Visualization! ShalomCloud now provides various ways to depict your data. This initial rollout includes: Families joining, by year Pledged amounts and owed amounts, by year Pie chart of revenue by category "Burndown" chart--month by month cumulative totals of pledged and paid amounts. Here's a five-minute video showing this feature in action.
An opinion based on decades of dealing with programs and users (please forgive the virtual yelling): It's your data. Your should be able to extract it into a spreadsheet at any time. Too often, purveyors of software make you a prisoner of their environment, because your data is locked inside their database. As a trivial … Continue reading Import and Export
As of last post, congregants could update their demographic information--name, address, phone, email, birthday, et al.--and could pull statements for any time interval. Added to that capability, members can enter financial activity directly into the system. They can view outstanding pledges, contribute new funds, and even place a credit on file. They would choose … Continue reading Announcing — Member Portal, Part II
Now available--individuals can access their information directly. This first rollout of the user portal has two capabilities: Maintain your own demographic information--name and address, anniversary date, birthdays, cell phones and email addresses, Bar/Bat Mitzvah dates, et al. Bring up your up-to-the-minute statement, showing all outstanding balances, and all payments during a time interval of your … Continue reading Newest Feature — the Member Portal
Apparently many synagogues use QuickBooks for their general ledger, with their chosen synagogue software acting as a subledger feeding into QuickBooks periodically. While many synagogue leaders understand the benefits of cloud-based synagogue management software, they often cling to desktop-based accounting software. This is non-optimal. Perhaps it's not widely known that a cloud-based version of QuickBooks, … Continue reading Have you considered QuickBooks Online?
Last week's post mentioned free web hosting available for affiliates of the United Synagogue for Conservative Judaism. Fortunately, there is a parallel offering for affiliates of the Union for Reform Judaism (URJ). Visit the Marketing and Communications page on the URJ site, and scroll down a bit to the section entitled Websites. There you can … Continue reading Free web hosting for affiliates of URJ
The reader should be aware that the USCJ (United Synagogue of Conservative Judaism) offers free web hosting for its affiliates. In addition, they make available about half a dozen free WordPress themes. If you haven't heard of WordPress, let's just say that it's free software that is used on about 23% of the web sites … Continue reading Free web hosting for affiliates of USCJ
Whether acquiring software initially to solve an unmet need, or considering replacement for an existing, but inadequate solution, here are several ideas to consider and evaluate: How would conversion to the software happen? For example, can data be initially loaded via spreadsheet, or must it be entered manually? Can data within the system be easily … Continue reading What to consider when evaluating software
Nothing to install on desktop/laptop machines No server software to maintain and, eventually, replace Saves the cost of having a local hardware company maintain and patch your on-premises machine Software upgrades available automatically--no local upgrades required Device independence Frees you from having to perform periodic backups and having data available in case of a contingency … Continue reading Seven reasons to use cloud software