12 Charity Engine Recommended items to provide Vendors during a Nonprofit CRM Request for Proposal

Too often when nonprofits do Requests for Proposals for a Fundraising CRM or fundraising technology, they end up creating a Features Checklist Spreadsheet with four different types of feature/capabilities:

  • Already have.
  • Wish we had.
  • Heard about & sounds cool.
  • So brilliant we should apply for a patent.

Unfortunately, RFP’s by checklist can lead to incomplete decisions because the right solution for that org was never proposed. There are capabilities and ideas that people wouldn’t know to think of without knowing the full capacity of a technology product.

In this Charity Engine Guide, learn about 12 items you want to be able to provide the vendor, and how to prepare you and your team for a Nonprofit CRM Request for Proposal.

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Year-End Giving: Ultimate Guide to Double Year-End Impact During A Pandemic

If you are wondering what your yearly big picture schedule should be like for your fundraising, look no further.

This eGuide with Charity Engine details helpful tips and steps you should take to get started on your Year-End Fundraising plans during this pandemic. This guide, along with Charity Engine's all-in-one CRM will provide everything you need to kickstart your fundraising campaigns for 2021.

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Virtual Fundraising Events: A How-To Guide

Many nonprofits have postponed or canceled their events due to the COVID-19 pandemic. While it’s natural and healthy to mourn these lost opportunities, it’s just as important to look for positive learning opportunities that have come about as a result of these difficult times.

Organizations can take this time to get more involved with hosting virtual events for their supporters. When hosting a virtual event, the mindset and approach that your organization should take are similar to that of a live event even though the actual event process is different.

In this guide, learn about Charity Engine's process of plan, run, care, and repeat, and build the best foundation for your virtual event.

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Security Monitoring and SIEM

In today's globalized, digital economy, it's essential to monitor and guard your company's data against increasingly advanced cyber threats.

This is getting increasingly complicated by security skill shortage and alert-fatigue caused by too many security tools and not enough people.

An effective security program is a balance of people, process, and technology. Security monitoring involves the deployment of a Log Management and SIEM solution, that uses industry best practices proactively, and has the people to manage 24/7 monitoring.

This whitepaper by Cygilant covers why it is important to consider each of these areas in the decision-making process and where to leverage a trusted partner.

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Whitepaper: How Financial Services Security Leaders Can Confidently Face Their Next Audit

Chief information security officers (CISOs) and CIOs responsible for security struggle with limited resources to confront complex digital threats and compliance mandates. The threats are becoming more sophisticated. Attacks more numerous. Costs are soaring. Creating an effective in-house security program for mid-market financial services is getting harder every day.

Luckily, the emergence of a new service approach to security—called managed detection and response —is the basis for a business partnership that results in a continuous, stronger, more up-to-date security program for mid-market financial services firms.

This whitepaper explores a new, auditable approach by third-party service providers to create and strengthen a modern security capability in order to add value for your business.

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Whitepaper: SOC-as-a-Service for Law Firms

A Security Operations Center (SOC) is a team of cybersecurity professionals whose task it is to monitor networks for cyberattacks and suspicious behavior, as well as improve internal security controls and procedures. Some large enterprises will have their own SOC, but for many law firms that's simply out of the question.

For a law firm, a managed SOC service company like Cygilant can make all the difference. In addition to providing expertise and a repeatable SOC process for effective and scalable operations, SOC analysts can provide detailed reviews of triggered events, and advise on security threats with in-depth knowledge about a law firm's environment, instead of treating each alert in isolation as good or bad.

Download this whitepaper from Cygilant to learn more about how to select a Security Operations Center as a Service Provider for your law firm.

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Remote Buyers Guide

More and more organizations are looking to implement an intuitive remote support solution that gives support professionals on-demand productivity and provides quick resolutions to the ever-evolving set of pains that bedevil support teams today. But choosing the best remote support solution can be a challenge, especially as user expectations grow and systems become more complex and offer more options and features.

This buyer’s guide can help you select the remote support tool that will work best for your organization. With more than 15 years of experience, LogMeIn delivers remote support solutions with key features and functionalities that make us the market leader in the remote support space.

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The OKR Maturity Model

Aligning Employee Execution with Business Strategy

The OKR Maturity Model will show you what a mature OKR process looks like and act as a guide to help you create this in your organization. This tool is for businesses to assess their current program maturity, in order to plan a path of upward progression. Join OKR experts and Intel alumni Howard Jacob and James Cape and Ally’s Jes Baum in a three-part series on how to develop a mature OKR program.

Each webinar in this 3-part series is geared towards one of the three phases it takes to adopt a fully mature OKR process.

Fill out the form to register for the on-demand webinar series!

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Webinar – Transform policyholder engagement with MuleSoft, Salesforce and Guidewire

In order to gain and retain new customers, insurance companies are investing in modernizing policyholder experiences. Leading firms have done so by implementing leading insurance platforms like Guidewire, and extending the power of these platforms through MuleSoft's Anypoint Platform and Salesforce's Financial Services Cloud.

