The Role of Information Technology At Nonprofits NTC Panel

Just in case this late addition to the Nonprofit Technology Conference Agenda slipped your radar, I want to plug it.

Nonprofits and IT, a “Big Idea” panel, Saturday, 10:30 AM, Ballroom G: http://myntc.zerista.com/event/member/76206

As regular readers of my blog know well, nonprofits have struggled with the integration of technology strategy and leadership in their organizations. Since I transitioned to a career in the sector in 2000, there has been a clear acknowledgement that this integration is critical, but there’s still been a lot of uncertainty as to how it’s done. NPO’s now get that integrating finance, ECRM and donor databases is critical; migrating to the cloud is imminent; and telephones are now computing devices. But they wrestle with questions like “Where does IT report?”, “How much should we pay IT staff?” and “What is IT responsible for? Servers? Web site? Donor database?”

I’ll be sitting on the panel with :

  • Donny Shimamoto, CEO of Intraprise Techknowlogy, a nonprofit-focused consulting firm in Honolulu;
  • Michael Enos, CTO of Second Harvest Food Bank of Santa Clara and San Mateo Counties, CA; and
  • Laura Quinn, CEO of Idealware.

Lindsay Martin-Bilbrey, NTEN’s Program Director, will moderate the session.

We’ll tackle the big questions, like what is the role of the CIO? Will IT be necessary when we’re all in the cloud? And, my favorite (one to debunk!), Should you replace your Chief Information Officer with a Chief Digital Marketing Officer? I know that the members of the panel won’t agree on everything, either, so the conversation should be robust.  We’ll leave plenty of time for audience questions.  If, like me, you consider these questions to be of critical importance, I do hope you’ll join us.

Where I’ll be at 12NTC


We are just under three weeks away from the 2012 Nonprofit Technology Conference and, as usual, it’s shaping up to be quite an event. It’s almost sold out, so grab your tickets if you haven’t yet! There are a bunch of fellow regular attendees that I missed last year when I had to sit it out, and there are lots of people I’ve met online that will be great to F2A*! So here’s a rundown of the places I know I’ll be if you want to meetup:

Monday, 4/2, pre-conference: #ntcbeer! As detailed in my prior post, the 4th annual get-together will be within walking distance of the hotel this year and it will run a little later, so that everyone with a dinner to go to can consider themselves un-conflicted. Details are on the official Facebook event page, visible to all (even FB haters, whom I often sympathize with).

Tuesday, 4/3: as always, I’ll be participating in the Day of Service, helping out some TBD nonprofit with some technical advice. In the afternoon I’ll be manning the Idealware table at the Science Fair. This is a great place to catch me and schedule a meetup.


Either 4/3 or 4/4, I’ll be presenting my “Doctor Who in A Tale Of Two NTCs” ignite, featuring many infamous NTENners in Lego format and a an exciting Sci-Fi story about daleks, time travel and technology.

Wednesday, 4/4: I’m participating in three sessions on Wednesday. First up, at 10:30, Tips and Tools for Technology Planning, with Carlos Bergfeld and Ariel Gilbert-Knight of Techsoup and Karl Robillard of the St. Anthony Foundation. At 1:30 I’ll co present on Only You Can Prevent Security Breaches with Legal Tech Expert Kate Bladow. And at 3:30 I’ll join common co-conspirators Matt Eshleman of CITIDC and Judi Sohn of Convio to talk about VOIP.

Thursday 4/5: My one session today, again with Matt from CitiDC,will be an oldie but goodie – the Virtualization Salon. Whether you’re about to dive in to the world of virtualized servers, or you’re an old hand with advanced questions or wisdom to share, this will cover the gambit in #ntctech style, with Powerpoint only on hand as an instructional aid and round the room wisdom sharing.

Thursday is also awards day, and as the honored recipient of last year’s NTEN Award, I get to present it to this year’s winner (no spoilers here!).

Sleep will wait until post-NTC. The best nonprofit tech party is almost here — see you there?

