From the archive

All posts Advancement Governance Going paperless Document management Works with your stack

The note attachment is where documents go to die

Watch a diligent advancement services coordinator handle a signed gift agreement, and you will often see the same move: scan it, open the donor in Dynamics, and attach the PDF to a note. It feels like

Works with your stack

What's actually filling your Dataverse storage (and how to find out)

The email arrives weekly once you cross the threshold: your organization is approaching its Dataverse storage capacity. Most teams respond in one of two ways. They buy more capacity, which works until

Works with your stack

The Dynamics embed: giving gift officers documents without giving them another tab

Here is a quiet truth about software adoption in advancement: gift officers will not use another tool. Not because they are difficult, but because they are busy and relationship-focused, and every new

Works with your stack

When the gala ends, where do the signed pledge cards go?

The gala was a success. The room was full, the speeches landed, and by the end of the night there is a pile of signed pledge cards, a few sponsorship agreements, some vendor paperwork, and a stack of