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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Microsoft Office 365 vs. Hosted (Cloud) Desktops for Business

A cloud is a cloud is a cloud, right? Absolutely and positively not. Especially not when what is being advertised as a “cloud” solution is really only partially rooted in cloud computing. When it comes to really digging into Microsoft Office 365 and a hosted desktop platform (otherwise referred to

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How to Choose the Right Donor Management Software for Nonprofits

For nonprofits—of the 501c3 variety especially—properly managing your donations, the life of each donation, and your donors themselves is absolutely critical to the success of your organization and the advancement of your mission. This, by extension, means that choosing your donor management software is not a task to be taken

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How Much Does an Office Move Cost for Law Firms?

Office moves are a hassle. There’s just no way around it. Even if you’re moving up to bigger and better things, the process of picking up your entire firm and placing it back down somewhere new is incredibly complex and stressful–and that’s before money even enters the picture. Having served the DC

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