Nonprofit Tech Club Austin — Maximizing Tech to Save Money

carolynmappleton's picture

During "Maximizing Tech to Save Money," Sean Hale led a discussion about how nonprofit organizations can establish a strong back office. Successful nonprofits have strong administration so the rest of the staff can focus on achieving the mission. Almost every nonprofit can improve finance, operations, human resources and IT in ways that will pay for themselves quickly through enhanced efficiency and effectiveness. Sean has extensive experience helping nonprofits save money while enhancing their use of technologies. Sean understands how to nurture structure in a way that drives excellence. 
 

Chat Log


00:33:58    Sean Hale:    So -- how do y'all combat distractions while working from home?  Any good tips?
00:34:43    Sean Hale:    I have a "do not disturb" sign outside my office door.  If I forget to put it there, my 5 y/o will inevitably interrupt the meeting to tell me to put it on.  :) 
00:34:44    Nevin Kamath:    I honestly embrace the distractions. I keep facebook and telegram open so I’m “always” plugged in. Keeps me sane!
00:35:11    Sean Hale:    Wow, Nevin.  I'm impressed.  I think that would push me over the edge!
00:35:20    Andy Fruhling:    I tend to take quick breaks every 90 minutes or so.  This allows me to walk through the house and talk with the family, grab something to eat, clean up something, etc.  This way the family sees me and does not come in the office.
00:35:31    Sean Hale:    Welcome Chris Copeland.  Has anyone told you that you look like Sharon Swedlow?  :) 
00:35:43    Sean Hale:    Welcome Steve, good to see you!
00:35:54    Sean Hale:    Hello Joe & welcome!
00:35:56    ellenlee:    Every day is different!
00:35:59    Renan Añez:    For me, I try to leave my phone on other room, that works
00:36:16    Sean Hale:    Smart move, Renan!
00:36:57    Sean Hale:    Hey Carlie!  Good to see you!
00:37:18    Sharon Swedlow:    :)
00:37:20    Sean Hale:    Welcome Magda, Karen, Nathan, and Neena!
00:37:39    Andy Fruhling:    Dramatic change in the music....
00:38:02    cmartin:    Good to see you as well Sean! Looking forward to your presentation
00:38:48    Sean Hale:    I'd offer some different music, but with 2 minutes left to go ….
00:38:58    cmartin:    I'm also in Oregon where its only 79 degrees lol so don't think I'm sitting outside in the texas heat :)
00:38:59    Neena Needel @ DecisionWerks:    Thank you, it’s a pleasure to join all of you
00:39:05    Sean Hale:    Anyone else have a favorite way to avoid distractions?
00:39:16    Sean Hale:    Quit teasing us, Carlie!  :) 
00:39:19    Andy Fruhling:    I was wondering about you and Joe
00:44:58    Susannah:    https://www.trianoncoffee.com/
00:45:17    Susannah:    Join us on facebook! •    facebook.com/groups/nptechclubatx
00:50:48    Magda:    https://litmus.com/
00:53:21    Susannah:    Air Tables
00:54:25    Susannah:    "Airtable works like a spreadsheet but gives you the power of a database to organize anything."
00:54:36    Susannah:    https://airtable.com/
00:58:54    Susannah:    https://www.bill.com/
00:59:11    Susannah:    "Built to integrate and share financial data with your accounting system"
01:03:09    Susannah:    .
01:03:10    Susannah:    https://slack.com/
01:03:31    Susannah:    "With all of your communication and tools in one place, remote teams will stay productive no matter where you’re working from."
01:05:57    Nevin Kamath:    https://www.polly.ai/slack-poll “Improve engagement and productivity for your remote workforce by using native polls”
01:07:27    Susannah:    .
01:07:28    Susannah:    https://getdivvy.com/
01:07:48    Susannah:    "We’ve combined seamless expense management software with the world’s smartest business card, so you never have to process another expense report."
01:13:13    sraich:    you can export files to import to your accounting systems
01:15:01    Susannah:    .
01:15:02    Susannah:    https://evernote.com/
01:15:26    Susannah:    "Take notes anywhere. Find information faster. Share ideas with anyone. Meeting notes, web pages, projects, to-do lists—with Evernote as your note taking app, nothing falls through the cracks."
01:18:18    Susannah:    .
01:18:19    Susannah:    https://miro.com/
01:18:32    Susannah:    "The online collaborative whiteboard platform to
bring teams together, anytime, anywhere."
01:22:37    Susannah:    .
01:22:38    Susannah:    https://www.mural.co/
01:23:05    Susannah:    "
MURAL is a digital workspace for visual collaboration"
01:23:26    Susannah:    .
01:23:27    Susannah:    https://www.menti.com/
01:23:55    Susannah:    "Create interactive presentations & meetings, wherever you are

"Get real-time input from remote teams and online students with live polls, quizzes, word clouds, Q&As and more"
01:24:28    Andrea Herrera Moreno (she/her):    I forgot to introduce myself. Andrea with the Texas Alliance for Minorities in Engineering. www.tame.org 
01:24:48    Susannah:    Welcome!
01:27:51    Magda:    https://todoist.com/
01:28:24    Susannah:    "Regain clarity and calmness by getting all those tasks out of your head and onto your to-do list (no matter where you are or what device you use)."
01:30:16    Susannah:    .
01:30:17    Susannah:    https://todo.microsoft.com/tasks/
01:30:30    Susannah:    "To Do gives you focus, from work to play."
01:37:00    ellenlee:    Thank you- got a lot of good information!
01:37:21    Neena Needel @ DecisionWerks:    Thank you for great insights!
01:37:22    sraich:    thank you everyone!
01:37:23    Andrea Herrera Moreno (she/her):    Need to hope off. Thank you!

01:37:30    Nathan Wong:    thanks 4 sharing everyone.
01:37:34    Magda:    Great to meet everyone.  Thank yo so much for the info. 
01:37:46    Susannah:    Thank you for coming!
01:38:37    JoeDunne:    Have to hop off....hope to see you on future calls!
01:38:47    Susannah:    Thank you all for coming!
01:41:29    Susannah:    .
01:41:31    Susannah:    https://www.netsuite.com/portal/home.shtml
01:41:49    Susannah:    "One unified business management suite, encompassing ERP/Financials, CRM and ecommerce for more than 21,000 customers."
01:43:36    Susannah:    .
01:43:38    Susannah:    https://www.sage.com/en-us/
01:44:07    Susannah:    "Accounting for small businesses and nonprofits"
01:46:33    Susannah:    .
01:46:34    Susannah:    https://www.blackbaud.com/products/blackbaud-financial-edge-nxt
01:46:49    Susannah:    "Nonprofit Cloud Fund Accounting Software"
01:49:05    Susannah:    Here is Sean's website! https://www.seanhale.org/
01:50:24    Susannah:    sean@seanhale.org
 

Transcript

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Susannah: Welcome to the nonprofit tech club Austin. We're really glad that you're here. We're part of a network of tech clubs around the nation and the world and

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Susannah: We're part of intent and Net Squared and text soup global on our programs are free. We want to say thank you very much to capital factory HGTV and tree and on and here are our how to get in touch with us. I am going to stop screen sharing

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Susannah: But I will share some of these links would love it if you could join us on Facebook, for example, by show of hands, how many people, or even just a reaction have not been to one of our meetings before or you can type in first time and we have a few first timers. Okay. Welcome. Welcome. Well,

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Susannah: We hope that you're joining us from around the world. We're here in Austin Austin, Texas. And I'm Susanna erler co organizer and a nonprofit geek.

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Susannah: We offer networking and free monthly presentations, especially for nonprofit professionals and so please do spread the word.

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Susannah: We've got another great one coming up next month, August 3 is going to be the presentation is going to be nonprofit taxes from preparing

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Susannah: For 992 submitting them electronically so please sign up for that. Tell your friends. It'll be a very worthwhile presentation and a word about one of our sponsors tree and on coffee home if they're a homegrown coffee shop and check out their website. I'll share it in the chat box.

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Susannah: And without further ado, I'm going to introduce Sean, who is going to lead us for the rest of the presentation we're pleased to have somebody who knows so much about nonprofits and his expert level on nonprofit.

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Susannah: Operations and finances Sean hail a Chanel Consulting, LLC has served in the nonprofit sector for

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Susannah: Over two decades and has worked to identify and enact improvements for nonprofits in many areas, including process policy personnel and expenses. So, and prior to Sean Hill consultant Sean was

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Susannah: also supported the nonprofit community working as CFO and CEO for mission capital and Central Texas organization that supports mission driven leaders.

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Susannah: Organizations and network. So we're really looking forward to this Roundtable. It's entitled maximizing tech to save money to save money here is Sean hail.

