You'll enjoy this discussion about the need for nonprofits to approach automation with careful planning, clear objectives, and a thorough understanding of their processes and data. Ellen Owens Karcsay, advisor at KarcsayGroup.com, shares guidance for nonprofits looking to navigate the ever-evolving landscape of automation and digital tools. As the discussion unfolds, one of the key takeaways from Ellen's insights is the need for nonprofits to pause and assess their automation potential before diving in. She emphasizes, "What are we really trying to do here? What are our objectives? What are our goals with quote unquote automation and embedding this into our day-to-day?", pointing out the need to consider whether the processes being automated are effective and efficient in the first place. She stresses that organizations must understand their capacity and be prepared for the time and resources required for successful automation projects. Regarding the initiation of automation, the discussion highlights …
