The Role of Technology in Managing the Operations of a Nonprofit

Problem Statement

Leadership must change how they manage operations, which will require the right technology, and tech teams must change how they work with the organization to impact operations. This session will look at how to manage these shifts.

As nonprofits grow, spreadsheets and workarounds ease the growing pains, but at some point they just aren’t enough. The challenge only increases when a nonprofit waits too long to address the problem, building up an operations debt requiring massive changes. But not all hope is lost—it’s possible to plan for upcoming needs and implement systems before needing a major fix.

Nonprofits typically face these operational challenges one at time, implementing a solution for each problem. But this approach builds numerous disparate systems that create data silos, limiting access to information and forcing manual processes between teams. A more purposeful approach to policies, staff, systems, processes, and change management, as a collaboration between leadership, IT, and operations, is critical.

This session presents both the leadership and IT perspectives. Everyone can benefit from hearing how leadership sees these challenges versus how IT sees them. You will learn about initial steps you can take today to prepare for organizational growth tomorrow as a team effort.

Steve Heye
Solution Consultant
Steve Heye is a Solutions Consultant at NetSuite (Oracle) where he acts as a technical expert on the Social Impact team which donates the NetSuite solution to nonprofits. He is the author of Chapter 1 on IT Alignment in the NTEN book, Managing Technology to Meet Your Mission. With over 20 years experience working with nonprofits and technology, Steve brings a real passion and unique set of experiences to the NPTech community. Previously Steve was the Manager of Technology at The Cara Program. He was responsible for driving the organization's strategic use of technology. He also has experience as the Digital Content Services Manager at the YMCA of Metro Chicago. He was responsible for managing all aspects of the YMCA's digital content creation including the web sites, intranet and social networking. A key role in Steve's past was with the Technology Resource Group at the YMCA of the USA for about ten years. He provided resources, conferences, and training that allows YMCAs nationwide to better leverage business systems and technology. Steve has a Bachelors degree in Finance from North Central College. You can keep up with Steve's thoughts and tips regarding nonprofit technology issues on his blog: steveheye.blogspot.com.

Peggy Duvette
Director of Social Impact
Peggy has been a thought leader in social change, innovation, and technology for over 15 years. As Director of Social Impact at NetSuite, she is responsible for the donation of the NetSuite products to nonprofits located all around the world. She is committed to helping nonprofits and social enterprises to further their social impact. Previously, as Executive Director of WiserEarth, Peggy was responsible for growing an online community of over 80,000 members from all around the world working towards sustainability and social justice issues. She earned an MBA with honors in Management and Sustainability from SFSU. She is a board member of Social Media for NonProfits and a member of Board Source, NTEN and Green & Sustainability Innovators & Innovation Network. LinkedIN: https://www.linkedin.com/in/peggyduvette Twitter: @PeggyDuvette

Kelly Bleach
American Foundation for the Blind
As the Chief Business Officer (Chief Geek) at the American Foundation for the Blind, Kelly is a member of the senior leadership team, participating in organization-wide strategic planning and directing the development and execution of technical and business operations. She guides efficiency and impact initiatives and oversees finance and accounting, information technology, web development, product fulfillment and customer service, and facilities management. Kelly has a B.S. in Business Administration from the University of Florida, a M.S. in Computer Information Systems from the University of Phoenix, and is a certified Project Management Professional (PMP).