2024 Q2 Orange County (CA) Tableau User Group Meeting

Not long ago the question was whether your organization had big data. Did you have the volume, the velocity, the technology. Now those basics are largely given for most of the people attending this event. The path to success is still fuzzy, however, with so many technologies to choose from – and so many ways to use them. This presentation triangulates in a holistic manner on the modern business dilemma: how can we leverage technology to improve revenue, profit, market share, and numerous other success criteria. That said, this is not about the analytics or KPIs -- although it is about measurable improvement. It’s about lining up the right technologies and using them in effective, proven ways to maximize Return on Investment (ROI). Since the slant here is holistic, we’ll show how to blend infrastructure, tools, methods, and talent to avoid and constantly trim technical debt… and to produce success stories that are consistently repeatable, not a byproduct of individual heroics.

Are you already using Intuit's QuickBooks and want to make sure you’re making the best use of it? Join this free, 90-minute webinar with QuickBooks Made Easy founder Gregg Bossen to expand your existing knowledge. This webinar covers topics including Best practices for list setup Different methods for entering income Using QuickBooks as a donor database Auto-allocating expenses to programs Reports for your board Tracking restricted grants Inputting in-kind gifts This webinar is best suited for U.S.-based nonprofit users of QuickBooks Premier installed on their desktops who are already using the program to manage their accounting. Attendees should already be familiar with the basics.

The future of customer support is AI-driven automation. Soon, we’ll interact conversationally with bots that know who we are and how to fix our problem right the first time. Soon, the capabilities of virtual agents will far exceed those of today’s best humans. We’ll receive support that is more reliable than friends, more accurate than social media, and less frustrating than waiting on hold. In this session, we’ll discuss how artificial intelligence is impacting IT. We’ll cover research trends, technical challenges, and the cultural implications of AI-driven automation. We’ll also discuss how AI and natural language processing (NLP) can be used to improve KPIs like MTTR, FCR, cost per ticket, and customer satisfaction. You'll leave better informed, less frightened, and armed with actionable advice to help you spearhead your team's vision for the future of IT.

Onboarding deck for new Tableau User Group Leaders.

This document summarizes an online event hosted by a New York City community group. The event will feature presentations on how enterprise marketing teams use Trello and a recap of Atlassian's Team 2022 conference. The agenda includes introductions, the two presentations, a general discussion, and virtual doors opening and closing. The code of conduct asks participants to stay muted, mute videos with noisy backgrounds, and raise their hand to comment. The event will be recorded. The community group welcomes people to their Atlassian community on Community.atlassian.com and lists upcoming events and community leader awards.

Whether your nonprofit works remotely 100% of the time or your organization finds itself navigating this situation for the very first time, working at a physical distance can pose a unique set of challenges. Hear directly from folks at Slack about how your nonprofit can use this collaboration hub to empower and connect your remote team. We’ll first walk through some basics to get you oriented within Slack, and then quickly introduce best practices tailored to nonprofits of all sizes. We’ll highlight specific tactics within Slack that you can put into practice right away and bring back to your team. Lastly, TechSoup will share how we use Slack to boost our team’s productivity and morale. This webinar will cover how to: - Use Slack to chat and organize conversations with your team - Improve your and your team’s productivity with Slack and other remote tools - Have better video conference calls Note: Slack is free for nonprofits with 250 or fewer staff, through the Slack for Nonprofits program.

A higher-level look at QuickBooks Online for existing users. Learn the latest and greatest features of QuickBooks to help your nonprofit with all its accounting needs. Join this free, 90-minute webinar with QuickBooks Made Easy founder Gregg Bossen to expand on your existing knowledge. This webinar covers topics including - Best practices for list setup - Different methods for entering income - Using QuickBooks Online as a donor database - Auto-allocating expenses to programs - Reports for your board - Tracking restricted grants - Inputting in-kind gifts This webinar is best suited for U.S.-based nonprofit users of QuickBooks Online Plus who are already using the program to manage their accounting. Attendees should already be familiar with the basics.

Becoming a data-driven organization is important for most nonprofit leaders, but knowing where to begin can be overwhelming. In this 30-minute webinar, join Power BI expert Neetu from TechSoup who will show you how to effectively use Power BI's data analytics and visualization tools. Knowing how to use these features will allow you to better understand your organization's impact and will allow you to create visualizations of your data. These powerful visualizations can then be shared internally, with your board, publicly, or on your website. This webinar is best suited for organizations that are interested in how to better analyze and view their data. NOTE: You do not need Office 365 to use Power BI. Topics: - Learn how to download and install the free Power BI desktop product - Understand how to connect your Excel data to Power BI - Create basic reports and visualizations - Understand the differences between the free Power BI Desktop product and Power BI Pro (nonprofit discounts available through TechSoup)

In this webinar you will learn how your organization can access TechSoup's wide variety of product discount and donation programs. From hardware to software, we'll give you a tour of the tools available to help your nonprofit with productivity, collaboration, financial management, donor tracking, security, and more