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Clipboard History – Retaining Cut and Copy Records

Windows Productivity Tips: How the Clipboard History Feature Can Improve Your Workflow

Have you ever been working in Windows 10 or 11, fully focused on an important document, when your fingers got ahead of your brain and you accidentally hit ‘cut’ twice before pasting, erasing your content in the process? If you’ve ever felt the panic from losing some of your best work with this type of mishap, you’re not alone.

For Windows users, however, you have access to a built-in feature that can save the day and eliminate these frustrating moments: Clipboard History.

Despite how fundamental cutting, copying, and pasting text are to our daily workflows, the clipboard previously could only hold one item in its memory at a time. Noticing this significant limitation, Microsoft decided to address this market demand for improvements.

Below, we’ll explain everything you need to know about this small-but-mighty tool. You’ll also learn how embracing this simple Windows productivity tip can boost your efficiency especially when paired with robust productivity solutions

Why Clipboard Mistakes Hurt Productivity in Windows

Accidentally overwriting content in Windows 10 or 11 may seem minor, but over time, this habit can waste a lot of time. When you make that error, you’ll likely need to backtrack to recover the link, image or text you’ve lost.

This isn’t only frustrating. No one wants to redo work they already finished, but also, duplicating your efforts will eat into your day’s productivity. When working under pressure to meet deadlines or collaborating with a team, a simple clipboard mistake may not just negatively affect you, but also overall communication, file accuracy, and ultimately, the quality of the final deliverable.

Say you’re preparing a grant proposal and copying key statistics from a research report into your document. You cut the data but get distracted by an urgent email, and by the time you come back, you’ve accidentally copied something new. The original stats are gone. Now you’re digging through reports, reopening files, or asking a colleague to resend them, valuable time that could’ve been spent refining your submission before the deadline.

Or imagine you’re updating a shared board meeting agenda. You copy a carefully worded section about program impact, but in the middle of switching between tabs or responding to a Teams message, you overwrite it with a less important note. You’re left retyping from the beginning or hoping someone else saved an earlier version creating unnecessary back-and-forth and increasing the chance of publishing an incomplete or inaccurate document.

What Is Clipboard History in Windows 10 and 11? 

Clipboard history was first introduced in the October 2018 update of Windows 10, bringing a small but powerful boost to everyday productivity.  This cloud-based feature remains virtually the same in Windows 11 as the Windows 10 clipboard, but with a refreshed, more modern look that fits with the updated interface. 

With this copy-and-paste history option, you can access up to 25 of your most recent cut or copied items, including text, HTML, and images under 4MB. Older items are automatically cleared as new ones are added unless you pin them. Pinned items stay put, even after a system restart, which makes it easy to access frequently reused content in your day-to-day work like key figures or commonly repeated phrases.

How Teams Use Windows Clipboard History to Boost Daily Productivity

Clipboard history can support your organization’s mission in many practical ways. For example, you might reuse venue addresses, event descriptions, sponsor blurbs, or contact lists across multiple docs when prepping for an event or campaign. This feature simplifies the process, no more digging through folders. 

Or let’s take your social media management. Overseeing multiple platforms often means copying hashtags, calls-to-action, links, and approved messaging. With clipboard history, your organization’s marketing coordinator can easily pull from recent snippets and stay consistent across posts.

No matter your role, the ability to quickly retrieve recently used content can shave valuable minutes off every task.

How to Enable Clipboard History in Windows 10 & 11

Excited about this clipboard tip for Windows users? Getting started is easy.

It’s important to note that clipboard history is turned off by default. To start using this handy feature, you’ll need to enable it. It’s a straightforward process:

  1. Just press the Windows logo key (located at the bottom-left of your keyboard) + V.
  2. A clipboard window will pop up. From there, click the “Turn on” button.
  3. Once activated, your system will take you straight to the clipboard history, where you can easily paste individual items and pin frequently used ones for quick access. (To pin an item, click the three horizontal dots in the top-right corner of each clipboard entry, then select “Pin.”)

How to Sync Clipboard Across Devices 

Do you use multiple devices throughout your workday when completing your tasks? If you’re constantly switching between your laptop, desktop or mobile phone, there’s good news: Microsoft lets you sync your clipboard across devices. 

You can keep working seamlessly and continue accessing important go-to text snippets, links and images, no matter whether you’re making progress on a presentation at your desk in the office, taking a meeting on the go, or finishing up a project on the weekend at home.

Keep in mind, the sync feature is tied to your Microsoft account (either personal or work), so make sure you use the same login information on all devices for the feature to work correctly.

Here’s how you do it:

  1. Open Clipboard Settings: Press the Windows logo key and go to Settings > System > Clipboard.
  2. Enable Clipboard Syncing: Once in the Clipboard settings, find the option labeled “Clipboard history across your devices” and move the toggle to “On.” You can then choose to ” Automatically sync text that I copy” or “Manually sync text that I copy.”

What About Mac Users? Options for Third-Party Clipboard Tools 

Unfortunately, Mac users can’t take advantage of the clipboard history tool. The feature is Windows-based, and Apple doesn’t currently offer a natively supported clipboard alternative. 

However, several third-party apps exist where you can harness some helpful copy/paste productivity tricks. These programs offer similar features to Windows for managing clipboard history, such as syncing across devices, and storing images and text for quick pasting. You can even access more advanced capabilities, such as larger clipboard history libraries, enhanced search functionality, customizable content organization, and more.  

Before you download and install any third-party applications, consulting with your IT team will be very important. Depending on your organization’s security policies and infrastructure, you may need to respect certain software installation guidelines or restrictions. 

IT experts can also support you in choosing a safe application that is compatible with your existing systems and your organization’s standards. You’ll avoid making your infrastructure vulnerable to threats, while tapping into expert advice on maximizing your productivity with the right tool.

Need Help with Tech Productivity? 

Technology can be both a powerful asset and a source of frustration when it doesn’t align with your team’s needs.

If you want systems that empower your progress rather than hinder it, designDATA is here to help. We can guide you through optimizing the Microsoft 365 productivity tools you already use, selecting new solutions to integrate with your existing systems seamlessly, and implementing strategies that will allow your team to work smarter, not harder.

Our friendly experts are always ready to share their insights, whether it’s about task automation techniques, remote work tech tips or details about the hidden gem time-saving Windows features for making the most of your workday.

Want to get more out of your organization’s tech tools on Windows or Mac?

Connect with us and talk to a designDATA expert about streamlining your workflow today.

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The Top Enterprise Security Flaws and How to Fix Them with IT Security Solutions

The Top Enterprise Security Flaws and How to Fix Them with IT Security Solutions 

The Top Enterprise Security Flaws and How to Fix Them with IT Security Solutions

The Top Enterprise Security Flaws and How to Fix Them with IT Security Solutions

As organizations continue to modernize, technological innovations increase to meet the growing demands for new ways to improve efficiency and output. 

However, these advancements also bring greater cybersecurity risks, especially with the growing influence of artificial intelligence (AI). While 66% of organizations believe AI will reshape cybersecurity this year, only 37% have implemented processes to assess the safety of AI tools before integrating them into their operations. Many organizations also lack comprehensive cybersecurity measures, leaving their IT environments vulnerable to cyber threats.

If you fall into that camp, you might wonder: How can I start building a new, safe, and resilient IT environment? The first step is to proactively address your infrastructure’s weaknesses, which will strengthen your security posture before a cyberattack wreaks havoc.

This article explores the most frequent enterprise security weaknesses that organizations encounter. Keep reading to gain strategies on how to fix them! 

Top Flaws When It Comes To IT Security

1. Unsecured wireless networks 

Connecting an organization’s office to the Internet has never been easier or more cost-effective. While wireless networks provide convenience and savings, they can also introduce significant security risks.

Simply plugging in a wireless router and creating a basic network is insufficient for a secure connection. Without a strong password, anyone within range can connect, potentially leading to network congestion, performance issues, and security breaches.

Aside from unwanted users slowing your network, an unsecured connection provides an easy entry point for attackers to intercept sensitive data, deploy malware, or gain unauthorized access to critical systems. Once inside, hackers and criminals can use relatively simple tools and knowledge to capture your data and even launch attacks on the network and any connected computers. 

Internet service providers often use easy-to-guess passwords when installing your router, such as your organization’s main phone number.

You can avoid this network vulnerability by changing these default passwords immediately to a unique, complex password and storing the information in a secure location. 

2. Outdated email security practices 

If your organization has upgraded its email system in recent years, your email infrastructure is likely secure, especially if you’re using a cloud-based service or a trusted platform like Microsoft Exchange, both of which typically offer advanced security features and robust scanning capabilities. 

However, if you’re still using an older system, such as POP (Post Office Protocol) or one that doesn’t encrypt passwords (“clear passwords”), your organization may be vulnerable to cyber threats. Without encryption, sensitive data can be intercepted by anyone with the right tools and expertise.

If your email system lacks modern security protocols, consider upgrading to one of the more secure email solutions that includes encryption and phishing defense. Many modern email systems offer advanced protection against phishing attempts, helping to block malicious emails before they can reach your inbox and compromise your data. 

Your organization should also consider the role your employees play in email safety.

When a pharmaceutical trade association partnered with designDATA as their managed IT service provider, they enjoyed enhanced enterprise cybersecurity through our advanced IT security solutions and security awareness training, which included hands-on simulated phishing tests that helped empower their staff to further strengthen the organization’s cybersecurity posture. 

3. Inadequate mobile device security 

Mobile devices offer organizations a great way to ensure employees stay connected and productive, especially if they work in a remote or hybrid model. However, without proper security measures, connecting these devices to your office systems can put your network at risk.

For example, if an employee links their work email to a tablet without enabling a screen lock and then loses the device, unauthorized users could easily access sensitive company information. Additionally, employees installing unverified applications may unknowingly introduce malware, which can spread across your network and cause significant disruptions.

To mitigate these risks, mobile device security must be a top priority. Strengthen your endpoint protection by implementing the following measures:

  • Secure employee devices with passcodes  
  • Establish robust security policies for personal and company-issued devices
  • Leverage mobile device management solutions to prevent your BYOD policies from introducing risks to your network security. 

4. Neglecting anti-malware software maintenance 

Neglecting regular updates and patches for anti-malware software leaves your organization vulnerable to ransomware, viruses, and emerging cyber threats.

Updates provide critical security enhancements, including newly identified threat databases and fixes. Without these updates, your system relies on outdated detection methods, making it easier for bad actors to exploit security gaps, bypass defenses, and gain access to sensitive data or disrupt operations.

In addition to ensuring that all organizational devices have anti-malware software installed and updated, it’s important to regularly review and adjust its settings for optimal performance. Many anti-malware tools offer real-time scanning, scheduled scans, and alert features that can be fine-tuned to maximize ransomware prevention and malware protection.

Importantly, make sure to schedule those scans outside of your operating hours! These updates can be disruptive; if employees turn off the scans to avoid interruptions, your systems are at risk. 

5. Lack of firewalls 

A firewall is a network security device that controls incoming and outgoing traffic. Many modems or routers have built-in firewalls; however, these may not be sufficient for business needs. 

An ineffective or missing firewall leaves your organization exposed to threats, as firewalls serve as the first line of defense against unauthorized access and malicious traffic. Without one, your system is essentially open to the internet, making it easier for hackers to infiltrate your network, compromise sensitive data, disrupt services, or launch cyberattacks.

To mitigate these risks, your organization must prioritize robust firewall management to monitor traffic, filter out harmful data packets, and allow legitimate communications.

A strong firewall should protect the entire network, especially at key entry and exit points for data. To ensure your firewall operates at maximum effectiveness, it’s best to partner with an experienced IT professional to install a business-grade firewall. An IT provider specializing in managed security services can also offer ongoing monitoring and regular updates, ensuring your firewall evolves with emerging threats and attack strategies.

The Role of an IT Partner in Comprehensive Security 

Maintaining network security involves many moving parts, making it challenging for organizations to keep up with evolving threats. Partnering with an experienced IT provider is a strategic solution, as they have the expertise and resources to develop a tailored cybersecurity framework that meets your organization’s specific needs.

When you partner with designDATA for our managed services, we focus on establishing comprehensive cybersecurity solutions and managing them effectively, so you can have peace of mind and focus on what you do best, running your organization. 

Ready to secure your business with a trusted IT partner? 

Let’s connect to discuss our approach to boosting enterprise cybersecurity for DC organizations and beyond, keeping you one step ahead of cybercriminals. 

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Dynamic image illustrating a person using cloud technologies, with an array of digital icons and network diagrams overlaying a global map.

The Four Steps to Revolutionizing Your Nonprofit’s Collaboration with Cloud Technologies

The Four Steps to Revolutionizing Your Nonprofit’s Collaboration with Cloud Technologies 

Dynamic image illustrating a person using cloud technologies, with an array of digital icons and network diagrams overlaying a global map.

As a nonprofit COO dedicated to better serving your organization’s mission and stakeholders, your focus is on managing resources well and helping your team collaborate easily. Leveraging technology to achieve that operational efficiency is a strategic move that will empower your team to work smarter, not harder, in pursuing their goals. Enter: cloud technology, an accessible method for delivering computing services. 

While cloud technology isn’t a new concept in the business world, many nonprofits have yet to adopt these tools in their workplace due to limited resources. Most organizations would rather invest directly in their day-to-day programming and beneficiaries rather than in managing the logistics of a digital transformation. As a result, in a 2020 study, only 25% of nonprofits had a defined timeline and strategy for achieving digital readiness.  

Although some nonprofits have made progress in recent years, many organizations could still benefit from making the switch. Cloud technologies can have a transformative impact on a nonprofit’s operations, particularly in improving communication, data accessibility, and resource management. Below, you will discover practical tips on implementing cloud solutions in your nonprofit to foster a more collaborative and flexible organizational culture. 

The Benefits of Using Cloud Technologies for Nonprofits 

Cloud technology is a smart business investment for organizations in any sector: McKinsey even predicts that cloud adoption could contribute $3 trillion to the global economy by 2030. For nonprofits specifically, organizations can experience various advantages from adopting these types of tools into their day-to-day operations, such as: 

  • Improved Communication: With the cloud, you access collaboration tools over the internet rather than relying on local servers or personal computers. As a result, these solutions offer a centralized platform to simplify your environment and allow you to access everything in one place. The real-time collaboration potential makes it easy for employees to share files quickly and securely no matter where they are located, preventing delays and misunderstandings. This streamlined communication can increase ROI by improving team efficiency and reducing operational costs. 
  • Enhanced Data Accessibility: In nonprofits, the centralized nature of cloud solutions also makes it easier to leverage data analytics for growth and drives their mission forward. With all data stored in a single, secure location, you have a setup that keeps data updated, relevant and reliable – which is vital for quickly making informed decisions. This helps nonprofits identify trends, measure impact, optimize fundraising efforts, and better allocate resources to areas that can drive the most meaningful results.  
  • Efficient Resource Management: Cloud services typically offer a cost-effective, pay-as-you-go model that eliminates the need for significant upfront investments in hardware. This flexibility allows nonprofits to scale resources up or down based on their needs, paying only for what they use. Cloud platforms also centralize management tasks, which simplifies administration tasks like updates and maintenance. 

Practical Tips for Implementing Cloud Solutions in Your Nonprofit’s Operations  

To reap the benefits of cloud technologies for nonprofits, your organization will need to engage in thoughtful planning and execution to smoothly integrate these tools into your existing operations. Here, we cover some actionable strategies that you can follow to maximize these solutions to support your mission. 

Start by assessing your organization’s needs 

This stage is all about understanding your organizational readiness for cloud technologies. During this assessment, you will need to evaluate your current IT environment, including your infrastructure, hardware data, applications and business processes. You should also seek to clarify your goals for your cloud adoption, which will require engaging your various departments to understanding their specific needs and identify areas for improvement. This will give you the necessary information to decide which functions will transition to the cloud and help you plan out a realistic budget. 

Choose the right cloud solutions 

Selecting the right cloud solutions will involve choosing which service models best suit your operational requirements, such as Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS). After this, you will want to look for specific cloud providers with a strong reputation for support and security. Many organizations opt to use Microsoft 365 and Copilot to boost their productivity as Microsoft is considered a leader in cloud technology platforms. 

You will also need to consider whether your organization wants to rely on a public, private, or hybrid cloud hosting model, based on factors such as your data security requirements, compliance regulations, and budget constraints. Selecting a private cloud and data center to host your cloud operations may be a good idea for nonprofits, as they can experience enhanced security and control over their sensitive data. 

Manage the transition to the cloud 

Developing a detailed migration plan that outlines the scope and timeline will help all stakeholders prepare adequately for the transition, as well as minimize disruption to your workflow. This migration plan should include a communication strategy for informing people about the move before it happens and providing your team with adequate support to adapt more effectively to their new environment. Importantly, once you’ve moved to the cloud, you will want to monitor performance to optimize your system for ongoing efficiency and effectiveness. 

Foster a collaborative and flexible culture with your cloud technologies 

Encourage employees to actively use and explore the features of the cloud solutions that you introduce into their daily workflow. Offer them access to hands-on workshops and webinars demonstrating practical applications of these tools and connect them to resources such as user guides, FAQs, and online forums where employees can find answers and share tips. Everyone at your nonprofit should be encouraged to stay updated on new features and best practices. 

Revolutionize your nonprofit’s technology with designDATA 

Harnessing advanced cloud-based nonprofit collaboration tools can transform how your organization’s team interacts and works together. This technology fosters productivity, agility, and responsiveness, all necessary for thriving in a modern operating environment that demands synchronized efforts towards achieving organizational objectives. 

When you partner with designDATA for our managed IT services, you will partner with reliable experts who can guide your journey to the cloud and help you manage your environment’s performance and security once you get there.  

Contact designDATA today to learn how our cloud solutions can revolutionize your nonprofit’s collaboration and resource management for a more flexible, efficient, and future-ready organization. 

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Futuristic image showcasing a hand interacting with advanced AI technology holograms, symbolizing the integration of artificial intelligence in business processes.

A COO’s Blueprint for Leveraging AI to Transform Nonprofit Operations

A COO’s Blueprint for Leveraging AI to Transform Nonprofit Operations

Futuristic image showcasing a hand interacting with advanced AI technology holograms, symbolizing the integration of artificial intelligence in business processes.

In a post-ChatGPT and generative AI world where the artificial intelligence infrastructure sector is rapidly innovating and evolving, this no-longer-novel form of technology is infiltrating almost every aspect of our society. From optimizing paramedic care, influencing the stock market and even being used as a tool to help shift people’s beliefs in conspiracy theories, it is shaping industries and redefining the boundaries of what is possible.  

