How to Navigate The Potential Pitfalls of Adopting A New Philanthropic Informational System

About

In this 21st century quickly evolving information age, selecting, migrating data, configuring, personalizing, testing, and providing ongoing support of new full featured integrated philanthropic systems is proving to be a major challenge.

In this frank and practical session, we will identify many of the most common challenges and problems that grantmaking professionals regularly encounter. We will present actual case studies of issues that grantmakers and IT professionals face regularly when implementing new and upgraded integrated philanthropic systems. This will include major real-world problems such as: setting realistic forward-thinking system priorities, commercial vs. custom systems, carefully choosing and managing vendors, security, reliability, performance, remote access, and staff training.

We’ll also be covering the opportunities and challenges of linking and integrating online systems that include grant data, due diligence services, accounts payable, CRM, knowledge management, plus multi-currency and multilingual capabilities.

Explore
Causes, solutions and practical takeaways for choosing and implementing a new or upgraded system
How to set realistic system priorities and timelines
How to choose and manage vendors with security, reliability, performance, remote access, and staff training in mind
Speakers
Indya Hartley, Grants Manager, The ELMA Philanthropies Services, Inc.
Nora Mitnick, Senior Manager of Grants Management & Program Operations, Russell Sage Foundation
Martin Schneiderman, CEO, Information Age Associates

Designed for
All interested funders

Registration
8:45 AM - 9:00 AM Check-in

9:00 AM - 11:00 AM Program

Registration is required by October 7th.