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My Idealware Campaign

Regular readers know that I’m an active contributor, board member and supporter of Idealware, an org that works full-time practicing the mission of this website: to help nonprofits use technology effectively. Please join me in contributing to their work in 2012 by donating to my campaign, using the unsightly widget to your right. I’m matching donations up to the first $375 contributed. idealware does great work, no question. Your support is appreciated.

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Talking Databases For A Change

NTEN‘s new issue of Change is out and I got a chance to sound off to Idealware‘s Chris Bernard about the dream of “one database to rule them all” — doing all of your organization’s Constituent Relationship Management (CRM) in a single system. My interview is on page 22, but the whole issue is a dream for NPO’s struggling with wrangling information.

Suggestion: use a big monitor to view this. Change is a great magazine, but the Bluetoad viewer is somewhat tough to use on small screens.

NTEN Change, Issue 4

Putting The Tech Back In Nonprofit Technology

We’re all back from the Nonprofit Technology Conference, where nine of the ten Idealware bloggers congregated, along with some 1,440 of our peers in the nptech community. What a gas! NTC, as we call the conference, is what high school would have been like if everyone had been a member of the popular clique. The combination of peer education and celebration of our common interest in saving the world with heart and technology make for an exuberant occasion. And I can’t say enough about the awe and appreciation I have for Holly, Anna, Annaliese, Brett, Sarah and Karl, and the amazing event that they recreate year after year for us.

But, enough gushing. One of my (many) rants regards my concern that, although the biggest group of people that we call “nptechies” are the ones who support technology in their organizations, our biggest nptech conferences focus heavily on social media and the web (NTC, Netsquared, and now SXSW). It is true that the advent of social media and the interactive web is spawning a revolution in the way that we do advocacy and fundraising. But there is no less of a revolution in our server rooms, where virtualization, cloud computing and wireless devices are changing the entire way that we manage and deliver applications.

Our System Administrators, Support Specialists and Accidental Techies need to share in the peer support that can inform their efforts and help them feel more connected, both to their missions and the broader community. This year, in deference to a throat getting hoarse from ranting, I took a first stab at addressing this gap.

The Tech Track

The tech track was conceived as a six session “mini” track; five of the proposed sessions made the cut. The topics went from the basics to the broad overview:

  • Tech Track 1: Working Without a Wire (But With a Net): Dealing with Wireless Networks, Laptops, and Cell Phones
  • Tech Track 2: Proper Plumbing: Virtualization and Networking Technologies
  • Tech Track 3: Earth to Cloud: When, Why and How to Outsource Applications
  • Tech Track 4: Budget vs Benefits: Providing Top Class Technology in Constrained Resource Environments
  • Tech Track 5: Articulating Tech: How to Win Friends and Influence Luddites.

Joining me in these sessions were fellow blogger Johanna Bates of OpenIssue, Matt Eshleman of CITIDC, Tracy Kronzak of Applied Research Center, John Merritt of the San Diego YMCA, Michelle Murrain of OpenIssue, Michael Sola of National Wildlife Federation and Thomas Taylor of the Greater Philadelphia Cultural Alliance.

Subject Matter

Instead of doing the usual Powerpoint presentations and talking to the crowd, we pulled the chairs into circles for these sessions and put the session agenda up for grabs, asking each group what issues, related to the session topic, were foremost in their minds. The conversation was rich, and served as a healthy catalogue of the challenges facing nonprofit technology practitioners. Some highlights:

  • Supporting remote laptop use in a western state with very little wireless bandwidth available
  • Securing our networks while making network data accessible on mobile devices
  • Supporting use of and crafting fair policies to address the boom in mobile devices
  • Understanding the risks and benefits of virtualizing servers and desktops
  • Knowing how and when to virtualize, and how Storage Area Networks fit in the big picture
  • Weighing the risk of cloud computing, which also entails weighing the risks of our non-cloud networks
  • Knowing what to ask a cloud provider to insure that data is safe, even in the case of the provider going out of business
  • Assessing the cost of owned vs service-provided applications
  • Assessing the readiness of Cloud Computing, and moving large, complex server rooms to the cloud
  • Chickens and eggs: what to do when IT is asked to budget, but is not part of the planning process prior?
  • What strategies can be applied to provide good technology with limited budgets?
  • What tools and resources are available to help with the budgeting process?
  • How can we engage our users when we roll out new technology?
  • How do we get them to attend training?