Artificial intelligence also has the potential to specifically revolutionize nonprofit operations to amplify their mission on unprecedented scale. In that context, Chief Operating Officers (COOs) will be pivotal in integrating AI tools to improve their workflow and outcomes. As the leader responsible for overseeing daily operations, they can make AI investments that directly contribute to an organization’s strategic objectives and drive the most value. 

Below, you’ll discover a practical blueprint that guides COOs on how to leverage the transformative power of AI for boosting productivity in their workplace. 

Understanding AI and Its Benefits for Nonprofits 

Artificial intelligence is a broad term to describe a wide range of tools and technologies that nonprofits can integrate into their IT infrastructure to support various workplace activities, such as: 

  • Content Creation: Many organizations are already doing this, with 58% of nonprofits using generative AI in day-to-day operations to save time on basic copywriting tasks. While they will still need to use a human writer to review and refine the content, AI can act as a virtual assistant and co-writer to help save time when developing marketing materials, crafting grant proposals, and creating donor reports. 
  • Task Automation: The use case for artificial intelligence goes beyond copywriting. A nonprofit’s employees can also conserve resources for more important work by automating various tasks, such as executing donor engagement campaigns, budgeting, and financial reporting, or using chatbots to handle routine inquiries from stakeholders.  
  • Data Analysis: Advanced AI data analysis tools can help organizations analyze donor data to predict giving patterns, optimize fundraising strategies, and assess impact to forecast trends and outcomes, enabling more informed resource allocation decisions.  
  • Mission-Critical Work: Many organizations are even directly applying AI’s data analysis and forecasting abilities to develop their actual programs and solve the world’s most pressing issues. The nonprofit Earth05, which is using AI to find solutions to the global water crisis, is a perfect example of this in action. In fact, since 2018, organizations applying AI to address global sustainable development goals has increased by 300%. 

How to Develop a Strategic Blueprint for AI Implementation 

Harnessing AI’s potential will require more than installing software and calling it a day; it demands a well-thought-out AI implementation strategy. Here, we’ll guide you through the essential steps involved in developing and following a comprehensive blueprint that effectively integrates these solutions to drive growth, enhance efficiency, and strengthen competitive advantage. 

1. Assess Your Organization’s Needs 

Before making changes to your IT environment, you first need to understand it. Systematically evaluate your team’s current technology usage and examine your current IT infrastructure. Do you have the right software, hardware and other resources needed to support new tools?  Are there any existing inefficiencies or bottlenecks in your processes that could benefit from automation? 

Then, compare your current reality with your long-term organizational goals, identifying areas where AI may be most beneficial for making an impact.  Make sure to engage with your various departments to gather insights from their firsthand experience: they are well-equipped to share insights on pain points and opportunities. 

2. Select the right AI tools 

As most nonprofits operate on limited budgets, it will be critical to prioritize your AI use cases based on their potential ROI, feasibility, and alignment with strategic goals.   

Look for solutions that: 

  • Integrate with your existing systems and workflows to minimize disruptions and maximize efficiency. 
  • Offer user-friendly and accessible interfaces that empower your team to adopt and use them. 
  • Have a strong and positive reputation based on a proven track record for success and positive customer reviews. (Ideally, they will provide reliable support to help you address any issues!) 
  • Are financially viable based on the total cost of ownership, including initial investment, implementation costs, and ongoing maintenance.  
  • Leverage advanced cybersecurity measures that protect your data and help you comply with any relevant industry standards and regulations. 
3. Implement AI Tools effectively 

After assessing your readiness and resources, identifying use cases, and selecting your AI solutions, it’s time to launch the tools into the workplace! Depending on your internal IT resources and skills, you may want to hire an external IT provider who know how to deploy these technologies. These experts possess a deep understanding of best practices for using AI safely and can provide support with implementing governance frameworks for responsible use. 

Your organization will also benefit from focusing on intentional change management practices. Inform your team about the upcoming new IT environment to avoid resistance from holding you back from the advantages of AI tools for nonprofits. They should know the reasons for the change, the timeline, and how it will affect their daily work. You should also provide thorough staff training to increase adoption and help your team fully leverage the new features and functionalities. 

Also, monitor the solution’s performance post-deployment to measure its impact and optimize your usage for maximum effectiveness. Remember, establish opportunities for employees to provide feedback about the new systems. This can help your organization identify any issues early on and make necessary adjustments. 

Partner with designDATA to oversee your AI implementation strategy 

Imagine a work environment where your nonprofit can automate routine tasks to focus on more mission-critical activities. Innovations in artificial intelligence have made that possible and continue to evolve to unlock new ways you can make a greater impact with fewer resources.  

Nonprofit COOs who implement AI are poised to experience operational excellence. They can reduce manual workloads, gain deeper insights into their performance, and make more informed decisions about resource allocation, all to improve efficiency and reduce costs. 

When you partner with designDATA for our managed IT services, our experts will provide professional guidance for modernizing your IT infrastructure, whether that’s integrating AI solutions or implementing advanced cybersecurity tools. Contact designDATA today to explore how our AI solutions can transform your nonprofit’s operations and maximize efficiency with a tailored implementation strategy that will position your organization for long-term success.  

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Cybersecurity in Operational Strategy for Nonprofits

The Critical Role of Cybersecurity in Operational Strategy for Nonprofits

The Critical Role of Cybersecurity in Operational Strategy for Nonprofits

A man with curly hair wearing glasses is intently working at a computer with virtual cybersecurity and data analytics graphics overlaying the image. These visuals include a lock symbol and various statistical data points.

It is no longer shocking news to declare that cyberattacks are rising across every industry and with businesses of all sizes. Just in the first quarter of 2024’s, Blackberry identified three million cyberattacks, which is more than 37,000 cyberattacks daily on average. That research is just from one company alone; many more threats are wreaking havoc across society. Most notable, a hacking group recently claimed that they stole social security numbers from 2.7 billion people, including every American. 

This increasing risk is understandably making Chief Operating Officers (COO) concerned about their operational sustainability, especially when their limited resources and sensitive data make them attractive targets for bad actors.  

The need for data protection is becoming more pressing than ever. Proactive IT management is the key to achieving that goal and fostering robust cybersecurity. Below, we discuss the importance of prioritizing cybersecurity and outline clear steps for COOs to safeguard their digital assets to ensure business continuity. 

Why Cybersecurity is Crucial for Nonprofits 

Nonprofits have communities that depend on them. They provide critical services to their beneficiaries for their well-being and quality of life. 

That’s why cybersecurity threats can profoundly impact these organizations. Beyond the potentially irrevocable damage to community trust, if they can’t access the IT infrastructure that underpins their activities, that may disrupt their services and ability to continue their mission. Recovering from a data breach or other attack can also strain already tight budgets and prevent the organization from delivering its programs.  

Taking action to prevent these outcomes should be a top priority, especially if your organization conducts e-commerce online or stores personally identifiable information in the cloud. When your organization proactively implements a zero-trust cybersecurity framework and advanced security measures, you can prevent unauthorized access to your data, minimize downtime, and reduce unexpected expenses to direct funds toward your core objectives. 

The Proactive Role of COOs in Enhancing Cybersecurity 

As the person in charge of your organization’s operations, the Chief Operating Officer oversees strategic planning and its execution during the day-to-day workflow. They work to develop an environment that keeps their team performing optimally, equipped with the capabilities to match their activities with the organization’s long-term vision. In a nutshell, their job is all about organizational resilience.  

As part of achieving that goal, they are responsible for ensuring that your operations don’t compromise your security and vice versa. This will require proactively approaching risk management at an organizational level — identifying weaknesses and then implementing measures across departments that defend your data holistically. The COO will likely be involved in procuring new technologies and supervising regular compliance reviews to confirm your infrastructure aligns with internal and external government standards. 

However, in one study, 78% of COOs reported that they are responsible for securing operational processes, but lack training and experience in doing so. The task is especially getting harder as organizational IT infrastructures grow and expand the potential attack surface for cybercriminals. They must also balance these responsibilities with their other duties, which can be challenging.  In many cases, they would benefit from working with a managed IT services provider to achieve operational stability.  

Best Practices for Integrating Cybersecurity into Operations 

Now that you understand the critical role of COOs in cybersecurity, it’s time to learn the practical steps for integrating cybersecurity into your operations. 

Conduct a risk assessment 

Creating operational sustainability with your technology will require a strategic approach that begins with a thorough risk assessment. This will help you understand your organization’s specific vulnerabilities and prioritize cybersecurity measures that address them. Start by assessing how much a cyber incident would impact your assets, resources, and workflows. 

Develop a cybersecurity strategy 

Once you’ve mapped out the risks, create a comprehensive strategy that aligns your cybersecurity needs with your operational goals. You should include clear policies, procedures, and protocols for handling your technology and data, outlining how cybersecurity will be embedded into the day-to-day work environment. 

Focus on incident response planning 

Your cybersecurity strategy should involve developing a detailed incident response plan that prepares your entire team to effectively identify and address cybersecurity incidents. This allows you to minimize any damage. 

 In advance, you can: 

  • Document the roles and responsibilities around communicating an issue to relevant stakeholders 
  • Develop detailed procedures that explain how to contain and eradicate incidents   
  • Create an inventory of your assets 
  • Prepare playbooks for dealing with various scenarios 
  • Conduct regular crisis simulation drills where the team can get hands-on, experiential learning and test your plan 
Implement advanced protection solutions 

It is critical for organizations to focus on the future when it comes to cybersecurity. Building a proactive IT infrastructure will involve implementing various technologies.

Examples include: 

  • Continuous monitoring and maintenance, ideally through a 24/7 security operations center that can leverage artificial intelligence to detect intrusions in real time and address them swiftly 
  • Strong identity management, including introducing robust authentication mechanisms like single-sign-on passwords and strict access controls and permissions for your infrastructure’s users. 
  • Endpoint and Server Protection, which focuses on protecting your servers and workstations safe from malware using antivirus software, firewalls and other solutions. 
Provide cybersecurity awareness training 

Sophisticated tools will not protect you from threats alone. Research points to human error as a significant factor in cybersecurity incidents, with employee mistakes likely being the cause 88-95% of the time.  

You need to equip your employees with the necessary skills for recognizing and preventing potential threats, such as avoiding becoming victims of social engineering attacks and understanding the importance of safe online behaviors. When our company provided thorough training to an organization’s staff, we observed that they were able to improve security by their employees reliably following process and governance expectations. 

Outsource your IT to a managed IT services provider 

Hiring external IT professionals can strengthen your organization’s cybersecurity posture without diverting internal resources from important initiatives. These experts live and breathe IT, meaning they also have the specialized knowledge to maintain protection.  

Before partnering with our team, a local association relied on on-premises systems for their email, website, and management tools. That means they dealt with constant vulnerabilities in their infrastructure and regular severe outages that cut off access to their data and infrastructure, grinding their operations to a halt. As skilled IT professionals, we helped them shift to a secure cloud environment and implement a comprehensive disaster recovery and data backup plan, which allowed the organization to have a more stress-free technology experience.  

Secure your nonprofit with designDATA’s support 

In our digital business environment, efficient operational performance in a nonprofit is only possible with a secure and dependable IT infrastructure.  

Chief Operating Officers should proactively build their organization’s capacity to both respond and prevent incidents from threatening their mission. You do not have to cultivate this organizational resilience on your own: when you work with designDATA, we offer comprehensive IT managed services that create a well-functioning technological foundation for your operations. Paired with our cybersecurity solutions, you can have peace of mind that your data remains protected and your ability to make a difference isn’t compromised. 

Contact designDATA today to explore how we can help your organization enhance its cybersecurity measures and strengthen operational sustainability. 

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Managed IT Services

10 Signs Your Association Needs Managed IT Services to Enhance Operational Efficiency 

10 Signs Your Association Needs Managed IT Services to Enhance Operational Efficiency 

A man and a woman in a dark, modern office environment, analyzing data on multiple computer screens late at night. The man is seated and the woman stands next to him, both focused intently on the monitors displaying graphs and analytics. There is a blue number 10 laid on top of the image.

These days, digital tools underpin almost all of an association’s activities: internal communication, membership management, event planning, accounting, and more.

Yet that reliance on technology means that your team may not be able to do their jobs effectively if they spend a lot of time troubleshooting IT issues or use inadequate tools to support their needs. 

If you find maintaining a thriving IT ecosystem challenging, outsourcing to a managed IT services provider can be an excellent solution. Below, we outline ten signs that indicate it’s time to bring in professionals!

1. Frequent IT Issues and Downtime Are Impacting Productivity

For every minute your IT infrastructure doesn’t function properly, you can spend a significant amount of money that eats into your budget. 

It’s expensive if your employees regularly face common technological hurdles that delay their work, whether it’s lagging computers, slow network speeds, unreliable communication tools, software glitches or system failures. Not only do these situations disrupt your productivity and delay your ability to meet deadlines and achieve your long-term objectives, but they can also lead to diminished morale and even employee attrition. 

If this is your reality, you may need a managed IT services provider to ensure your team can consistently access essential tools so that your key activities run smoothly. When a global education-focused association partnered with designDATA, they experienced a seamless transition to remote work at the start of the pandemic and continue to benefit from proactive maintenance and monitoring that minimizes downtime on an ongoing basis.

2. Inadequate IT Support and Slow Response Times

Sometimes, an association might rely on a complex technological infrastructure that outpaces the capacity of its limited in-house IT team or its current external service provider. You may be in that situation if you experience delays in addressing technical issues, making it harder for your team to stay on track with important tasks and projects.

If you don’t currently receive timely and reliable IT support, it’s time for something new! 

Look for a high-quality managed IT services provider who specializes in association technology management. With a team of skilled specialists on call, you’ll always be able to access the required knowledge to tackle your problem promptly. You’ll want to find someone who outlines their guaranteed response times in their service level agreements so you can be rest assured that any IT issues will be addressed quickly and your operations can keep running smoothly.

3. High IT Maintenance and Repair Costs

Without an adequately skilled team that consistently and proactively maintains its technology infrastructure, associations often deal with problems that divert financial resources from more important initiatives.

Has your association experienced minor issues with your technology that escalated into a critical situation? You may have had to spend a lot of unplanned money on expensive emergency interventions and replacements, which prevented you from investing in strategic growth or member services.  

To avoid these expenses, you should work with a managed IT services provider who can implement effective IT cost management strategies and provide a more stable environment.

4. Outdated Technology and Lack of Modernization

Your association’s operational efficiency is likely diminished if you rely on outdated hardware and software, conduct infrequent technology evaluations and upgrades, and don’t educate your team on safely incorporating innovations like artificial intelligence. 

Are your staff struggling to leverage newer technologies or encountering compatibility issues when trying to integrate advanced cloud-based IT solutions into your infrastructure? A managed IT service provider can guide them in modernizing your environment.

5. Data Security Vulnerabilities and Rising Cyber Threats 

Relying on outdated technologies goes beyond simply impacting productivity. It also increases your association’s cybersecurity risks by creating vulnerabilities that bad actors can exploit.

Many organizations struggle to ensure sufficient data protection and implement tactics like patch management, threat detection, security audits, strong passwords, and staff training.

Yet by adopting data security best practices with the support of a managed IT services provider who understands the necessary cybersecurity solutions for associations, you’ll be better equipped to protect your organization.  

6. Difficulty in Scaling IT Infrastructure

The needs of your members are constantly changing: how you support them should, too. 

Are your existing technology systems having trouble keeping up with your growing operations? Perhaps you struggle with the necessary strategic planning for expanding your IT infrastructure cohesively, or you might be dealing with disjointed systems from years of ad-hoc solutions.

Partnering with a managed IT services provider can help you build a well-integrated IT environment that adequately supports member needs as they evolve.

7. Poor Member Experience Due to IT Problems

Your team might feel discouraged if they’re always dealing with frustrated members who can’t log in, sign up for events, or contact your organization. These technical issues can make it more challenging to keep members engaged and involved in your initiatives, and therefore, harder for your team to reach your goals and drive long-term success.

If this situation sounds familiar, it may be time to seek assistance in maintaining a user-friendly IT infrastructure that empowers good communications with your members.

8. Non-Compliance with Industry Regulations

Depending on your specific focus and location, many federal and state data privacy laws in the U.S. could influence your association’s operations. Non-compliance can lead to serious consequences, including legal penalties and fines. 

If your organization struggles to adhere to the relevant standards governing your technology use, you may benefit from support from a provider who understands association and nonprofit IT solutions. They will have extensive expertise in conducting regular audits, infrastructure updates, and risk assessments, and can make it easier to ensure compliance.

9. Lack of Strategic IT Management and Direction

Are your current technology practices and policies yielding optimal outcomes? Consider whether your association frequently makes reactive technology decisions, resulting in investments that don’t align with your operational goals.  

You can partner with a managed IT services provider to guide you toward achieving operational sustainability with your technology. Look for experts with experience in overseeing digital transformation for associations and IT infrastructure optimization.

10. Overwhelmed In-House IT Staff

Your internal IT team likely handles many responsibilities, from managing system updates and user requests to troubleshooting technical issues and implementing security measures. 

With so much on their plate, it’s hard to go beyond focusing on immediate problems to tackling strategic IT projects. That reactive firefighting prevents them from successfully maintaining a well-functioning IT infrastructure that boosts organizational productivity.    

Partnering with a managed IT services provider skilled in IT support for nonprofits and associations can free up your team to concentrate on more mission-critical initiatives.  

Partner with designDATA to Streamline Your Association’s IT

While there are many barriers that you might face, your association doesn’t have to struggle with an inadequate IT environment that fails to meet their needs and maintain efficiency.  

By partnering with designDATA for our strategic IT consulting and managed IT services for associations, you’ll tap into expert support to ensure your technology empowers your work instead of hindering it.  We’re here to streamline your operations, minimize disruptive downtime, and implement cost-effective solutions that let you allocate resources to projects that directly impact your members.  

Optimize your association’s IT with expert-backed managed IT services – contact designDATA today!

10 Signs Your Association Needs Managed IT Services to Enhance Operational Efficiency  Read More »

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Four Ways That Associations and Nonprofits Can Achieve Operational Sustainability with Managed IT Services

Four Ways That Associations and Nonprofits Can Achieve Operational Sustainability with Managed IT Services

A diverse team of four, including a woman with pink hair and a man giving a high-five, collaborating around a modern office desk. They appear engaged and happy, surrounded by laptops and personal notes, in a bright workspace with a wall-mounted idea board in the background.

If associations and nonprofits want to support their communities long-term, they need financial and economic stability. Unfortunately, that is difficult to achieve in an unpredictable funding environment where almost 47% of nonprofits saw rising operating expenses in 2023.

