Set the Path Forward with Smart Technology Decisions.pdf
0 likes141 views
The document outlines a webinar hosted by TechSoup focused on leveraging technology for nonprofit organizations, detailing their services, education initiatives, and support for tech-driven growth. Key personnel include Melanie Meyer and Mark Mason, who provide insight into technology management and planning for nonprofits. It emphasizes the importance of evaluating existing technology, budgeting, and enhancing collaboration through unified systems.
Set the Path Forward with Smart Technology Decisions.pdf
- 1. Set the Path Forward with Smart Technology Decisions Aretha Simons Webinar Producer 3.27.2024
- 2. 2 © TechSoup Global. All Rights Reserv ed. Here’s how to engage in today’s event: Questions? Use the Q&A feature. Check your inbox! We’ll email you the replay, slides, and resource links within a couple days. Learn something cool? Share on social media and tag us @TechSoup Closed captioning is available. Turn on with the CC button located in your Zoom menu. Hosted on
- 3. WE’RE A NONPROFIT ON A MISSION TO LEVERAGE TECHNOLOGY TO ADVANCE SOCIAL IMPACT.
- 4. WE DO THIS BY DELIVERING TECH SERVICES, EDUCATION, AND TRAINING THAT HELP NONPROFITS AND COMMUNITIES THRIVE. NONPROFIT EDUCATION & TRAINING: • Unbiased research • Easy-to-understand • One-to-many approach NONPROFIT TECH SERVICES: • Impartial advice • Well-aligned solutions • Adopt technology that fulfills missions WORKFORCE DEVELOPMENT: • Hands-on experience • Launching careers • Improved quality of life
- 5. MELANIE MEYER Managing Director of Customer Success, Tech Impact Melanie Meyers has worked in the nonprofit sector for over 25 years and is passionate about using technology solutions to solve community-based issues. At Tech Impact, Melanie overseas the account Management team for Managed Service customers, and supports internal process creation and onboarding for new organizations.
- 6. MARK MASON Senior Technology Advisor I work with our clientsto ensure they are receiving the full benefits of working with Tech Impact. Together we plan the path forward to ensure that technology is not a barrier, but a tool to enable growth, and outreach. mark@techimpact.org
- 7. In three words or less, describe your biggest challenge with technology. ⓘ Start presenting to display the poll results on this slide.
- 8. OUR EXPERIENCE Initial Discovery and Plan Onboarding (additional discovery) Support Activated Account Management ACCOUNT MANAGEMENT: Share most common recommendations and discovery to aide you in your technology decisions. Noah Bing People How to look at your current technologies, how to gauge where you are, and how to plan and budget for the future.
- 9. ACCOUNT MANAGEMENT • Expert Advisor • Nonprofit Focus • Technology and Security Review/Recommendations • Quarterly Asset Reporting and Review • Budgeting
- 11. ASSESS Data and Strategic Systems Productivity and Collaboration Functional and SECURE Infrastructure 1. Who owns technology now? 2. Does the organization have any servers? How old are they? What are they doing? 3. Is the organization using a unified cloud solution such as Microsoft 365 or Google Workspace? 4. How many computers does the organization have? How old are they? 5. What type of data does the organization hold? Any compliances?
- 12. ACCOUNT MANAGEMENT • Guide Purchasing • Consolidate/Standardize • Set Replacement Cycles • Budget
- 14. INVENTORY AND ASSESS HARDWARE More frequent Less frequent 4 to 5 years 4 to 5 years 4 to 5 years Ongoing 4 to 5 years REPLACEMENT CYCLES
- 15. PC BUILD RECOMMENDATIONS Light User (Est. $800) Standard User (Est. $1,000) Power User (Est. 1,400) Processor – bare minimum 12th Generation Intel® Core i3‐1215U Processor (3.30 GHz up to 4.40 GHz) 12th Generation Intel® Core i5‐1235U Processor (3.30 GHz up to 4.40 GHz) Processor: 12th Generation Intel® Core i7‐1255U Processor (E‐cores up to 3.50 GHz P‐cores up to 4.70 GHz) Total Memory 8 GB DDR4‐3200MHz (Soldered) + 8 GB DDR4‐3200MHz (SODIMM) 8 GB DDR4‐3200MHz (Soldered) + 8 GB DDR4‐3200MHz (SODIMM) (16GB Total, this can be increased 32 GB DDR4‐3200MHz (SODIMM) ‐ (2 x 16 GB) (32GB Total, this can be increased) Solid State Drive: 256 GB SSD 512 GB SSD :512 GB SSD or 1TB SSD Always purchase onsite warranty upgrade. Minimum 3 year.
- 16. DO NOT BUY HOME OS GO PRO Pro includes tools needed in professional environments around security, including encryption tolls and business management and deployment tools. Operating system upgrade license. Cost is $16 through Tech Soup (one license per workstation): Windows Pro Full Operating System – No Software Assurance (techsoup.org
- 19. PRODUCTIVITY AND COLLABORATION Do staff have the software they need to get their job done? Is software up-to-date? Are staff able to work remotely? How are staff and teams collaborating? Does staff need more training? Are you using a unified system? Productivity and Collaboration
- 20. Have you adopted a cloud system? and if so, what are you using? ⓘ Start presenting to display the poll results on this slide.
- 21. ACCOUNT MANAGEMENT • Software/Licensing Recommendations • Training Resources • Security
- 24. PATH TO SECURITY • MFA/2FA enabled • Are Policies enforced to use these systems • Encrypted Email • SSO or Password Vaults/Managers • Admin Access • Backup
- 27. DATA AND STRATEGIC SYSTEMS • Clients • Donors • Event Attendees • Volunteers • Members • Finances • HR Data and Strategic Systems
- 28. DATA AND STRATEGIC SYSTEMS Constituent Management Individual Donors Volunteers Clients Members Funders Business Contacts Event Attendees Organization Management Finance Facilities HR Marketing Email Website Social Networks
- 29. ACCOUNT MANAGEMENT • Evaluate Goals • Inventory Systems in Place • Reporting Needs • Dashboard • Automation
- 30. GOVERNANCE
- 31. ACCOUNT MANAGEMENT • Policies and Procedures • DR Plan • Support and Roadmap
- 32. In three words or less, tell us how do you feel about your technology and security? ⓘ Start presenting to display the poll results on this slide.
- 33. Tech Assessment Tools Expert Guided Assessment TechCheck (techimpact.org) $450 – expert guided TechSoup Digital Assessment Tool for Nonprofit Organizations Free – self guided