Attend this webinar to learn best practices for using MuleSoft's Anypoint Platform to rapidly connect Guidewire to any application, data, or device, including Salesforce's Financial Services Cloud.

Key Takeaways:

  • Best practices for using APIs to surface policy and claims data from Guidewire.
  • How MuleSoft can help accelerate the implementation of Financial Services Cloud for insurance companies.

Presented by:

  • Josh Mikulewicz, Solution Engineer, MuleSoft
  • Steve Murphy, Senior Solution Engineer, MuleSoft
  • Matt Serna, Head of Industry Marketing, MuleSoft

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Webinar – Building a platform for digital insurance

Digital insurance platforms enable insurance companies to connect with their ecosystem of customers, partners, and vendors on a single, unified platform. Hear firsthand from CTO Ben Turner how Legal and General’s digital insurance platform helped the company diversify product offerings, and scale quickly to meet customer expectations.

Key Takeaways:

  • How industry leaders have digitally transformed insurance offerings with a platform business model.
  • How to build an integrated insurance platform to connect your ecosystem of suppliers and exceed customer expectations.
  • Best practices to increase customer retention and profitability with a single view of the customer.

Presented by:

  • Ben Turner, CTO, Legal and General
  • Dan Snowdon, UK&I Financial Services Marketing Lead, MuleSoft
  • Angie Lee Campos, Global Financial Services and Insurance Lead, MuleSoft

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Webinar – Using APIs to build your omnichannel architecture

Well-designed APIs, created along with a holistic integration strategy with Anypoint Platform, create a seamless omnichannel experience that customers want and businesses need. Across industries from healthcare to banking to retail, companies are using omnichannel strategies to achieve faster time to market, higher customer satisfaction, and increased revenue.

Watch this webinar, including a demo, to learn how to:

  • Deliver unified customer experiences 5x faster.
  • Drive consistent customer interactions across channels.
  • Easily adopt new channels on a single, unified platform.

Presented by:

  • John Withers, Product Marketing Manager, MuleSoft
  • Jimil Patel, Product Marketing Manager, MuleSoft
  • Manan Sangvi, Solution Consultant, MuleSoft

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Whitepaper – 7 steps to cultivate a thriving API ecosystem

With an API ecosystem, businesses can democratize access to their existing assets and capabilities through APIs that can be securely shared with external parties. An API ecosystem extends the value of these APIs by bringing internal and external stakeholders together to share knowledge, tools, and assets. This allows organizations to stay agile, deliver faster, and maximize investments. MuleSoft, in partnership with ProgrammableWeb, has created a baseline methodology for establishing an API ecosystem with a customer-centric mindset.

In this whitepaper, you will learn how to:

  • Co-create value partners, customers, and third-party developers.
  • Treat APIs as products through design, delivery, and consumption.
  • Build your organization’s roadmap for creating an API ecosystem.

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Whitepaper – 7 steps to cultivate a thriving API ecosystem

With an API ecosystem, businesses can democratize access to their existing assets and capabilities through APIs that can be securely shared with external parties. An API ecosystem extends the value of these APIs by bringing internal and external stakeholders together to share knowledge, tools, and assets. This allows organizations to stay agile, deliver faster, and maximize investments. MuleSoft, in partnership with ProgrammableWeb, has created a baseline methodology for establishing an API ecosystem with a customer-centric mindset.

In this whitepaper, you will learn how to:

  • Co-create value partners, customers, and third-party developers.
  • Treat APIs as products through design, delivery, and consumption.
  • Build your organization’s roadmap for creating an API ecosystem.

Get Whitepaper

Webinar – Using APIs to build your omnichannel architecture

Well-designed APIs, created along with a holistic integration strategy with Anypoint Platform, create a seamless omnichannel experience that customers want and businesses need. Across industries from healthcare to banking to retail, companies are using omnichannel strategies to achieve faster time to market, higher customer satisfaction, and increased revenue.

Watch this webinar, including a demo, to learn how to:

  • Deliver unified customer experiences 5x faster.
  • Drive consistent customer interactions across channels.
  • Easily adopt new channels on a single, unified platform.

Presented by:

  • John Withers, Product Marketing Manager, MuleSoft
  • Jimil Patel, Product Marketing Manager, MuleSoft
  • Manan Sangvi, Solution Consultant, MuleSoft

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Webinar – COVID-19 impact to API strategies in financial services

In this webinar, we will share how COVID-19 is drastically accelerating the trend to digital in Financial Services. Today’s global challenge is changing customer behaviors, increasing demand for digital businesses, and straining IT teams. As companies strive to adapt by enhancing their digital capabilities and transforming IT operations to increase speed and agility, integration is more critical than ever before.

Join this webinar to learn:

  • Why integration is key to enable digital capabilities and drive competitive advantage in the long-term
  • What leading companies have already done to ensure business continuity and operational resilience and how you can catch up
  • How to tap into your ecosystems to build unique experiences that are responsive to customer needs revealed by the COVID-19 pandemic
  • How to leverage the capabilities of other enterprises for compelling applications of your own

Presented by:
Adrian Melillo, Regional Executive, Office of the CTO, JAPAC MuleSoft

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