However, with a resilient foundation capable of supporting their mission-driven activities and adapting to change, organizations can withstand economic uncertainty and remain effective.  

A robust IT infrastructure will play a vital role in ensuring that this foundation supports operational sustainability: when employees have appropriate and reliable technology, they can communicate and collaborate smoothly and therefore use an organization’s resources efficiently to achieve its goals and drive long-term success. 

Some organizations may struggle to create that necessary work environment in-house. In that case, hiring a provider specializing in managed IT services for nonprofits or associations will be immensely valuable.

Keep reading to learn four strategies for leveraging managed IT services to benefit your organization financially over time and improve your efficiency to make an even more meaningful difference.  

The Struggles Associations and Nonprofits Face in Ensuring Their Long-term Viability 

Nonprofits and associations face various unique obstacles to operational sustainability, such as: 

Funding variability 

They typically rely on fluctuating funding sources, whether that’s donors and grants or membership fees and event revenues, which can be unpredictable and inconsistent. In 2022, charitable giving dropped by 10.5%, although experts predict that in 2024, it will grow by 4.2%, and another 3.9% in 2025. This variability makes it challenging to operate steadily and plan long-term initiatives.  

Staff turnover 

Organizations also deal with staff turnover and executive departures that may disrupt their capacity-building attempts and hinder their ability to carry forward institutional knowledge and strategic direction.  

Ineffective technology 

As tools advance and our digital workplaces rapidly evolve, organizations who want to meet the expectations of their community and stakeholders need to adapt and invest in the most effective IT infrastructure. Yet their limited funds often prevent them from upgrading outdated systems and successfully migrating their data and processes to more effective tools. As a result, these organizations struggle to keep up or avoid disruptions to their performance, whether it’s from a software crash, system failure or cyberattack.  

That inefficiency ends up massively impacting their financial health. The organization wastes time, money, and staff energy dealing with issues, diverting resources away from impactful programs and affecting their operational viability. They also will likely drive up costs by spending more due to delays or fixing a mistake, while simultaneously reducing their potential revenue if the ineffectiveness deters people from supporting them financially.  

How Managed IT Services Can Contribute to Longterm Organizational Sustainability

Leveraging professional IT expertise can contribute significantly to your organizational longevity. An MSP typically provides a wide range of services, from secure data storage and network management to cloud-based software deployment and continuous monitoring. Let’s discuss a few ways that partnering with a managed IT services provider can be a strategic move for your nonprofit or association’s financial future: 

1) Improving cost efficiency and savings in the short term 

When working with an MSP, you will experience an initial cost reduction by avoiding spending large sums on certain IT infrastructure components, as most MSPs will provide you with access to their own data centers and other virtualized resources. These providers also typically have strong vendor relationships, meaning that they can negotiate more favorable rates to deliver more cost-effective IT solutions. Their subscription-based pricing model also means that you can rely on predictable IT budgeting with no hidden surprises. 

All of this lets you redirect your funds to core mission activities and reduce financial uncertainty as you work on preserving the durability of your operations. 

2) Enhancing productivity and performance 

A managed IT services provider is a key partner in boosting your productivity. For example, they will help you implement modern solutions like cloud software and artificial intelligence to automate the more routine tasks and processes that take away resources from your vital programs.  Importantly, a provider’s experts have the deep knowledge to smoothly integrate these tools into your existing infrastructure and support your team in using newer technologies like AI safely.  

Additionally, when a provider focuses on following the ITIL framework for incident management, you will benefit from a standardized approach that leverages best practices to solve technical issues faster and minimize disruptions to your workflow. Your provider should also be committed to implementing permanent solutions to prevent recurring issues that waste your time repeatedly. This improved efficiency lets organizations optimize their resources and maximize output without increasing operational costs, all of which contribute to that critical organizational sustainability. 

3) Reducing risks and maintaining compliance 

A managed IT service provider will offer comprehensive cybersecurity solutions to protect you against rising cyber threats and reduce your risk of experiencing a data breach. 

They will conduct security assessments to help you identify the potential vulnerabilities compromising your organizational sustainability and then help you build a security roadmap to address these issues. On an ongoing basis, the provider monitors your systems 24/7 to manage threats as they happen, as well as develops strong incident response and disaster recovery plans to deal with any significant problems when they pop up. Finally, they will pair implementing advanced tools with security awareness training so your employees can act as a human firewall to actively mitigate threats. 

All of this can help you with regulatory compliance, as data privacy is typically central to industry regulations. Some MSPS will even help you perform an audit or prepare for an audit as well. 

4) Providing support with strategic planning  

In addition to the short-term cost savings discussed above, your organization will also optimize its funds long-term when your managed IT services provider builds you a high-performing, future-proofed, secure technological ecosystem.   

Their proactive approach and consistent oversight will minimize any downtime and the financial ramifications from the resulting lost productivity. They will also reduce the need to spend heavily on reactive problem-solving, emergency repairs, or disaster recovery, as their experts will tackle issues before they escalate.  

Your provider will typically conduct a strategic technology assessment to ensure that you invest only in technology that aligns with your organizational goals. In this process, they prioritize modern tools capable of supporting your needs as they evolve—all to prevent you from dealing with costly overhauls in the case of technical obsolescence and drive you forward with fewer resources and more sustained operational efficiency. 

Implement sustainable practices with designDATA 

Today, nonprofits and associations operate in a drastically different economic and social context than even just a few years ago. To advance their mission and sustain their operations, they need a sustainable governance model and the capacity to remain resilient as they face change. Their technology infrastructure will be instrumental in achieving that goal. 

When your organization partners with designDATA for our managed IT services, our experts will take actionable steps to set you up for success and help your organization build an IT infrastructure that can weather any storms it might encounter. 

Let’s connect to discuss how designDATA can help you use your technology to achieve long-term organizational sustainability. 

Four Ways That Associations and Nonprofits Can Achieve Operational Sustainability with Managed IT Services Read More »

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How Managed IT Services Can Scale Your Nonprofit’s Operations Without Raising Costs

How Managed IT Services Can Scale Your Nonprofit’s Operations Without Raising Costs

A vibrant team of five young professionals, diverse in appearance and style, engaged in a discussion over a workbench. They point at documents and a laptop, surrounded by graphic icons of gears, symbolizing workflow and innovation. The setting is a bright, modern office with large windows.

Nonprofit organizations face a complex scenario. On the one hand, they must contend with limited resources. On the other hand, if they want to achieve their mission and adequately address the social issues in their community, they also need to build scalable operations, which requires spending money.   

In our contemporary digital business environment, successfully scaling nonprofit operations will require sourcing the right technology to help you use resources wisely and strengthen your ability to adapt to changing needs. However, that can be daunting!  

Rather than trying to figure out how to find the appropriate tools on their own, organizations can partner with an external provider. These experts can guide you through using your technology to drive growth without proportionally increasing costs. Below, you’ll learn more about how managed IT services can provide the necessary strategic IT management and support to handle the increasing demands of scaling your operations to make a greater impact. 

The Challenges of Scaling Operations in Nonprofits 

Building an effective IT infrastructure to support the growth and expansion of a nonprofit’s operations becomes difficult when that goal competes with its financial reality.  

Thanks to a limited budget and resources, organizations often try to make do with what they have. So, they use outdated and unprotected IT systems that lead to inefficient performance, disrupt service delivery, and security vulnerabilities. In 2023, 27% of nonprofits said they had experienced a cyberattack 

Relying on fundraising and grants can also create financial instability, which puts pressure on CFOs to optimize resource allocation and manage financial risks – making it hard to invest in long-term scaling strategies for their technology because they first need to ensure they can maintain their current programs. As a result, they don’t end up prioritizing resources for capacity building and integrating new tools. 

The Financial Benefits of Leveraging Managed IT Services for Scalability 

Partnering with a managed IT services provider (MSP) is a smart strategy for budget-conscious nonprofits who want to get the full value of their IT investment and grow their operations successfully.  The provider’s technical support will allow them to experience: 

Financial stability over time 

An MSP will create a robust and sustainable foundation that can support your nonprofit’s diverse activities as you work on expanding. They will maintain your overall network health to remain resilient while tackling any issues that pop up, helping you eliminate significant disruptions. When that stability is paired with their subscription service model, your organization can rely on predictable and optimized budgeting, as well as: 

Increased ROI from reduced costs and improved efficiency 

A well-managed and functional IT environment that keeps your data safe and available is vital to making your team’s job easier.  

Your staff can be more productive while collaborating more easily, which helps you use your limited resources effectively and avoid wasting them on duplicating or unnecessary efforts. At the same time, you’ll demonstrate to your team that you are investing in them by providing them with user-friendly and efficient tools. In turn, they will feel valuable and supported, increasing their job satisfaction and, ideally, your retention rates.  

In the short term, you’ll also save money working with an MSP because they will streamline infrastructure expenses; in the long term, you’ll prevent more considerable costs from expensive system failures or cyberattacks. (The global average cost of a cyber attack in 2023 was 4.45 million!) 

More effective decisions about resource allocation 

When you partner with an MSP, they can help you with your IT infrastructure’s strategic vision. They will build you a technology roadmap that serves as a plan for how you can construct your infrastructure to accommodate growth. This will help you prioritize more targeted investments that efficiently use your resources. 

The Role Managed IT Services Plays in Scaling Operations 

Practically, your MSP can support various aspects of scaling your IT operations at your nonprofit, such as: 

1) Assessing your organization’s scalability needs and goals  

To move forward with your technology, you must first determine your organization’s starting point. An MSP can expertly analyze your current infrastructure and business processes, identify your usage and existing bottlenecks, and then use that information to strategically plan the necessary upgrades and investments in hardware and software. This will likely include conducting a cybersecurity assessment because scalability will only be possible if your infrastructure can avoid downtime impacting your ability to support your community.  

2) Implementing scalable IT solutions 

Procuring technology requires deep expertise and experience to build the right mix of tools for scaling your operations. An MSP can facilitate the process of implementing high-quality, optimized, and cost-effective IT solutions. They will ensure your network can continually handle increased traffic and changing connectivity requirements, and your hardware can reliably operate under varying loads and performance demands.  

Additionally, if you want to execute an affordable scalability strategy, cloud-based software-as-a-service (SaaS) technologies will play a central role. This technology offers easy access to expandable storage and application resources, and you only pay for what you use.  

Your MSP can help you source the right vendors, manage your subscriptions, configure the environment to your distinct workflow, support any necessary data migration, and oversee the environment once deployed.  They can also implement a strong cybersecurity framework that keeps your hardware, software, and other infrastructure protected and compliant. 

3) Ensuring seamless integration with existing systems 

Building a scalable IT infrastructure requires blending new technological innovations with the existing tools in your workplace. If done incorrectly, this can lead to operational inefficiency or data inconsistencies and, even more concerning, increased weaknesses and disruptions to your operations.  

An MSP guides you through this process! For example, your organization may want to leverage a relatively new technology like Microsoft Copilot. The provider’s experts can ensure that you adequately set up your current IT ecosystem with robust access control and other strong governance policies to minimize data oversharing or other risks.   Or your nonprofit may want to implement a new cloud-based donor management system with your existing CRM and accounting software. The MSP will configure your systems to communicate information seamlessly, preventing data loss and helping staff continue working uninterrupted. 

4) Providing ongoing support and training 

An MSP can provide staff training and ongoing support to educate your staff on organizational technology so they can proficiently use it to carry out their work tasks. As a result, your nonprofit can improve adoption rates while helping your team deliver consistent performance, maximizing your IT investments and ensuring that your attempts at scaling operations will be sustainable.   

Scale your operations with designDATA 

Unfortunately, when your tech works against you instead of with you, it’s hard to engage in the more critical work necessary to serve your community – let alone stick to your budget or even grow. Among your options for nonprofit growth strategies, partnering with an MSP is a powerful option for expanding your organization by enhancing your technology capabilities.   

At designDATA, we have extensive experience in IT support for nonprofits. Our specialists are here to provide the tailored, managed IT services you need to scale your impact effectively.  

Let’s connect to discuss how we can work together to maximize your IT investments. 

How Managed IT Services Can Scale Your Nonprofit’s Operations Without Raising Costs Read More »

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Need Better Cybersecurity? Try This Proven Managed IT Services Framework in Your Washington DC Organization

6 Ways Associations and Nonprofits Can Enhance Their Cybersecurity with Managed IT Services

A diverse group of business professionals gathered around a meeting table, engaged in a collaborative discussion. One man shakes hands with another across the table.

Your nonprofit or association likely relies on technology to deliver your vital programs and serve your community. But as cyber threats rise, budget constraints probably make it tough to keep those digital systems secure. All it takes is just one breach to disrupt operations, compromise sensitive data, and erode trust with your stakeholders

Knowing where to get started isn’t easy for resource-strapped organizations. You’re in luck: our highly successful three-party People, Process, Technology framework provides a concrete game plan for strengthening security, reducing risks, and keeping your mission moving forward.

And to execute it effectively, you’ll want to work with an expert managed IT services provider who can act as your trusted partner, offering affordable cybersecurity solutions, IT support, and ongoing protection that many organizations often can’t maintain in-house.

Keep reading to learn practical, value-packed strategies and actionable steps for achieving better cybersecurity through managed IT services.

1.People: Empowered, Security-Aware Staff 

When human error is behind many breaches, training your employees to be your first line of defense is critical.

A trusted managed IT security services provider can deliver ongoing staff training, phishing simulations, and real-time support.

  • Phishing simulations that test your staff on their ability to spot and stop suspicious emails.
  • Best practice training on strong passwords, mobile security, and handling sensitive data.
  • Regular refreshers so employees stay ahead of evolving threats.
  • Ongoing support and resources that provide quick, useful answers that guide staff when they spot something unusual.

By turning your team into active defenders, you minimize your organization’s risks and boost confidence in your team’s ability to work productively.

2.Process: Strategically Assess, Protect, and Respond to Risks

Even if your staff has expert-level knowledge about risk management, your data protection measures won’t be successful if you don’t have clear processes for them to follow. Build a comprehensive roadmap by:

Conducting proactive risk assessments

Before you can act, you need to know what needs protecting and where you fall short. Your first step will be evaluating your IT environment in-depth—identifying assets, spotting vulnerabilities, and mapping potential threats. You don’t have to figure out this process from scratch: an experienced managed IT service provider will conduct assessments that use proven frameworks like the National Institute of Standards and Technology (NIST) Cybersecurity Framework or the Enterprise Risk Management Framework (ERM) to guide improvements.

Following simple steps to maintain regulatory compliance 

From HIPAA to PCI DSS, most nonprofits and associations face strict requirements that impact how they operate. Here’s the good news: following these regulatory requirements means boosting your cybersecurity according to industry-standard guidelines. An IT security consulting expert can help you implement these tactics, which typically include:

  • Data Encryption: Securing data at rest and in transit.
  • Role-Based Access Controls: Configuring your settings so only authorized personnel have access to sensitive information.
  • Data Auditing: Keeping detailed logs of access and modifications to track compliance and detect any unauthorized activities. 
  • Policy Training: Training staff to know exactly how to safeguard data and maintain compliance.
  • Reporting and Documentation: Generating and maintaining all necessary documentation to prove compliance.
Implementing a strategic incident response plan

Even the best defenses need a plan B: effective incident response planning. 

First, you need to build a comprehensive security strategy which will involve your managed IT services partner identifying and prioritizing risks, developing policies, and implementing preventative measures.

Then, you’ll create a clear incident response roadmap that covers:

  • Defined roles and communication protocols.
  • Tested recovery steps to get systems back online quickly.
  • Regular drills to prepare your team to address incidents.

If a hacker successfully breaches your systems, this proactive planning will help your organization respond fast and limit any damage.

Remember, part of a strategic response involves prioritizing continuous improvement. Your cybersecurity approach should constantly shift alongside the evolving tools available, and your incident response plan must adapt to new threats on an ongoing basis.

By focusing on strategic planning and robust incident response, your organization will feel prepared to handle any incidents that come your way and ideally, prevent them where possible. 

2. Technology: Tools That Keep You Secure

While your people play the biggest role in effective data protection, building a robust IT infrastructure will help them execute your cybersecurity processes with tools that are resilient, reliable, and easier to manage.

Proactive monitoring and management

The backbone of an effective cyber strategy starts with proactive monitoring and management, which empowers:

  • Early Detection: Sophisticated monitoring tools continuously scan the network for any signs of irregular activity, helping your organizations identify potential threats early before they escalate into serious incidents. 
  • Immediate Response: Get the information you need to take quick action, address vulnerabilities or breaches, minimize damage and enhance your protection. 
  • System Updates and Patch Management: Keeping your software and systems secure with the latest patches closes any vulnerabilities that expose you to threats. 
  • Configuration Management: Reviewing your systems and application settings on an ongoing basis helps you optimize your environment to comply with best practices. 
  • Performance Optimization: Monitoring how your IT systems perform lets organizations identify and fix any potential issues affecting system integrity. 
Essential tools

Beyond proactive monitoring, there are other critical tools that organizations need in their toolkit to stay safe in a digital-first workplace:

  • Multi-Factor Authentication (MFA): Bad actors will struggle to break into your system when your authentication mechanisms combine something you know (password), something you have (token or app), and something you are (biometric).
  • Firewall Management: Block unauthorized access with robust firewalls, equipped with IDS and IPS that monitor and control network traffic.
  • Email Filtering: Protect your communications with advanced email filtering systems that go beyond basic spam filters to intercept emails with malicious links or infected attachments.
  • Anti-Ransomware: Monitor signs of ransomware activity, such as unauthorized encryption, and stop them in their tracks to prevent significant damage and data loss. 
Additional advanced technologies

Want to strengthen your cybersecurity posture even further? Consider integrating:

  • Password keeping software
  • Vulnerability scanning
  • Dark web monitoring
  • Penetration testing
  • Device encryption/encryption at rest
  • Security information and event management (SIEM)

When you build a comprehensive IT infrastructure with these industry-standard, best-practice tools and technologies, you’ll be able to confidently face cyber threats and deliver uninterrupted services to your communities. 

Cost-effective cybersecurity solutions

For many associations and nonprofits, budget constraints mean investing in expensive hardware and software isn’t always feasible. Working with an MSP gives you access to high-level security technologies and expertise at a rate you can afford because they work on economies of scale. With an MSP, you get:

  • Predictable subscription pricing for accurate long-term budgeting.
  • Access to advanced tools and technologies that would be too costly in-house.
  • Reduced staffing expenses and operational costs while still meeting all IT needs.
  • Customized solutions that align with your size, budget, and mission.

The result? Stronger cybersecurity and a better return on your technology investment. Your employees will spend more time in their day focusing on your mission, rather than stressing out about your digital safety.

