see presentation content (1.6MB Powerpoint file)

Choosing Software for Your Foundation

Henry A. Bromelkamp, PresidentBromelkamp Company Conference of

Southwest Foundations

October 2004

Software Tasks contacts tracking grants management fundraising accounting/fund accounting

matching contributions volunteer tracking scholarship management event registration timesheets document management

Conference of Southwest

FoundationsOctober 2004

Why? speed accuracy public accountability service to constituents ease of use reliability adaptability integration Never type the same

thing twice.



Contacts Tracking make labels record seasonal addresses compose single and group emails generate single letters generate form letters dial the phone look up geographic information record relationship management events store documents, images, media prevent duplicate entries allow for multiple salutations connect to email/Outlook and your PDA



Grants Management automate acknowledgements, reminders connect to accounting store documents/images keep track of when we’ve talked to them integrate with mapping connect to Guidestar.org check antiterrorism lists show applicant history prevent grants when reports overdue print checks or do direct deposit



Accounting/Fund Accounting

print ledger, balance sheet, income statement print checks direct deposit accrue payables and receivables keep funds distinct (fund accounting) payroll budget/actual comparison assess fund administrative fees calculate spendable allotment allocate joint investment income integrate with grants management and fundraising



Fundraising donor prospects record gifts thanks donors, remind of pledges acknowledge memorials/honorary gifts record appeals



Shopping locate options view demonstrations get estimates talk to references negotiate



Software VendorsInstalled Software MicroEdge (Gifts, FIMS, FoundationPower) Bromelkamp (Pearl, First Pearl, Community Pearl) do-it-yourself

ASP (Application Service Providers) on the web CyberGrants Collaborative Standards Stellar Financial FoundationSource Dyna-Quest Technologies (Grants Administrator) Arlington Group (Easygrants)



Vendor Evaluation availability of product reputation & references support expertise ability to understand and communicate



Costsone time & ongoing: software licenses customizations data conversion add-ons: bridge to accounting,

Outlook, guidestar, antiterrorism, online application, other databases

training travel or other expenses



Finance rent/lease phase in your project share costs in group training



Twists

Integration – how connected is the software within itself and to other data?

Flexibility – how will the software fit your process, now and in the future?



Justification lower printing costs less staff time more accurate reports faster reports



Installation Cycle order customizations data conversion (you can’t edit your data for a few days or

weeks while the vendor works on it) training testing (verify the data matches the old system, and that

the software works) warranty (what happens when something doesn’t work?) adjusting (give yourself more time and leeway to make a

few mistakes and learn) long-term support re-evaluation every few years



Support Services help line training data conversion/importing customization data cleaning (removing duplicates, unused codes, etc.) internal procedures and customs (abbreviations, etc.)



MarriageYou are not purchasing a file cabinet.

You’re beginning a long-term relationship with a business partner.



Don’t don’t hire a consultant to choose your software don’t expect you’ll cut staff don’t be the guinea pig for untested technology don’t shortchange training don’t shortchange long-term support don’t think software makes bad processes good



Do check out all your

options talk to colleagues plan well expect change



You Have Choices



Questions?

Thank you.

Henry A. Bromelkamp, PresidentBromelkamp Company106 E 24 St, Minneapolis MN 55404 USA888-290-9087 www.bromelkamp.com



Date post:	14-Jul-2015
Category:	Technology
Upload:	ramen24
View:	264 times
Download:	0 times

see presentation content (1.6MB Powerpoint file)

Technology