Over the last few years my organization has migrated close to 500 nonprofits to the cloud — from very small nonprofit organizations (sometimes all-volunteer-based) to large national institutions. It does not matter if you are small or big or if you are moving to the cloud to manage your donors, volunteers, dogs, cats, or trees: there are some things that you should keep in mind. Here are my top ten (and a bonus one at the end).
1. Do your homework
You might never be able to debate the merits of Apex code (the programming language that executes on the Salesforce platform), for example, and that’s okay. However, before you start your migration to the cloud, figure out what you want and what is possible; reach out to other nonprofits in your sector, consult with volunteers and board members, and read related publications.