Next week, I’ll follow this up with some of the answers we came up with for these questions.

Adventures In Web Site Migration

I recently took on the project of migrating the Idealware articles and blog from their old homes on Idealware’s prior web site and Google’s Blogger service to our shiny, new, Drupal-based home. This was an interesting data-migration challenge. The Idealware articles were static HTML web pages that needed to be put in Drupal’s content database. And there is no utility that imports Blogger blogs to Drupal. Both projects required research and creativity.

The first step in any data migration project is to determine if automating the task will be more work than just doing it by hand. Idealware has about 220 articles published; cutting and pasting the text into Drupal, and then cleaning up the formatting, would be a grueling project for someone. On the other hand, automating the process was not a slam dunk. Database data is easier to write conversion processes for than free form text. HTML is somewhere in the middle, with HTML codes that identify sections, but lots of free form data as well.

Converting HTML Articles with Regular Expressions

My toolkit (of choice) for this project was Sed, the Unix Stream Editor, and a generic installation of Drupal. Sed does regular expression searching and replacing. So I wrote a script that:

  1. Deleted lines with HTML tags that we didn’t need;
  2. stored data between title and body tags;
  3. and converted those items to SQL code that would insert the title and article text into my Drupal database.

This was the best I could do: other standardized information, such as author and publishing date, was not standardized in the text, so I left calling those out for a clean-up phase that the Idealware staff took on. The project was a success, in it that it took less than two days to complete the conversion. It was never going to be an easy one.

Without going too far, the sed command to delete, say, a “META” tag is:

/\<meta/d

That says to search for a literal “less than” bracket (the forward slash implies literal) and the text meta and delete any line that contains it. A tricky part of the cleanup was to make sure that my search phrases weren’t ones that might also match article text.

Once I’d stripped the file down to just the data between the “title” and “body” tags, I issued this command:

s/\<title\>(.*)\<\/title\>.*\<body\>(.*)\<\/body\>/insert into articles (title, body) values (‘\1′, ‘\2′);/

This searches for the text between HTML “title” tags, storing it in variable 1, then the text between “body” tags, storing it in variable 2, then substitutes the variable data into a simple SQL insert statement in the replacement string. Iterating a script with all of the clean-up commands, culminating in that last command, gave me a text file that could be imported into the Drupal database. The remaining cleanup was done in Drupal’s WYSIWYG interface.

Blog Conversion

As I said, there is no such thing as a program or module that converts a Blogger Blog into Drupal format. And our circumstance was further complicated by the fact that the Idealware Blog was in Blogger’s legacy “FTP” format, so the conversion options available were further limited.

There is an excellent module for converting WordPress blogs to Drupal, and there were options for converting a legacy Blogger blog to WordPress. So, then the question was, how well will the blog survive a double conversion? The answer was: very well! I challenge any of you to identify the one post that didn’t come through with every word and picture intact.

I had a good start for this, Matthew Saunders at the Nonprofits and Web 2.0 Blog posted this excellent guide. If you have a current Blogger blog to migrate, every step here will work. My problem was that the Idealware blog was in the old “FTP” format. Google has announced that blogs in their original publishing format must be converted by May 1st. While this fact had little or no relationship to the web site move to Drupal, it’s convenient that we made the move well in advance of that.

To prep, I installed current, vanilla copies of WordPress and Drupal at techcafeteria.com. I tracked down Google’s free blog converters. While there is no WP to Drupal converter, most other formats are covered, and I just used their web-based Blogger to WordPress tool to convert the exported Idealware blog to WP format. The conversion process prompted me to create accounts for each author.

To get from WordPress to Drupal, I installed above-mentioned WordPress-import module. As with the first import, this one also prompted me to create the authors’ Drupal accounts. It also had an option to store all images locally (which required rights to create a public-writeable folder on the Drupal server). Again, this worked very well.

