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Jenn Taylor

Team members assembling puzzle pieces to create a whole

Understanding What ‘Operational Capacity’ Means for Your Salesforce Project (Part 2 of 2): Managing Salesforce Throughout Its Lifecycle

By | 501Partners News, CRM & Salesforce, Data Management, Good Governance, Nonprofit Management, Nonprofit Resources, Nonprofit Tech, Operations and Development | No Comments

In our previous post, we introduced the idea of the organizational capacity model and the graph of decision variability over time that helps illustrate the idea. In this post, we take the same graph but break it down differently, to reflect a project’s lifecycle.

The first takeaway in this series is that knowing your current organizational capacity can help you align the type of Salesforce projects you pursue for optimal success. You can read about that in more detail here.

Takeaway Two: Your technology enforces your organization’s business processes, which puts a burden on your organization at the same time it offers efficiency gains.

Graph displaying decision variability over time
Everybody wants technology that fits them perfectly—technology that helps them do their work faster and better while alleviating pain points. When you adopt an enterprise system such as Salesforce, you have access to a powerful platform that can be made to automate just about any business process you can think of. In our ebook on the Data Maturity Model, we explain why that should be approached with some understanding of what your organization can support. In this post, we want to further explore the lifecycle of a Salesforce customization, and illustrate both the types of skills you may want to look for outside of your organization, and the tasks your organization should be prepared to take on for a healthy, well-maintained custom project.

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Staff brainstorming ideas

When Should You Automate in Salesforce?

By | 501Partners News, CRM & Salesforce, Data Management, Good Governance, Nonprofit Management, Nonprofit Resources | No Comments

…I have observed that people want the magic new thing more than they want improved management to fix problems. Managers need to carefully determine the areas in their business where new technology is the right choice and other areas where a back-to-basics management approach may be more effective.

- Temple Grandin, quoted in Tribe of Mentors by Timothy Ferris

Is Your Organization Truly Ready to Automate?

Nonprofits are in a unique position with their technology needs. With complex program delivery and ever-changing funder requests for new and different data, it is often a struggle to map an organization’s processes, let alone find the right technology to support those processes.

In my role as 501Partners’ senior solutions architect, I’ve had the opportunity to build or design dozens of interesting, complex technical solutions for a range of organizations using Salesforce. Needless to say, I’ve learned some important lessons along the way.

Lesson 1: Assess internal capacity. It’s critical to align internal capacity with technology selectionthis is so important that it became the subject of an entire ebook.

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The word Plan Action on two matching puzzle on orange background.

Understanding What ‘Operational Capacity’ Means for Your Salesforce Project (Part 1 of 2)

By | 501Partners News, Case Management, Data Management, Data Maturity, Nonprofit Management, Nonprofit Resources, Nonprofit Tech
501Partners often works with organizations who are trying to use their Salesforce implementation to help transform their operations. We’ve learned that our clients’ chances of success are dramatically improved when they are able to think about where their organization is in terms of operational and data maturity.

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