Insights

Smart CRM

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CRM’s November 2014 issue includes an article titled Maximize the ROI of your CRM Solution that contains valuable guidance for ensuring you benefit from your Customer Relationship Management (CRM) software. Whether you are a long-time CRM user or are considering buying software for the first time, the article has pertinent recommendations for implementing CRM in […]

The Strategic CFO: Discoveries from Tate & Tryon’s CFO Panel Discussion

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On Tuesday, October 14th, Tate & Tryon hosted a panel of four highly successful CFOs to discuss the traits, characteristics, and styles that they find effective in their role with an audience of fellow CFOs and controllers. Joseph Janela of the American Pharmacists Association, Eileen Ramage of the National Association of Homebuilders, Stewart Uretsky of […]

Evaluating Charities: Rethinking our Ideology

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Evaluating Charities: Rethinking our Ideology
If you work at a charitable organization, you are probably all too aware of how closely your donors scrutinize the degree to which their donation is used to fulfill the organization’s mission. However, donors tend to have a very narrow definition of what this means. Specifically, nonprofit worthiness is often reduced […]

Designing a Four-Star Dashboard

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In a previous article, Dante Williams, a Controller in Tate & Tryon’s Outsourced Services Department, described the importance of including multiple internal stakeholders when selecting and implementing an Association Management System (AMS). This principle also applies to the development of reports and dashboards. Before jumping into an Excel sheet or requesting a […]

Do You Know What to do with Your Gold Mine?

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In the May/June 2014 issue of ASAE’s Associations Now, Melanie Kaplan describes in the article “Sift Skills” how The Texas Medical Association made business intelligence part of its day-to-day culture “through a combination of financial investment, education, and technology.” She explains how many nonprofits are sitting on a gold mine of information but may not […]

Only 1 in 4 nonprofits feel they are very effective in capturing and reporting data from their AMS/CRM/Donor system

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Findings from the Accounting Best Practices: Billing & Collections Survey
From Tate & Tryon’s experience of working with more than several hundred nonprofit organizations, we have observed that too much time is spent on financial transaction processing.  This is often the result of nonprofits failing to approach their financial processes strategically, such as challenging existing procedures, […]

A Bifurcated Role: Introducing the Chief Data Officer

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The integration of cross-functional data and application of business intelligence will soon be a practice of not only the most strategic nonprofits, but of any nonprofit hoping to remain efficient, competitive, and relevant. The process of adopting an integrated and collaborative data management approach is complex and has procedural, technical, and cultural implications.  Nonprofits may benefit […]

Who (and What) is the Chief Data Officer?

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Strategic nonprofit leaders are changing the way they manage and use data in their organizations.  They are learning to examine data holistically and use data-driven insights to shape decisions.  However, the ability to fully leverage the power of cross-functional data requires a complex shift from information silos to an organization-wide data system, a daunting task […]

Membership Metrics Survey Results Now Available

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Membership Metrics: A Review of Current and Best Practices
Transforming membership data into business intelligence is a top priority for strategic nonprofit leaders.  However, nonprofits face numerous obstacles to managing data successfully.  Tate & Tryon conducted a survey to learn more about this issue and identify best practices related to the collection, tracking, and reporting of membership (and […]

Who’s Watching IT?

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Earlier this summer, Tate & Tryon hosted a seminar on IT governance titled Who’s Watching IT? with presentations by Ray Vazquez, CEO of Infinitive Insight and Kevin Carlson, Director of IT Governance, Risk and Controls at the American Red Cross. The discussion focused on the importance of enabling IT to support the organization’s strategy by involving IT in […]

The Right Size, Right Fit

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