Getting Started in the Nonprofit Cloud

39
Getting Started in the Nonprofit Cloud #NPcloud Richard Dietz Nonprofit R+D [email protected] @nonprofitrd www.NonprofitRD.com/FB www.NonprofitRD.com/IN www.NonprofitRD.com/gplus

description

Lately, it seems that talk of "the cloud" is everywhere you turn. But what does "the cloud" mean and how can it help your nonprofit function more efficiently? We will help you get a better understanding of what it means, the advantages/disadvantages of using it, and the future of the cloud, so you can fully research and evaluate if moving more items to the cloud is right for your organization. Presented by Richard Dietz of Nonprofit R+D

Transcript of Getting Started in the Nonprofit Cloud

Page 1: Getting Started in the Nonprofit Cloud

Getting Started in the Nonprofit Cloud

#NPcloud

Richard DietzNonprofit [email protected]

@nonprofitrdwww.NonprofitRD.com/FBwww.NonprofitRD.com/IN

www.NonprofitRD.com/gplus

Page 2: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com2

Our Speaker

Rich DietzFounder of Nonprofit R+D - Technology Training for Nonprofit Professionals

Rich has over 20 years' experience working in and with a wide variety of nonprofit, political, and government organizations and holds a Masters in Social Welfare (MSW) from UC Berkeley.

You can find Rich on his website http://www.nonprofitrd.com or tweeting @nonprofitrd.

Page 3: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com3

Who is this session for?

1) You want to learn the basics of what the Cloud is, advantages and disadvantages, and how it relates to nonprofits.

OR

2) You are looking for material to talk to folks at your organization that may not understand the Cloud

Page 4: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com4

Agenda

1. Soap Box

2. What does ‘the Cloud’ really mean?

3. Advantages & Disadvantages/Concerns

4. Future of the Cloud

5. Where to Start

Page 5: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com5

Text Heavy Slides… oh no!

I promise I do not just read the slides• Boring!

Why text heavy slides• You don’t have to take notes – the info is there for you later• You can focus on the “ah-ha” moments• They will still make sense 6 months from now

Let me know what you think

Page 6: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com6

Our Goals Today

•Gain a better understanding of ‘the Cloud’ and how it relates to nonprofits

•Generate ideas to get you started researching and evaluating how the cloud can impact your organization

• Encourage you to take action and test out new ideas

Page 7: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com7

Don’t Panic

There is help out there

Google and NTEN areyour friends

Page 8: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com8

What you talkin’ about Willis?

SaaS, Paas, Iaas,

CRM, CMS

ROI, API,

wysiwyg

Open-Source

Blah, Blah, Blah

Page 9: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com9

Who is currently using the Cloud?

Page 10: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com10

What Does ‘the Cloud’Really Mean?

(and why should you care)

Page 11: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com11

What is ‘the Cloud’

Other definitions:• An architecture that provides scalable, Internet-accessible services.• Managed software or services that reside on the internet.• Scalable services you access through the internet.

Wikipedia says: “The use of computing resources (hardware and software) that are delivered as a service over a network (typically the Internet).”

Page 12: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com12

Examples of the CloudMicrosoft Word vs. Google Docs

“Sneaker Net” vs. Dropbox

Page 13: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com13

Examples of the CloudFR50 (Installed) vs. Sage Nonprofit Online

MailChimp

Page 14: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com14

Now…

Who believes they are using the Cloud?

Page 15: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com15

Most NPO’s are already using it

Over 90% of nonprofits are using the cloud• However, many did not realize it

Most common Cloud solutions• Email – 69%• Broadcast email – 57%• Office software – 44%• Data backup – 41%• Constituent databases – 40%

(NTEN State of the Nonprofit Cloud – March 2012)http://www.nten.org/research/cloudreport/download

Page 16: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com16

Buy vs. RentInstalled software - Buy• Exchange Server – server, software, space, staff time, maintenance, upgrades, etc.

Cloud - Rent• Google Apps – free for nonprofits with less than 3,000 users.• However, still need training, support, etc.

As a homeowner, renting is starting to look pretty good to me!

Which is better? That depends!• Need to evaluate on individual basis. • With software donation programs it may be more cost effective to buy.• BUT… need to account for staff time, maintenance, downtime, etc.

Page 17: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com17

Why should your nonprofit care?The Cloud can save• Time• Money• Frustration• The environment

The Cloud is great for• Sharing• Collaborating• Remote working• Scalability

* All Discussed in the following section

Page 18: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com18

What criteria are important to your organization in evaluating

the Cloud?

Page 19: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com19

Advantages&

Disadvantages/Concerns(Many times they are two sides of the same coin)

Page 20: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com20

Advantages

Page 21: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com21

Advantages of the Cloud

Cost• Save money on equipment, staff, office space, electricity,

ongoing maintenance, etc.

