Forum Discussion
Question for small nonprofits
We capture lots of information in Excel (e.g., applicants, reviewers, scores, recipients, grants, projects, donors, partners, budgets, ...) as we currently do not have a database. And most data is not centralized. Most of the current work revolves around consolidating and cleaning our data assets, and creating proper documentation to support quality reporting.
We are modernizing our SharePoint and looking for other MS tools (e.g., List, PowerQuery) that will help create a single source of truth and improve our efficiency. Off-the-shelf solutions are my recommendation to my organization as we continue to operate with a lean budget. One challenge remains that we do not have a dedicated IT team or MS expert to call upon when we have questions or when a quick implementation would be needed. Networking and meeting people who have those technical skills has been key! :)