With my test completed, I set about doing it all over again on the new Idealware blog. Here I had a little less flexibility. I had administrative rights in Drupal, but I didn’t have access to the server. Two challenges: The server’s file upload limit (set in both Drupal and PHP’s initialization file) was set to a smaller size than my WordPress import file. I got around this by importing it in by individual blogger, making sure to include all current and former Idealware bloggers. The second issue was in creating a folder for the images, which I asked our host and designer at Digital Loom.com to do for me.

Cleanup!

The final challenge was even stickier — the posts came across, but the URLs were in a different format than the old Blogger URLs This was a problem for the articles as well. How many sites do you think link to Idealware content out there? For this, I begged for enough server access to write and run a PHP script that renamed the current URLs to their former names — a half-successful effort, as Drupal had dramatically renamed a bunch of them. The remainder we manually altered.

All told, about two hours research time, three or four hours conversion (over a number of days) and more for the clean-up, as I wasted a lot of time trying to come up with a pure SQL command to do the URL renaming, only to eventually determine that it couldn’t be done without some scripting. A fun project, though, but I’d call it a success.

I hope this helps you out if you ever find yourself faced with a similar challenge.

Hearts and Mobiles

Are Microsoft and Apple using the mobile web to dictate how we use technology? And, if so, what does that mean for us?

Last week, John Herlihy, Google’s Chief of Sales, made a bold prediction:

“In three years time, desktops will be irrelevant.”

Herlihy’s argument was based on research indicating that, in Japan, more people now use smartphones for internet entertainment and research than desktops. It’s hard to dispute that the long predicted “year of the smartphone” has arrived in the U.S., with iPhones, Blackberries and Android devices hitting record sales figures, and Apple’s “magical” iPad leading a slue of mini-computing devices out of the gate.

We’ve noted Apple’s belligerence in allowing applications on their mobile platform that don’t pass a fairly restrictive and controversial screening process. It’s disturbing that big corporations like Playboy get a pass from a broad “no nudity” policy on iPhone apps that a swimwear store doesn’t. But it’s more disturbing that competing technology providers, like Google and Opera, can’t get their call routing and web browsing applications approved either. It’s Apple’s world, and iPhone owners have to live in it (or play dodgeball with each upgrade on their jailbroken devices). And now Microsoft has announced their intention to play the same game. Windows Mobile 7, their “from the ground up” rewrite of their mobile OS, will have an app store, and you will not be able to install applications from anywhere else.

iPhone adherents tell me that the consistency and stability of Apple’s tightly-controlled platform is better than the potentially messy open platforms. You might get a virus. Or you might see nudity. And your experience will vary dramatically from phone to phone, as the telcos modify the user interface and sub in their own applications for the standard ones. There are plenty of industry experts defending Apple’s policies.

What they don’t crow about is the fact that, using the Apple and Microsoft devices, you are largely locked into DRM-only options for multimedia at their stores for buying digital content. They will make most of their smartphone profits on the media that they sell you (music, movies, ebooks), and they tightly control the the information and data flow, as well as the devices you play their content on. How comfortable are you with letting the major software manufacturers control not only what software you can install on your systems, but what kind of media is available to them, as well?

The latest reports on the iPad are that, in addition to not supporting Adobe’s popular Flash format, Google’s Picasa image management software won’t work as well. If you keep your photos with Google, you’d better quickly get them to an Apple-friendly storage service like Apple’s MobileMe or Flickr, and get ready to use iPhoto to manage them.

If your organization, has invested heavily in a vendor or product that Apple and/or Microsoft are crossing off their list, you face a dilemma. Can you just ignore the people using their popular products? Should you immediately redesign your Flash-heavy website with something that you hope Apple will continue to support? If your cause is controversial, are you going to be locked out of a strategic mobile market for advocacy and development because the nature of your work can’t get past the company censors?

I’m nervous to see a major computing trend like mobile computing arise with such disregard for the open nature of the internet that the companies releasing these devices pioneered and grew up in. And I’m concerned that there will be repercussions to moving to a model where single vendors are competing to be one stop hardware, software and content providers. It’s not likely that Apple, Microsoft, Amazon, Google or anyone else is really qualified to determine what each of us want and don’t want to read, watch and listen to. And it’s frightening to think that the future of our media consumption might be tied to their idiosyncratic and/or profit-driven choices.

