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Digital Transformation and YOU: 5 top tips for your charity’s digital transformation

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Digital Transformation and YOU: 5 top tips for your charity’s digital transformation

 

Last month, ShoNet, in partnership with Spofforths, hosted a free workshop for non-profits on digital transformation at NCVO. Digital Transformation and YOU provided attendees with an insight into how to help their charities go ‘digital’ – with tips on forming a digital vision, implementing Salesforce and integration with Xero. On the day, our clients Save The Rhino International (SRI) and The Officers’ Association gave presentations about their digital transformation journeys.

Wish you were there? Not to worry, we’ve got a roundup of the key takeaways from the day. Check out these tips from our panel to find out how to make sure your charity prospers in the digital age … 

1.       Do a digital self-assessment

Start with a self-assessment to measure your organisation’s digital maturity. Attendees completed a survey titled “How digital are you now?” provided by our partners at Improvement Skills Consulting. Who is accountable for digital transformation at your organisation? What digital skills do you look for when recruiting or promoting staff?  Before planning where you’d like to go on your digital transformation journey, figure out where you are now - download this White Paper by Improvement Skills Consulting on digital transformation in charities to access a digital self-assessment questionnaire.

 

2.       Research, research, research

Do your research to find a solution that meets your charity’s needs exactly. Whether it’s deciding which social media platforms you’d like to use or choosing between different types of CRM software, have a clear idea of what you need and research to find out what would work best for your charity. Our panellists from Spofforths and The Officers’ Association advised: always go for customisable software and choose CRM software that allows you to integrate across all of your platforms (CRM, website, mobile apps, etc.).

 

3.       Think of the cost of not doing it!

Many charities find that the biggest barrier to digital transformation is the cost, as highlighted by our panellist from SRI. But investing in new software can pay off in the long-run – and it did for SRI. After implementing Salesforce, they had a 39% increase in online donations! Plus, adopting new technology may be more affordable than you think. Salesforce offer 10 FREE Enterprise Edition licenses to eligible non-profit organisations and there are deep discounts for additional products. Speak to us to find out more about how you could take advantage of this offer.

 

4.       Map your processes

If you’re looking to be more efficient and cut time spent on admin, you’re probably thinking about automating your processes. It’s crucial to map your processes properly and get advice on how best to do this, so that adopting new technology enables you to maximise your organisation’s performance effectively.

 

5.       Make sure the process of change is dynamic, fun and exciting!

Last but not least, we really liked the advice for charities from our event partners at Spofforths: “We’re all under pressure to go digital, but we’re not all robots!” See your organisation’s change and digital transformation journey as an opportunity to have fun, creating more time for you and your team to interact with your beneficiaries - and for you to do more of the work you really enjoy! :)

Useful Resources:

Improvement Skills Consulting on digital transformation in charities – check out our partner’s blog on the event, including the digital self-assessment, presentation slides and a White Paper on digital transformation in charities

Making digital work: 12 questions for trustees to consider – a new report by the Charity Commission (October 2016)

Want to find out more about how to ensure your charity prospers in the digital age? Contact us

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Event: Digital Transformation and YOU (FREE)

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Event: Digital Transformation and YOU (FREE)

Today’s digitally connected world enables charities to improve service delivery, build better relationships with stakeholders, while driving down administrative costs.  What can charity and non-profit chief executives do to help their organisations prosper in an age of digital transformation?

We invite you to lunch and then to spend the afternoon with us as we explore the following themes:

  • What is "digital" doing to/for charities?
    • Impact on Beneficiaries
    • Impact on Donors
    • Implications for Fundraisers
    • Internal opportunities
       
  • How digital are you now?
    • Self-assessment
       
  • Crafting a "digital" vision
     
  • Success factors and pitfalls
    • Typical barriers
    • Avoiding the pitfalls
       
  • Leading digital transformation
    • The role of the Leadership team
    • Personal actions/next steps

This event is organised by ShoNet, a NCVO Trusted Supplier and accountancy firm Spofforths part of Kreston Reeves.