Partner with designDATA for Managed IT Services in Washington DC

Operating securely doesn’t have to feel impossible when you have a strong framework to follow. When you focus on improving how your people, processes and technology contribute to your cybersecurity, you keep your work flowing smoothly.

 Want to make a strategic investment in your cybersecurity in a way that’s affordable and future-forward? Partnering with designDATA for our managed IT services in Washington DC gives you access to expert IT support, cybersecurity solutions, and ongoing risk management, all grounded in evidence-based cybersecurity practices and tailored to meet the unique needs of nonprofits and associations. 

Let’s connect to explore how designDATA can implement a comprehensive, multi-layered defense framework that meets your specific challenges.

Need Better Cybersecurity? Try This Proven Managed IT Services Framework in Your Washington DC Organization Read More »

A professional man analyzes data on a tablet, sitting at a desk surrounded by multiple screens displaying graphs.

How Data Analytics Can Increase Impact for Associations and Nonprofits

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Associations and nonprofits do incredible work, but they often face situations where they’re forced to do more with less. Daily life is a constant juggling act of balancing funding sources, coping with scrutiny and expectations, and keeping up with regulations.

Data analytics for nonprofits can help these organizations work smarter, providing valuable insights that improve decision-making, streamline operations, and highlight what’s working (and what’s not). 

Of course, data is only useful if it’s put to good use. Without a clear plan, it’s easy to get lost in numbers. The good news? With the right approach and reliable IT support, building a data strategy can be both manageable and sustainable.

Keep reading to learn how associations and nonprofits can make the most of their data to better understand their communities, boost engagement, and grow sustainably.

Why Data Analytics Are Essential for Modern Nonprofits

Nonprofits that don’t use data analytics will struggle to make forward-thinking, intentional choices about their resources, leading to waste, missed opportunities and working out of alignment with your mission.

If you don’t collect and analyze your organization’s raw data to discover useful insights about your organization’s activities, then how can you strategically invest your time, energy and funding to get ahead?

A good nonprofit data strategy will:

  • Find correlations between variables and understand why something might have happened.   
  • Analyze past data to forecast potential outcomes  
  • Simulate different scenarios to understand the impact of your decisions and answer the question of “what should we do next?”  

Otherwise, you may rely on outdated strategies that fail to engage donors, deliver measurable results in making a difference for your community or prevent your staff from duplicating efforts.

The Key Benefits of a Strong Data Strategy for Associations and Nonprofits 

Effective nonprofit data management can transform how your organization fulfills its mission. When you look at factors such as your website traffic, email open rate, donor demographics, event registrations, program attendance, and more, you can derive key insights that lead to advantages such as:

Better Decisions with Evidence 

Diving deep into your data will provide accurate, objective and actionable evidence for making changes to your operations, meaning you can stop relying on subjective opinions or educated guesses. For example, a nonprofit can use donor engagement analytics to strategically direct their marketing and fundraising campaigns for maximum impact.  

Many IT experts will also often use Microsoft 365 for nonprofits who want to improve their data governance and protection. The Microsoft Secure Score gives organizations a numerical grade about their current cybersecurity posture and clear steps to strengthen any vulnerabilities in your Microsoft ecosystem.

Stronger Engagement and Retention 

Understanding analytics also helps foster nonprofit or association growth through data. You can personalize your outreach efforts to improve engagement and ensure more relevant interactions with members, donors and beneficiaries that lead to increased event attendance, more donations, and stronger, more impactful connections with your community.

Improved Financial Stewardship 

Achieving financial efficiency in nonprofits and associations can be made simpler with data analytics. By exploring your organization’s initiatives and activities in detail, you can get helpful information to guide how you allocate funds. The most impactful programs will get their necessary resources and you’ll minimize unnecessary expenses while optimizing your return on investment. 

Measurable Program Outcomes 

Organizations can use data analytics to enhance their program impact measurement. You could set key performance indicators for evaluating how well your programs are working and then track outcomes and progress toward your goals. Along the way, you can adjust your programs to make a bigger difference in the community.

For instance, a nonprofit serving military families might use data to pinpoint areas with higher concentrations of their target audience and then offer more services in those regions. Or an association for accountants could discover that members prefer specific continuing education topics and adjust its conference schedule to boost attendance.

4 Steps to Build a Data-Driven Organization

Harnessing data effectively can be challenging, but a well-planned approach makes all the difference. Below, we outline key best practices to help you navigate the process and make the most of your data:

1. Align Strategy with Goals 

Before you start analyzing data, you first need to figure out your “why” so that your strategy has clear direction. Consider your organization’s long-term goals and the unique needs and priorities of your various departments and key stakeholders. You will be more likely to track the most relevant metrics and use the most appropriate data sets.

2. Collect and Protect the Right Data 

Once you’ve defined your objectives, the next step is securely collecting and using the data in a way that keeps it accurate, reliable, and intact.

Right now, increasingly sophisticated cyberattacks threaten your ability to safeguard your data. Just recently, a massive attack on public cloud services Oracle Cloud led to a breach of six million records.

To avoid a similar experience, organizations should establish robust data governance policies around data storage and retrieval. You will also want to implement strict access controls and other critical security protocols.

3. Choose the Right Platforms 

Your organization needs the proper IT infrastructure for data analysis to truly optimize your data-driven decision-making. Your chosen technologies should be user-friendly and have robust data analytics and security features.  

Cloud-based services, such as the Microsoft 365 ecosystem, offer non-profits a cost-effective and flexible solution. You can typically access detailed analytics without significant upfront investment in hardware and software.

4. Build a Culture That Embraces Data 

Effectively using data to improve your work environment requires every stakeholder to see its value and incorporate data-driven decision-making into their daily routines. 

Your organization should create transparent data use processes and expectations, so employees feel accountable for tangibly harnessing data analytics daily. Staff training on data literacy and analytics tools also empowers your team to use data effectively and securely.  

How Managed IT Services Help Nonprofits Leverage Data 

Executing a productive data analytics strategy can be challenging for organizations with limited resources and technical expertise. In those cases, managed IT for nonprofits can give you access to a provider’s expertise in:

  • Strengthening an organization’s data management  
  • Aligning your data strategy with mission growth and operational sustainability goals
  • Implementing strong cybersecurity solutions to maintain your data’s integrity and availability, like data backups and encryption  
  • Providing daily IT infrastructure support and proactively monitoring your assets
  • Centralizing your IT resources to simplify access so your data is easy to find and use, maximizing productivity  
  • Oversee staff training to impart best practices

Partner with designDATA to Unlock Your Growth Potential

By regularly analyzing your data, your organization can reduce risk, gain valuable insights into stakeholders, and make informed decisions that maximize resources. This improved efficiency, both operationally and financially, will mean your entire team can allocate more time and funding toward advancing your mission. 

When you choose designDATA for your managed IT services, our IT professionals will not only establish the foundation for your data but also collaborate with our vetted partners to oversee the data analytics process. By entrusting us with this responsibility, you can focus on extracting real value while we handle the technical details behind the scenes.

Ready to turn data into impact? Connect with us to build a powerful, data-driven foundation for growth.   

How Data Analytics Can Increase Impact for Associations and Nonprofits Read More »

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Why Streamlining Organizational Communication with Managed IT Services Can Increase ROI

Why Streamlining Organizational Communication with Managed IT Services Can Increase ROI

A dynamic composite image showing a group of business professionals superimposed over digital elements, including a laptop with coding data and graphical icons. The individuals appear engaged in various activities like using a smartphone, looking at a tablet, and deep in thought.

Fostering a collaborative work environment serves as the cornerstone of elevating your impact as an association or nonprofit. When equipped with the right tools for connectivity, your team can seamlessly align with your mission and streamline project execution, driving toward your objectives with heightened efficiency. 

Yet, establishing a robust communications infrastructure can present challenges, particularly amidst budget constraints and limited resources. Moreover, the task may be daunting for staff lacking expertise in selecting and integrating suitable tools while safeguarding data against potential breaches. 

Engaging with a managed IT services provider offers a solution by extending your team’s capabilities to seasoned professionals who excel in this domain. By entrusting this responsibility to experts, your organization can enhance communication channels securely and seamlessly. This collaborative approach not only ensures uninterrupted communication but also yields financial benefits such as a return on investment and operational cost savings, further fortifying your organizational effectiveness and resilience. 

Challenges in Organizational Communication 

According to a recent Gallup poll, only 44% of employees understand what is expected of them at work. Unfortunately, a poorly constructed communication infrastructure can lead to various communication issues for associations and nonprofits, from errors and misunderstandings to duplicated efforts, fragmented or “siloed” collaboration, and spending time in ways that are misaligned with your priorities. 

All of that can bring about significant ramifications for your organizational efficiency and effectiveness. 

When staff have unclear instructions for how they should occupy their workday, that will decrease their morale and cause them to disengage. Any attempt at an organizational restructuring, addressing a crisis, making a policy change, or introducing a new initiative will certainly face a bumpy road too. Ultimately, this lack of productivity will be costly: research pinpoints that employee disengagement cost the US $1.9 trillion in 2023. 

Financial Advantages of Streamlined Communication 

Thankfully, it’s not all doom and gloom! In fact, 64% of leaders reported that effective communication increased productivity. By effectively addressing communication inefficiencies, your organization can stabilize its finances and extend its outreach, thereby enhancing overall efficiency and fostering significant cost savings. 

Structured and transparent communication yields tangible financial advantages by: 

  • Facilitating swift decision-making, enabling timely project completion and the capture of time-sensitive opportunities. 
  • Reducing redundancy and minimizing costly errors that cause delays, allowing for resource consolidation and maximizing impact. 
  • Strategically allocating resources to prioritize community-centric programs and services where they are most needed. 
  • Fostering employee satisfaction and enhancing connection to the organization’s mission, resulting in a higher return on investment in their daily efforts. 

Efficiency also comes from the tools you leverage in your daily operations.   

Take cloud services, for instance. They facilitate seamless information exchange, real-time collaboration, and effortless access to shared resources. By harnessing these capabilities, your organization can realize cost savings through enhanced productivity. Moreover, the subscription-based payment model ensures a predictable expense schedule while eliminating the need for substantial upfront investments in resources. 

Artificial intelligence (AI) tools such as Microsoft Copilot further enhance efficiency by automating repetitive tasks, expediting data analytics for swift decision-making, and accelerating the creation of communication materials. This not only saves time but also empowers employees to focus on mission-critical endeavors. 

Curious to learn more? Head to our free resource library to dive deeper into the benefits of these productivity tools. 

Barriers to Achieving Streamlined Communication 

When improving organizational communication, associations and nonprofits face some common obstacles. 

Their staff members may already rely on fragmented tools, and it can take time and expertise to unite data and resources. Resistance to adopting new tools may stem from unfamiliarity with their functionality or the benefits they offer. Budget constraints can hinder investment in advanced communication technologies, limiting opportunities for modernization and improved collaboration. 

Additionally, the escalating threat of cyber-attacks raises concerns about organizational preparedness. Addressing cybersecurity requires substantial effort, including selecting secure platforms and implementing governance policies to safeguard data effectively. 

The Role of Managed IT Services in Streamlining Communication 

Partnering with a managed IT services provider (MSP) can make it easier to address these obstacles.  

These external experts, with their extensive knowledge and experience, will support you in assessing your communication needs and goals. Then, they will implement the most optimal unified communication solutions, guiding you towards successfully integrating any new tools into your existing IT infrastructure. Their ongoing support and staff training will also ensure employees confidently adopt these tools into their workflow. 

A reliable IT infrastructure is crucial for streamlined organizational communication. An MSP will offer ongoing maintenance and monitoring services to proactively address any vulnerabilities in your systems and keep them operating reliably and optimally. Their cybersecurity expertise will also help you build a stronger defense for your data, allowing you to provide a secure environment for boosting your team’s collaboration and productivity. 

Why Streamlining Organizational Communication with Managed IT Services Can Increase ROI Read More »

Top 3 Cybersecurity Tips for Nonprofits and Organizations in Washington DC

Every nonprofit and association in Washington DC depends on reliable technology to serve its community. The problem is, cyber threats keep getting smarter, faster, and harder to spot. Even smaller organizations can find themselves in the crosshairs.

You handle sensitive data that is valuable to bad actors, whether its financial records or personally identifiable information from stakeholders, employees or volunteers. But you won’t just be facing data loss if you encounter a breach. The real cost will be your community’s trust, your ability to operate and your mission.

While the threats are real, so are the IT security solutions in DC and beyond. While a managed IT services will help you implement a strategic data protection strategy, even simple steps can drastically reduce your organization’s online risk. Let’s start with three valuable tips to increase your cybersecurity and have safe browsing practices in your organization.

Why Cybersecurity Matters for Washington DC Nonprofits and Associations

Cybercrime has become a massive global industry that affects millions of people and organizations every year. Nonprofits and associations, often working with limited budgets and smaller IT teams, face an even greater risk. Even though the payoff might not be as substantial as that of a larger enterprise, attackers often view them as easy targets because their chances of success seem greater with the typical outdated systems and weaker protections in these environments.

If they successfully breach your systems, these attacks can create serious problems for your whole organization. Cybercriminals may steal staff or stakeholder identities, drain bank accounts, or use ransomware to lock down critical files while demanding payment. They may also leak or sell personal data from your donors, staff, volunteers, or the communities you serve, causing long-term damage that goes well beyond the initial incident. 

Fixing these incidents can be costly, and the fallout often goes beyond a temporary hit to your budget. Recovery costs usually pull money away from mission-critical programs, while staff, volunteers, and stakeholders may feel added stress that takes a toll on their work. Worst of all, a breach erodes the reputation and trust nonprofits rely on to attract donors and carry out their mission. 

To avoid these outcomes, you must make IT security a vital part of your operations. Here are three ways you can start reducing your risk immediately.

Tip #1: Protect Donor and Member Data by Using Secure HTTPS Websites

You probably spot this in your browser every day. HTTP and HTTPS may look nearly the same in a web address, but the difference between them is significant.

  • HTTP stands for Hypertext Transfer Protocol
  • HTTPS adds an important layer: “Secure.” That “S” means the site uses encryption to protect the data you send and receive. Without it, information like passwords, credit card numbers, or personal details travels in plain text, making it easy for cybercriminals to intercept. 

When a site uses HTTPS, it safeguards sensitive data through encryption, scrambling information so that even if attackers intercept it, they can’t read or use it. Think of HTTP as having a phone call in public on speaker phone, and HTTPS as a private phone call in a language only the person on the other end understands.  

You can quickly check whether a site uses HTTPS by looking at the URL in your browser. A secure site will begin with “https://” and usually display a small padlock icon next to the address. Always check for this before divulging sensitive information, like when:

  • Making online donations
  • Logging into member portals
  • Sharing personal data 

A few quick checks can stop data theft and safeguard financial transactions. They also protect your organization and its supporters as they move through online spaces.

Tip #2: Strengthen Account Security with Multi-Factor Authentication (MFA)

Today, you need more than just a password to defend your accounts from unauthorized access. Multi-Factor Authentication (MFA) is a simple but powerful security tool to add an extra layer of security.  

With MFA, you confirm your identity using two or more authentication methods:

  • Something you know: Your password, a PIN or a security question (something you know) 
  • Something you have: A code sent to your phone’s authenticator app, text message, or a hardware token
  • Something you are: A biometric identifier like a fingerprint

Passwords alone are often easy for hackers to guess, steal, or crack. But when you combine these tactics, it makes it almost impossible for attackers to break in and access sensitive data. Even if someone steals your password, they can’t access your account without that second layer of proof.

For nonprofits, this means stronger protection for donor information, financial accounts, and internal systems. 

While adopting MFA for all logins might feel like a hassle, the small inconvenience will serve as a huge barrier to bad actors. It’s typically simple to set up and you can enable MFA in many places you already use daily, like your email provider, accounting software, cloud services, banking platforms, and donor or member management systems.

Tip #3: Stay Protected by Updating Browsers, Software, and Devices Regularly

Did you know that outdated technology doesn’t just slow you down or prevent you from optimizing on modern technology? It can also create an easy entry point for hackers into your data and systems, who target known vulnerabilities.

As cyber threats evolve, developers will regularly release updates to fix weaknesses in browsers, operating systems, and software that cybercriminals could exploit. 

Delaying or skipping updates puts your nonprofit at risk. Even a single missed update on a computer, server, or application can expose donor records, financial data, or internal communications. The longer you wait, the greater the chance an attacker will find and exploit those gaps. 

By installing these updates, you close the security gaps before attackers can take advantage of them, while also benefiting from increased performance and reliability to complete your important work.

Here are a few suggestions on how to make updates feel effortless:

  • Enable automatic updates whenever possible on your devices and applications so you don’t have to remember to check. 
  • Establish a regular schedule to review and apply updates to systems that can’t update automatically, like servers or specialized software.  
  • If your nonprofit works with a managed IT services provider, IT support, or other outsourced IT security, they should manage updates and monitor patching for you as part of their service.

Ready for Stronger Security? Build It with designDATA

Cyber threats can be intimidating, but you can make it harder for cybercriminals to gain access to your information by strengthening your IT security. You can start making a difference right away with some simple steps, like prioritizing HTTPS, enabling multi-factor authentication, and making regular updates to your tools.

However, your organization will require a more comprehensive cybersecurity strategy to stay ahead of evolving threats. From safeguarding donor records to protecting critical systems, you need layered defenses and expert guidance.

Our managed IT and cybersecurity solutions at designDATA will help you offload your cybersecurity strategy to professionals who know what you need to stay safe. Connect with us today to learn how we can help build a stronger, safer IT environment for your organization, while you focus on your mission.

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Microsoft's Productivity Tools: Integrating a Video Into Teams

A Simple Guide to Using YouTube, Video and Other Teams Integrations for Microsoft 365 Business Users in Washington DC

If you work at a local association or nonprofit, chances are you rely on Microsoft Teams for your workplace communication. While the user-friendly app offers a wide range of features for collaboration and project management, you might occasionally run into limitations. A big one? Teams doesn’t yet support playing YouTube videos directly inside a chat. 

Luckily, there are still simple ways to make video content more accessible and useful for your team. You can integrate YouTube, along with other tools you already use, right into your channels. Whether you’re embedding Teams video tutorials for onboarding or using video to support internal training, these integrations empower your team to work smarter.

We’ll also walk through how to use Microsoft Teams shortcuts to speed up your workflow and share a few practical productivity solutions designed for Microsoft 365 Business users in Washington DC and beyond.

Why Should You Embed Videos in Microsoft Teams?