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Sean Hale: everybody, and thank you. Susanna for the very warm introduction. I appreciate it. And it's really a pleasure to be with all of you guys tonight. Thank you. So many of you for coming out and

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Sean Hale: contributing to this Roundtable. So the we have now. I was talking to Suzanne and Eli before the meeting and said like, you know, if

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Sean Hale: It's hard to know exactly how many people are in have in here, but we might have so many that it's kind of hard for us to kind of

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Sean Hale: All talk at once. And so we're going to kind of do a handful of things will help keep things

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Sean Hale: Orderly when we have the nearly 20 people that I'm seeing on the screen right now. And one of them is that I see that everybody's pretty much done it already, which is putting yourself on mute. So thank you all for the very good

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Sean Hale: Etiquette and thoughtfulness everybody else we. That doesn't mean you can't have interruptions. And in fact, I may or may not have a five.

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Sean Hale: Year old or an 11 year old or my wife interrupt me at some point. So, you know, nothing wrong with that, life happens these days, but we appreciate people, keeping it on mute, when they're not talking

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Sean Hale: And I was going to be putting up a big introduction slide, but there are enough of us on here and I want to be respectful of people's time because the official program time only runs us to 730

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Sean Hale: And so I want to get us into the cool tech sharing. And so what I'll ask instead is that when you do speak for the first time tonight.

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Sean Hale: That you introduce your name and the organization that you work with, just so we know kind of who you are, where you're coming from, that sort of thing. But we'll do that in lieu of taking out 10 to 15 minutes right at the beginning so that everybody can introduce themselves.

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Sean Hale: And another thing for you to know I may or may not do a good job of keeping the eye on the chat. And so, but Susanna will be in so she'll be

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Sean Hale: Helping to keep me kind of keeping the time fair and everything else like that as we juggle the nearly 20 of us in here.

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Sean Hale: So if you guys like I can kick us off with Sharon. One of my favorite tips I put together a couple for us, but really the the objective here is for all of us to share hopefully something in

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Sean Hale: We can all hopefully learn something, but to get us started, I cooked up something. And so I'll turn on my screen share here in just a second. This is a

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Sean Hale: New one that I've recently learned about and recently have shared with a client on become a big fan of this. This is a loom, hopefully you guys can

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Sean Hale: See my screen. Can you see the loom logo, give me a thumbs up. Cool. And so let me say a cool new tool and I'm actually kind of using a little bit off the target thing because what

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Sean Hale: The way I've seen it recommended is like, you know, instead of like typing out an email to somebody to tell them you know this, that, or the other, taking an hour to do it just like

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Sean Hale: You can use loom to create a quick video and send it over time and you can totally do that. It makes creating a video crazy simple and

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Sean Hale: Like the way I'm using it. Is it does that, you can set it for just screen capture you can set it for just video you can show it for combo, which will be the whole screen.

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Sean Hale: Plus a little circle down at the bottom, and as soon and you can like hit pause if you're going back and forth on things. And when you're done when you hit stop.

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Sean Hale: It goes and pops up on their own thing that looks a little bit like YouTube, and it's ready to go. And you just copy that URL and send it off to somebody

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Sean Hale: And so the way I've been using it is with clients and so rather than me.

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Sean Hale: Kind of trying to type out first, you click the this and it's up in the top left hand side and then you'll see this drop down and it looks like this in a screen capture and like

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Sean Hale: That craziness know just like make a video you're done within five minutes. And what I really like it for the real potential I see in this is that in my experience in

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Sean Hale: Running back offices, there's never enough time to do good documentation on all the processes, right, like you always have some kind of fire going on.

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Sean Hale: Or something else or if there's not something on fire, then you need to like give yourself some well deserved and probably long overdue self care.

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Sean Hale: So the documentation ever happens or it never happens. Well, and it's always something you can read with loom.

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Sean Hale: You just do that while you're doing it anyway. So if like you're doing accounts payable and you want to have that documented whether or not you know just like to have for safekeeping. Or if you're training somebody else.

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Sean Hale: Don't have them sit there with you the notebook and have it take 10 times as long for you to get through that demonstration because they're writing every damn thing down.

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Sean Hale: Just you do it by yourself at your computer you voice over what you're doing.

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Sean Hale: Send the video and have them let you know if they have any questions, it'll save you time and that video is going to be there for to go back to 100 times. So if they ever have questions like, What's the ninth step and doing accounts payable.

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Sean Hale: Oh here's that link again, you know, so it's it's a marvelous tool. I'm really, really excited about that.

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Sean Hale: So that's my first share. I'm going to turn off the screen share because I'm hoping somebody maybe all all you have something called a share. Can you guys

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Sean Hale: Raise hands. He is there a virtual hand or a real hand if you have something Magda you are up. So let's get you unmuted. And tell us about it.

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Magda: Hi.

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Magda: Hello. Hi. I'm so

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Sean Hale: Mad organization before you tell us about your cool, awesome trick.

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Magda: I'm, I'm with Mary's meals USA and we are an international organization and I work as the database administrator

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Magda: A lot of times I'm creating emails and the whole new thing that I've been using just to compare emails and making sure that they serve on different things is litmus

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Magda: Let me pop it into the chat real quick so much like the litmus test you can basically pop in whatever type of

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Magda: CSS, HTML code that you're using for emails or websites and it'll show you everything that

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Magda: Will serve on Microsoft Office on desktop on your mobile phone. I'm just, it's a really great application. And I have to say it's been pretty useful in in my career and

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Magda: Really, really cool.

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Magda: That's all.

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Sean Hale: That's great. So yeah, take it that, um, you also do some communications and stuff like that. If you're using

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Sean Hale: Very nice. Thank you for

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Sean Hale: Sharing that one.

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Sean Hale: Who else

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Sean Hale: Who else has a cool trick.

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Tool.

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Sean Hale: That they want to share

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Sean Hale: Okay, I see a couple hands. So we'll do Andy first and then Steve.

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Andy Fruhling: All right. Alright, so I'll go

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Andy Fruhling: I'll go first here. Can you hear me okay

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Andy Fruhling: So my name is Andy fooling I'm with Callista software we write software for a number of different companies, including the Dell. Dell foundation from a non profit perspective.

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Andy Fruhling: I'm also on advisory board for another nonprofit called change and limited, it's a start up here in Austin looking to change how micro micro service transactions occur for for non nonprofits.

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Andy Fruhling: Well, I think I've started using a little bit over the last couple months I've seen I've seen to two of my companies use this is air tables as anyone out here using air tables today.

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Andy Fruhling: If you haven't seen air tables, the quickest way to describe it. It's like, it's like the the Google Sheets Excel and and

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Andy Fruhling: You know, Access database all got got together and created something new. So it's essentially it's a very easy to modify maintain

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Andy Fruhling: Tool and free for the most part, that lets you go in and and and create

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Andy Fruhling: Tables like Excel tables share them easily across different teams, you know, to update them through multi user, you can allow access to different tables, they call them basis, almost like base camp, type, type of thing.

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Andy Fruhling: One of our customers actually does product requirements in it.

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Andy Fruhling: So they actually product management environments are always tough to track so they create their user stories and requirements all using air tables.

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Andy Fruhling: They can modify it manage it track statuses do check in, check out types of things with it. So a lot of functionality all kind of comes out of the box within within air tables.

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Andy Fruhling: Another one of one of the companies that I've worked with actual used air tables as their back end database behind some some web front end screen. So again, a lot of power in something that doesn't cost anything or cost much for for small use so

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Sean Hale: Air table so

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Sean Hale: Andy that's, that's really interesting. I'm not fully picturing it maybe I'm sure at some point of ignorance in mind more than just being able to picture it is this just that it's kind of more robust in terms of like pulling data in and out than like a Google Sheets is and then you

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Andy Fruhling: Can kind of

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Andy Fruhling: Track who's using it or

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Andy Fruhling: Yeah, way, way more so, so, so if you think if you ever used the access data databases from years ago, the way getting very easy to set up and create tables and stuff like that.

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Andy Fruhling: It's more of that type of front end to it and back end. So there's API's for it. So you can actually write front ends to it to push data into it, pull data out of it, but not have to go through the trouble actually setting up an actual database, if you will. So

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Sean Hale: Thank you very much. Andy and Steve, I believe it's your turn.

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sraich: Thanks john

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sraich: That sounds really cool. Thanks for sharing that. Are you going to publish notes musan or are you going to share the share the video with everybody afterwards or wanting to

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Sean Hale: millet Susanna speak to that. I don't recall and she's the she's our antenna hook up here.

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Susannah: I know that this video is going to be shared.

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Susannah: We should probably let at the end of the meeting like three minutes for either cutting and pasting the chat or I know there's a command or a setting where you can have the chat saved to your computer or something. But we'll make it happen and and reach out to us if if you don't

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Susannah: Get in, in, like,

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sraich: A few days.

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Sean Hale: Yeah. And so, yeah, you can get the chat to just kind of open it up and at the bottom right.