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Webinar: Salesforce Essentials for Not for Profit organisations (FREE)

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Webinar: Salesforce Essentials for Not for Profit organisations (FREE)

Like to know more about Salesforce and also to refresh your basic Salesforce skills & knowledge? Then this webinar is not to be missed.

Whether you are new to Salesforce, or are looking to understand its capabilities this webinar will be of interest to you.

In this webinar we will:

  • Give an overview of Salesforce and it’s benefits

  • Highlight key Not For Profit users features

  • Run demonstrations

  • Case study of how other organisations are using Salesforce

We are looking forward to you joining us on this webinar!

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Webinar: Review - Salesforce Summer '16 Edition (FREE)

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Webinar: Review - Salesforce Summer '16 Edition (FREE)

That time of the year again that can only mean one thing – a new Salesforce edition release.

The latest in the ShoNet webinar series explores the current Salesforce Summer ’16 Edition.

We will show you the highlights and the features which will be beneficial to you and your organisation.

In this webinar, you will get:

To see the new features and our top highlights in the Summer ‘16 edition
To see a demonstration of the new Summer '16 Edition
And get a chance to participate in a Q & A session with ShoNet.
And more...

Register today to sign up to this Webinar.

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Webinar: Case Management Made Easy (FREE)

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Webinar: Case Management Made Easy (FREE)

Is your staff's time a valuable asset? Are you still using Spreadsheets to track service users information? Are you looking for a Case Management solution for your organisation?

Join us as we look at the benefits of streamlining manual processes, tracking interaction with service users, produce instant reports to demonstrate impact and more. This will free up time spent on administration and leave you more time to spend delivering quality programmes and services. Hear how organisations like RASAC and ESDAS are successfully using Salesforce.

This webinar will:

  • Track interaction with Service Users and produce instant reports

  • Show how to save time and deliver your services efficently

  • We demonstrate how other organisations are using Salesforce for case managment

  • Case study

  • Q & A session

We look forward to you joining us.

 

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Webinar: Salesforce 101 (FREE)

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Webinar: Salesforce 101 (FREE)

Like to know more about Salesforce and also to refresh your basic Salesforce skills & knowledge? Then this webinar is not to be missed.

Whether you are new to Salesforce, or are looking to understand its capabilities this webinar will be of interest for you.

In this webinar we will:

  • Give an overview of Salesforce and it’s benefits

  • Highlight of the key Not For Profit user offerings

  • Demonstration of Salesforce

  • Case study of how other organisations are using Salesforce

We are looking forward to you joining us on this webinar!


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Webinar: Case Management Made Easy (FREE)

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Webinar: Case Management Made Easy (FREE)

Is your staff's time a valuable asset? Are you looking for Case Management for your organisation?

With high demand recent in the area, we will be exploring Case Management solutions for the social sector.

You can discover the benefits of streamlining the manual processes and so less time on administration and more time on delivering quality programmes and services.

This webinar would be for those interested in Case Management for social services, social care, Fundraisers.

This webinar will:

  • Show how to save time and deliver efficiently in Case Management

  • Run demonstrations 

  • Case study - See how other voluntary organisations are using Salesforce

  • Q & A session

We look forward to seeing you there.

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Webinar: AHSN - What are your peers doing? (FREE)

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Webinar: AHSN - What are your peers doing? (FREE)

Join your peers in learning more about how our cloud technology is being used by organisations, such as the Greater Manchester AHSN, to:

  • Better engage with members and promote membership packages

  • Communicate effectively and manage stakeholder relationships

  • Measure the success of activities

  • Report on the financial value created as a result of activities

The interactive webinar will take place on Wednesday 27th January at 10 am. Places are limited, so please let me know ASAP if you would like me to reserve you, or any of your colleagues, a place.

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