Adding resources to Teams channels like pinning key videos right where your team already works keeps everyone focused on their work and boosts remote work productivity without small delays that add friction to the workdays. You won’t have to juggle multiple open tabs or scroll through long message threads just to find a link.  

Here’s how using embedding videos in Microsoft Teams could support your day-to-day operations:

  • Keeping educational videos front and center: Pin orientation and onboarding videos, tool how-tos, or professional development modules directly into a relevant channel. New staff, volunteers, or anyone who just needs a refresher can access the content anytime. You can even create multiple tabs and rename them to label them clearly based on use case, like HR Info Hub, Policy Updates, or Member Resources.
  • Making campaign or program content easier to share: Instead of pasting YouTube links into a chat where they get asily buried, embed the video in a tab for quick access during planning meetings or team check-ins.
  • Reducing email clutter: When a video lives in Teams, no one has to ask you to resend it. It’s already in the right place, ready when they need it.

Step-by-Step Guide: How to Add YouTube Videos in Microsoft Teams

Excited to start taking advantage of embedded YouTube videos in Microsoft Teams? You’re in luck! It’s a simple process that only takes a minute or two.  

Here’s a quick step-by-step guide to set it up and share video in Teams effectively:

  1. Go to the Teams channel where you’d like to add YouTube content.
  2. Click the + (Add a tab) button at the top of the channel toolbar. This opens a window, where you can choose from a range of apps and integrations.
  3. You’ll likely see YouTube as an option right away, but if not, type YouTube in the “Search for apps” field, and select the YouTube icon from the results.
  4. Click Save to add the YouTube tab to your channel.
  5. And you’re all set! It’s time to start adding content:
    1. Search by keywords to find videos, channels, or playlists.
    2. Paste a YouTube URL directly to find specific content.
    3. Pin selected items so they stay visible in the tab.

How Does YouTube Integration Improve the Teams Experience?

Embedding videos in Microsoft Teams is easier than ever with the YouTube integration Teams offers. And your experience with YouTube video links will get an upgrade once you install the app! 

Videos are watchable in-app, so there’s no need to switch tools. Whether you’re viewing a video in a dedicated tab or a chat, users just click “Open” and the video pops out in a player, ready to watch.

One of the best features is the ability to watch videos together in meetings. The experience is a big improvement over simply screen-sharing and pressing play, which often causes glitchy playback, like blurry or choppy video or lagging audio. Viewers also see the sharer’s tabs and mouse movements.

With co-watching through YouTube integration, each person streams the video directly, providing smooth, high-quality playback without any screen clutter or distracting pop-ups.

Even better, everyone gets control. Instead of one person managing playback, each participant can pause, rewind, or fast-forward independently.

Viewing and Sharing Videos with Microsoft Stream

Yes, the YouTube functionality is fantastic! But what about videos that aren’t hosted on YouTube? Maybe you’re working with internal recordings that you don’t want uploaded to the platform, even as unlisted or private content.

Microsoft Stream in Teams is a strong alternative. This built-in video management and playback tool lets you securely store content in OneDrive and SharePoint.

Add it as an app to your Teams sidebar and gain access to:

  • A centralized hub for all video content shared in your channels.
  • Search functionality that lets you easily find recent uploads or specific documents and meeting recordings.
  • Auto-generated captions and searchable transcripts to make videos easier to scan and review. You also get the ability to comment on specific timestamps for more focused discussion or feedback.

Ultimately, using Stream to add video to Teams gives you better control than simply embedding YouTube videos, but both options are useful depending on the context.

Top Teams Integrations Beyond Video: Tools for Productivity and Collaboration

You might be wondering: “This all sounds really helpful! It would be cool if there were more options beyond Microsoft Teams video integration. Can my organization connect other tools we rely on?” The short answer: yes! 

Teams supports more than 700 integrations, including Microsoft-built apps, third-party tools, and custom line-of-business apps for specific organizational needs. 

Here are a few non-Microsoft app integrations that might be appealing to mission-driven organizations: 

Trello and Asana

Some organizations use Microsoft Tools like Planner to manage projects. However, others are big fans of third-party tools. And just like you’d add a YouTube tab, you can drop a Trello or Asana tab right into your Teams channel and see your tasks without ever leaving the app.

Adobe Acrobat Sign

For organizations managing forms, waivers, or agreements, Adobe Sign integrates with Microsoft Teams to simplify the process of sending and tracking e-signatures, all within one workspace. Perfect for volunteer onboarding, partner agreements, and other approval workflows! A note: while you can’t add Adobe Sign directly as a tab in a specific Teams channel, you can install it as an app within Teams and access it from the sidebar.

CRM Integration

Your employees may be able to access stakeholder data without leaving their collaboration space. Popular tools like Salesforce, Dynamics 365, and HubSpot are all available as applications in Microsoft Teams, offering different levels of functionality like embedding records directly in chats or meetings, basic editing, and making surface updates or reminders. This deep integration means you get to keep chatting while engaging in tasks like coordinating outreach before a donor meeting, reviewing member engagement history, or tracking grant application progress.

Get Expert Microsoft 365 Support and Teams Productivity Solutions in Washington DC

When used well, the various Microsoft Teams collaboration tools genuinely lightens the load for busy teams: not just when it comes to video sharing! But it’s hard to stay on top of every Microsoft and Office 365 collaboration feature, especially as they are constantly evolving. 

Our designDATA team helps associations and non-profits in the DC area get the most out of Microsoft 365. We work alongside your team to simplify your IT experience and manage your infrastructure to operate securely and efficiently. Our team is also always ready to offer practical Teams productivity tips that support your day-to-day work

Curious what your tools could be doing for your organization? Connect with our experts at designDATA to learn tips, tricks, and tools for maximizing productivity.

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Microsoft 365 Feature App: Microsoft Forms

How Washington DC Organizations Can Use Microsoft Forms to Improve Workflow for Their Microsoft 365 Business Users

For associations and nonprofits in Washington DC, staying on top of program and service delivery, internal processes, stakeholder communication, and event planning feels like a constant balancing act. With limited time and resources, it’s no easy feat.

Luckily, if your organization uses Microsoft 365 Business, you already have access to a range of tools that can help you streamline everyday tasks. 

People often ask our team’s experts for Office 365 tips to improve how they navigate their systems. Our go-to answer is Microsoft Forms, a straightforward, flexible built-in tool for collecting and organization that saves time and brings order to any environment. Busy teams love using this option to get an easy win and get more done with less effort.

In this article, we’ll explore how to use Microsoft Forms to improve your organization’s workflow, make data collection a lot simpler and boost productivity within the Microsoft apps you use daily.

What is Microsoft Forms and How Does It Work? 

Microsoft Forms is a user-friendly application included in every Office 365 subscription and accessible to anyone with a Microsoft account.

This basic and intuitive online tool lets you make simple forms to collect information, ask questions and get answers without needing fancy software or deep tech skills. It’s a useful way to gather opinions or information from multiple people! Best of all, recipients don’t need to be Office 365 customers to fill out your form.

Curious how to use Microsoft Forms? Just follow these steps:

  1. Open Microsoft Forms and click New Form
  2. Choose your question type, like multiple choice, text, rating, or date.
  3. Type your question and add response options if needed.
  4. Click the Preview button to see how your form will appear on both desktop and mobile devices. Make any adjustments needed to ensure it looks just right.
  5. Once everything’s set, click Share to generate a link. You can send the link via email, drop it into a Microsoft Teams chat, or post it anywhere you’d like.
  6. See your responses! Head over to the Responses tab to see your survey results as they roll in. For deeper analysis, export the data directly to an Excel spreadsheet.

Top Microsoft Forms Features for Microsoft 365 Users in Washington DC

If your team is already using Microsoft 365, Forms is one of the simplest ways to streamline communication and cut down on back-and-forth. To show you what we mean, let’s take a closer look at some of the specific features and functionalities that make it so useful.

Built-in AI and Smart Recommendations

Just like with the rest of the Microsoft 365 ecosystem, Microsoft introduced embedded Copilot, their virtual AI assistant, into Microsoft Forms in 2024. 

Copilot uses AI to create structured surveys, polls, and quizzes from simple prompts. You can also ask it to refine question clarity, improve layout, and recommend design options to keep participants engaged.

But since its introduction into Forms, Copilot has also evolved into a more dynamic assistant. It doesn’t just create forms for you, but will actively guide a form’s entire lifecycle. The latest update introduced agentic features that empower Copilot to take initiative in actively managing forms. It can now send your form for you, track response progress, even sending reminders to non-respondents when needed.

Integration with other Microsoft 365 Applications

Something that users find super helpful is that Microsoft Forms ties in with other Microsoft 365 apps. You can collect responses, share results, and take action without leaving the tools you already use. Less jumping between programs, more time spent getting things done! 

Curious how this works? Here are a few examples:

  • Excel Online: Automatically log responses in a connected spreadsheet
  • PowerPoint & OneNote: Embed quizzes or forms to make presentations or notes interactive
  • Teams: Poll participants in meetings or add forms to channels for ongoing input
  • Outlook: Create and send polls directly in emails
  • Power Automate: Trigger workflows like alerts or data routing based on form responses
  • SharePoint & OneDrive for Business: Store, share, and manage forms within shared team spaces
Customization and Templates

Feeling a little lost or struggling with writer’s block? Don’t worry, there’s no need to start your form from scratch! Built-in Microsoft Forms templates are available to match common scenarios that most organizations encounter, like customer feedback, event registration, quizzes, and employee satisfaction surveys. 

These templates come prefilled with example questions and layouts, so you can save time by starting with ready-to-use structures and keeping frequently used forms consistent.

Once you’ve selected a template, Forms lets you customize your form to your needs and audience. 

You can:

  • Edit or remove preloaded content
  • Add various question types (choice, text, rating, date, etc.)
  • Use branching logic in surveys to show or hide questions based on answers
  • Adjust theme colors and background images to match branding
  • Reorder items to guide the flow of responses more effectively
  • Add sections to break up long forms and keep them better organized
Data Visualization

Microsoft Forms provides basic visualization tools that help users quickly understand the responses that recipients submit to your form. Within the Responses tab, you’ll see automatic charts—like bar graphs for multiple-choice questions—and word clouds for text entries when there’s enough data. These visuals offer percentage breakdowns and counts at a glance. There’s also an Insights feature that flags notable trends or common answers to your quizzes in Microsoft Forms, so you can quickly get context about responses.

For more advanced visualizations, you can export the form data to Excel and use features like pivot tables and custom charts or use Power BI or Power Automate for real-time dashboards and deeper analytics.

Real-World Ways DC Organizations Put Microsoft Forms to Work

Wondering how your organization can put this tool into practice? We’ve got a few ideas for you:

  • Gather internal feedback: Create surveys in Microsoft Forms to ask people what they think and improve your operations. Within just a few minutes, it’s easy to check in with staff or volunteers about internal processes, workplace culture, or training needs. Then, you can use the application’s reporting and data visualization features to track trends over time.
  • Source external input, too: You can also collect feedback with Microsoft Forms from the people your organization serves. After an event, service interaction, or program evaluation, a short survey can tell you what worked well and where you might improve. And Forms makes it easy to build and send!
  • Streamline operations: Here’s where forms and surveys for nonprofits makes a big difference. Use this tool to automate a wide range of tasks, from event registrations and community workshops to supply requests or incident tracking. It’s a simple way to keep projects and operations moving and give your team more time to focus on mission-driven work.

Want More Microsoft 365 Tips? We’re Here to Help

 Microsoft Forms makes it easy to gather feedback, manage requests, and streamline routine tasks. No paper forms or long email threads needed! The option to access real-time results helps you act faster and spot trends without extra back-and-forth. And because it integrates with the Microsoft 365 productivity tools your team already uses, you will save time and energy.

This Microsoft Forms guide just scratches the surface of what’s possible for using technology to make your work life a little easier. If you’re looking to get more out of Forms or better manage your Microsoft 365 environment, designDATA is here to help. Our team specializes in managed IT services for non-profits to help organizations in Washington DC get the most out of their Microsoft 365 tools.

Get in touch to learn how we help teams use Microsoft 365 more effectively.

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Three Practical Strategies to Improve Your Organization’s Hybrid Meetings

Hybrid work is no longer a passing trend. Today, many associations and nonprofits rely on hybrid meetings to connect remote staff, members, and stakeholders. These organizations are balancing in-person collaboration with remote accessibility for teams spread across different locations and time zones.

When hybrid meetings work well, they help your team collaborate more effectively, work more productively, and stay aligned on organizational goals.

But when technology, planning, or facilitation falls short, meetings can quickly turn frustrating, leading to miscommunication and missed opportunities to advance your mission.

That’s why having the right productivity solutions and reliable managed IT services for nonprofits can make all the difference. With the right tactics, expert IT support, and your Microsoft 365 Business environment working seamlessly, you can transform hybrid meetings into productive, inclusive experiences that drive your organization’s mission forward.

Let’s explore three concrete strategies to make every hybrid meeting count.

Common Hybrid Meeting Challenges for Nonprofits and Associations

While hybrid meetings offer flexibility and make participating easier for many people in your community, they also introduce unique obstacles for associations and nonprofits:

  • Remote participants struggle to follow side conversations. When in-room chatter takes over, online members are left on the sidelines, creating a “two-tiered” experience that erodes trust and inclusion.
  • Engagement drops quickly. Volunteers or board members who join virtually may multitask or tune out if discussions don’t include them
  • Technical glitches with audio, video, or connectivity derail momentum, forcing staff to troubleshoot instead of facilitating.
  • Decisions lack alignment and hybrid participants walk away with different understandings of next steps

Here’s a situation that may feel familiar to you. Let’s picture a nonprofit board who hosts a hybrid strategy meeting to discuss their key priorities for the year ahead. The in-person group can hear each other perfectly, while remote members miss key points due to audio issues. As decisions move forward without their input, those participating online get left out. Confusion builds, and extra work follows when the team needs to revisit meeting content later.

Ultimately, these challenges reduce productivity, stall collaboration, and in the case of associations, hurt member satisfaction. To avoid that outcome, you need to focus on creating a more balanced, engaging experience for every participant.  

Strategy #1: Define the Purpose of Your Hybrid Meetings

Not every meeting needs to be hybrid, nor does every meeting even need to take place. Before you schedule that next session, take a step back and ask:

  • Is this meeting truly necessary, or could the issue be resolved with a few Teams messages, a Planner update, or a quick email? 
  • Does this meeting align with a specific organizational goal or project milestone? 
  • Which team members absolutely need to attend to move your project or goal forward? 

A helpful approach for deciding when a meeting should be in-person or blended with virtual is to categorize them based on context:

  • Information-sharing: Use hybrid meetings to align distributed teams or share updates. 
  • Collaboration and brainstorming: Consider in-person meetings for these deeper, more interactive sessions when possible. 
  • Decision-making: Hybrid meetings can work well if structured carefully, but clarity around roles and outcomes is key.

When you’re intentional about the purpose of every meeting, you’ll save time and direct energy toward your highest priority: advancing your mission.

Strategy #2: How to Run Productive and Inclusive Hybrid Meetings

If a meeting must happen, how you run and structure it qill make all the difference in whether it succeeds in driving your mission forward. Here’s how to create a more inclusive and productive experience for everyone:

1. Start with purpose-driven planning

Decide early whether the meeting should be hybrid, virtual-only, or in-person. Keeping some meetings fully virtual can prevent an “insider-outsider” dynamic and create a level playing field for participants.

2. Create and share an agenda

Distribute an agenda at least twenty minutes before the meeting. If you want to drive the conversation toward results, participants need time to review topics and prepare meaningful input. Include time estimates for each section to keep discussions on track. They should also understand your expected outcomes in advance, so the team can make decisions efficiently.

3. Assign clear roles

Inclusive meetings where every voice is heard don’t happen by accident. Assign a facilitator to guide discussion, a note-taker to capture action items, and a timekeeper to keep the conversation on schedule.

4. Build engagement intentionally

To spark participation, set clear guidelines for how both in-person and online attendees will engage. Tools like “raise hand,” polls, and breakout rooms in Microsoft Teams make it easier for remote participants to be heard.

5. Plan a strong ending

End each meeting with a quick recap of key takeaways and next steps so every participant leaves clear on what happens next. Regardless of how they join, team members will know their role and responsibilities.

When done well, structured facilitation helps hybrid meetings feel less like a chore and more like a productive, inclusive conversation.

Strategy #3: Leverage Microsoft 365 Tools to Improve Hybrid Meeting Productivity

Behind every productive hybrid meeting is the reliable technology that powers it. Many organizations leverage Microsoft 365 tools to shift their meetings from frustrating to frictionless. Here are a few specific features that you should consider:

  • Microsoft Teams: This program lets you host video calls with reliable audio and video quality. You can use the chat feature for side discussions, Q&A, and sharing links in real time. You also have the functionality to create breakout rooms for smaller group discussions during larger meetings, as well as record meetings and enable live transcription for those who can’t attend.
  • SharePoint and OneDrive: Use these programs to centralize your resoure in a shared, secure location. Storage agendas, minutes and key documents where everyone — remote or in-office — has access to the same materials before, during, and after the meeting.
  • Planner and To Do: Streamline tasks with the ability to assign and track action items during meetings. You can also avoid follow-ups from getting lost in email threads by using task lists visible to the entire team.

Remember, your Microsoft 365 environment will only succeed if you use it well. You’ll also want to:

Invest in reliable equipment

Clear sound and video are non-negotiable. Start with quality microphones and cameras so that remote attendees can hear and see clearly. For larger rooms, consider smart cameras that track speakers and provide individual video frames for a more natural experience.

Provide training and governance

Even the best tools need guidance. Offer short training sessions to help staff and volunteers understand how to use Microsoft Teams, SharePoint, and other tools effectively. Establish governance policies so that no one feels confused and every team member uses tools consistently across your organization.

Monitor and adapt

Ask for regular feedback after meetings. When you prioritize continuous improvement, your hybrid meeting environment will always be evolving to meet your team’s changing needs.

Optimize Your Hybrid Meeting Environment with Managed IT Services in Washington DC

The key to successful hybrid collaboration isn’t just having the right tools. You also need to know how to use them effectively and securely. 

When you partner with designDATA for our managed IT services, you get a strategic partner with the deep expertise to optimize your Microsoft 365 environment for productivity and security.

We partner with associations and nonprofits to deploy custom training programs to drive adoption and engagement. Our experts are also available to provide proactive monitoring and support for your hybrid collaboration tools.

Want to transform the way your organization collaborates and operates? Contact our team to discuss how we can help you unlock Microsoft 365’s full potential for your team.