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Sean Hale: Immediately above where you would write a message. There are three dots you click on that and it allowed you said the chat.

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Sean Hale: So,

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Sean Hale: Yeah. Great. Great.

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sraich: Well, I'm Steve Ryan.

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sraich: I'm the CFO Texas Casa now folks are not all from Texas. So I hope that everyone's familiar with the cost of modeled sense for court appointed special advocate.

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sraich: We work with kids in foster care system and basically stand with them through the whole process in the foster care system. So we're the state agency that supports 72 different local programs throughout the state of Texas.

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sraich: We provide them with funding legislative support. So what I'm gonna share with y'all. You may. This may be very obvious to everybody, but I hope maybe it helps us a handful people

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sraich: So, you know, we're on zoom right now and we immediately recognize like the power of zoom and what what it can do for us, other than

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sraich: taking the place of being in person in our office and I think I probably shared this before. And so rather networking opportunities, but we immediately realized is that, you know, a couple things. One,

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sraich: We can have meetings and and not have to travel across the state. So we have meetings, you know with with people from all over the state of Texas, and that limited the number of people that could be in a meeting.

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sraich: And we so we would have meetings with our programs, we'd have meeting meetings with legislators.

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sraich: And so first of all, it costs a lot of money. And secondly, the number of people that could attend the meeting was limited. So while

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sraich: We initially kind of thought like being out of the office was a hindrance. We're kind of seeing now that actually has a lot of advantages to it because with a very inexpensive zoom license. You can host, you know,

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sraich: 1000 people in a meeting, do a training do a webinar, you know, we have this thing called Texas de

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sraich: casa, they have the capital, where we go to the capital and only only a certain number of people are able to get actually in the state capital of Texas. Well, now

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sraich: Anybody who wants to attend said meeting can. So we've been able to eliminate a lot of travel budget and, you know, we're talking about meeting expenses for 30,000 bucks for a big room in a hotel.

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sraich: airfare, all that sort of thing that you can imagine associated with travel so

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sraich: reduce costs and increase the number of people that can participate in certain certain event. So again, probably pretty obvious, but I thought I'd just sure I don't have any other great tech tips like these cool products are pretty sure

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Sean Hale: That's okay. STEVE, YOU'VE BEEN great at sharing stuff in some of our previous roundtables and other things. So I appreciate that.

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Sean Hale: So who wants to share something next I know somebody else has an idea to

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Sean Hale: See people raising like beverage glasses. But I think that's just to drink. Take a drink. So, Dale Europe.

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Susannah: I got to Dale you're unmuted.

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Dale: Thank you.

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Dale: Takes me a minute to find a little thing.

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Dale: I just discovered build.com VI LL calm and I am lusting after it. I'm going to talk. Somebody I worked for into it. I work with

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Dale: Several nonprofits during their accounting. I'm going to a degree accountant, not a CPA. But what Bill calm does is take your bill if you can scan it into a, you know, scan it, you

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Dale: Can put it into bill calm actually reads the invoice and creates

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Dale: The Right Stuff for QuickBooks, which is what I use QuickBooks Online is what

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Dale: The client I was looking at for at it for and

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Dale: It then can save all that information so that next time you get a bill. It's all there. And Bill calm, then it will let you pay

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Dale: Through direct deposit like with our contractors. They really appreciate not having to deal with a check and go into the bank and all that stuff. Although I don't know.

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Dale: It depends on who you bank with what you can do with a with a check. But also, we don't have to put our people out there. We gotta check signer and

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Dale: Someone who has the check stock and cuts the checks and put those two together is is just not wise and this environment, getting why put them and in any kind of

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Dale: Situation where they'd have to get out of their house, you know, but there's also a receivable side to it for accepting money. So I have not looked at that, but I may have more to report on that. That just looks awesome. It was $69 for a user and $25 for a approved her. Yes.

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Dale: And our auditor told me about it because I had so much trouble pulling documents for them that

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Dale: Because I had to go to so many different sources. And he said, look, if this product, and it'll keep your copies of your invoices, it'll keep a copy of what the payment was and

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Dale: When I come in next year. Boom. It's done. It's all there. Just give me access and it'll be done. So I am that would save me time and of course I charge for my services. So it's figuring out if it'll save enough money in my service fees to

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Dale: Cost benefit.

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Dale: Some of my clients now because it's while it's wonderful product.

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Sean Hale: Thank you very much for sharing that. Dale, it's a product that I've had a couple people pay me with that now and I've been impressed. I've definitely gotten the sense that people who

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Sean Hale: Have a critical mass of accounts payable, I gotta think 30 4050 transactions, a month and it's got to be a big, big relief.

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Sean Hale: In addition to the kind of coronavirus considerations that you mentioned, right, that not only are you saving time but it's the whole

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Sean Hale: You know it's managing your whole workflow and you'd really don't need to have physical checks anymore. As long as you can get that

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Sean Hale: Party party person on the back end to just kind of log in and in three minutes, you know, your information will be in there and you can

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Sean Hale: Get the payment directly in your bank so you don't have to worry about getting lost in the mail, you don't have to worry about going to the bank, making a deposit or whatever, like so. It's a win win for everybody from, from what I've seen. I've been very impressed also

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Sean Hale: Who wants to go next.

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Sean Hale: Never been

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Nevin Kamath: Let me comment here. I'm a. Can you hear me now. Okay, I'm gonna strategy consultant came with coaching and consulting I do strategic planning and leadership development.

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Nevin Kamath: I am a volunteer strategy manager for a nonprofit space in New Jersey cultures, you sound.

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Nevin Kamath: They've got a great Slack channel that I'm surprised no one's mentioned yet but but I've mentioned to start out there in case anyone's you know hasn't used to gather you know is looking to use it. It's just looking at great way to have a water cooler.

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Nevin Kamath: To organize work and to take a lot of conversations out of email and into like a certain or is very specific system.

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Nevin Kamath: So it's sort of like just takes all of your email puts it into like, one communication interface that's really, really, really good. And when plugin on Slack that I like to use is called poly

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Nevin Kamath: It's a polling tool and you can you can instead of using like a doodle. And you can use a poly and get its poi

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Nevin Kamath: And get people's perspectives on like okay when, when can they meet or, you know, ask questions and things like that. But so I give big kudos slack and I hope everyone gets a chance to use it soon.

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Sean Hale: Cool. It's a new one for me. But I've made a note to go check it out.

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Sean Hale: Thank you.

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Sean Hale: And wants to get

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Susannah: Can I add something about slack.

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Susannah: On

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Susannah: I'm on some chat slack channels to and or slack workspaces that have channels. And one is that a CO working space. And so in this pandemic.

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Susannah: Era. We can't work together in a in the same place. So the CO working space builds community by having

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Susannah: One channel. In particular, they have a lot of channels like water cooler, but also job postings and asked me anything asked me anything is the way is actually, they have a guest every day. I think

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Susannah: At 930 in the morning and people type in their questions for this, you know, high level guests and it's a way to continue to build community and people can either read it join in real time or read later the conversations, the questions and the answers. So that's another way to use Slack.

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Susannah: Back to you.

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Sean Hale: Cool, thank you. Susanna who wants to go next. Or if you're one of the people, you know, we might have some people on the call, who are

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Sean Hale: Purely telephone or who do not have video capacity. And so we cannot see. Raise your hand if that's the case, if you want to let us know either via chat or by just barging in that's totally okay if you you don't have the option to raise your hand that's cool too.

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Sean Hale: Alright, well I can share another one, while you guys are remembering the other

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Sean Hale: Ones that I know you have in your back pockets.

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Sean Hale: So I'm gonna screen share here again and tell you about another one of my new favorites.

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Sean Hale: All right y'all can see that

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Sean Hale: So this one's called Devi and Steve knows all about it. He was at a cool demo that we saw back in January and we were actually seeing it over at the

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Sean Hale: We are blood and because they had adopted it back in the fall and

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Sean Hale: They were in love with it, then they're still in love with it now. And the thing is that it's it's more than just a credit card nice even more than just like

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Sean Hale: A credit card married up with expensive, which is one of the things that I think is really cool because you can pay what is it 1015 bucks a month to get expensive, which is a

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Sean Hale: It's a pretty good tool for managing your expense reports and to kind of make it all electronic for people and to have them on your phone and stuff like that.

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Sean Hale: And so that, because if you've ever had to run a back office and had to like Chase people down, they get their receipts.

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Sean Hale: You know, that can be a real pain in the butt when you have a tool like expensive. I will charge you for it. It's free with Debbie and you can

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Sean Hale: Have the people just like take a picture of it with your phone you upload it through the app, and then you can lose the receipt. We don't care.

