TechCafeteria -

General Publications

Idealware.org is the foremost source of articles and white papers focused on non-profit technology. I developed, along with Idealware founder Laura Quinn, a primer on data integration called XML, API, CSV, SOAP! Understanding the Alphabet Soup of Data Exchange in October, and I'm working on one on document management. I help out with reviewing articles and the occasional Q&A at Idealware, as well.

The Non-Profit Times published an article I wrote last April on data management, a follow-up to my NTEN session (below), and other assists and contributions I've made, most recently to an article on backup and data insurance practices.

NTEN Articles and Presentations

I am a regular contributer to the NTEN Connect newsletter and a presenter at their conferences. I'm on the planning committee for 2008 and I'll be leading a panel session on change management. Most recently, I've led a webinar on the best practices for rolling out CRM in an organization:

• Preparing for your database: Making the Transition as Painless as Possible

• CRM Webinar Presentation

• I wrote the feature article for NTEN's May Newsletter on IT Leadership

• Lessons Learned: Effective Practices in IT Management

Last year, I participated on the panel for their great debate on Application Programming Interfaces (APIs). That was a lot of fun, as I was the sole end-user on a panel of software providers. Someone had to keep those guys honest about how open their systems are (or aren't!).

• Prior to the debate, I wrote this article.

• Seven Questions for Peter Campbell on Open APIs

• This is a "rant" that I wrote for NTEN Connect about the frustrations of trying to collaborate on technology projects. Bet you've been there!

• Taking it to the Streets: Technology Needs to be about the Clients

• Fresh off the presses, these are the slides for the session I'm doing at this week's NTEN Conference in D.C. on April 5th

• Managing Technology 2.0 Presentation

• My session was videotaped and is up on Blip.tv. Warning, though - it's out of order. It starts 15 minutes into the session on part one and then, a few minutes into part three, jumps back to the start of the session. This is about an hour and a half long, so only view it if you are really interested in the topic! The Q&A was pretty lively and interesting.

• Managing Technology 2.0 Video

Retail and E-Commerce

I developed a Retail Sales Data Warehouse for Goodwill Industries of San Francisco, which contributed to a large surge in revenues from the thrift store operations, and netted me a "Top Technology Innovators" award from InfoWorld in 2003.

• Joe Baker, the former President of NTen, among other distinctions, interviewed me about the project and highlighted it in the article.
• Non-Profit Quarterly Article - Tech Success Stories: Innovative Uses of Technology by Non-Profits by Joe Baker
• This is a presentation that I did in 2004 at a National Goodwill conference describing the reporting system.
• Retail Data Warehouse Presentation

• Joe Baker, the former President of NTen, among other distinctions, interviewed me about the project and highlighted it in the article.
• Non-Profit Quarterly Article - Tech Success Stories: Innovative Uses of Technology by Non-Profits by Joe Baker

CRM Planning

While at Goodwill, I kicked off their rollout of Salesforce.com's Constituent Relationship Management Software. These three pieces make up the business plan I drafted.

The main plan

The project plan

Additional notes