Nonprofits & The Cloud: Transitioning to the Cloud: Preparing Your Organization

So you’ve done your research, selected a tool or service and are ready to transition to the cloud. You are ready, but is your organization? How do you successfully transition your organization as well as your stakeholders to using services and tools in the cloud? Like all technology projects, there are considerations around strategy, tactics, technology and people. This series will cover those points and more as we walk you through thinking about Security and Risk, Data Migration and Preparing for the Transition.

Thanks to the generous support of Google, we’re able to offer you this awesome series for free!

Series sessions include:

Session 1: Security & Risk – September 27: Click here to get the Recording

In NTEN’s State of the Cloud report, a number of respondents and interviewees mentioned security concerns as weighing into their decision-making process about cloud-based solutions. The majority of these were around three primary factors: Control over data, unauthorized access and reliability. In this webinar we will provide address each of these areas and provide solid information on how to prepare for making a transition to a cloud-based solution. You will learn:

  • What should be your top consideration for a move to a cloud solution
  • Specific ways to address risk management – who is ultimately responsible?
  • How to define critical assets and acceptable levels of risk
  • Methods for ensuring data and application security in the cloud

Session 2: Data Migration – October 4: Click here to get the Recording

Looking to migrate your data to a cloud solution and don’t know where to start? Even if you know where to start, are you sure that your data will be relevant and actionable? Join us for a comprehensive look at what it really takes to get your data into the system. At the end of this webinar, you will have a concrete action plan, including our top tips and best practices. You will learn:

  • Key steps in a data migration project
  • 3 things you should do to prepare for a migration
  • Planning for system downtime – is there any way to avoid it?

Session 3: Preparing Your Organization – October 11: Click here for the Recording

In order to prepare your organization for a transition you need to understand how psychology, company culture and effective communication can ensure the failure or success of your project. We will share the best of our best practices for change management. At the end of this webinar you will have solid strategies for moving forward in your transition to the cloud. You will learn:

  • Unspoken beliefs and attitudes that can prevent your project from being successful
  • How to establish a clear, achievable implementation plan
  • Creative techniques for setting expectations and keeping staff informed

Top experts in the sector will help us dive into what to consider, understanding risks and benefits, and examples of how nonprofits have done and are making this transition.

If you would rather register for individual events in the series you can do so below:

This series is geared towards nonprofit organizations that are investigating cloud-based infrastructure solutions and want to learn more about their options. For information on the strategies for using cloud-based tools and the tools themselves, see our two recent series:


About the Presenters:

Security and Risk – September 27

Bryan Malong, Heller Consulting

Before joining Heller Consulting in November 2011, Bryan Malong spent three years working in nonprofit as a project manager and Director of Information Technology at Tides in San Francisco. While there, he had the opportunity to work with many enterprise system implementations such as Blackbaud financial management products, MicroEdge grantmaking systems, Salesforce, and administrative applications such as ADP’s HR management solutions. Prior to that, he honed his project management skills working for Internet start- up companies including EarthLink and Visage Mobile, managing product development and infrastructure operations projects. Bryan is PMP-certified by the Project Management Institute. He has a bachelor’s degree from the University of North Carolina, and he is currently completing an MBA program in Design Strategy at the California College of the Arts.

Randall Lemley, VP for Information Management, The Seed Company

With the informal title of Chaos Reduction Officer in an organization focused on minority languages of the world that has doubled in size over the last four years, Randall has been looking for, and sometimes finding, tools that provide scalability and flexibility at a defensible price. Prior to working in the non-profit arena, Randall rode the waves of personal computing entering the enterprise in aerospace, managed server and network product support for Apple Computer and helped deploy complex systems to contact centers. Relocating his wife and four children to Ethiopia, he served linguistic teams in remote areas of Africa. They all survived and his youngest son began university this fall.

Data Migration – October 4

Audra Smith-Wilke, Heller Consulting

Audra Smith-Wilke has nearly a decade of experience in the nonprofit sector, with expertise in enterprise-level fundraising database implementations, business process analysis and documentation development. She has a special interest in leveraging emerging technologies to help nonprofits reach their fundraising goals. She loves problem solving, particularly when it requires a high level of creativity. Audra is a certified Salesforce Administrator and holds a Bachelors degree in Cognitive Science from University of California at Berkeley. She loves to get the heart of a client’s needs, using her educational background in learning and cognition to find the solutions that will work best in each unique environment.

Will Nourse, Chief Information Officer, Citizen Schools

Will Nourse has been with Citizen Schools since 2008. As CIO, Will creates and oversees the implementation of a growth plan for Citizen Schools’ IT systems and builds the infrastructure to execute in-house technology support on a national scale while leading the technology team to ensure seamless information and IT services for staff, including trainings and ongoing support. Additionally, he is responsible for the national Research and Evaluation Department, which collects, evaluates and communicates Citizen Schools’ program results and leads on efforts to build a culture of using data to drive action and improve results across the organization.Will is a certified Administrator and a Salesforce Community MVP (inducted at Dreamforce 2011) and has led Citizen Schools’ organization- wide adoption of Prior to joining Citizen Schools, Will was the Vice President of Product Development at Electric Vine Inc., and before that he served as the Vice President and Chief Information Officer at the Council on International Educational Exchange. Will received his Bachelors in International Relations from Harvard University. He is also a Microsoft Certified Professional, and has attended Pennsylvania State University Executive Programs’ Enterprise Technology Strategist course.

Preparing Your Organization – October 11

Smita Vadakekalam, Heller Consulting

Smita Vadakekalam has been working in the nonprofit sector since 1998. Prior to joining Heller Consulting, she worked in a variety of positions at nonprofits ranging from front-line fundraising, database management, and operations streamlining. Some of the organizations she worked with are the International AIDS Vaccine Initiative, City Harvest and Art21. As the Director of Core Services at Heller Consulting, she oversees work to implement technology solutions and strong business practices across a wide range of nonprofits. She loves working with project teams – both staff and clients – to ensure that the right resources and skills are brought to bear on any initiative. She is amazed every day by the work carried out by her clients and she loves working as a team to help make that work more efficient and effective. She has a PMP certification from the Project Management Institute and holds a Bachelor’s degree from George Washington University and a Master’s degree in Philanthropic Studies from the Indiana University Center on Philanthropy.

Lisa Fay Wellek, National Director of CRM, JDRF

Lisa Fay Wellek has worked in the NPO sector for more than 15 years with a heavy focus on integrating technology with development. She has been with JDRF for 8 years in various roles initially as Director of Major Donor Operations, Chief of Staff and currently, National Director of CRM. JDRF, a leading global organization focused on type 1 (T1D) diabetes research, raises nearly $200M annually. With Lisa Fay’s leadership, JDRF recently launched Luminate CRM – a Blackbaud product that uses as its development platform. Previous posts include: Stevens Institute of Technology, KPMG Consulting and University of Connecticut Foundation. Lisa Fay has undergraduate and graduate degrees from the University of Connecticut and a Technology Management Graduate Certificate from Stevens Institute of Technology.

Dahna Goldstein, PhilanTech

Dahna Goldstein, Founder and CEO of PhilanTech, develops web-based applications for the nonprofit sector, and has worked for venture philanthropies, including Ashoka and Blue Ridge Foundation New York. Dahna also produced interactive eLearning programs, including the award-winning “What Is a Leader?” program, for Harvard Business School Publishing and Global Education Network. Dahna holds a BA from Williams College, a Master of Education degree, with a concentration in technology, from Harvard University, and an MBA from NYU Stern School of Business. She serves on the board of and was named one of BusinessWeek’s 25 Most Promising Social Entrepreneurs.