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Sean Hale: But you just take care of it right then, when you're doing the expensive makes life a whole lot easier for the the bookkeeper whoever's chasing the person down

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Sean Hale: I love that. There's no annual fee. I love that they actually do rewards and so you can get money back off of it about 1% or they'll do gift cards and other stuff like that, if you prefer.

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Sean Hale: I love that you can do unlimited cards with it. And so if you are in an organization of any size at all. This makes it really easy for you, like, if you have a volunteer who you need to go send to

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Sean Hale: pick something up somewhere when we get past coronavirus you can give them

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Sean Hale: A card, you can turn it on for the next two hours and you can put a specific amount of money on it when, at the end of the two hours, you can kill that card if they lose it, or whatever.

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Sean Hale: You can have somebody who's at a conference and tell you hey you know I ran into my credit limit and this weird thing happened. I need some more money and you can change their credit limit in two minutes, just by

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Sean Hale: Logging into the system. You can create unlimited virtual cards so that if you especially if you have trouble with well

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Sean Hale: There are a couple of reasons why I love the virtual cards. So one of them is that you have turnover and so you have all these like recurring debits on somebody's card and then they move along. And you have to shuffle.

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Sean Hale: 10 different things onto the new Director of Marketing card or whatever. And that's a pain in the butt.

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Sean Hale: And so if you have these recurring things you can just put them on a virtual card in this, even if you if you have problem with with identity theft and stuff like that. You can create

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Sean Hale: A unique card just for that one vendor and so you can create a unique card for zoom and that's the only thing that gets charged, there is a zoom thing, but it's a unique special card.

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Sean Hale: And you don't have to worry about the card getting lost, and identity theft and stuff like that so

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Sean Hale: It's really cool that when there are other neat kind of fine tune tune things that you can do with it. If you want to have that kind of usability, um, Steve, I know at some point you were thinking about adopting it. Is that still the case.

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sraich: Yeah, we're actually, um, we're almost there.

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sraich: coven kind of interrupted it because we were going to do it.

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sraich: And then we were working from home. So we're like, well, let's just put it on pause until we get back to the office because they're going to mail cards office.

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sraich: And then of course we don't have any idea. And we're gonna be back. So now we're back implementing it. But I will warn folks that

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sraich: It is a 1% reward cash back and and it's not a big threshold, but they will set a spending limit on a monthly basis. And if you don't go above that limit.

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sraich: You may get less than 1% back, you will get something back but it's negotiable. So just know that going into it.

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sraich: Shawnee you're talking about the free expense report. I'm not sure you're talking. Are you talking about just how you, how you book expenses. Are you talking about the separate product that they have for expense reimbursements

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Sean Hale: I'm talking about the yeah the kind of the thing that for me, it replaces expensive fi

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sraich: Well I don't use expensive. I never have. But so so folks just to know they have two products ones like the beta. And it's just actually coming out to market.

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sraich: But that's for stuff that's not spent on this card. So let's say I travel and I just incur mileage expense, which of course is

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sraich: On any card right they have a separate product as part of this. That's for expense reimbursements that are not like there's not, they're not expenditures that are on this card.

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sraich: So thanks, Sean. What you're talking about is how you report expenses on your debit card and

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sraich: Outside of that, and that's really cool too, because right now we just use Excel and everyone's passing around this template and have to turn it in. And so it's a, it's a, it's a similar to this.

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sraich: But it's five bucks a month per user. But it's only the users that apply for an expense reimbursement, so you can put everybody on it.

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sraich: It's only those people that actually use it for an expense reimbursement. So just know that and let's see what else here. I think that was all only comments, I have the other thing I just wanted to say it was they're super, super work with

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sraich: Their, their VC funded so they have a ton of money because one of the things I said was, how long are you guys gonna be around there like

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sraich: You know, we've got access to $500 million of capital or whatever was me, it's a solid company. They're super easy to work with. They're very gracious and humble cool people. So I, you know, we haven't completely turned it on yet but my experience with them has been very positive.

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Sean Hale: Thank you for sharing that Steve that's it's good to know about that extra products as well. I'll have to take a look at that.

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Sean Hale: And the other thing or two more things that pretty more things out of on one of them. I was just really impressed by the way they responded to the call coronavirus and the paycheck protection program.

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Sean Hale: They are in a bank, they're working with a bank, though. And one of the great things that they did was they pivoted really quickly. And so, while some banks like Wells Fargo was particularly awful at like not being ready at all. And like dragging their feet and who knows what else.

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Sean Hale: So folks like Debbie and folks like some other small community banks and credit unions, like they jumped in and like

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Sean Hale: Devi like they reached out to me half a dozen times, saying, hey, do you want some money.

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Sean Hale: Like it was really awesome. So it was like totally the opposite of the experience that people are having with a big bank like like Wells Fargo.

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Sean Hale: The one thing that just like, Yeah, two things in full disclosure. One of them is that the one thing that I don't like about it so far. And I think they're working. I know that they've told me, they're working on this is that their integrations are

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Sean Hale: There. Okay, but they're a little bit more intrusive than I'd like. I don't like having to share. Like if you want to do a full integration with a bank and stuff like that. They want the full login information and

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Sean Hale: I'm a little bit touchy about that. And you can do a QuickBooks integration, but that also depending on the way you have QuickBooks configured can be

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Sean Hale: A little bit touching. So that would be one of the things that I know that they're working on. But if anybody is interested in the

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Sean Hale: Product, I'd be happy to do introduction to you later just reach out to me, I'd love to catch up with these good people. And you can see if they're a good match for you because they

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Sean Hale: They certainly I switched over to them, though we are blended Steve did the Boy Scouts, the capillary Boy Scouts switched over them. A couple of months ago. So they're definitely worth checking out. So that was my share number two.

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Sean Hale: All right, who Dale if you raise your hand. A couple of times they'll let me unmute you. You're on.

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Dale: I just wanted to say that I mentioned it Davey to for this one organization, the only thing they held them up was a personal guarantee and they wanted a personal guarantee from somebody, and we're nonprofit so

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Dale: We didn't have anybody, we would put in that spot so we we passed.

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Sean Hale: Just wait a second. Interesting. I wasn't aware of that. I'm pretty. I bet I wonder if they just do that differently for different sized organizations, because

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Sean Hale: It wasn't imagine somebody we are

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Sean Hale: Yeah. Say that again, please.

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Dale: It was pretty small.

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Sean Hale: So maybe that maybe there are some reason why they singled out because I can't imagine anybody. We are blood would put a personal guarantee on an organization does 50,000 worth of charges every month.

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Sean Hale: But that that's really good to know that that definitely ask about it before you before you sign and get get clear on that.

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Sean Hale: Anybody else have things to share about Devi or some totally new trick that they'd like to share

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Sean Hale: Andy. You're on.

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Andy Fruhling: I'll give them

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Sean Hale: Another

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Andy Fruhling: Another one, first of all,

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Andy Fruhling: I saw my date. I forgot to give my disclosure up front. This is not my normal look

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Andy Fruhling: This is my, this is my coat coat. Good luck. So I'm not shaving or cutting my hair until the kids go back to school. So it's been a very long summer is very hot summer. So, so far, but

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Andy Fruhling: I used to travel a lot and and i'm i'm a light whiteboard kind of guy. So this is an old one. I've used for many years.

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Andy Fruhling: But if you haven't used Evernote i would i would give some serious consideration to Evernote and using that

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Andy Fruhling: I track almost everything in Evernote.

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Andy Fruhling: What I like about it and I do things in a broader way so I might use email drafts to cut and paste quick meeting notes that waits in my drafts and never get sent and I still get it there to store it, but

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Andy Fruhling: I end up losing that eventually if I put it in Evernote. It's just a

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Andy Fruhling: Quick place to scribble something down and leave it there. You can create many different notes. You can share notes with people you can collaborate on those notes together.

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Andy Fruhling: But it's just a collaborative workspace similar for me it's like a whiteboard with sticky notes on it like then modify it and create and add stuff to it.

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Andy Fruhling: It has a little bit of formatting to it.

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Andy Fruhling: I actually liked it better without the formatting cuz I don't waste time trying to organize my notes and and I start something there that I'll cut it out and dumped into a spreadsheet or into a Word document, whatever. From there later on.

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Andy Fruhling: But for me it's just a virtual whiteboard that I can do with myself or with other other people

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Andy Fruhling: And store my doubts. So good example I've done this for years, is I typically do one on one meetings on a, you know, regular basis, whether it's weekly, monthly, whatever.

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Andy Fruhling: And I'll keep track of my key points to talk about what that person in my one on ones. So I'll set up a Evernote page which has all my individual one on ones right just keep a section of notes for that that that person.

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Andy Fruhling: I do are my personal goals in Evernote as well. So I'll just track down there, the things you're trying to accomplish for the year.