Three Practical Strategies to Improve Your Organization’s Hybrid Meetings Read More »

The 5 Best Hidden Productivity Features in Microsoft Teams and Why You Should Be Using Them

Keeping your team connected and productive can be challenging when some employees work in the office, others work from home, and many switch between both. You need a collaboration hub that keeps everyone on the same page without juggling multiple apps or wasting time switching between tools.

That’s where Microsoft Teams shines. As part of the Microsoft 365 suite, Teams brings together chat, calls, meetings, file sharing, and project collaboration in one secure platform. While most organizations are familiar with its core features, such as video meetings and chat, there are lesser-known Microsoft Teams productivity tools that can take your hybrid collaboration to the next level.

In this article, we’ll uncover five hidden Microsoft Teams features that can streamline workflows, reduce distractions, and help your organization work smarter with the right productivity solutions.

1.Excel Live and PowerPoint Live
Keeping all your data up to date and collaborating on spreadsheets is easier than ever in this type of shared virtual workspace. No need to toggle between apps or have someone looking over your shoulder to review and work on Excel docs. Instead, your staff can view and edit in Excel while in a Teams meeting together, all with full access to the document to make changes more easily and in real-time. Find this feature when you click the Share button in your meeting.

PowerPoint Live also gives you better control in Microsoft Teams, but with your presentations. (You can also find this feature in the same place!) You can access useful features like presenter controls, access to chat, reactions, and hand raises all on the same screen. Show your audience only the slides they need to see, when you want them to see them, while you have full control and access to your presenter view. With this, no matter what your budget is, your presentations will feel professional and well-organized with many ways to engage everyone attending. 

2. Integrated AI with Copilot

With Copilot built into Microsoft Teams, you’ll efficiently access key information, valuable insights, and a shared view that keeps everyone on the same page and frees up time for your more important, mission-critical work.

Your staff can also get quick help to complete various tasks that your organization handles regularly: 

  • Use Copilot in Chat to rewrite your messages for clarity, grammar, or tone or to summarize conversations. That improved communication with rewriting will help your team members interact more easily, even if they face barriers like language skills or differences in communication style.
  • Apply the tool in meetings to highlight discussion points and action items, as well as provide real-time summaries.   

3. Applying Background Effects in Teams Meetings and Video Calls

When it comes to virtual meetings, background distractions can be frustrating to manage. This can be especially true if employees join meetings at home or even in their car while on the go, where it’s not uncommon to see everything from pets, family members, passing traffic, or the hustle and bustle of a busy coffee shop. Luckily in Microsoft Teams, participants can access background tools and effects to subtly conceal their background in video calls or change it completely. Only the person will be visible, nothing else! 

Don’t know how to do this? To blur or change the background, click Effects and avatars beneath your video preview when you open a meeting. From there, you can explore background blur options, as well as many simulated, pre-designed backgrounds. Simply choose the one you want and join your meeting! You can also adjust your camera settings while in a meeting using the drop-down menu by the camera icon.

In the Devices tab of your settings menu, there are other options to adjust your video and audio settings to maintain a clean, professional look:

  • Control any background noise in your audio when you’re speaking by turning on Noise Suppression
  • Smooth your appearance with a soft-focus filter on your camera. 
  • Access a video preview in the setting menu so you can see how changing the settings will look in a meeting or call.

4. Teams Digital Whiteboards

When you’re working together in-person, your team likely uses a whiteboard to jot down ideas, brainstorm, or visually lay out information. You can still do that virtually with Microsoft Teams! Meeting Whiteboards are a useful feature that lets participants collaborate visually in real time. (Open the Whiteboard app by clicking on Share in your meeting and selecting it from the list.) 

Here, meeting participants can sketch, write, and brainstorm new ideas onto a shared digital canvas, much like they would in the boardroom. This visual approach helps teams communicate complex ideas more clearly and sparks creativity in real time. Use existing templates, sticky notes, and more to make your online collaboration even more interactive and personal. After a meeting finishes, participants can still access these notes in a tab labeled “Whiteboard” to revisit the content, schedule follow-up tasks, or add more ideas — ensuring that no insights are lost after the discussion ends.

You can also prepare Whiteboards in advance to make the most out of your meeting time. Just go to the chat associated with the existing meeting invite and click on the Whiteboard tab to add or create your desired whiteboard for the conversation. During your meeting, the whiteboard you prepared will be available in the Share menu.

5. Multiple Languages, Built-in Translators, and Accessibility Features

In diverse teams where clear communication is key, your organization needs simple tools that facilitate inclusive collaboration. With built-in translator support for meetings, chat, and captions, Microsoft Teams helps people work together more effectively and communicate in the language that feels most natural to them.

This handy feature can add live translated captions during meetings in more than 40 languages and can translate messages, captions, and subtitles in over 100 languages. You can also transcribe a meeting recording and provide this to team members who need a recap of any meeting discussion. 

Wondering how to get started? Users can:

  • Access the translate function via the ellipses next to a message.
  • Adjust translation settings under General in your settings menu.
  • Use the same settings menu to view your accessibility options. Here, you can also adjust your audio settings such as turning on teletypewriter mode, captions, and single pointer controls.

Level Up Your Organization’s Productivity with designDATA

For many, Microsoft Teams has become the go-to productivity tool for remote or hybrid work collaboration. You have access to a wide array of built-in apps and even more “hidden gem” options that you can add, depending on your needs. 

But, like all tools, it works best when you know how to use it. A bit of learning and expert support can go a long way to getting the most out of its features.

When you partner with designDATA, we’re here to help you achieve meaningful results and improve your organization’s efficiency. Whether that’s improving your relationship with Teams or managing your entire Microsoft 365 ecosystem, our designDATA experts offer a range of services to help your organization run at maximum efficiency. After all, you have better things to focus on than your IT services. 

Contact us to discuss where you’re heading and how we can help you get there.

The 5 Best Hidden Productivity Features in Microsoft Teams and Why You Should Be Using Them Read More »

In-House or Outsourced IT

In-House or MSP? A Look at Managed IT Services in Washington DC

Today, your technology plays a starring role in how efficiently your organization operates. Almost everything your employees do takes place online: organizing programs and services, collaborating with coworkers, accessing organizational resources, and connecting with stakeholders.

Which means your IT management approach is one of the most important decisions a nonprofit or association will make. Your hardware, software, and other systems are the engine of your organization. When they run well, everything else falls into place.

Most local organizations take one of two common paths when it comes to IT: building an internal team or looking for experts who provide managed IT services in Washington, DC. Each approach comes with its own advantages and challenges, depending on your budget limitations, staffing concerns and desired level of control.

In this article, we break down both options — in-house vs. outsourced IT — so you can choose what works best for your organization’s needs and priorities. 

In-House IT vs Managed IT Services

Let’s explore the pros and cons of in-house IT support.

Having full-time staff dedicated to managing your technology definitely has its benefits:

  • They know your world inside and out: An internal IT team spends every day, all day with your organization, so they’ll understand your systems, your people, and your mission. Supporting your day-to-day operations requires less of a learning curve!
  • They’re just down the hall (or a quick message away): When something goes wrong, there’s someone on-site (or on Teams) who can jump in right away. 
  • They give you full control: With in-house support, you have full oversight over your systems, tools, and workflows. It’s easier to shift priorities, introduce new processes, or troubleshoot in a way that fits how you work.
  • They collaborate more naturally with other teams: An internal team is typically involved in meetings, planning sessions, and is an integral part of your everyday work culture. 

However, relying solely on internal IT support comes with its downsides:

  • It takes significant time and effort to hire, train, and manage a team with the right mix of skills to meet all your IT needs.
  • It can be difficult to stay on top of system monitoring and maintenance, especially when your internal team is stretched thin or focused on day-to-day issues.
  • It often limits your support to regular operational hours, which can be a problem when technical issues crop up overnight

A good managed services provider will offset these challenges while still delivering many of the same benefits.

6 Key Benefits of Outsourcing Your IT to an MSP in Washington DC

Let’s be honest: especially for nonprofits and associations, handling IT on your own can get overwhelming. Your team is already juggling a million things, and resources are stretched thin.

You don’t have to give up control when you outsource your IT operations. Instead, you get to bring in the right help to keep everything running without the stress. In the section below, we’ll explore six practical benefits of MSPs:

Access a Full Team of IT Experts with MSP Support

A managed service provider gives you access to a whole team of experts with diverse skill sets without the burden of directly managing staff. 

These providers specialize in information technology and stay current on the latest innovations in technology. They apply their knowledge to align your IT with organizational goals, a feat that’s often difficult to accomplish in-house without extensive experience and expertise.

Some MSPs even have dedicated teams that concentrate on specific industries, so you get experts who understand your field, including your line of business (LOB) apps, your team’s workflows, and the unique ways your organization uses technology.

Another big advantage is faster problem-solving, because their team works together instead of passing issues up and down multiple technicians. Plus, you get fewer repeat problems since you’re not talking to a different person every time.

However, not all MSPs operate like this! Some outsource support overseas to cut costs, which hurts quality. Make sure to ask about their support setup before choosing a provider!

Flexible Cost Models That Scale with You 

While there may be some upfront expenses like adopting new processes or technology outsourcing your technology management typically gives you access to cost-effective IT support that saves you money over time.

You can choose from different billing styles, depending on your needs:

  • Hourly/Break-Fix: You pay only for support calls as needed! While this approach means you won’t proactively prevent problems, it’s helpful for organizations with limited budgets or minimal daily IT needs.
  • Per User or Per Device: A flat rate will cover standard support for tasks like Microsoft 365, security updates, and helpdesk access, with bigger projects billed separately. 
  • All-Inclusive: A clear monthly fee will cover all IT infrastructure and services. While pricier, you’ll be able to budget confidently and avoid surprises by including major projects upfront.
Strengthen Cybersecurity and Compliance

A good MSP keeps security front and center. They provide full end-user protection and actively monitor and upgrade your systems to maintain top cybersecurity practices and compliance. And with regular technology assessments, you’ll receive ongoing suggestions that optimize your network and minimize downtime for both staff and services.

This proactive monitoring means your provider will resolve issues before they become a big problem, using the tools that they’ve already put in place. (Remember, your MSP’s security solutions should fit your needs and budget. For example, designDATA often recommends Sophos XGS Firewall for enterprise setups.)

To further strengthen your defenses, a reputable managed IT services provider will offer tailored security and compliance training. These knowledgeable experts will teach your team how to identify and mitigate the latest phishing scams, ransomware, and other cyber threats.

24/7 IT Support and Reliable Staffing

No more hiring, training, or stressing over retention and coverage during vacations! Partnering with an MSP is the perfect IT staffing solution. You can scale your IT team effortlessly by tapping into external support whenever you need it.

And since work doesn’t always fit a typical nine-to-five schedule, especially in organizations that operate on hybrid or remote models. Many MSPs will provide 24/7 IT helpdesk support, so you can get assistance anytime, anywhere, even if you notice your systems are down at 3 a.m.

Stay Current with the Latest Tech & Tools

Technology is constantly changing and so are our work models: with more employees working remotely, many organizations aren’t built to handle the complexity that digital workplaces bring. Keeping up can be challenging when you have many priorities and don’t live and breathe IT. 

An MSP has experts who focus their energy on maintaining your productivity and security, wherever your team is and with whatever tools they use.

For example, many organizations want to migrate to cloud technology to transform workflows and productivity, but struggle with the process. A reliable MSP will provide cloud migration support to simplify any new environment. 

How designDATA Builds Long-Term IT Partnerships 

It’s clear that outsourcing your IT operations to a trusted partner comes with plenty of benefits, so it’s worth considering if it’s the right move for your organization’s technology needs.

And if you’re looking for IT support in the Washington DC area, our designDATA team wants to help you access the right tools and strong protection to keep your operations secure and productive. We’ll act as an extension of your team, starting every partnership with a thorough technology assessment and maintaining regular check-ins—weekly to annually—to stay aligned and proactively address challenges.

Not sure if managed IT services are right for you?

We partner with nonprofits and associations to tailor the perfect mix of in-house and outsourced IT based on your goals, capacity, and future plans. Contact us to discuss how we can strengthen your IT management, whether you need end-to-end support or help with specific tasks.

In-House or MSP? A Look at Managed IT Services in Washington DC Read More »

Sophos Firewall: The Next Generation of Network Safety

How Sophos Firewall Protects Your Organization Against Modern Cyber Threats

These days, network threats can come from anywhere, and organizations of all sizes — including associations and nonprofits — are at risk. But when you have important work to do, the last thing you need is a leak, security threat, or system downtime getting in the way.

Yet while protecting your data and securing your infrastructure is vital, your organization may not have the resources to keep up with evolving risks. That’s why many turn to managed IT services to gain the expertise and advanced tools they need to stay ahead of threats.

You need powerful, effective products that make network protection feel easy. At designDATA, we combine managed IT services with top products from our industry-leading partners so organizations can access the best network protection available today. Sophos is our go-to firewall because it’s backed by high-performance security technology that centralizes, synchronizes, and automates network monitoring in ways not offered by other vendors.

Want to know how this could benefit you? Below, we break down the role your firewall plays in your cybersecurity strategy, how Sophos delivers strong, network protection and why you may want to pair its advanced features with a managed network security solution to further lock down your operations. 

What is a Firewall and Why Do You Need One? 

You’ve probably seen countless movies and TV shows where a hacker somehow quickly cracks a firewall with a few seconds of typing, leading to a typical, triumphant exclamation of “I’m in!” In reality, firewalls are complex security systems that are much more effective at keeping bad actors out and are an essential component of any organization’s IT infrastructure.

How do they work? Firewalls combine software and firmware to scan all incoming and outgoing traffic, using filtering rules to identify, detect and stop threats.

Simply put, your firewall acts like a locked door between your trusted internal network, and an untrusted external network like the internet. Using previously defined instructions, it opens the door for known connections to pass through but stays locked for anyone else.

You need a firewall to keep your sensitive data safe by:

  • Preventing unauthorized access to your network
  • Blocking viruses, malware, and other suspicious activity
  • Stopping hacking and DDoS attack attempts in their tracks
  • Restricting certain online content on your network
Why Sophos Firewall Is a Smart Choice for A Stronger Cybersecurity Posture

Detecting modern threats requires modern solutions. Traditional firewalls will no longer cut it: hackers have designed threats that can bypass their features. You need a higher standard of network security that can thwart people who are determined to hamstring your ability to operate.

Let’s look a bit closer at some of the benefits of relying on Sophos to fulfill this role:

1. Access a Next Generation Firewall for Greater Control

Today, the average network in a busy, digital-first organization has many different entry points and users. In this environment, you really need a multi-layer security approach to stay safe especially if you operate on a hybrid work model with employees scattered beyond a single office.

The Sophos XGS Series is an industry-leading line of next-generation firewall (NGFW) designed to meet this need. What does that mean?

An NGFW is not a single piece of technology, but rather, a group of technologies that work collaboratively to protect your operations.

What distinguishes an NGFW from less sophisticated firewalls is its integration with other security components, like intrusion detection and prevention systems. 

It also operates at Level 7 of the network, which offers more precise threat detection and control. Firewalls are ranked by how deeply they inspect and filter data according to the Open Systems Interconnection (OSI), which defines the seven layers that computer systems typically use to communicate and share data between networks.

  • A Layer 7 firewall scans the contents, not just the IP addresses, of data packets that come into your network. Using advanced traffic filtering rules, it will look for malware and other cyber threats. So, rather than just looking at the address on the envelope, Layer 7 firewalls make sure the message inside is safe too.
2. Save Time with Sophos Central

Sophos offers an all-in-one dashboard, where you can easily manage your Sophos security products from a single screen, all included in the same price. Available on any device, this unified managed console lets you deploy, optimize and monitor multiple firewalls, gather security insights and neutralize threats from the same location, giving you full control over your endpoint and network protection 

This level of centralization massively increases productivity, whether for you and your team navigating this on your own or when you work with a provider like designDATA for our managed network security services. It’ll save you time and money if your IT specialists spend less time jumping between different portals, dashboards and services, and more time meeting your network security needs with maximum efficiency. This unified dashboard enhances your productivity and works seamlessly alongside managed IT services to simplify monitoring and response. 

3. Synchronize Your Security for Zero-Touch Threat Response

Sophos uses its advanced reactive containment Security Heartbeat feature to help firewalls, endpoints and servers synchronize and communicate real-time network and endpoint data to automatically detect and respond to stop threats. On its own, the software can completely identify a problematic user or network intrusion source, and then quarantine them and shut off their access to the broader network

In most cases, no human intervention is needed to contain threats and organizations experience better, stronger security that keeps your network safer. Beyond reducing your exposure to threats, this advanced form of zero-touch incident response also frees up time and resources to invest in other aspects of your IT infrastructure or operations.

If you fear losing that human touch, though, don’t worry! Real, breathing security experts backed by machine learning are available as a fully managed service through the Sophos Managed Threat Response (MTR) team. These experts spend 24 hours a day hunting, detecting and responding to active cyber threats. They can collaborate with your internal IT team or an external managed IT services provider to keep your organization and networks safe from harm.

Team Up with designDATA Against Cyber Threats

If your organization wants an extra layer of high-performance protection for your network, Sophos provides a high-quality technology that gives you the peace of mind to focus on your important work. No more constantly looking over your shoulder for the next operation-disrupting cyber threat! 

And if you want to keep your focus where it needs to be, our designDATA experts will work with you to manage your Sophos Firewall, other network monitoring solutions and other key aspects of your IT infrastructure. 

We have the knowledge and strategy to protect and streamline your organization through updated, well-managed technology.

Talk with us today about how designDATA can keep you safe, secure and productive with world-class cybersecurity solutions.

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Stop Managing Your Managed IT Service Provider: How Proactive IT Partners Maximize Your ROI

As organizations operate across various cloud, on-premises, and hybrid environments, managing their technology has become more challenging. 

Employees need to be able to easily collaborate from multiple locations,  technology is rapidly advancing, and cyber threats are growing in sophistication, frequency and impact. In 2025, cybercrime is projected to cost a staggering $12 trillion

To handle this complexity, many are turning to a managed IT service provider to ensure their systems remain efficient and reliable.

But too often, organizations find themselves spending their valuable time managing their MSP — following up on unresolved tickets and chasing after critical updates — rather than focusing on their core goals.

Below, you’ll learn about the importance of MSP-led communication for maximizing your return on investment. We also provide suggestions on how to find the right provider to support your long-term success. 

The Role of Proactive IT Communication in MSP-Client Relationships

Because the relationship with an IT provider has become so essential to its ability to operate, an organization should feel like they are in good hands. 

