problems to consider before starting the planning process. There are some good points to remember if you haven't done this before. In part 2, I discussed the need to understand the context of your audience by learning their language, and understanding areas they focus on and care about to do their job. In part 3, I focused on developing organizational goals independent of technology. 

Developing a Technology Strategy for Your Non-Profit: Part 2 - Strategy and Buy-in

  
  
  
Patrick Ciccarelli

About 10 years ago I worked on my first construction project for a brand new school. The school was a client and they asked me to be involved in developing a technology plan, and then develop the requirements and specifications that would go into the construction of the school. During the entire course of that engagement I struggled to work with the architects, the general contractor, and all of the trades. The project wasn't complicated, but it seemed that every decision involved three times as much discussion as was necessary. The project got done but not without me shaking my head and wondering, would I ever do this again?

Office 365 Offers Compelling New Applications for Non-Profits

  
  
  
Microsoft Office 365

In just the past few months, Microsoft has released special charity pricing for non-profits and education. I’ve been following the product release and feedback and it has been very positive.

How GLIDE Changes Lives, Even for Volunteers

  
  
  
Glide Kitchen

Varsity recently had the privilege of volunteering at GLIDE, a wonderful San Francisco based non-profit with a mission to alleviate suffering and break the cycles of poverty and marginalization. GLIDE offers wellness programs, support groups and services, health care, meal services, housing assistance, church services and religious activities, and leadership programs aimed at getting people off the streets and back on track. These are just a few of the ways GLIDE is making a profound difference in the community. If you haven't yet gone for a visit, I highly recommend it!

4 Cloud Technology Models for Non-profit Executives to Consider

  
  
  
Cloud Technology

For the past six years Varsity has been selling and using cloud applications. The scope of our cloud applications has been driven by need rather than a shift in strategy. So when I hear that a non-profit organization is thinking of moving everything to the cloud, I'm surprised. Not so much that there is something inherently wrong with a move to the cloud, but that it is done so suddenly. It just wouldn't have occurred to me (3 years ago), to stop what we were doing and do it completely differently; for us it was more of an evolutionary process, which has given us comprehensive insight into the importance understanding where the need exists.

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