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Andy Fruhling: On track them there and I'll track track progress towards them all in Evernote. I could use but doesn't other applications for this, but then I end up with 15 different places to go to

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Andy Fruhling: As opposed to the equivalent to other virtual whiteboard words, all in one one place. So I've been using that for probably the last dozen years or so in different forms and fashions, so

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Andy Fruhling: All free as well.

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Sean Hale: Very cool. Thank you.

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Sean Hale: You're not the first person I've heard talk about Evernote, but that that you're typing with that right. It's not like you have a tablet with a stylist kind of thing.

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Andy Fruhling: I've done both I, for me, the stylist didn't work. So I did the iPad, the stylist and I tried that for a while I i don't i don't do that doesn't fit my style. I love the whiteboard, but I don't I don't I don't do the hasn't got that worked for me as a tonic version yet.

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Andy Fruhling: But for working virtually between zoom and and slack and Evernote. Those are my big three or four staying in touch and working remotely so

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Sean Hale: Cool, thank you. So we have another break to somebody want to raise their hand or anybody who doesn't have video or is on phone if you just want to pop in I'm seeing on the radio, maybe wants to hop in. I saw some go

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Andrea Herrera Moreno (she/her): Yeah. Good afternoon, evening. Okay.

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Andrea Herrera Moreno (she/her): Yeah, yeah. So I it actually

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Andrea Herrera Moreno (she/her): Jumping off the conversation of Evernote. I wanted to share this

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Andrea Herrera Moreno (she/her): Us browser base meeting space that has been super beneficial. I love strategic planning and team development and I really missing. So in person. And there's only so much you can do with assume conference call setup so miro.com and I r.com

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Andrea Herrera Moreno (she/her): Has a freemium setup, but it's essentially think of like you being a really swanky like

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Andrea Herrera Moreno (she/her): Conference room full of whiteboards phase where you would use sticky notes to kind of plan out to brainstorm together.

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Andrea Herrera Moreno (she/her): Maybe even figure out a flow chart or our process. You get to do this all together and the free version allows you three um

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Andrea Herrera Moreno (she/her): They're kind of like blank canvases. And really, there are larger, so as little as you want to use them. And I'm use it for a three hour meeting where

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Andrea Herrera Moreno (she/her): It takes a little bit of time to learn how to navigate it. But once you get it. It's super easy control copy control paste put sticky notes and you just get to hover, a lot of

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Andrea Herrera Moreno (she/her): workspaces. And people get to play around. So I really really enjoy it.

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Andrea Herrera Moreno (she/her): I definitely recommend that when you bring it into your team. First you play with somebody and you get all the kinks figured out, and when you bring it into your team you integrate

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Andrea Herrera Moreno (she/her): Your opening activity to help them navigate the interface because it takes a little bit of time. I think a drawback that I've noticed in my with my organization is that it may when you're on zoom on Google Drive and on Miro it requires a large screen and potentially

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Andrea Herrera Moreno (she/her): In my tasks old laptops, a little bit more all desktops, a little bit more just because I imagine the graphics capacity or something or the internet capacity. So that was a drawback when I used it for with a sickness six member team.

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Andrea Herrera Moreno (she/her): For a long time, but besides that I really love it and I've been in meetings where we have like 100 people contributing in subgroups two different ideas on the same bored and just get a visual of what was created. SO THE THOUGHT SHARING process.

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Sean Hale: That's awesome. It sounds like a really great tool when you're really trying to get people a collaborative and

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Sean Hale: Creative, that sort of thing where it's in a very highly interactive meetings at verb say

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Andrea Herrera Moreno (she/her): Yes, yes, it's a different way to brainstorm.

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Andrea Herrera Moreno (she/her): At a distance. And if you miss the stickies which I did. It's a good substitute so far.

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Sean Hale: Have you used Zoom's whiteboard tool enough to be able to describe what the differences between the two might be not at all.

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Andrea Herrera Moreno (she/her): I know it exists.

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Andrea Herrera Moreno (she/her): That's about as much as I know

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Sean Hale: You guys want to play with the zoom

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Sean Hale: If nobody else has a hot burning one. Let me see if we can, if we have the controls and

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Sean Hale: Actually do that, let me see if we have the permissions to he might not have given that to us.

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Sean Hale: Oh, here's the whiteboard found it.

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Sean Hale: Okay you guys seen the whiteboard.

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Sean Hale: Are you so

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Sean Hale: Yes, let's see. Let's see if it gave it should have. Does everybody have the option to like draw and stuff on or we have to share the permissions differently.

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Sean Hale: Does anybody

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Ever

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Andrea Herrera Moreno (she/her): Do anything

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Susannah: I can't draw on it.

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Sean Hale: No. Oh my gosh. So here's an eraser. So we just, we didn't think we were going to be doing this in advance.

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Sean Hale: And so we didn't occur to us that like you have the stamps and you have

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Sean Hale: Yeah. So it's an interesting tool. I've seen it used for a lot of the same things you would use an easel pad for

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Sean Hale: So, but now I need to go check out Muto because it might have some cool bells and whistles that I haven't seen before and that excites me, especially for those group meetings.

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Sean Hale: And I guess that'll give us reason to get back together and Nevin has his hand up.

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Nevin Kamath: Hey, can you guys see

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Nevin Kamath: Great. Yeah, no, I wanted to just second bureau. So like I said, I'm a strategic planning consultant. And so I've been using Bureau with clients.

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Nevin Kamath: And it's, it's a really, really great tool. Like, I think it's, there's a little bit of a learning curve. And some people say that

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Nevin Kamath: There's other competitor mural em, you are Al is also good and has like a little bit less of a learning curve, but I've been sticking with Miro I haven't switched over yet.

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Nevin Kamath: And in January. I'll be speaking here and we're going to be using Bureau together, hopefully, fingers crossed. So that will everyone will get to be able to use them.

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Nevin Kamath: Thanks.

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Sean Hale: Excellent.

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Sean Hale: Thank you for, for sharing that. And for sharing that. In January, also.

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Sean Hale: Who also have something

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Sean Hale: I have a couple more things my back pocket if you guys want to give a little more thought.

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Sean Hale: What speaking of things that you can do on zoom that will help get people collaborating interactive and stuff like this. I didn't prepare a slide for today, but it's called mentee me NT I

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Sean Hale: And it is a basically a tool that was developed for using it like conferences, but it adapts pretty well to the zoom environment, as long as you have enough as long as you have a strong enough computer because it can hug bandwidth

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Sean Hale: And

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Sean Hale: Zoom, it'll let you do polls, but you have to build build them in advance and they're kind of clunky and very basic

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Sean Hale: And what you can do with mentee is he's very elegant beautiful polls with all different kinds of formats and letters things and let people rank things and drop little graphics in and

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Sean Hale: So it's very visually appealing. It can you can watch it populate and so I've done things where I'll put like four options on the board and

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Sean Hale: People vote by using their smartphone or opening a browser and they just drop in mentee calm and dropping like a six litre code or you can give them a link in the chat box.

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Sean Hale: And then people go in and you'll be displaying on the screen share the results as people are putting in their answers and you'll actually you'll actually see the

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Sean Hale: Different options float in and land on the thing you can do kind of open ended things also can like a whiteboard or

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Sean Hale: Posted notes. And so people can just like fill out a post it note kind of thing and it appears on the screen and those can, if you have a lot of people that'll just start rolling through the screen. And so it's a very nifty tool. I think it's about 1015 bucks a month.

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Sean Hale: So anyway, it's a pretty nifty one for those of you who are are trying to run interactive meetings.

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Sean Hale: And I'm going to thank you for adding in the chat that you are with the Texas Alliance for minorities and engineering team orgy. Thank you very much for for adding that in for us. Who else has something to share.

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Sean Hale: Okay, well, we saw 10 minutes and I have a few more ideas. I can toss out there. Susanna has something

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Sean Hale: And then Magda has something

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Susannah: Have a question for the group.

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Susannah: It seems to be that Zoom is coming to the top of the list, as in terms of best or favorite

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Susannah: Way to connect remotely with video

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Susannah: There are other options WebEx and Google

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Susannah: Neat and probably some more.

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Susannah: Does anybody have any feedback. Does anybody want to arm wrestle zoom WebEx or zoom really sort of the, the primo one right now.

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Susannah: Go ahead.

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Nevin Kamath: Yeah. So in my experience.

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Nevin Kamath: I think that each of them is best for a different use case.

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Nevin Kamath: I find that Google meat is really good for meetings.

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Nevin Kamath: Whereas Zoom is really good for trainings and then go to webinars. Probably the best for webinars, just because of the way they handle their audio.

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Nevin Kamath: But I don't know. I'm looking, you know, looking forward to hearing what people, other people have to say about that, but that's that's what I found.

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Susannah: Thanks. Yeah. If anybody else has any other input. Thank you.

