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CRM Best Practices for Vulnerable Populations
Does anyone have suggestions for best practices when it comes to gathering data on vulnerable populations? I'd welcome articles, webinars, personal experience, etc. The practical concern of my colleagues is what information should/should not be included in Profile notes for our CRM, as well as the pros/cons of adding…
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BI & Report Automation Tools
Hello! Our grants teams is looking to enhance our data visualization and reporting. I have begun researching various tools and platforms to analyze and automate some reporting functions. Curious if there are any folks who are actively using any BI or Automated Reporting tools? Perhaps any tie-ins with Foundant and best…
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Telling the Story
@JoshuaBernard and I really enjoyed facilitating the conversation at our Coffee Talk today, "Telling the Story". So I've created this post to continue the discussion! What kind of stories are you telling? Who is your audience? What is your goal in telling your story? Do you use data, narratives, or visuals? What are the…
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Grant Data Collection
I wanted to start a discussion around data collection, specifically to see what kind of data you all are collecting from your grantees. I am going through my first round of analyzing accountability reports since joining the organization I am with and sad to see we aren't collecting much quantitative data; a majority of the…
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Hiring - Coordinator, Data & Info Systems - Greater Portland Metro
The Marie Lamfrom Charitable Foundation (Wilsonville, OR) is hiring a Data & Info Systems Coordinator to support our growing foundation! This person will manage our use of Foundant and support our behind-the-scenes work in building relationships with great regional nonprofits. See attached description! Application review…
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Ideas for evaluation tool for client
We have a grantee who is giving out beds to any / all who "need" them. The need is determined by the person / family voicing their need - there are no "qualifications" of any sort. The organization does not collect any information from the person who receives the bed, except name and maybe a phone #. This org is run by…
