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  1. Cantor Adina H. Frydman says

    Yashar koach Dan! I know how challenging this culture change can be. As you know, SYNERGY at UJA-Federation of NY has been trying to change this culture in synagogues for years, starting with the project we did with Measuring Success in 2009. We are now bringing this in house to our own department as we begin to re build our own database in the hopes of moving our professional team to working in a more data driven way. We believe that it will not only help us be more targeted, strategic, and accountable but it will also enable us to better help our synagogues. Thanks for the inspiration!

  2. Jordan Zoot says

    Dan…..some of this is interesting and you certainly know my background. What mystifies me is why there is a need to build something from scratch. There are enough apps out there that can be quickly customized using declarative integration and mapping the need to actually write code is almost non-existent.

    The starting point for almost any organization is logically going to be be individual productivity [Google Apps or MS Office 365], together with a file sync and sharing product like box.com, dropbox for Business or Google Drive. If CRM is necessary for fundraising salesforce remains the gold standard, and there are numerous smaller CRM tools like Infusionsoft.

    The accounting can be done very elegantly with Xero.com

    We are partners with each of these technologies and while we don’t do a tremendous amount of not for profit work, you can find a wealth of information on our PSA website at http://cpaplatforms.abizinabox.com. Glad to see that it is working out.