Born in the jungles of Southern China, Jane’s first exposure to technology was the telegraph machine, from that point on, she was hooked. Jane is currently the Executive Director of TechSoup Canada and the Director of Online Services at the Centre of Social Innovation, and her role is to help nonprofits use technology effectively and to help social innovators connect with each other and assisting them in achieving their goals. Jane has over 20+ years of experience working in technology and building relationships between the voluntary, public, and private sectors to make technology more accessible for charity and nonprofits. Jane has also worked extensively in the IT sector, as well as the nonprofit sector; in particular she's both founded and acted in a leadership role in nonprofit organizations aimed at helping to bridge the digital divide ====== Now in its 3rd year, The Digital Nonprofit Conference is ready to take you to the next level of tech success in your organization. This year's line up of presenters includes experts in the tech, nonprofit and private sectors, delivering deep dive discussions on topics ranging from: Capacity planning in the digital world Choosing the right tech tools to suit your organization's values Cultivating digital talent Digital fundraising & donor engagement Building community engagement strategies with corporate partners

1. Embracing Technology: Tips,
Tools & Best Practices for
Nonprofits
Digital Nonprofit Conference
April 13, 2016

2. Just a bit about us …

3. We’re a small nonprofit based in
Toronto
and a program of the Centre for Social
Innovation

4. We make technology more affordable
through the Technology Donations
Program
Register your charity, nonprofit or library to see which
products you’re eligible for:
www.TechSoupCanada.ca/Getting_Started

5. How it works
TechSoup
Canada
NonprofitMicrosoft
Adobe
Symantec
ReadyTalk
Sumac
Nonprofit
Nonprofit
Nonprofit Nonprofit
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Nonprofit

6. Registration
Any nonprofit,
charity or library in
Canada can register
Registration is
free
Submit qualification
documentations
techsoupcanada.ca/join/signup

7. Eligibility
Each donor partner (Microsoft,
Adobe etc.) has their own
eligibility criteria
Your organization type
budget and mission
(aka activity)
determines your
eligibility
techsoupcanada.ca/eligibility
x
*
*Eligibility may change over time
(e.g., Nonprofits became eligible
for majority of our programs in
2013)

8. Qualification
The registration,
qualification &
eligibility process
typically takes
2-10 business days
techsoupcanada.ca/support/how-it-works
Your application & your
organization's legal
status as a charity,
nonprofit or library has
been verified
Qual·i·fied
As soon as you’re
qualified, you can log
in to your account &
view your
organization’s
eligibility any time

9. Requesting
Donations
Request donations
as often as you
want through our
online shop
Each donor
partner has an
“allotment”
techsoupcanada.ca/support/how-much-can-i-
order
Add to cart
Admin fees 4-10% of
retail value
$519
retail
$41
TechSoup
Canada
1 of 4
used

10. Why is technology important?

11. Technology
Fundraising
Finances
Mission
Programs
Services
Programs
Services
This is your
nonprofit

12. Technology
“Wait, technology as my
foundation?”

13. You
bet.
Here’s how
technology
is helping
you achieve
your mission Strategy
Infrastructure
Back Office
Data Management
Communications
Programs

14. laying the groundwork with good
INFRASTRUCTURE

15. Computers,
servers &
equipment
Network &
internet connection
Backup Security Tech policies

16. It doesn’t matter if your
house is well kept when
your basement is flooded

17. Ensurecomputers have
anti-virus software &
that it scans regularly Makesure youhave
someone local you
can call for tech
support
Computergiving you
aweird message?
Ask Google!
Consider local
backup, remote
backup,or both
Security starts
with you!