Good-quality managed IT services for non-profits are especially important, as these organizations often operate with limited resources and must prioritize efficiency to fulfill their mission effectively. For example, an autism-focused nonprofit organization in DC was able to streamline their workday by offloading their IT management to designDATA. Our responsiveness was key to ensuring they had adequate employee support and timely issue resolution.

Unfortunately, not all MSPs will communicate effectively. 

It should never be your job to oversee your IT service management. Instead, your managed IT service provider should be responsible for establishing a clear communication channel with you about your IT priorities.  This will let you all stay aligned on goals, expectations, and ongoing IT needs, while your organization can make informed decisions about your technology. You will also feel confident that your MSP’s solutions are tailored to your specific context and strategic objectives.

The 5 Keys to MSP Communication That Maximize ROI

Achieving that effective working relationship and proactive IT communication requires a well-established MSP communication cadence, where you know that you’re getting the maximum value for your time, money, and resources.

At our company, we’ve honed a tried-and-true approach that involves:

1. Weekly tactical meetings where you review your IT support services and discuss any ongoing IT issues. You can also schedule and communicate any downtime or maintenance and address any concerns.  

2. Proactive Priority of the Month meeting where you tackle non-urgent but essential maintenance items that other MSPs often leave at the bottom of the pile indefinitely.

3. Quarterly IT benchmarking assessments, where we evaluate your IT environment in five key areas: productivity, cybersecurity, infrastructure management, cloud service enablement, and business continuity. We compare your systems and processes against other organizations to ensure you effectively use your technology.  

4. Bi-Annual Business Reviews where we have an executive-level discussion about our recent accomplishments and upcoming plans, their budgetary impacts, the possibility of adding emerging technology to your tech stack, and how we can add more value to your organization.  

5. Yearly Initiative Rankings meeting where we discuss more broad-level critical success factors. We use a project ranking matrix that scores IT initiatives based on your criteria, looking at which has the most significant impact on your operations to help us prioritize what is most important.

Why a Team-Based Managed IT Service Model Improves ROI

Beyond having a regular and established communication cadence, your organization will feel happier with a managed IT services provider that prioritizes a team-based approach to providing IT support services. 

From our experience, MSP client satisfaction hinges on organizations knowing they have access to reliable support whenever needed. That’s why a good provider will act as an extension of your team, making it feel almost as if your organization has its own in-house IT while still leveraging the benefits of working with a comprehensive outsourced provider. 

Your staff should be able to connect with familiar engineers whenever they need support and have a dedicated point of contact to create comfort and consistency.

This is especially valuable when working with an MSP for nonprofits. With a dedicated team that understands your organization, its environment, and specific needs, you’ll be better equipped to proactively anticipate and address challenges, keeping your operations running smoothly.

How to Choose the Right Managed IT Service Provider for Nonprofits and Organizations

Your choice for your managed IT service provider will directly impact your efficiency, security, and growth, so it’s important to be diligent in finding the right fit. Yet with so many options available, it can be overwhelming to determine who will best address your unique needs. 

Here are a few factors to consider when selecting an MSP for nonprofits:

Assess your IT needs, current and future

Conduct a thorough assessment of your infrastructure and operations to understand your organization’s priorities for its technology. Before you start looking for a provider, you should know as much as you can about your current vulnerabilities, desires for upgrades and long-term operational goals. This knowledge will help you find someone whose skills reflect your environment.

Review their available services

Once you know your needs, you can evaluate providers to determine whether they offer services that can help you meet them.

Qualified managed IT providers should definitely prioritize your cybersecurity and provide services such as security assessments, incident response and business continuity planning, identify management and 24/7 continuous monitoring to keep your data safe. 

You should also consider looking for providers who offer data center and cloud management services, as well as staff training to ensure your team can confidently navigate their digital workplaces.

Evaluate their track record

You can gain valuable insight into a managed IT service provider’s ability to foster a long-term, high-quality partnership by looking at the people and reputation surrounding them. Start by reviewing client testimonials and recommendations to understand the experiences of other organizations. It’s also helpful to consider how long a provider has been in business and how long their employees have stayed with the company. Additionally, examining their client base and identifying organizations similar to yours can give you a clearer sense of how well they understand your specific challenges.

Assess their IT service quality

Providers should make it easy for you to examine their customer support capabilities in their service level agreements. Pay close attention to their claims around uptime, response times, and average resolution times to ensure they can provide IT solutions for nonprofits that meet your operational needs without unnecessary delays. Additionally, evaluate their onboarding process to understand how quickly and smoothly they can integrate with your team, as well as their ongoing communication practices.

Partner with designDATA for your IT Success

The key to getting the most out of your IT investment is partnering with an MSP that takes a proactive approach, rather than one that needs constant oversight. Your provider should focus on boosting efficiency, reducing downtime, and supporting long-term growth for your organization.

designDATA offers tailored managed IT services  for nonprofits, associations and other organizations, applying a strong emphasis on transparent communication and long-term planning to keep your IT reliable and hassle-free.

Let’s connect to discuss how we can deliver IT that works for you. Schedule a consultation with us today!

Stop Managing Your Managed IT Service Provider: How Proactive IT Partners Maximize Your ROI Read More »

How to Optimize Your Outlook Email Management for Maximum Productivity 

Is there anything worse than when you think you’re caught up on your overflowing inbox and another wave of emails rolls in? Endless threads, urgent requests, and those dreaded “just circling back” messages keep piling up. It’s frustrating, and for remote and hybrid workers who rely on email and messaging platforms to stay connected, it can feel nonstop. In this overwhelming environment, it’s difficult to stay productive between all the notifications. 

Strong email management for remote teams – or employees in any workplace setting – can help your employees take back control of their inbox! One of the most commonly used business tools, Outlook, is a powerful resource that many organizations haven’t tapped to its full potential.  

While ongoing staff training would be helpful to ensure your employees use email more effectively as features evolve, keep reading to gain some quick and easy Outlook productivity tips to help you start improving your operational efficiency. 

Why Outlook Can Make or Break Your Daily Workflow  

A cluttered inbox is one of the biggest time-wasters in the workday. When a user expects an endless stream of emails, they often tend to procrastinate dealing with the overflow, rather than tackle the chaos. 

But delaying only makes the problem worse. Unread messages pile up, important emails get buried, and before they know it, managing their inbox becomes a bigger task than it needs to be. That takes away time from completing other, more pressing tasks that contribute to your mission and key programs. 

Searching for old emails, hunting for attachments, or following up on messages you missed can also take up a surprising amount of time without a good system in place. When you don’t know how to organize your Outlook inbox or understand its various functions and features, you can experience tons of small daily inefficiencies that eat into your productivity. 

A little effort upfront can lead to a much smoother workflow. Learning how to optimize Microsoft tools like Outlook can make it easier to keep up with your inbox rather than letting it take over your day. Let’s talk about a few ways that you can simplify your email management: 

Tip #1: Use Rules to Auto-Organize Your Inbox  

Let’s say that you are a project manager who wants to organize different client emails more systemically, but you want to automate the process so that you don’t have to take time to sort through various messages. 

Managing digital communication can be easy with the options for inbox rules in Outlook! 

With just a few tweaks to your settings, the platform will automatically put incoming emails into designated folders. You can make these rules very complex to fine-tune your environment to complement your workflow by adding conditions, actions, and exceptions.  

For example, you can create rules in Outlook to automatically sort emails into specific folders based on: 

  • The sender’s email address 
  • Whether your name is in the To or CC line or if you’re the sole recipient 
  • Specific keywords in the subject line, sender address, or message body 
  • Whether the email contains an attachment 

You can also automate actions based on a message’s sender, content, or timing. For instance, you can pin important emails to the top, delete unwanted messages, or forward specific emails to a colleague, all without lifting a finger. 

These features are amazing! You can tackle your highest-priority items easily by checking specific folders first, and reduce the time spent sorting through less urgent messages. 

Tip #2: Adjust Notifications to Reduce Distraction  

Email notifications from your various applications and services can turn your inbox into a noisy traffic jam, piling up like cars at rush hour and blocking the messages that deserve your attention.  

Managing unnecessary email notifications is a simple but powerful way to improve Microsoft 365 productivity, hit the green light on productivity, and stay focused throughout the workday. 

This process takes a bit of time upfront, but the payoff is worth it, particularly for hybrid work efficiency: 

  • Start by paying attention to the emails that enter your inbox over the course of a week. Which ones are really necessary, and which can you leave behind? For example, if you already check Microsoft Teams each morning, you don’t also need to receive redundant email notifications about new messages or assigned tasks that you’ve probably already addressed. 
  • Next, it’s time to adjust your settings! Beyond modifying rules in Outlook to filter or mute specific email types, you can also go into the settings for each application to edit or turn off automated alerts. You’ll want to do this for non-urgent updates such as social notifications, daily digests, or auto-generated reports. 
Tip #3: Make Collaboration Hubs Your Primary Channel 

Email has long been the default for workplace communication. Yet while it can still serve a role in a modern organization, email can often create a bottleneck to productivity: important messages get buried in long threads, information is scattered across multiple conversations, and team members waste time searching for files or following up on missed replies. 

Collaboration hubs like Microsoft Teams, Slack, or Zoom offer you a centralized workspace to manage discussions, share resources, and keep projects on track. 

Rather than digging through emails for an important attachment or past discussion, team members can quickly search for information in an organized, shared space.  

Your organization can also prevent the common pitfalls of information silos—where critical details get trapped in scattered emails and private folders. A well-structured hub allows for both real-time and asynchronous collaboration, whatever suits your employee’s needs. Key updates will be visible to everyone who needs them, too! 

Bonus: Other Outlook Features You May Not Be Using  

Outlook has several built-in tools to keep your inbox organized. But most people only use the basics! Here are a few more features that can seriously streamline your workflow: 

  • Filters: Quickly locate messages based on sender, subject, date, or attachments. 
  • Flag emails for follow-up: Ever lose track of a task because an important email got buried in your inbox? Prevent critical messages from slipping through the cracks by flagging an email to add it to your task list and assign a due date. 
  • Categories: Sort the different types of emails you receive so that they are visually easier to identify and prioritize at a glance. You can assign different colors to different categories – such as different projects, departments or levels of urgency – to bring a sense of order to your inbox. 

designDATA Can Empower You to Work Smarter with Microsoft 

Using these simple Outlook features can make your email work for you not against you. By making small adjustments to your inbox settings, you can free up valuable time and stay focused on what truly matters. The best part? You don’t need to invest in new software. You can use the tools you already have! 

If your organization could use more IT productivity support, our team is here to help. We offer tailored assessments to ensure you’re getting the most out of your existing technology, along with monthly free training sessions on Microsoft tools, cybersecurity, and other critical topics. Our specialists also have in-depth expertise in tech tips for nonprofits, with the skills to optimize your infrastructure so you maximize your impact. 

Want to work smarter with the systems you already use? Contact us today to discuss how we can work with you to boost your team’s efficiency. 

 

How to Optimize Your Outlook Email Management for Maximum Productivity  Read More »

cybersecurity burnout

Preventing Cybersecurity Burnout: Protect Your IT Team and Your Data

With over one billion records stolen in data breaches last year and cyberattack methods constantly evolving, cybersecurity professionals face more pressure than ever.   

Unfortunately, as organizations moved online in response to the rise of remote and hybrid work, many underestimated what resources they would need to secure their data when adopting new technologies and business models. As a result, cybersecurity professionals are dealing with excessive workloads and turning to overlearning to cope with the many tasks on their plate, which is leading to burnout.   

Organizations need to address this growing mental health crisis among IT staff. Below, you’ll learn more about what’s happening, why, and what companies can do to better support their teams including partnering with a managed IT services provider to offload the burden. 

Why Cybersecurity Work Is More Stressful Than Ever 

Every day, cybercriminals are finding new ways to infiltrate your organization’s systems. These bad actors are leveraging the exact same advanced technology that your organization uses to drive your operations forward. Yet rather than contributing to the public good, they’re honing their tactics to make ransomware, phishing scams, and AI-driven attacks more sophisticated and harder to detect.  

Organizations are also extremely digitally connected: we rely on cloud services, remote work, and an expanding network of devices to underpin our workflow and keep us productive. This increased dependence on digital infrastructure means we have more data to protect and a larger attack surface for bad actors to exploit.  

Security professionals must juggle a growing list of tasks to properly secure every component of your IT infrastructure, while managing compliance requirements and engaging in more strategic work like incident response and disaster recovery. 

What Is Overlearning and How Does It Affect Performance? 

When dealing with such complex cybersecurity threats, many IT professionals cope by engaging in overlearning: the process of repetitively practicing a skill after you’ve mastered it to boost knowledge retention over the long-term.  

Overlearning makes sense as a coping mechanism because it provides a sense of control and preparedness in an industry where threats evolve rapidly and unpredictably. Repeatedly drilling procedures, memorizing security protocols, and mastering every detail of their tools can create a feeling of stability. 

While this habit may sound a little redundant or inefficient because you are simply reinforcing knowledge without improving, it’s not just wasted energy!  The practice embeds information into a person’s long-term memory, helping someone lock in their expertise on a skill, increase efficiency, and decrease mental exertion – leading to smoother workflows, fewer errors and faster task completion. 

From Overlearning to Overworking to Burnout 

Overlearning may help you retain important knowledge, but the approach also has its drawbacks. Yes, practicing a skill repeatedly can help cement what you’ve learned! But you’re also likely to experience cognitive overload that makes it harder to take in new information.   

And when cybersecurity experts continue practicing a skill long after they’ve mastered it, they often end up spending unnecessary time and energy on tasks that don’t add much value to your organization’s productivity.  

They’re likelier to work longer hours to catch up on addressing critical tasks. As the workload intensifies, their adaptability and problem-solving skills begin to suffer, and these professionals start to feel trapped in a cycle of endless tasks. They end up constantly pushing themselves beyond what’s necessary, which affects their performance and well-being.  

The Three Top Causes of Your Cybersecurity Team’s Burnout   

When at least half of cybersecurity professionals expect to reach burnout within the next year or sooner, organizations need to take notice: when the mental health of employees declines, IT staff retention will suffer, too. Organizations will struggle to maintain a skilled workforce, increasing their vulnerability to security gaps.  

While overlearning can lead to overworking, that’s not the only cause of burnout in cybersecurity professionals. If you want to make a difference and improve your workplace culture, you’ll need to understand them: 

  1. Lack of resources

Many internal IT departments lack the resources to fully protect their organizations from the sophisticated and modern threats in their current environment. Their security budgets haven’t kept pace with rising risks, meaning many organizations have holes in their defense. Cybersecurity professionals have to work overtime to cover those gaps and address and respond to threats effectively, especially during holidays or peak periods. 

  1. Limited Growth Opportunities

A lack of career progression can take a toll on mental health in IT and significantly impact cybersecurity professionals. People want room to grow! When individuals feel stuck in roles with no clear path for advancement, they’ll start to feel stuck and unchallenged. 

Burnout is a natural consequence of feeling trapped in a high-pressure environment where expectations keep rising but their roles remain unchanged. They will just spend their days doing the same tasks to fend off evolving threats without the chance to expand their expertise or take on new challenges. Even the most motivated individuals would feel undervalued and exhausted in this scenario! 

  1. Poor Management and Culture

Let’s face it, no one wants to work in a hostile environment. Whether from a direct manager’s leadership style or an organization’s overall approach to employee well-being, it lowers morale across the board. 

When IT professionals lack support, clear communication, and realistic expectations, stress in cybersecurity roles skyrockets. Many workspaces will prioritize urgency over sustainability yet lack proper team capacity planning. The resulting overwork and frustration will cause organizations to face higher turnover and struggle to safeguard their resources and stay productive overall.  

Fortunately, addressing poor management practices and fostering a healthier workplace culture can significantly reduce burnout. 

How To Create Work-Life Balance for Your Cybersecurity Team 

When cybersecurity professionals have to focus on the intense demands of their job alongside their relationships, family responsibilities, and personal hobbies, it can start to feel like there’s never enough time to recharge. 

Creating a culture that embraces work-life balance in tech roles will be the best way to reduce burnout in IT teams.  

Your organization can support your cybersecurity employees by:  

  • Encouraging employees to take paid time off (PTO) and approving their requests when reasonable 
  • Working with your IT team to set realistic boundaries and expectations 
  • Creating channels for honest feedback and meaningful discussions 
  • Distributing workloads fairly 
  • Providing IT teams with regular training to help them feel valued 
  • Offloading certain tasks to third-party managed IT providers whose cybersecurity support services can allow internal teams to focus on higher-priority initiatives
Partner with designDATA for IT Support that Reduces Burnout 

The individual team members who are struggling with cybersecurity burnout deserve support. And while protecting their well-being should be your biggest concern, you can also address your organization’s risk when you ease the pressure on workloads and invest in the right resources. An overworked IT department means more missed threats and slower response times that leave your data and productivity vulnerable. 

If your team is stretched too thin, our cybersecurity experts are ready to help lighten the load. We provide industry-leading, comprehensive IT services to associations and nonprofits that will give your employees the breathing room they need to perform at their best. 

Feeling the pressure? Let’s connect about how we can support your security team and reduce burnout across your organization.     

Preventing Cybersecurity Burnout: Protect Your IT Team and Your Data Read More »

Microsoft Planner in Teams: Boost Productivity for Microsoft 365 Business Users in Washington DC

For associations and nonprofits particularly, the need for seamless, integrated collaboration tools and productivity solutions is only growing.

Modern workplaces demand a lot from employees. With so many tools designed to boost efficiency, teams often find themselves juggling very long, constantly expanding to-do lists. All while also managing a maze of platforms, data, and communication channels.

Keeping track of who’s doing what, and when, starts to feel like a job in itself. And without a clear, shared system, it’s easy to miss deadlines, duplicate efforts and get frustrated.

Wondering how to simplify your process? Many local organizations have found that Microsoft Planner, especially when used within Microsoft Teams, has had a meaningful impact.

In this guide, we’ll break down what this tool is and provide expert-backed Microsoft Planner tips to help Microsoft 365 Business Users in Washington, D.C. get more from their digital workspaces.

First of All, Why Does Task Management Matter for Your Organization?

There’s nothing worse than realizing you missed a key deadline because no one wrote it down. Good task management is the key to operational success (and your day-to-day happiness and workplace satisfaction!) 

Having a clear system makes sure nothing falls through the cracks. When you plan, track and keep tabs on a work project from start to finish, teamwork goes smoother and collaboration feels more enjoyable. 

And that starts with making task lists and progress visible to your whole team, so everyone can see what needs attention, make quicker decisions, understand their responsibilities, and stay accountable. 

This is especially true when it comes to hybrid or remote work task management. Teams that aren’t in the same room also need an easy way to stay connected and on the same page. A well-organized approach to getting work done keeps projects moving forward and achieving your goals.

