Optimal Insights

Plain-English answers to your questions about technology best practices.

How to Ruin Your Software Selection Process

Just the other week I had the pleasure of speaking with a group of fundraising consultants in DC. These consultants serve nonprofit clients exclusively, and were having trouble finding proper guidance on donor management software. There were two main challenges at hand: (1) they couldn’t find an objective perspective on

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How to Test a Disaster Recovery Plan for Law Firms

Disasters can be, well, even more disastrous to law firms because their responsibility to protect client data does not dissipate post-disaster. In fact, former ABA President Steve Zack was quoted as saying, “They [law firms] must represent the client competently and diligently, safeguard client’s property, and maintain client confidentiality and

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