18. [TIP] Take inventory of your tech
bit.ly/tech-inventory

19. organize your
BACK OFFICE

20. Email
Working on
documents
as a team
File storage and software
Event &
meeting
scheduling
Finances
Project
Management

21. [CASE STUDY]
Brampton Caledon Community Living moved their back
office to the cloud. Read the full case study here:
techsoupcanada.ca/community/blog/office-365-for-nonprofits-lunch-learn-recap
43 locations on
one old, slow
email server
Documents
were emailed
out – risk of
missing up
versions
Got rid of server,
moved email to
the cloud (Office
365 for
Nonprofits)
Shares files
on OneDrive
– everyone
has the same
version
v2
v1

22. Cloud Suites for
Office Administration
• Email
• Storing files
• Collaborating on documents
• Internal websites (intranet/wiki)
• Simple external websites
• Instant messaging
• Video conferencing
https://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney-
cloud-tools-for-office-administration

23. [TIP] Plan and
implement in
phases

24. DATA MANAGEMENT

25. members
donors
funders
volunteers
volunteer opportunities
outcomes

26. [CASE STUDY]
“When we used Access and Excel
spreadsheets, it would take staff nearly a
month to produce one report ... now that
we have Sumac as our CRM, it takes
one hour to generate a report.”
- Cambridge Self Help Food Bank
techsoupcanada.ca/community/blog/crm-case-study-cambridge-self-help-food-bank-and-sumac

27. [CASE STUDY]
“Before using a CRM, we did not have one
place to store all of our information … now
that we use a CRM, I can look up past events
and have access to key information (such as
press releases, articles, contact information,
etc.)
in one place.”
- Maytree Foundation
techsoupcanada.ca/community/blog/crm-case-study-maytree-foundation-and-salesforce

28. boost your
COMMUNICATIONS

29. www
Website
Email
(newsletters,
solicitations, updates)
Social Media Digital Storytelling
Web conferencing/
online meeting

30. [CASE STUDY]
Goodwill celebrated Labour Day by sharing 150 success
stories on Twitter. Read more about it at:
bethkanter.org/150jobs
Used Twitter and a
dedicated
hashtag, #150jobs
Shared one story per hour
of someone who has
found work, education or
volunteer opportunities
with support from Goodwill
Engaged the
community!
Industries International. Inc,

31. Use aContent
Management
System such as
WordPressforyour
website
Sign upwith
CanadaHelps & put
a
Donate Now button
onyourwebsite
Use anEmail
Marketing
Service like
MailChimp
Meet
online tocut
travel costs
Build authentic
relationships
online

32. http://www.beaconfire.com/blog/2015/04/are-you-ready-for-googles-next-search-
algorithm-update

33. run efficient
PROGRAMS

34. Program
delivery
Tracking
program data
Technology can improve
Administration
& logistics
Communicating with
partners & stakeholders
Communicating
with clients

35. [CASE STUDY]
FurnitureBank collects donated furniture and housewares and provides them to people who have
recentlytransitioned out of homelessness, women and childrenescaping abusive situations, and
refugees &newcomers to Canada.
Learnmore@ furniturebank.org/ipad-can-change-500-families-lives
Manual Processing New Solution
Lotsofpaperwork.High
client waittimes(16
minutes)
Losttimeperyear
equivalentto50working
weeks
Able toserveanadditional
500clientsperyear!
iPad+ Salesforceintake
decreasedclientwait
times
(5minutes)

36. align your
STRATEGIES

37. Do your strategic goals have
accompanying technology goals?
Do you have a
technology budget?
Are your leadership and
board supportive of
technology?
I.T.

38. [CASE STUDY]
Timeraiser’s board and staff see technology as key to
achieving their mission. View their strategy and
budget online at planning.timeraiser.ca

39. Strategy
Infrastructure
Back Office
Data Management
Communications
Programs

40. Next Steps
1. Do a full tech assessment
2. Check for cost savings
3. Pick 1-3 short term goals
4. Pick 1 or more long term goals
5. Document your plans

41. bit.ly/np-tech-assessment
Take the Tech
Self-Assessment

42. Make the most of your IT Budget
TechSoup technology donations program
Open source software
Crowdsource ideas (#nptech, NTEN)
Reviews/suggestions of tools for nonprofits
(TechSoup.org, TechSoup Canada,
Idealware)

43. Questions?