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Getting Started in the Nonprofit Cloud www.NonprofitRD.com 1 Getting Started in the Nonprofit Cloud Rich Dietz Nonprofit R+D [email protected] @nonprofitrd www.NonprofitRD.com/FB www.NonprofitRD.com/IN www.NonprofitRD.com/gplus

Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

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Page 1: Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

Getting Started in the Nonprofit Cloud www.NonprofitRD.com1

Getting Started in the Nonprofit Cloud

Rich DietzNonprofit R+D

[email protected]

@nonprofitrd

www.NonprofitRD.com/FB

www.NonprofitRD.com/IN

www.NonprofitRD.com/gplus

Page 2: Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

Getting Started in the Nonprofit Cloud www.NonprofitRD.com2

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 3: Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

Beyond the Donate Button www.NonprofitRD.com3

Our Speaker

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

Richard 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 4: Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

Getting Started in the Nonprofit Cloud www.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 · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

Beyond the Donate Button www.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

I am a teacher, not really a presenter• Want you to learn and take action

Download at www.NonprofitRD.com/Idaho

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Getting Started in the Nonprofit Cloud www.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

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Getting Started in the Nonprofit Cloud www.NonprofitRD.com7

Soap Box

Page 8: Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

Getting Started in the Nonprofit Cloud www.NonprofitRD.com8

Don’t Panic

There is help out there

Google is your friend

Page 9: Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

Getting Started in the Nonprofit Cloud www.NonprofitRD.com9

What you talkin’ about Willis?

SaaS, Paas, Iaas,

CRM, CMS

ROI, API,

wysiwyg

Open-Source

Blah, Blah, Blah

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Getting Started in the Nonprofit Cloud www.NonprofitRD.com10

The Latest and Greatest…

Many folks like to focus on the latest and greatest tools and techniques (Shiny Object Syndrome)

At Nonprofit R+D, we instead focus on the basics and building a solid foundation

It may not be as cool or exciting initially• But you will be better off in the long run

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Beyond the Donate Button www.NonprofitRD.com11

Best Practices?

• A “best practice” = what works in your org

• Testing is the key, – Much easier to do online

– If it works, do more.

– If not, try something else.

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Off Soap Box

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Who is currently using the Cloud?

(Show of hands)

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What Does ‘the Cloud’Really Mean?

(and why should you care)

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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).”

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Examples of the Cloud

Microsoft Word vs. Google Docs

“Sneaker Net” vs. Dropbox

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Examples of the Cloud

Microsoft Project vs. Asana

MailChimp

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Now…

Who believes they are using the Cloud?

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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

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Buy vs. Rent

Installed 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.

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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

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What criteria are important to your organization in evaluating

the Cloud?

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Advantages&

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

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Advantages

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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

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Advantages of the Cloud

Availability• 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

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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

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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

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Disadvantages/Concerns

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Disadvantages / Concerns

Cost• 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

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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

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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

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Future of the Cloud

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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

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Future of the Cloud

New generations don’t even notice it

Salesforce.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.”

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Where to Start

Page 37: Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

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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

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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

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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• Copy, DropBox, JungleDisk, Box.com

CRM – Constituent Relationship Database• Salesforce.com, bloomerang.co, CiviCRM, FR50, etc.

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Researching Vendors / Software

Online 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

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Good Sites for Research

NTEN.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

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Beyond the Donate Button www.NonprofitRD.com42

Sign Up Online

Get updates about our upcoming webinars and get our 5 part e-course:

NonprofitRD.com/of101e

Or leave your name and email up here.

Page 43: Getting Started in the Nonprofit Cloud · 2013. 9. 14. · Getting Started in the Nonprofit Cloud 20 Buy vs. Rent Installed software - Buy •Exchange Server –server, software,

Beyond the Donate Button www.NonprofitRD.com43

Online Course Discount

Online Fundraising Bootcamp For Nonprofits

60% off this week – Only $38(discount expires 10/2)

www.NonprofitRD.com/idaho60

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Beyond the Donate Button www.NonprofitRD.com44

Download the slides: www.nonprofitrd.com/idaho

Discount on course: www.nonprofitrd.com/idaho60

@nonprofitrd

www.NonprofitRD.com/FB

www.NonprofitRD.com/IN

www.NonprofitRD.com/gplus Rich [email protected]