The Buzz Factor

buzz.png
buzz.png

Long time readers of my ramblings here are aware that I drink the Google kool-aid. And they also know that I’ve been caught tweeting, on occasion. And, despite my disappointment in Google’s last big thing (Wave), I am so appreciative of other work of theirs — GMail, Android, Picasa — that I couldn’t pass up a go with their answer to Facebook and Twitter, Buzz.

Google, perhaps because their revenue model is based on giving people ad-displaying products, as opposed to selling applications, takes more design risks than their software-developing competitors. Freed of legacy design concepts like “the computer is a file cabinet” or “A phone needs a “start” menu“, they often come up with superior information management and communication tools.

What is Buzz?

Buzz, like Twitter and Facebook, and very much like the lesser used Friendfeed, lets you tell people what you’re up to; share links, photos and other content; and respond to other people’s posts and comments. Like Facebook, Friendfeed and Twitter (if you use a third party service like Twitterfeed), you can import streams from other services, like Google Reader, Flicker, and Twitter itself, into your Buzz timeline.

Unlike Twitter, there is no character limit on your posts. And the comment threading works more like Facebook, so it’s easy to keep track of conversations.

How is Buzz Different?

The big distinguishing factor is that Buzz is not an independent service, but an adjunct of GMail. You don’t need a GMail account to use it, but, if you have one, Buzz shows up right below your inbox in the folder list, and, when a comment is posted on a Buzz that you either started or contributed to, the entire Buzz shows up in your inbox with the reply text box included, so that continuing the conversation is almost exactly like replying to an email.

The Gmail integration also feeds into your network on Buzz. Instead of actively seeking out people to follow, Buzz loads you up from day one with people who you communicate regularly with via GMail.

Privacy Concerns

Buzz’s release on Tuesday spawned a Facebook-like privacy invasion meme the day that it was released — valid concerns were raised about the list of these contacts showing up on Buzz-enabled Google Profile pages. A good “get rid of Buzz” tutorial is linked here. To Google’s credit, they responded quickly, with security updates being rolled out two days later. I’m giving Google more of a pass on this than some of my associates, because, while it was a little sloppy, I don’t think it compares to the Facebook “Beacon” scandal. Google didn’t think through the consequences, or the likely reaction to what looked like a worse privacy violation than it actually was (contact lists were only public on your profiles if you had marked your profile “public”, and there was a link to turn the lists off, it just wasn’t prominently placed or obvious that it was necessary). Beacon, in comparison, started telling the world about every purchase you made (whether it was a surprise gift for your significant other or a naughty magazine) and there was no option for the user to turn it off. And it took Facebook two years to start saying “mea culpa”, not two days.

Social Media Interactions for Grownups

Twitter’s “gimmick” — the 140 character limit — defines its personality, and those of us who enjoy Twitter also enjoy the challenge of making that meaningful comment, with links, hashtags, and @ replies, in small, 140 character bursts. It’s understood now that continuing a tweet is cheating.

Facebook doesn’t have such stringent limits, but you wouldn’t necessarily know that to glance at it. It hasn’t shaken it’s dorm room roots; it’s still burdened by all of the childish quizzes and applications; and, maybe more to the point, cursed by a superficiality imposed by everyone having an audience composed of high school buds that they haven’t seen for a decade or two, and who might now be on the other side of the political fence.

But Buzz can sustain a real conversation — I’ve seen this in my day and a half of use. Partially because it doesn’t have Twitters self-imposed limit or Facebooks playful distractions; and largely because you reply in your email, a milieu where actual conversation is the norm. This is significant for NPOs that want to know what’s being said about them in public on the web. I noted from a Twitter post this week that the Tactical Philosophy blog had a few entries discussing the pros and cons of Idealistshandling of a funding crisis. But Twitter wasn’t a good vehicle for a nuanced conversation on that, and I can’t see that type of dialogue setting in on Facebook. Buzz would be ideal for it.