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Susannah: And what 11 when you said how they handle go to meeting, how they handle their

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Susannah: AUDIO What You Can you elaborate on

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Nevin Kamath: Yeah, the audio of the speaker on GoToMeeting is just really clearing Chris

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Nevin Kamath: So, so, or go to webinar.

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Nevin Kamath: And so I think, in comparison with zoom because zoom. They have to split up the bandwidth with video and audio and

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Nevin Kamath: The audio just isn't as clear, I think.

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Thanks.

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Nevin Kamath: That's, that's good. Thank you.

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Susannah: Any other feedback on that question. Okay, back to you.

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Sean Hale: Okay, back to me. I

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Sean Hale: Zoom like zoom like even has like zoom shirts. Right. We all know what a zoom shirt is. Does anybody have like a

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Sean Hale: GoToMeeting shirt or a Google. So I think they do have market share, but I love what you added Nevin to enrich the conversation like

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Sean Hale: right tool for the job right. And so even though they might have the most market share these other ones for these other uses are good to have in mind that's. I love that new on so we're getting here today. Um, so I can share saddam Magda had her hand up. Right.

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Sean Hale: Go, go, go.

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Magda: Yes, say, Yes, I did. So

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Magda: Along the lines of, like, Evernote and

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Magda: I guess it's not really like slack. But more on the planning tool. I like using to do list. And it's the free application you're able to put like really quick to do lists and like categorize

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Magda: Your tasks from I you can use it for project management as well for work, the annual fee is about $49 for a single user. And I think they were running

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Magda: A discount. Sorry, have my cat here. Who wants to get involved in this video.

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Magda: Um, but, uh, as far as far as to do is I found it really easy because they also give you a progress report at the end of the year.

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Magda: So you're able to kind of see your progression on certain types of tasks and certain type of projects. So if there's a capital campaign that you're trying to manage for your nonprofit.

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Magda: And you want to see the success of it from soup to nuts compared to, let's say, General fundraiser that you're planning three times a year. Um,

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Magda: I, I found it really helpful and I don't necessarily see the cost being that extensive and what you get out of it.

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Magda: As far as like the Manage ability of the various types of projects at a color code everything. And the cool thing is

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Magda: The other cool thing is you get karma points. So from like a goal oriented team tracking the karma points I I think we're really, really.

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Magda: Kind of like the gold stars at the end of the day, kind of day. So if you're looking for more collaborative items and incentives within an app, I think to do is pretty good.

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Magda: That's it.

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Andy Fruhling: I would add, if you haven't found a good personal Tracker, like that of some sort.

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Andy Fruhling: I would I would keep I shopped for those almost every year I go try three or four of night, and I come back to find which was my favorite.

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Andy Fruhling: I started with my Microsoft to do is when I use I've worked for a couple of Microsoft shop. So use that one a lot.

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Andy Fruhling: The advantage of what I like what that was good to get some hits my style better is how this function where you set your task for the day. Every day so so you set up a an agenda for the day, as opposed to

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Andy Fruhling: A bunch of tasks that tend to get, you know, piled up on me from time to time. So it kind of gives me a little more structured doing that set

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Andy Fruhling: That side, but I think that this is one of those where if you're not spending. So, you know, a few a few times trying three or four different ones to find one that fits your style bass it's well worth the effort.

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Sean Hale: Cool. Well thank you Magda Thank you Andy

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Sean Hale: You know, we're technically we're ending at 730 but

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Sean Hale: I know I can stay late for those of you who want to or have continue to have stuff to share if nobody else has something right now on the tip of their tongue that they want to share. I do have one more slide have one more tech

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Sean Hale: And up

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Sean Hale: And that is my good friend managed it.

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Sean Hale: And I really got turned on to this because I've worked my whole career in these nonprofits where

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Sean Hale: It just hasn't we haven't been able to afford a really good IT person on staff and I got that reinforced at another

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Sean Hale: Nonprofit job because really, like, even if you can have people on staff were like good at i t stuff.

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Sean Hale: Where they might know how to troubleshoot and figure things out and stuff like that. But that's not what you heard them for

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Sean Hale: And then what you know and then everybody else in the office finds out that oh yeah Terry's really good at that. And then all of a sudden, Terry.

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Sean Hale: Is dealing with that five or 10 hours a week instead of doing their job. It's not cost effective for Terry's time and also Terry is not at the top of the game.

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Sean Hale: Because Terry really is a program manager and that. And so they are supposed to be keeping up with the best practices on program management.

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Sean Hale: Not how to uninstall and reinstall this that and the other. And so when you bring in a managed I tea shop. And there are a couple of good ones in town that I like that.

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Sean Hale: do good work with nonprofits, they'll have a good bench of people. And so there's somebody who is going to be good at.

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Sean Hale: Your hardware and there's somebody who's going to be good at, like, making sure that the

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Sean Hale: Networking works well the Internet works well and stuff like they're going to have deep experience and they're gonna know how to get to the bottom of that stuff. Quick

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Sean Hale: And so even though Tara, you know, might be able to sit there for, you know, eight hours and finally figure out what's going on with your router wouldn't be better if Terry was doing Perry's job and somebody else was sorting out the router or whatever it was.

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Sean Hale: And so the, you know, if you figure that an average nonprofit here if you're with benefits if you're paying them $50,000 a year, including benefits, then if they lose 10 minutes a day.

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Sean Hale: On it stuff that ends up being 1000 bucks a year. And so that's that, for me, it was really how I've been able to make the argument to the folks that

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Sean Hale: Make those big investment decisions like, no, this is a smart way for us to actually save money and not have the front desk person br it

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Sean Hale: Go to person anymore. Even though the front desk person. She's really smart and wants to do it just like it's just she can't do it all. And so the good chops. They'll have

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Sean Hale: Staff available 2417 so if you do have an emergency at 3am on a Monday and you're gonna have this presentation ready and bad things happen like they will have people available to 24 seven

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Sean Hale: Good response times. And we do have some good ones locally tech soup is put one up nationally. I don't know how they do the hardware side of that.

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Sean Hale: But I do know at least they're doing the soft side of that I've heard anybody speak about that. Does anybody have any comments that they've had experiences with manage it, good, bad or ugly. Okay. If you want to totally contradict me. That would be totally fine.

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sraich: Agree with you, Sean, I mean we outsource ours. We chose to do that. Prior to joining the company, a year ago, but

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sraich: We were hacked twice. We had a guy internally. It was doing kind of the way you described it, and

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sraich: I was just a disaster. And since we got these guys on board. We've moved to the cloud, you know, beefed up security, like you said 24 seven

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sraich: They have really initiatives with Dell so that you are purchasing for us. Max is going on, but I mean we pay about we pay a monthly fee of 30 $500 or something to that effect. But I mean if you bring a person on full time. You're gonna pay twice that.

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sraich: And they're for us at least they'd be bored, half the time, because we don't have enough work to keep them busy so

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sraich: I guess you could argue that they'd be doing something else, but they'd be pulled us thousand different directions. And this way you know for 36 grand a year 40 grand a year got top notch it so to me it's the is the right answer.

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Sean Hale: Yeah, and for a shop your size like they can't be on top of their game in every single subject matter, right, they can't be

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Sean Hale: No have that deep knowledge that you get when you hire a shop that has 10 2030 people on it and they can kind of direct the ticket to

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01:07:50.310 --> 01:07:58.380
Sean Hale: You know who really knows hardware, who really knows. Apple products versus Microsoft products or whatever, who really knows security.

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01:07:59.370 --> 01:08:08.640
Sean Hale: Because really got security like they're, you know, businesses that have these giant security teams, each of them as a sub specialty because it's that kind of intricate yeah

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sraich: Yeah. And the other thing I guess I'd point out is what happens on a day when you have three problems happen at one time. How does Terry salt three problems at one time where

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sraich: I don't know how many employees 3040 hundred, how many employees to have right so you can you can have you can solve multiple problems at one time, whereas your example, Terry. Terry can only do one thing at one time.

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Sean Hale: Oh yeah, I saw this at a client, two weeks ago and I saw it in my previous workplace. Also, people just stop going to Terry because they see the Terry's busy.

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Sean Hale: And they liked area. They don't want, you know, Terry to get burnt out or quit or hate them, or whatever. And so

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Sean Hale: They just limp along with these machines that are substandard they don't deal with the slow internet bandwidth issue, they're clicking on things they shouldn't because they haven't been trained on how to not click on stupid things they shouldn't be clicking on

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Sean Hale: Because Terry's too busy to provide the training, even though Terry knows it all perfectly well. So yeah. Anybody else have a story pro or con or indifferent on this one.

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Sean Hale: And he's given us a thumbs up or is that you want to talk

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Sean Hale: Not one to talk. Okay.

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Andy Fruhling: Even a thumbs up. So, yeah.

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Sean Hale: Cool. Well, we are at 730, like I said, I'm happy to hang out a little bit longer if people are still enjoying themselves. I'm enjoying your company.

