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Choosing the right technical solution

By Gillian Kerr, RealWorld Systems
The information in this article is current as of December 2, 2003.

Technology is changing so quickly, it's difficult for organizations to select the right solutions for their various information and communication needs. Examples include email services, spam filters, web site software and hosting, mobile phones, and computers. Solutions that are extremely expensive one year may cost a tenth as much the following year. And cheap services that were just fine one year may be completely inadequate the next.

I'll suggest specific solutions to two difficult areas, and then suggest a general approach that might help. The specific solutions will only be relevant for a few months until everything changes again.

Web sites:

A simple web site that describes an organization's services and contact information doesn't need an elaborate software program or process. For some advice on how to design your web site, see this previous Charity Village article. For software, you can use just about any basic program, including MS FrontPage, or one of the instant web sites listed in the CMS list below. Keep away from fancy graphics, flash media and so on - they mostly just annoy people and make your site less accessible and more expensive.

For complex web sites, choose a Content Management System, or CMS, that makes it easy for staff or volunteers to add and revise content without involving a programmer. CMSs are constantly getting cheaper and easier to use. See my blog entry on CMSs.

Email services and spam filters:

The explosion of spam and viruses, along with the increasing reliance on email, make it essential for organizations to set up solid, reliable email services. My preference is for outsourced email services that I can switch whenever their reliability goes down or my needs change, rather than setting up an internal solution that we manage ourselves. Over the years, I've switched providers several times, which is easy if you maintain your own domain name (e.g. realworldsystems.net) rather than using a third party domain name (e.g. youragency@sympatico.ca). Absolutely no agency or business should be using a third party domain name in their email addresses. Period.

I'm now using a combination of three email services which are working really well. I experimented with several stand-alone spam filters but none of them were as easy or effective as getting an email service that automatically provides it.

Mark Surman (see below) notes that not everyone can change email providers quickly or easily. He suggests Cloudmark as a good option for people using Outlook. "It has the bonus of being a very cool product based on collective intelligence of the user base rather than heuristics."

Other technologies:

I'm currently experimenting with free or inexpensive Voice over IP services (like Skype), a virtual PBX for our company (Unite.ca), videoconferencing and web conferencing services, the new functionality of Windows Sharepoint Services, and comparing notes on other approaches with many colleagues in the technology field.

Tracking changes and improvements and cost reductions in this field requires many hours a week of reading technology newsletters, trying things out, comparing approaches that make sense for small organizations, and updating information on older solutions. It is not an easy or simple thing to do. Organizations that are trying to decide on a technology solution are very unlikely to be able to devote this amount of time and expertise to the research. As a result, organizations select technologies based on advice from the suppliers they already have, or by looking at a few ads, or by reading web logs and reviews, or by informal advice from enthusiasts.

If you already have a good, trusted and reliable supplier, it makes sense to stay with them. Just make sure that you do a scan of other options once in a while to ensure you're not locked into an expensive or obsolete platform.

In some cases, if you're willing to put up with variable quality, you can consider free services like Skype (for long distance phone calls over the computer). In other cases you need rock-solid reliability, and can't afford to go for a cheap approach.

If you are doing a scan of options, or if you need good advice on a new solution, I strongly advise you get an expert in the area who does not depend on commissions or is attached to a proprietary system. You might be able to ask them to help as a volunteer assignment (if you're a nonprofit), or you may hire them on a small consulting project. The right advice can save you thousands of dollars. A good consultant will assess your needs, identify a few relevant solutions, compare their costs, benefits and risks, and at the very least help you evaluate the performance of your current supplier if you have one.

Here are a few experts who can give objective advice on technologies: There's a growing community of technology workers and consultants who are committed to supporting the nonprofit sector and facilitating social change through technology. Take advantage of them.

**********
Gillian Kerr, Ph.D., C.Psych.
President, RealWorld Systems

gkerr at realworldsystems.net
Read my weblog at http://blog.realworldsystems.net

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