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Jenn Taylor

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Practical Data for Nonprofits: Part 1 — A Primer

I challenge you to count the times in one day you hear or read the word “data” or something related to it. That number won’t be 0. We live…

Aug 8, 2021

Practical Data for Nonprofits: Part 1 — A Primer

Aug 8, 2021

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The Startup

The Power to Humanize Technology

In a prior essay, I asked how data systems could be humanized. A humanized system is clear in its intent, goals, and uses. It is…

May 29, 2019

The Power to Humanize Technology

May 29, 2019

Pinned

The Nonprofit Operations Guide: Introduction

You’ve heard of “strategy” — and you’ve certainly heard of “execution.” But have you ever wondered how an organization figures out exactly…

Sep 3, 2021

The Nonprofit Operations Guide: Introduction

Sep 3, 2021

Salesforce Obscura: Nonprofit Data Pipeline On the Cheap (Part 4): Skyvia

The vital glue that lets all this happen

May 21, 2023

Salesforce Obscura: Nonprofit Data Pipeline On the Cheap (Part 4): Skyvia

May 21, 2023

Salesforce Obscura: Nonprofit Data Pipeline On the Cheap (Part 3): Azure Resources

For this part of the work, you will need to be able to create Azure resources. While this article is fairly long, it incorporates all of…

May 12, 2023

Salesforce Obscura: Nonprofit Data Pipeline On the Cheap (Part 3): Azure Resources

May 12, 2023

Data Literacy for Nonprofits Part 5— Buckets of Reporting

Data has different flavors. Sadly, one of them is not strawberry.

May 10, 2023

Data Literacy for Nonprofits Part 5— Buckets of Reporting

May 10, 2023

Salesforce Obscura: Nonprofit Data Pipeline On the Cheap (Part 2): The Ecosystem

This article is the only one in the series that is largely conceptual and focuses on framing up the solutions. It’s also part of our data…

May 10, 2023

Salesforce Obscura: Nonprofit Data Pipeline On the Cheap (Part 2): The Ecosystem

May 10, 2023

Salesforce Obscura: Nonprofit Data Pipeline On the Cheap (Part 1)

Data on a budget? We’ve got some duct tape for that!

May 10, 2023

Salesforce Obscura: Nonprofit Data Pipeline On the Cheap (Part 1)

May 10, 2023

Salesforce Obscura: Update a field when you upload a file (with Flows!)

One more way to use Screen Flows to manage Files while tracking exactly which files have been uploaded

Oct 27, 2022

Salesforce Obscura: Update a field when you upload a file (with Flows!)

Oct 27, 2022

Salesforce Obscura: Auto-copy a File to a Rich Text Field with Flows

Option 2 of 2 — using ScreenFlows to upload the file from an Experience Cloud setting

Oct 23, 2022

Salesforce Obscura: Auto-copy a File to a Rich Text Field with Flows

Oct 23, 2022

Salesforce Obscura: Auto-copy a File to a Rich Text Field with FormAssembly

Option 1 of 2 — using FormAssembly to upload the file

Oct 13, 2022

Salesforce Obscura: Auto-copy a File to a Rich Text Field with FormAssembly

Oct 13, 2022

Nonprofit database implementation: what most firms still gets wrong (and how to fix it).

Teach first. Teach continuously. And for the love of everything do not ask your client to fill out a spreadsheet template for a data…

Apr 9, 2022

Nonprofit database implementation: what most firms still gets wrong (and how to fix it).

Apr 9, 2022

Salesforce Obscura: Salesforce + Marketing Cloud = No Exit from the Journey

The Problem You Need To Solve When a new Lead is created in Salesforce that is tied to a specific type of interest (e.g. from a specific…

Jan 16, 2022

Salesforce Obscura: Salesforce + Marketing Cloud = No Exit from the Journey

Jan 16, 2022

Salesforce Obscura: This quarter vs the same quarter last year, but ALIVE

A quick one that is the bane of many a fundraiser’s existence. You want to compare Q1 this year to Q1 last year. You’ve probably found…

Dec 1, 2021

Salesforce Obscura: This quarter vs the same quarter last year, but ALIVE

Dec 1, 2021

Salesforce Obscura: Stop! Put That Process Builder Down!

Do you really need to automate that?

Nov 30, 2021

Salesforce Obscura: Stop! Put That Process Builder Down!

Nov 30, 2021

Salesforce Obscura: Self-Registration in Communities

Your request cannot be processed at this time. No, we won’t tell you why.

Nov 11, 2021

Salesforce Obscura: Self-Registration in Communities

Nov 11, 2021

Data Literacy for Nonprofits Part 4 — Data is Meaningless

Well maybe not actually meaningless, but it isn’t The Source of Truth that many believe it to be. At least not without some context.

Oct 2, 2021

Data Literacy for Nonprofits Part 4 — Data is Meaningless

Oct 2, 2021

Practical Data for Nonprofits: Part 3 — Why is it so hard to change something in my database?

You have invested in a data system. Maybe it’s ETO or Salesforce, or Apricot or one of hundreds of others. It was a big investment and it…

Sep 5, 2021

Practical Data for Nonprofits: Part 3 — Why is it so hard to change something in my database?

Sep 5, 2021

The Nonprofit Operations Guide: Capacity

In the final article in this series, we wrap up by connecting everything you’ve learned about strategy, operating models, and operating…

Sep 3, 2021

The Nonprofit Operations Guide: Capacity

Sep 3, 2021

The Nonprofit Operations Guide: Mature and Institutional Organizations

Mature organizations have committed to a strategy, have documented their processes, and are mostly engaged in extending their reach and…

Sep 3, 2021

The Nonprofit Operations Guide: Mature and Institutional Organizations

Sep 3, 2021

Jenn Taylor

Jenn Taylor

Operationalizationer — one who defines a fuzzy concept so it becomes clear, measurable, and empirically observable. Founder @ deepwhydesign.com

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