User Acceptance Testing: Purpose & Impact

If you’ve ever implemented a new software application or a new customized feature in your current applications, you’ve most likely heard of User Acceptance Testing or UAT. In this first installment of our series on User Acceptance Testing, we’ll define it, explain its...

Endowment: The Legacy of a ‘Legacy System’​

Your endowment system contains the most critical information about your most extraordinary donors– yet spreadsheets, homegrown databases, and paper files are often the only way to maintain records of the most influential [or most heavily restricted] gifts.   So why is...

Objectivity: Consulting’s Core Value Proposition

One of the more common, humorous digs at consulting is that consultants ask you for your watch, and then tell you what time it is. Admittedly, this sort of thing happens too often. As a lifelong consultant and advocate for advancement services, I work hard to overcome...

Change Management | The Path to Adoption

“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.” – Margaret Mead Nonprofit technology is an ever-moving target. With new tools, more sophisticated intelligence, and better...

The Importance of Balance

As I reflect on the past 12 years of my non-profit technology career, and more specifically the last four years at Zuri Group, I am struck by the similarities found in both the Higher Education Advancement and Healthcare fundraising spaces: specifically, the question...