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Sean Hale: Have run through my biggest things. But if we want to keep talking. I have some questions. We could throw out at the group if people want to mosey on though to that's cool or anybody has anything else they want to share cool tools.

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Sean Hale: No.

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Susannah: No, let's go for a few more minutes, but any anybody who is attending that needs to leave.

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Susannah: We're welcome. We're glad you were here. And don't be shy about just leaving the call, but

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Susannah: And thank you for coming. But yeah, let's go for a couple more minutes and. And don't forget, everybody to to save the chat, but I'm going to try and save up to. So don't forget about that.

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Sean Hale: Great. Great. Thank you. Susanna something I've been curious about in the last couple weeks. I saw a really, really cool demo. About three weeks ago on automating accounts payable and

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01:10:25.920 --> 01:10:30.960
Sean Hale: From the looks of it for if you're running a back office that has

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01:10:31.980 --> 01:10:39.090
Sean Hale: Somebody who's like, I know I've colleagues who are writing offices were like, there's one person who does pays bills all day long, five days a week.

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01:10:39.540 --> 01:10:44.100
Sean Hale: And when I saw this technology. I thought, wow, like that person is not gonna have a job anymore. Or at least

459
01:10:44.610 --> 01:10:52.140
Sean Hale: 30 or 35 hours a week of their jobs going to get repurposed because once you kind of take the human thing out of and you can have a computer say okay this

460
01:10:52.590 --> 01:11:02.670
Sean Hale: Email came from this address. And so it gets routed this way. And before we can pay it this other person needs to sign off like this is all stuff you can have the computer do for you and

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01:11:03.510 --> 01:11:15.870
Sean Hale: So does anybody else run into any kind of cool AP automation technology Dale. But you told me about bill.com I have to go dig into what you were saying about that and see if maybe they have developed this too, but as anybody else seen any cool AP automation.

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01:11:19.860 --> 01:11:22.170
Sean Hale: No. Okay. Okay.

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01:11:23.430 --> 01:11:29.310
Sean Hale: Well, it's something that, yeah. Like I said, I've been getting interested in, especially for nonprofits where they have

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01:11:30.750 --> 01:11:36.840
Sean Hale: You know, somebody doing that 1020 hours a week, it seems like it could be a real time saver. How about

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01:11:39.630 --> 01:11:46.500
Sean Hale: You know, I just, I'm crazy about saving money the loss of how about this one QuickBooks, and winter break up with QuickBooks.

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01:11:48.090 --> 01:11:52.410
Sean Hale: QuickBooks. Like, it's what all of our nonprofits using you know we're down to

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01:11:53.880 --> 01:12:08.130
Sean Hale: We're down to six or seven people. So if you guys just want to unmute yourselves and jump in when you want to. I think we're at a manageable number or we can kind of do that, anybody have thoughts about winter break up with QuickBooks or windy get back onto QuickBooks.

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01:12:08.280 --> 01:12:10.560
Susannah: I would be very interested in knowing this

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01:12:11.940 --> 01:12:14.820
Susannah: Your input on that because I just gotta

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Susannah: I DON'T KNOW, NONPROFITS would get this, but I just got an offer for my small business to get QuickBooks online for free, but I'm like, and then I would keep paying

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01:12:27.840 --> 01:12:29.160
Susannah: After whatever

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01:12:30.150 --> 01:12:36.660
Susannah: I have QuickBooks 2015 and it's getting glitchy and so um yeah any input would be great.

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Sharon Swedlow: I'd want to know why would anyone want to break up with QuickBooks. I love it.

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Sean Hale: I have an opinion. But I've spoken a lot today. And so

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01:12:52.200 --> 01:12:53.640
Sean Hale: And I know Dale has an opinion.

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01:12:56.940 --> 01:12:58.920
Sean Hale: Dale still muted. So we can't hear her.

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Sean Hale: Nudge nudge.

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Dale: There we are. Okay.

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Dale: Well you got QuickBooks, and nonprofits is my specialty. So I like it because it's used a lot but um

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Dale: There are advantages to a quick books desktop that you just don't see in QuickBooks Online. It's just so much more powerful desktop, but

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01:13:29.160 --> 01:13:32.970
Dale: Yeah, I'm and but

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Dale: QuickBooks Online, I would

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01:13:39.300 --> 01:13:47.250
Dale: I don't see how anybody can get along with the essentials. You know, you got to have at least Pro to do an organization correctly.

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01:13:48.390 --> 01:13:49.470
Dale: So I'm thinking

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01:13:51.930 --> 01:14:06.030
Dale: That the runner up is NetSuite which I just learned and they're doing grants for small nonprofits at their services and and they're easy. We really got it.

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01:14:07.410 --> 01:14:14.430
Dale: for about three years now, and it's a lovely little tiny nonprofit that is probably about to go under.

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01:14:16.320 --> 01:14:27.420
Dale: And but so there's not a lot of transactions and I didn't get to have a lot of good experience with it, but I love it because you can just drill down drill down drill down with NetSuite

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01:14:29.100 --> 01:14:29.880
Dale: And

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01:14:31.500 --> 01:14:32.670
Dale: Not that hard to use.

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Dale: I'm thinking, what other what other options are there there for the big groups. There's MIT, but that's expensive.

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Sharon Swedlow: You say NetSuite is about to go under or nonprofit.

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01:14:46.530 --> 01:14:48.270
Dale: No nonprofit I use

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Dale: Okay, yeah.

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01:14:51.150 --> 01:14:53.670
Dale: They cannot seem to get their act together.

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01:14:55.050 --> 01:15:03.600
Sean Hale: So can you tell me a little bit more about your NetSuite experience because I like I was impressed by how they really came into the Austin market for nonprofits and were

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01:15:04.110 --> 01:15:12.000
Sean Hale: Very generous in a number of ways. But I've been following up with people that I know that have used it and I have not been hearing good things.

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01:15:12.390 --> 01:15:14.730
Sean Hale: Right. Yeah. Yeah. And so that's

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01:15:15.060 --> 01:15:16.950
Sean Hale: really given me second thoughts. I've had

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01:15:17.550 --> 01:15:26.010
Sean Hale: Two or three people now kind of saying no, you know, like it's a massive pain that took us and lots of implementation costs and a lot of them. They were just they

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01:15:26.430 --> 01:15:36.120
Sean Hale: Had a big and dominated through a lot of money on another one of our colleagues. She's just been struggling with it, but she also has more than she really needs on her plate and so

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01:15:37.440 --> 01:15:48.570
Sean Hale: That was I'm sure a complicating factor and I'm speaking speaking to somebody else who vendor who really likes sage and their cloud solution.

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01:15:49.200 --> 01:15:58.470
Sean Hale: And they also said like I asked him, like, you know, what do you think about NetSuite they say like, Well, you know, if we liked it. We would sell it, but we don't. So we don't but

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01:15:59.160 --> 01:16:04.080
Sean Hale: Like I'm curious, like how how deep, did you get into it and how smooth, was it or what hiccups. Did you run into

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01:16:04.980 --> 01:16:06.030
Sean Hale: Compared to QuickBooks.

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01:16:08.160 --> 01:16:10.140
Dale: Ah, that learning curve is horrible.

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01:16:12.960 --> 01:16:22.830
Dale: Lots of training. So I see what they're saying and I'm in the little training group. I was with some other people from all over the country.

507
01:16:24.540 --> 01:16:27.090
Dale: I noticed that

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01:16:29.940 --> 01:16:44.370
Dale: There were a lot more complicated in their needs than I was. And I noticed shortly after I finished my training and got a little a couple of complimentary you know trainings on things that I'd asked about

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01:16:45.420 --> 01:16:57.750
Dale: CRM. For one thing, and what I liked about it was it a combined the accounting and the CRM and e commerce product. So I thought,

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01:16:58.830 --> 01:17:07.230
Dale: It would be great for this little organization because they were going to grow and it and it was free and they were using QuickBooks Online so

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01:17:08.550 --> 01:17:15.210
Dale: I bet it's been very uncomplicated for me as I've noticed that the support kind of

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01:17:17.280 --> 01:17:19.830
Dale: disappointed me, I guess you'd say,

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01:17:22.410 --> 01:17:24.990
Dale: After I got through all this major stuff.

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01:17:26.040 --> 01:17:40.140
Dale: So that you may have. That may be the problem is that it wasn't just because we got it free that it were support kind of dropped off and maybe just them, which is

515
01:17:40.620 --> 01:17:41.460
Good to know.

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01:17:43.230 --> 01:17:51.120
Sean Hale: Good little I'm still jury's still out for me, but damn it doesn't help that the experiences him to go from, well, it's complicated.

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01:17:52.500 --> 01:17:54.630
Sean Hale: To not so much.

