Director of Client Services Jennifer Huftalen answers questions about the IT Business Manager role at Community IT. How is an IT Business Manager different from a vCIO or an account manager? Learn more from this conversation.

The takeaways:

• The IT Business Manager is a unique role in the sector and at MSPs serving nonprofits. A combination of technology expertise and a business background make Community IT’s IT Business Managers ideally suited to help our clients undertake strategic planning and management of their IT.
• Similar to a vCIO, like an account manager but so much more, the IT Business Managers work with the primary contact to manage and understand the costs and strategies of IT investment in addition to supporting the help desk team provide day-to-day support.
• The IT Business Manager comes in at onboarding and helps analyze the initial assessment. IT Business Managers at Community IT can spot trends, identify duplicate tools, extra licenses, help the client create an accurate inventory of devices and licenses, and basically work in manageable stages to move the nonprofits’ IT to a “steady state” of well-managed IT.
• Community IT considers our clients our partners in managing IT. Nonprofits know what their ideal IT would look like. We find that a part time vCIO who parachutes in monthly or quarterly can’t develop the deep understanding of that client’s needs and pain points and help them invest wisely and manage change. The IT Business Manager at Community IT monitors trends in help desk tickets and identifies ways technology can make the nonprofit more efficient and secure. And the IT Business Manager documents everything, so you can ask any questions and understand how your processes work and what IT you are using.
• The IT Business Manager has a long term relationship with your organization and can develop 3-5 year planning in conjunction with your executive team that can be used for grant applications and funding support. For just one example, check out our case study on how an adult charter school in DC was able to implement a 4 year plan in 3 months to move all their students to remote learning in 2020.
• Using Community IT and having access to an IT Business Manager solves the nonprofit problem of trying to hire for this leadership position and find people with a technical AND business background and be able to retain these unique people. And the IT Business Manager at Community IT has the entire team as a resource and their experience at other clients, so you get the benefit of that network of information and expertise.

Navigating the complexities of IT management doesn’t have to be a solo journey for nonprofit leaders. By bridging the gap between high-level strategy and daily operations, the IT Business Manager ensures your technology is an asset rather than a cost. At Community IT, we believe the strongest solutions come from this kind of deep, human-centered partnership. To learn more about how our unique approach to IT management supports long-term mission success, we invite you to listen to our podcast episode or reach out to start a conversation today.

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Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.

Whether you are an AI novice wondering how to catch up quickly, or an AI early adopter always looking for a new tool you can use at your nonprofit, we hope you will join us every Tuesday for another quick update on what is going on in the world of Nonprofits and AI.

Takeaways and resources from Ep 2:

Microsoft

TechSoup https://www.techsoup.org/: A membership driven nonprofit IT resource, particularly for discounted licenses, with a large knowledgebase on many IT tools nonprofits use. AI resources for Microsoft tools, including training: https://techsoup.course.tc/catalog/exploring-ai-with-microsoft-tools

Google

Generative AI training and help: extensive resources on using Gemini, including nonprofit-specific use cases and examples.

The Human Stack

Built around up-skilling your existing nonprofit staff to better manage IT, offers affordable workshops and classes, including a 60 minute course for getting better at AI. https://thehumanstack.com/

Perplexity and Charity Navigator

Perplexity is an AI tool that announced a partnership with Charity Navigator to use the Charity Navigator database to improve outputs when asking about nonprofits. https://www.perplexity.ai/hub/blog/research-nonprofits-with-charity-navigator-on-perplexity

As with all AI tools, follow your nonprofit's guidelines and policies when logging into non-enterprise accounts - enterprise licenses are more secure and offer more privacy, so use them when you can!

Claude and Candid

Claude is Anthropic's AI tool, and has partnered with Candid to improve outputs when researching nonprofits, grants, foundations, etc. To learn more: https://candid.org/blogs/claude-for-nonprofits-candid-mcp-connector-access-nonprofit-data-ai-assistant/

Q&A

Want to ask a question about nonprofit AI and get an answer on a future episode? Got a use case you want to share? A cautionary AI tale you want to warn other nonprofits about? Let's grow this community! Get in touch with Carolyn here, on our website, or on reddit https://www.reddit.com/r/NonprofitITManagement/

_______________________________
Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.

Learn how to manage valuable data every day at your nonprofit.

Director of Data and Systems at the Greater Washington Community Foundation in Washington DC, Jenn Walen, discusses her role in managing data policies and training and supporting nonprofit staff in keeping data clean and organized.

Jenn stresses that you need a single source of truth, standards for data entry, and policies. Spending the time to decrease the time spent pulling reports and seeing the whole picture is extremely valuable in this moment. Jenn shares advice and experiences in getting your nonprofit’s data where you want it to be.

Everybody wants to look good. Good data helps everyone at your organization look good – to your board, your executives, your donors, your constituents. And good data saves everyone time.

Additionally, nonprofits looking for one thing they can do to protect themselves in this political environment should look to their data governance and standards. This project doesn’t have to involve highly paid consultants or new expensive tools. It just takes prioritization, time, and good change management.

Recommendations:

Be consistent. Create standards and uphold them. No exceptions.

If you need data governance documentation, templates and assistance are available online. You don’t have to start from scratch, ask your colleagues.

Kindness along the way is important. This is not easy. Data clean up is a pain. Everyone lending a hand can help create solidarity and a culture of accuracy. Support your colleagues!

People learn in multiple ways and with multiple styles. Provide training and support to meet them where they are.

Get support from leadership to emphasize data clean up priorities.

It is so satisfying when the data is in good shape. The rewards for doing the hard work are great.

Is there an AI tool that can do this for you?

AI tools are helpful. Start with education and training on the tools you plan to use. The tools you can use will depend on your database. Get the training from your vendor on the AI that is being incorporated into your tool. Work with a data consultant to understand implementing AI to understand the implications, the security, and matching the tool to your needs and use policies.

Every output from AI needs to have a human review. Don’t expect to give AI your data and have it sort and clean it for you with minimum input from humans.

Be careful. Respect confidentiality and follow your organization’s data governance policies. Think about how you would want an organization to handle your own data.

_______________________________
Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.