The Best is Yet to Come

This week, Google rolled out Buzz to GMail. Down the road, they’ll add it to Google Apps for Domains. The day that happens, we’ll see something even more powerful. Enterprise microblogging isn’t a new idea — apps like Yammer and Socialcast have had a lot of success with it. I’m actually a big fan of Socialcast, which has a lot in common with Buzz, but I was stumped as to how I could introduce a new application at my workplace that I believe would be insanely useful, but most of the staff can’t envision a need for at all. What would have sold it, I have no doubt, is the level of email integration that Buzz sports. By making social conversations so seamlessly entwined with the direct communication, Google sells the concept. How many of you are trying hard to explain to your co-workers that Twitter isn’t a meaningless fad, and that there’s business value in casual communication? Buzz will put it in their faces, and, daunting as it might be at first, I think it will win them over.

NPO Evaluation, IE6, Still Waters for Wave

[Oops! Forgot to publish this Idealware post from late January...]

Here are a few updates topics I’ve posted on in the last few months:

Nonprofit Assessment

The announcement that GuideStar, Charity Navigator and others would be moving away from the 990 form as their primary source for assessing nonprofit performance raised a lot of interesting questions, such as “How will assessments of outcomes be standardized in a way that is not too subjective?” and “What will be required of nonprofits in order to make those assessments?” We’ll have a chance to get some preliminary answers to those questions on February 4th, when NTEN will sponsor a phone-in panel discussion with representatives of GuideStar and Charity Navigator, as well as members of the nonprofit community. The panel will be hosted by Sean Stannard-Stockton of Tactical Philanthropy, and will include:

I’ll be participating as well. You can learn more and register for the free event with NTEN.

The Half-Life of Internet Explorer 6

It’s been quite a few weeks as far as headlines go, with a humanitarian crisis in haiti; a dramatic election in Massachusetts; A trial to determine if California gay marriage-banning proposition is, in fact, discriminatory; high profile shakeups in late night television and word of the Snuggie, version 2 all competing for our attention. An additional, fascinating story is unfolding with Google’s announcement that they might pull their business out of China in light of a massive cybercrime against critics of the Chinese regime that, from all appearances, was either performed or sanctioned by the Chinese government. There’s been a lot of speculation about Google’s motives for such a dramatic move, and I fall in the camp that says, whatever their motives, it’s refreshing to see a gigantic U.S. corporation factor ethics into a business decision, even if it’s unclear exactly what the complete motivations are.

As my colleague Steve Backman fully explains here, here’s been some fallout from this story for Microsoft. First, like Google and Yahoo!, Microsoft operates a search engine in China and submits to the Chinese governments censoring filters. They’ve kept mum on their feelings about the cyber-attack. Google’s analysis of that attack reveals that GMail accounts were hacked and other breaches occurred via security holes in Internet Explorer, versions six and up, that allow a hacker to upload programs and take control of a user’s PC. As this information came to light, France and Germany both issued advisories to their citizens that switching to a browser other than Internet Explorer would be prudent. In response, Microsoft has issued a statement recommending that everyone upgrade from Internet Explorer version 6 to version 8, the current release. What Microsoft doesn’t mention is that the security flaw exists in versions seven and eight as well as six, so upgrading won’t protect you from the threat, although they just released a patch that hopefully will.

So, while their reasoning is suspect, it’s nice to see that Microsoft has finally joined the campaign to remove this old, insecure and incompatible with web standards browser.

Google Wave: Still Waters

I have kept Google Wave open in a tab in my browser since the day my account was opened, subscribed to about 15 waves, some of them quite well populated. I haven’t seen an update to any of these waves since January 12th, and it was really only one wave that’s gotten any updates at all in the past month. I can’t give away the invites I have to offer. The conclusion I’m drawing is that, if Google doesn’t do something to make the Wave experience more compelling, it’s going to go the way of a Simply Red B-Side and fade from memory. As I’ve said, there is real potential here for something that puts telecommunication, document creation and data mining on a converged platform, and that would be new. But, in it’s current state, it’s a difficult to use substitute for a sophisticated Wiki. And, while Google was hyping this, Confluence released a new version of their excellent (free for nonprofits) enterprise Wiki that can incorporate (like Wave) Google gadgets. That makes me want to pack up my surfboard.