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01:17:54.960 --> 01:17:55.650
Sean Hale: I guess.

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01:17:55.740 --> 01:18:01.020
Sean Hale: It seemed like you were wanted to chime in with something that I misread the facial expressions.

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01:18:01.710 --> 01:18:24.510
Magda: Yeah, I was, you know, I was kind of curious if anybody's used financial edge aside, you know, for balancing books because like I'm always have the mindset that if it's not broke, don't fix it kind of thing. So I'm curious, like, a lot of times, like, what, what benefit do a lot of these

521
01:18:26.760 --> 01:18:40.140
Magda: Platforms have against one another. I know from a database perspective, um, you know, available licensing and things like that and scalability on how you can mine information, but with like

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01:18:40.830 --> 01:18:51.420
Magda: Financial solution applications. I'm just a little weary about like what each has a competitive benefit against one another.

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01:18:54.180 --> 01:19:03.780
Sharon Swedlow: I used to work on the GCC campus and I was at the school, but the campus itself used Razor's Edge and financial edge and they had nothing but problems with it.

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01:19:04.080 --> 01:19:17.010
Sharon Swedlow: I would sit in on their meetings and they would be talking about this doesn't work. And this doesn't work and they promised, they could fix this is probably true for a lot of systems, but they seem to feel like it was really hard. I don't have to start using it now. That was years ago.

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01:19:18.090 --> 01:19:20.400
Sharon Swedlow: I just remember, I was like, how they got I'm not using it.

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01:19:21.870 --> 01:19:22.710
Magda: PTSD.

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01:19:26.190 --> 01:19:30.450
Sean Hale: Kind of had the same thing. Like, I've never heard anybody say, thank goodness we have financial edge right

528
01:19:31.680 --> 01:19:38.280
Sean Hale: And I really like that has that kind of comments I've heard about that and other products where it's like

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01:19:38.940 --> 01:19:43.440
Sean Hale: NetSuite does this house where you have a CRM and the financial tool all together, but

530
01:19:44.160 --> 01:19:57.630
Sean Hale: Are they really well integrated and is it worth the trouble to get that level of integration. And so, you know, if they are well integrated. Well, there can be some savings but if anybody's ever heard them say on any of those tools that it's worth it.

531
01:19:58.950 --> 01:20:01.680
Sean Hale: To have that level of integration.

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01:20:03.570 --> 01:20:09.060
Sean Hale: And so yeah the the thing of that out about QuickBooks Online is

533
01:20:10.290 --> 01:20:21.510
Sean Hale: I you know I went into that my job at Mission capitals would have been four and a half years ago now kind of saying what you were what I heard you saying Gail like

534
01:20:22.050 --> 01:20:35.190
Sean Hale: My gosh, how are they making this work with QuickBooks Online because it's such like a rinky dink Mickey Mouse product and how can you run any organization that has a bigger than $50,000 budget on it and I've been using QuickBooks desktop my whole career.

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01:20:36.510 --> 01:20:42.720
Sean Hale: I think they may have upgraded the product a whole lot in the last few years because it worked very well for submission capital. The thing.

536
01:20:43.380 --> 01:20:49.740
Sean Hale: That the kind of dividing line that I keep on running into and getting kind of affirmed with people is that

537
01:20:50.640 --> 01:21:01.920
Sean Hale: That it seems like the time of the nonprofit would get like you would want to use QuickBooks as your default if you're a small to medium sized nonprofit, probably because it's easy to find people, it's pretty intuitive.

538
01:21:03.180 --> 01:21:04.260
Sean Hale: It's cheap.

539
01:21:05.370 --> 01:21:07.080
Sean Hale: Just for like all the right reasons.

540
01:21:08.310 --> 01:21:17.970
Sean Hale: The reasons to look at something like sage or something like else is that things are getting really complicated and that you're having to handle them outside of QuickBooks.

541
01:21:18.270 --> 01:21:21.240
Sean Hale: So you're having to do elaborate workarounds and lots of spreadsheets.

542
01:21:21.630 --> 01:21:38.400
Sean Hale: Or if you have like government grants, for example, or you're having to do like very complicated tracking that QuickBooks doesn't do really well like split up this pencil where you know 37% of the pencil went to that department 8% went to this grant and

543
01:21:39.090 --> 01:21:42.270
Sean Hale: And that, that kind of thing. That's when you need a

544
01:21:42.930 --> 01:21:57.210
Sean Hale: More complicated tool. The other thing that's that's I've seen tiny demos of intact is they're starting to have built in dashboard, where you can kind of have all that stuff set up and flow record out of your data and QuickBooks supposedly is

545
01:21:58.230 --> 01:22:03.750
Sean Hale: Like trying to get up to speed on that. And so that might be forthcoming in the next year or so.

546
01:22:04.770 --> 01:22:06.390
Sean Hale: But they're not there yet, but

547
01:22:07.560 --> 01:22:15.930
Sean Hale: That that's my best kind of understanding of when to pull that switches, you're spending too much time outside of QuickBooks doing elaborate workarounds

548
01:22:16.260 --> 01:22:21.120
Magda: I think that's good advice. Like if if it's causing more work. It's not working for you.

549
01:22:24.420 --> 01:22:34.860
Sean Hale: Yeah, so I we're at about 745 we've run a little bit over. And if I don't go soon I will probably have a five year old or 11 year old come and help me out of here. So,

550
01:22:35.040 --> 01:22:37.530
Sean Hale: Anyway, you guys. This has been fun. Oh.

551
01:22:41.760 --> 01:22:43.080
Dale: He muted himself.

552
01:22:43.650 --> 01:22:44.280
Accidentally

553
01:22:45.510 --> 01:22:46.590
Dale: Side you muted yourself.

554
01:22:47.520 --> 01:22:52.230
Sean Hale: Yeah, yeah. I had my finger on the button to talk you can hear me now.

555
01:22:52.290 --> 01:22:54.180
Susannah: Yes. What were you saying

556
01:22:55.200 --> 01:23:02.100
Sean Hale: I was saying I have one more slide to share with you guys. That's my contact information. Yeah. Yes.

557
01:23:03.090 --> 01:23:09.480
Sean Hale: Okay, so thank you guys for for participating in this tonight. And if you have anything else come to you. I'd love to.

558
01:23:09.870 --> 01:23:20.790
Sean Hale: To hear what it is because the technology is always advancing in my senses. This year it's going to be going even faster as people have to kind of break out of their tried and true like this worked for me for five years or 10 years and

559
01:23:21.990 --> 01:23:25.740
Sean Hale: The new stuff is just forced me into a new new patterns. So anyway,

560
01:23:26.820 --> 01:23:36.000
Sean Hale: If there's anything else I can do for you, let me know. I'm so grateful to you. Susanna and Carolyn, and the whole entire network for making this possible and and 10 is such a great resource as

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01:23:36.780 --> 01:23:45.840
Sean Hale: If you were if any of you in daily is a part of the leadership. So I guess that means sharing the magnet for you guys didn't know intense awesome get on the mailing list. If you're not already

562
01:23:47.070 --> 01:23:57.360
Sean Hale: Great monthly meetings and when it's back in person, like, really great hanging out with the folks getting there early and the one last one, I went to there was like pizza and so

563
01:23:58.230 --> 01:24:00.270
Sean Hale: Is that the capital factory and so I met a

564
01:24:00.600 --> 01:24:10.500
Sean Hale: Another friend downtown and we like went out to dinner because we didn't know there was going to be free pizza and we had a couple of beers. Then we went over to the thing. It was really cool. I think was NetSuite actually I think they were doing a demo.

565
01:24:12.000 --> 01:24:14.070
Sean Hale: They do a really nice demo, you guys.

566
01:24:14.250 --> 01:24:14.850
Dale: Thank you.

567
01:24:17.460 --> 01:24:25.500
Sean Hale: So anyway, um, that's not anymore. More questions. Yeah, thank you again. And I guess we give everybody a couple of minutes to save the chat, just in case. Susanna

568
01:24:25.590 --> 01:24:43.290
Susannah: Yes. Please save the chat, just in case, we'll try and get that out to you as well. And once again, just the final thank you to Shawn, you did a great job. I learned so much. I know we all learned a lot. And I'm going to give you some jazz hands right now so

569
01:24:46.140 --> 01:24:55.440
Susannah: Thank you, Sean. And everybody please sign up for if you wish. The next month is going to be once again it's going to

570
01:24:56.280 --> 01:25:08.940
Susannah: August 3 at 630 it's going to be a gym Bradley's going to talk about nonprofit taxes. So, very important. Please join us there. And thanks again and we'll see y'all next time.

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01:25:10.290 --> 01:25:11.340
Sharon Swedlow: Thank you guys.

572
01:25:12.570 --> 01:25:13.500
For coming

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01:25:14.520 --> 01:25:15.720
Dale: Thank you for coming.