On Volunteer Management Software - Part 1

Techsoup and Idealware recently released  “A Consumer’s Guide to Software for Volunteer Management,” a review of commonly used systems. In Part 1 of this two-part look at volunteer management systems, we provide a brief summary of the report.  In Part 2, we will provide a supplement to this report specifically for arts organizations.

In "A Consumer's Guide to Software for Volunteer Management," volunteer management software is divided into two groups:  standalone systems and consolidated systems that work with a Constituent Relationship Management (CRM) database.

Comparison chart from A Consumer's Guide to Software for Volunteer Management

Standalone Systems

The main advantage of a standalone system is scheduling—connecting volunteers with the right job at the right time.  If you have many different types of jobs requiring differing skills or levels of skills, a standalone system may be really useful to you.

Screenshot from eCoordinator/eRecruiter

eCoordinator/eRecruiter Cost: $5,500 for the first year, $2,500 for subsequent years Cool Stuff: Online volunteer interface that blends seamlessly with your website. Volunteers can edit their own personal profiles. Integrated criminal background check with online application. Great email functionality with templates. Web-based. Social Media integration- volunteers can post opportunities to Facebook, MySpace, Twitter, and other common sites, and use those credentials to log in. Lame Stuff: Less than great print functionality (for direct mail pieces). Expensive.

Screenshot from Volgistics

Volgistics Cost: scalable- $53/yr for 1,000 records or less, online module (VicNet) $636/yr (click here for an interactive form with more information on pricing) Cool Stuff:  You can search for a volunteer with a “name sounds like” feature. Calendar allows scheduling. “Kiosk” station available for volunteers to check in and out. Online application and job registry. Lame Stuff: Limited email functions. No social media integration. Tech Support is email only supplemented by a database and video demos.

Screenshot from Volunteer Reporter

Volunteer Reporter

Cost: $700, Web Assistant $360/yr + tech support costs. Unlimited phone support is $300/yr, first year free. Cool Stuff: Strong printing functionality.  Customizable profile fields. Premade reports and lists of skills make set up go faster. Strong for tracking reimbursable expenses. Online component for volunteers (Web Assistant) available for additional cost. Demo videos on website. There’s a great tour of the program here. Lame Stuff: Web Assistant pages can’t be customized very much and require knowledge of HTML to implement. Limited email functionality.

Consolidated Systems

With a consolidated system, you have all your data about donors and volunteers in one place. Plus, if you already have one of these systems, there are little to no additional costs to worry about.

DonorPerfect

Cost: up to 1000 constituents is $48/month, pricing goes up to $403/month Cool Stuff: Email integration with Constant Contact (pay for CC separately). Robust reporting and querying. Customizable alerts. Custom fields on most screens. Weblink feature lets you have volunteers fill out customizable and brand-able forms online. Lame Stuff: No real scheduling system—you’ll have to find volunteers by query to match interests, skills, and/or availability. Volunteers can’t schedule themselves.

The Raiser’s Edge(i)^TM by Blackbaud- Volunteer optional module

Cost: $5,500 start up and $1,300 per year per user Cool Stuff: Strong tracking functionality (hours worked, skills, and interests). Create and manage multiple projects and job sites. Ability for volunteers to enter their information online (automatically reflected in the database), including hours worked. Online component is customizable using a WYSIWYG editor. Strong email and print functionality. Prospect research tool “The Giving Score” evaluates each record according to likelihood and capacity to give. Lame Stuff: Expensive. Custom fields show up on a separate tab (“attributes”). Takes a while to learn.

Volunteers for GiftWorks

Cost: module $199 for one license, GiftWorks $499 for one license Cool Stuff: Robust scheduling functionality as good as standalone systems. Easy to use interface. Fast to set up. Web component customizable through HTML. Lame Stuff: Must enter all volunteers as “donors.” Limited email functionality. Can’t track geographic locations. Web Collect component only lets volunteers enter about 10 fields of info.

Methodology

I was pretty surprised when I got to the “methods” section of the report and found that majority of the research was based on five phone interviews, and that there was no quantitative component to the research at all.  I think the report would carry more weight and be more able to speak directly to nonprofits’ needs if some kind of field survey had been conducted.

The other thing I noticed was that the report started with the capabilities of the systems instead of the needs of the nonprofit organizations.  Taking a good look at what you need technology to do for you before you go shopping and get distracted by bells and whistles is essential in any IT strategy.

In Part 2, I’ll talk about volunteer management software specifically designed for arts organizations, as well as other software systems currently used by museums, theaters, and festivals.

Which Vendor? Simplifying Online Grant Applications

Does anyone actually enjoy the grant writing process (aka the most frustrating, time consuming, and essential activity virtually every arts organization must go through at least once a year)? To those of you who enjoy all the paperwork, I salute you. For everyone else, I’m sure you will agree that the development of online grant systems have been a tremendous asset over the past several years.  Unfortunately, they do not always simplify the process. Passwords are forgotten, the grantee cannot preview the full application, every year the same information must be reentered, supplemental files are unable to attach, and heaven forbid there are not enough opportunities to save work.  Grantmakers, on the other hand, have to deal with potential duplicates in the database, an inability to format or customize applications, interim reports that are not integrated with the original application, and hundreds of applications from organizations and individuals who are not even eligible for their funding.

With all of these potential hassles and multiple vendors to choose from, how can grant makers possibly ensure they select the online grant application system that will work best for them?

Thanks to another informative report from Idealware, vendor selection does no longer have to be such a completely overwhelming process. 

“Streamlining Online Grant Applications: A Review of Vendors” is a collaborative effort between Idealware, Project Streamline and the Grants Managers Network to assist grant makers in comparing various systems against the same criteria.

Vendors reviewed in the report include:

• EasyGrant by Altum
• eGrant* by Bromelkamp
• WebGrants by Dulles Technology Partners
• Grant Lifecycle Manager by Foundant Technologies
• IGAM by MicroEdge
• Common Grant Application by Ocean Peak
• PhilanTrack by PhilanTech

It is important to note that the review’s main focus was not every specific functionality of each vendor, but rather those features which best reduced the administrative burden, such as:

• Getting Started: Ease for Applicant
• Getting Started: Reuse of Information
• Overall Ease of Use
• Good Form Design: Self Service
• Flexibility of Forms
• Support for Multiple Stages
• Information Sharing: Collaboration
• Information Sharing: Data Export/ Access
• Product Background

I would not recommend making a decision based on just the paragraph summaries of each system, which did not always compare the same criteria.  Instead, take the time to look through the complete report wherein each system is evaluated in the above categories through various “essential standards” and “gold standards.”   These include elements as simple as required fields and word counter to things as complex as branch logic and extranet capabilities. Additionally, further information is included in the full report, such as costs, technical setup, technical support, current number of clients, and product history.

Although the systems reviewed in this report are not the only tools available, this report is a great starting point and resource for all grantmakers looking to simplify their grant application process.

For more detailed information, download the full report from Idealware for free!

*eGrant began as a product of the Center for Arts Management and Technology, home of this blog