• Reduced need for infrastructure - economies of scale

• Lower cost of entry (upfront costs) as well as replacement costs

• Can use less powerful and lower cost clients – netbook, low end computer (internet speed is the key)

• Transfer capital expenses to operating expenses

• Easier to budget – known monthly cost, pay for what you use

Page 22: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com22

Advantages of the CloudAvailability• Always on, accessible from anywhere• Great for remote/telework – no more VPN’s (Virtual Private Network)

– eg. Chicago trip

Elastic• Quickly and easily scaled up or down as needed• Only pay for resources you use

• Server sitting idle vs. Cloud resource expanding as needed• Rapid deployment

Sharing and Collaboration• A hallmark of the Cloud – it’s built in

Page 23: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com23

Advantages of the Cloud

Innovation• Upgrades and new features included

• MailChimp and Mobile• Cheaper and easier to keep up with latest trends

More Green• Less infrastructure (servers) - less toxic materials used and dumped• Shared data centers more efficient, less power needed (green

datacenters)• Client computers don’t need as much power so

you can keep the older computers

Page 24: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com24

Advantages of the Cloud

Disaster Planning• Backup / Recovery• Availability• Hurricane Sandy

Security• Usually the #1 concern.. but it’s an advantage, too• Cloud vendors usually have higher security

• Physical security of hardware• Updates and patches• Better encryption• Multi-site backups and file sharing

Page 25: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com25

Disadvantages/Concerns

Page 26: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com26

Disadvantages / ConcernsCost• Cost is usually per user

• At a certain point it may be more cost effective to buy

• May end up paying for more than you need• Choose your plans wisely

• Cost of converting and training on new system• Glorified phone book (Salesforce.com)

Availability• Need an internet connection… and a good one!• Relying on their data centers (example from Sandy)• However, good vendors can usually do better than on-premise

Page 27: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com27

Disadvantages / Concerns

Less control• Less input and control to customize and add features• Service Level Agreements (SLA’s)

• Termination, copyright, ownership of data• They are in control

• Make your own backups and store offline

Trust and viability of provider• Google Apps – ok. Joe’s Attic Apps.. not so much.• Have other used it, been around for awhile, understand nonprofits?

Updates• Vendor updates automatically, can cause issues/errors

Page 28: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com28

Disadvantages / Concerns

Security• Download Donny Shimamoto’s work (Security and Risk)

• Search “nten Donny Shimamoto cloud”• Control of data – confidentiality, privacy, loss of data• Weak link is often times security practices in the organization

Regulatory Compliance• HIPAA (Health Insurance Portability and Accountability Act)• PCI-compliant (Payment Card Industry) • Check vendor certification / part of research phase

Page 29: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com29

Future of the Cloud

Page 30: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com30

Future of the Cloud

More and more movement to the Cloud• Increased options and competition, lower prices over time• Greater complexity in choosing the right solutions

Easier remote and telework options• Great way for nonprofits to get great talent• A benefit of working at your org

Page 31: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com31

Future of the CloudNew generations don’t even notice itSalesforce.com Chief Scientist – JP Rangaswami

Asked if Cloud computing is real:

“Do my children know any different?” (The answer, by the way, is that they don’t.)

“My children appear to have no interest in hugging physical things in order to make them feel good.”

“…we recognize the cloud today more by its absence.”

Page 32: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com32

Where to Start

Page 33: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com33

Where to start

Not a Panacea• Still need to make sure it fits your needs

Start where you are• The Cloud is not all or nothing• Test one area, then move on to others with experience• Many have a free version or free trial period for testing• New project? Look to the Cloud as a possible solution

Talk to accounting about the Cloud• Budgeting for the Cloud• Capital vs. Operating expenses - ramifications

Page 34: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com34

Where to start

Think Total Cost of Ownership (TCO)• May be “cheaper” to do some things the old fashioned way

• Software and hardware donations• But… make sure to account for staff time, maintenance, downtime, etc.

Training is the key• Vendor resources a good start• Don’t spend the money if you are not going to fully utilize• Example – Salesforce.com as glorified phonebook

Page 35: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com35

Where to start - Services

Email• May be great place to start• Big wins and cost effective

• Google Apps, Office 365, Zoho, etc.

Backups / File Sharing• Fairly easy setup• Vital area that most organization ignore.. until it’s too late• DropBox, JungleDisk, Box.com, JustCloud

CRM – Donor Database• Constituent Relationship Management• Sage Nonprofit Online, Salesforce.com, CiviCRM, etc.

Page 36: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com36

Researching Vendors / SoftwareOnline reviews / Ask colleagues and friends• People who are using a product are a good resource

Do features match YOUR needs?• No reason to pay for features you will not use• Which tasks are you planning to test?

Be clear about what you want and expect• When you assume …..• Contract terms, support services, and training

Viability of vendor• Will they be here in 5 years?• Commitment to the nonprofit sector

Page 37: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com37

Good Sites for ResearchNTEN.org• Where the nonprofit technology community meets.

Idealware.org• A nonprofit, provides thoroughly researched, impartial, and accessible resources about software

to help nonprofits make smart software decisions.

TechSoup.org• A nonprofit with a clear focus: providing other nonprofits and libraries with technology that

empowers them to fulfill their missions and serve their communities.

Google.com

Page 38: Getting Started in the Nonprofit Cloud

Nonprofit Cloudwww.NonprofitRD.com38

Sign Up Online

Online Fundraising 101Email Series

Updates about upcoming webinars and training

www.NonprofitRD.com

Page 39: Getting Started in the Nonprofit Cloud

Q & ADownload the Slides:

www.slideshare.net/sagenonprofit

Learn more about Sage Nonprofit Online:www.sagenonprofit.com/sagenonprofitonline

Sign up for updates:www.NonprofitRD.com

Richard DietzNonprofit [email protected]

@nonprofitrdwww.NonprofitRD.com/FBwww.NonprofitRD.com/IN

www.NonprofitRD.com/gplus