What Is Microsoft Planner?

This task and project management tool within the Microsoft 365 productivity tools ecosystem pulls together features from Microsoft To Do, Project, and Copilot to offer a single, unified space.

Users can access three main views:

  • My Day: Think of this as your morning briefing. You just see the tasks that matter today, front and center, so you’re always ready to hit the ground running.
  • My Tasks: Your personal command center. Look at everything you’re responsible for across all your plans in a neatly lined-up space that sorts everything by date.
  • My Plans: This is where teamwork lives. It’s a shared space to build, organize, and tackle projects together with your colleagues.

Some organizations like to use tools like Trello or Asana for task management. While these work well for many needs, one advantage to Planner is how tightly it fits into other Microsoft services. It syncs with Outlook, Teams, and Excel without extra setup.

What about Microsoft Planner vs To Do?  To Do is designed for personal task lists, while Planner supports shared boards and collaborative work. That said, learning how to use Planner and To Do together lets you connect your individual tasks with team-wide planning, and make work feel much more cohesive. For Washington DC organizations already using Microsoft 365 Business productivity solutions, Planner bridges the gap between personal and team task management. 

What are the key features of Microsoft Planner?

Let’s start with the basics: what exactly is a “plan” in Microsoft Planner?

A plan is the top-level container for organizing work. It typically would represent an overarching project or initiative, or perhaps different teams, goals or workflows. Each plan has its own board, members, buckets, and tasks.

Tasks are the actionable items within a plan and form the building blocks of your workflow. Each task appears as a card on the board, with various features for managing the small details:

  • Checklists for subtasks
  • Attachments like files and links for easy access
  • Comments for collaboration and feedback
  • Labels for categorizing and filtering tasks (think things like “Urgent”, “Admin”, or “Marketing.”
  • Start and due dates for scheduling

Buckets group tasks within a plan, like stages or categories. For example, you can use buckets to organize tasks by phase (e.g., To Do, In Progress, Done) or by department.

You can view all these plans, tasks, and buckets in various formats, including the traditional Kanban style. But if you’re more timeline-focused, switch to Schedule view. You’ll see your tasks on a calendar so you can plan ahead and avoid overlaps. Prefer visuals? The Charts view provides a high-level summary of progress, priorities, and assignments, allowing you to easily see where things stand at a glance.

How Microsoft Planner Integrates with Teams

The best part about Microsoft Planner is that you don’t have to open a separate browser tab to access it. You can use Microsoft Teams and Planner together to keep all your communication and task tracking in one place.

There are two ways you can do it:

  • Dedicated Tab: Users have the option to add Planner as a dedicated tab within any Teams channel. No need to leave the conversation! Assign tasks directly from the Teams interface, complete with due dates, priority tags, and assignment details.
  • Integrated Application: You can also use Planner as a standalone app pinned to your sidebar. Get a unified view of all your tasks across multiple plans, so you can manage your workload without jumping between tools.

Planner also integrates with Outlook! Task deadlines sync with your calendar, letting you view meetings and to-do items side by side. You can even set up email notifications for task assignments, comments, or due date reminders to stay on top of updates. (Just be sure to check your “Other” tab in Outlook! Planner alerts sometimes land there.)

This deep integration is such a helpful way to maximize Teams productivity tools and simplify day-to-day task tracking.

How Planner Helps Busy Organizations Manage Projects in Microsoft Teams  

Various environments, contexts, and roles could benefit from doing their task tracking in Teams and using Planner to streamline workflows with their Microsoft tools:

  • Programming and Event Planning: Manage projects in Microsoft Teams throughout the entire process with the ability to set clear milestones and assign responsibilities directly within Planner. Everyone will know what to do and when, which means fewer roadblocks when it’s time to act.
  • Human Resources: Why not use Tasks to create onboarding and offboarding checklists within Planner? That way, no critical steps are missed when employees join or leave the company.
  • Marketing: Planner is a great tool for organizing content calendars and campaign tasks. And integrating these plans into Teams means deadlines, assignments, and updates stay visible and accessible.

Bonus tip for how to use Planner in Teams effectively: regularly review Tasks and Plans during your weekly all-hands meeting. If you don’t talk to each other about your organization’s expectations for Microsoft and Office 365 task management, alignment falls apart. Without that shared understanding, meaningful progress becomes difficult.

Partner With designDATA to Work Smarter

Microsoft Planner is a straightforward yet powerful task management tool that helps teams stay organized and communicate clearly — especially when used inside Microsoft Teams. With the ability to assign responsibilities, track progress, and manage timelines, Planner adds structure to your workflow and helps bring clarity to your day-to-day operations. It’s a smart addition to any team already using Microsoft productivity apps.

If you’re a Microsoft 365 Business user in Washington, DC looking to improve how your team works, or if you need expert guidance on managing your overall IT environment, designDATA is ready to support you. We help organizations get more out of their tools and build systems that actually work for their people. 

Contact us to discover how our productivity solutions can help you leverage tools like Microsoft Planner in Teams for better collaboration and project success.

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How Hardware as a Service Supports Growing Organizations in Washington DC

Every organization works differently, but there’s one truth that remains constant for everyone: you need up-to-date, reliable technology to stay productive and secure, no matter whether you’re supporting a fully remote team, working in person, or navigating a hybrid model.

Yet as organizations grow and adapt to changing demands, managing IT infrastructure becomes increasingly complex, especially when it comes to your hardware. You need to keep pace with equipment demands, updates, and maintenance, all of which can quickly strain budgets and internal resources.

Hardware-as-a-Service (HaaS) is a great solution for Washington DC organizations and beyond who want to meet their operational needs while minimizing the impact on their resources and creating workplace flexibility.

Below, we’ll explore how this scalable, subscription-based model can help you provide the right tools to your team—wherever they work—while streamlining costs, improving reliability, and simplifying IT management.

The Technology Challenges That Come with Growth for Washington DC Organizations

Today, your IT infrastructure has a lot more to keep up with: 

  • Data volumes are growing at an unprecedented rate
  • Hybrid workforces introduce new challenges for connectivity, collaboration, and support
  • Stakeholders expect more due to the efficiency that technology brings to their daily lives
  • Emerging technologies like artificial intelligence are becoming more integrated into operations, and 
  • Cyberattacks are escalating in sophistication and scale, up 47% in Q1 2025 from the same time last year.

And unfortunately, like many associations and nonprofits, you’re likely facing tight budgets that make it harder to meet these demands and handle any unpredictable IT costs.

One unexpected hardware failure or a sudden need to equip new team members can throw off your plans. Instead of investing in what matters most to your mission, you’re stuck shifting funds to cover urgent tech needs you didn’t see coming. Spending time managing warranties, upgrades, and repairs in-house ends up diverting focus away from strategic priorities. Rather than planning for the future, you’re just trying to keep everything running day to day.

You’re also likely dealing with aging or mismatched equipment that slows everything down, leading to constant troubleshooting and downtime that just wears everyone down and kills productivity.

Hardware-as-a-Service solutions can help you sidestep these obstacles, continue to thrive and drive your mission forward.

What Is Hardware-as-a-Service (HaaS) and Why Does it Matter?

You may be wondering “What exactly is Hardware-as-a-Service?”

HaaS is a way for organizations to access and use computing equipment without buying it outright. Instead of purchasing servers, desktops, or networking gear, the organization leases the hardware from a provider based on their specific needs, who supplies the equipment according to the quantity and type required to support its operations.

Once the organization received the products, the provider will:

  • Handle any necessary installation and configuration, so your hardware integrates smoothly within the existing IT setup. 
  • Oversee all maintenance, troubleshooting, warranty management, and any necessary upgrades or part replacements. 
  • Coordinate hardware removal and disposal when it reaches the end of its term or lifecycle
  • Provide support for procuring a new product.

Three Big Benefits of HaaS for Any Office Tech Refresh

When it’s time to update workplace technology, choosing the right approach can make a big difference. Many organizations have especially found that HaaS for hybrid work offers a flexible way to manage equipment needs. But truly, it’s beneficial for various operational models. Through shifting how they acquire and maintain hardware, organizations are able to simplify the process and address common technology challenges. Let’s explore the benefits a little deeper:

Predictable IT Costs with Hardware-as-a-Service

When organizations first shifted to remote work during the early days of the pandemic, managing technology in a socially distanced world quickly became one of the biggest challenges for executives. Many found themselves struggling to support distributed teams while maintaining cost-effective IT management, often with infrastructure that wasn’t built for the sudden change.

Hardware-as-a-Service offered a way to rely on predictable IT costs through monthly hardware subscriptions for businesses or any type of organization looking to avoid upfront hardware costs.

Now, with hybrid work firmly in place, HaaS continues to offer stability. With a fixed monthly fee, leaders can manage IT budgets without worrying about surprise costs tied to hardware failures or replacements. 

Since the service provider handles monitoring, maintenance, and upgrades, organizations can spend less time and money dealing with outdated equipment. That means less firefighting, and more time to focus on what matters most, like supporting productivity and planning for growth.

Stronger Data Security for Organizations

While remote and hybrid work offer flexibility, they also introduce new security challenges especially as cyberattacks become more advanced and devices more vulnerable to compromise. When employees use their own laptops or external drives for work, the organization depends on them to secure those personal devices and protect sensitive data. If that level of endpoint security fails, the consequences of a successful cyberattack can be severe.

Hardware-as-a-Service lets you rely on a secure IT infrastructure. Your managed service provider will update hardware regularly to prevent weaknesses that bad actors can exploit, taking steps to:

  • Service the equipment
  • Update licensing agreements
  • Install security software 
  • Implement robust, enterprise-grade backup and recovery solutions. 

Many managed service providers also offer cloud-managed services where your organization can access a high-quality private cloud environment. Unlike consumer-grade options, you’ll benefit from significantly stronger data protection, thanks to:

  • High availability: Built-in failover systems keep your data accessible even if a business-critical server goes down.
  • Robust security: A combination of advanced virtual and physical security measures, updated regularly to stay ahead of threats.
  • Redundancy: Your data will remain safe and recoverable at all tines with multiple backups stored in different locations.
  • Cloud sync: When enabled, data can be automatically synchronized across devices to keep everything up to date.
Built-in Scalability for Your Team

Shifting your workplace environment, whether it’s expanding operations, changing office locations, or adjusting workflows, requires careful planning. It also means you need scalable tech infrastructure that responds to your current operational and employee requirements. 

With Hardware-as-a-Service and subscription-based IT hardware, your organization can easily increase or decrease your virtual environment as your needs change. 

During an office tech refresh of any size, the model allows you to add, remove, and replace hardware.

Many MSP hardware services will also include a feature called hot-swapping: for a defined number of years, your provider will replace or add any components to your hardware without stopping, shutting down, or rebooting the system. In environments where downtime isn’t an option such as stakeholder-facing operations or time-sensitive work, this service helps avoid disruptions. As organizations continue to adapt to shifting demands, they can maintain equipment without interrupting daily operations.

Partner with designDATA to Take the Hassle Out of Hardware

Washington DC organizations, especially nonprofits, associations, and mission-driven teams deserve technology that keeps up with their important missions.

As your organization grows, managing and maintaining your technology will also become more challenging. You don’t need to be overwhelmed by aging equipment, unpredictable costs, or the demands of supporting a hybrid workforce. Hardware-as-a-Service gives you a practical, structured approach.

With designDATA’s Hardware-as-a-Service solution, you get reliable, up-to-date technology without large upfront costs or unexpected replacement fees. We handle everything from procurement to refresh so you and your team can concentrate on moving your organization’s goals forward. With our program, you can select from a range of rugged, modern hardware designed to meet your specific needs. Our seven equipment profiles come with upgrade and customization options to fit the way your organization works.

Looking for a smarter way to manage your IT hardware?  Let’s talk about what the right hardware strategy looks like for you.

How Hardware as a Service Supports Growing Organizations in Washington DC Read More »

A person sitting at a desk on a video call with four team members, each shown in separate windows on a computer monitor.

How To Successfully Roll Out a Digital Collaboration Hub in Your Organization

Digital-first work models are here to stay, and organizations adopting a digital collaboration hub can empower teams to work flexibly, reduce commute times, and achieve better work-life balance. Yet when your team is scattered across different locations, each working from their own home office or remote space, it can be hard to manage collaboration if you don’t have the right systems in place. 

Many organizations opt to implement a digital collaboration hub to manage that environment. When done right, you can transform how your team communicates and build a foundation for more efficient workflows, stronger team alignment, and higher productivity across the board.

But even the most feature-rich collaboration tools for nonprofits or associations can fall flat without a thoughtful rollout strategy and strong leadership support. Poor planning, unclear goals, resistance to change, and lack of training can stall adoption before it even begins. 

In this article, we’ll walk through four critical success factors that can help your organization implement a collaboration hub and productivity solutions that actually stick and unlock its full potential for smarter, more connected work.

Why a Successful Digital Collaboration Hub Rollout Matters

With several projects on the go and emails constantly flooding in, communication might start to feel like a game of broken telephone if your organization doesn’t have a strong digital workplace strategy for your hybrid and remote work collaboration.

The promise of a digital collaboration hub is compelling: centralized platforms that bring together messaging, file sharing, project tracking, and real-time collaboration under one roof. But too often, organizations invest in new platforms only to find them underused or misused. 

Unnecessary complexity in your collaboration hub implementation may translate to ineffective adoption, where people work in silos with information scattered across tools and folders. Your staff might end up:

  • Spending a lot of time looking for information
  • Duplicating work if updates aren’t clearly tracked
  • Wasting time in redundant meetings
  • Missing important messages due to poorly managed settings
  • Having unauthorized access to functions and features due to unclear roles and permissions
  • Relying on inefficient workarounds or defaulting back to old habits

However, aligning the rollout with your organization’s values and daily routines will help your hub become a natural extension of how your team works together, but even better. Everyone can stay on the same page, and your team can enjoy an integrated contextual experience that increases transparency and visibility. The cost savings, revenue gains, and productivity improvement will follow.

4 Key Steps for a Successful Digital Collaboration Hub Implementation

When it comes to tools like Slack, Google Workspace, or Microsoft Teams, adoption isn’t automatic. You can’t simply install some software and expect people to know what to do for the implementation to succeed. Instead, you need to align people, processes, and technology for a smooth transition. Here’s how to lay the groundwork for an environment that supports real, everyday teamwork:

1. Set Clear Goals to Guide Your Collaboration Hub Rollout

The true value of a collaboration hub lies in how it streamlines workflows, connects teams across locations, and empowers your organization to deliver high-quality work to those you serve. To make that happen, your collaboration software setup needs to be driven by well-defined objectives. Do you want to enhance cross-department collaboration? Streamline task management? Make onboarding for new employees smoother? Improve document management?

Start by developing a project charter that outlines your goals, desired outcomes, and key success measures. When your implementation is guided by purpose, your team is more likely to adopt the platform with confidence and use it in ways that actually improve how they work.

2. Use a Consultative, Cross-Team Implementation Approach 

Implementing a collaboration hub is like moving into a new house: once all of your furniture is in place, it’s much harder to change the layout. 

Before you adopt a new collaboration hub, your organization needs to first assess how teams currently work, which workplace communication tools they rely on, and where they store key information. 

To create a platform that meets everyone’s needs, leaders should gather insights from all departments and speak to people on the ground, doing the work. With this data, organizations can create a roadmap for transition, one that incorporates change management, establishes sound governance, and sets clear standards for how the hub should function moving forward. This thorough planning will help you enjoy a new system that integrates seamlessly with existing workplace communication tools and workflows, minimizing disruption and maximizing long-term value.

3. Leadership Must Lead by Example 

If your top executives are still relying on email and paper documents while everyone else is encouraged to switch to a new digital collaboration platform, you will be communicating a clear message: maybe it’s not really that important. 

With this disconnect in engagement, employees may hesitate to adopt the new system, sticking to what’s familiar and comfortable. Over time, this lack of leadership buy-in will lead to low adoption rates, and the organization will miss out on the efficiencies and collaboration improvements the new system could bring.

Your organization’s executives and managers should show the way and model your desired behaviour by fully embracing the hub and integrating its team productivity tools into their daily routines. Every day, they should champion the value of this change and reinforce its importance. By emphasizing how the hub can drive efficiency across the organization, they help set the tone for adoption. They should also highlight employees who embody best practices to encourage others to follow suit.

4. Deliver Ongoing, Role-Specific Training for Successful Hub Adoption

There’s a reason we talk about a learning curve, as creatures of habit, changing how we work feels awkward, especially when old tendencies are deeply ingrained. 

Without clear, targeted support, people may fall back on familiar routines. The result? Some staff use the new system, others stick with the old one, and collaboration breaks down. Projects slow, communication gets messy, and IT headaches multiply.

Hands-on, customized, job-specific education makes all the difference for getting past the rocky startup phase when tasks take longer, mistakes are more common, and productivity dips. Whether it is Microsoft 365 training or for another platform, this type of guided learning is a critical part of change management for digital tools. Employees will have the confidence to work through feeling incompetent and start performing at their best.

Adopt and Optimize Your Collaboration Tools with designDATA

When your team first starts using new communication tools, it can feel like a lot of moving parts getting the team coordinated, learning the ins and outs, and adapting to a new way of working. Once those solutions are fully adopted and optimized, the payoff will be worth it. 

At designDATA, we understand how to navigate the bumps along the road to integrating new technologies in a workspace. Our productivity experts are here to provide comprehensive digital transformation support, designed to guide your team every step of the way. 

From analyzing your operations and developing a deployment plan to overseeing staff communication and training, we’ll help your staff see the value in integrating the new tools into their daily routines and encourage them to get excited about their potential positive impact.

Planning a collaboration hub rollout? Let our team help you implement it right the first time, so your people actually use it.

Let’s connect to discuss how we can support your transition.

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How Microsoft Teams Productivity Tools Like the Polly App Improve Engagement and Efficiency

Do you ever feel like it’s hard to keep your team members engaged, productive, and connected with your community when you’re working in a remote or hybrid environment? When people can’t easily pick up on each other’s mood or body language, key feedback can get misinterpreted and communication can break down. 

You’re probably thinking “There must be a tool that exists to solve these problems!” But also, you don’t want to interrupt workflow by taking your team to another site or program on top of what they’re already using 

Enter Polly, one productivity app in Microsoft 365 that your organization can use to keep your work running smoothly. This Microsoft Teams integration is designed to help you boost engagement, gain valuable insights, and work with less disruptions.

Whether it’s for HR, operations, meeting feedback, or team morale checks, Polly makes it easier to keep your finger on the pulse of your organization. Let’s explore its features and benefits, and dive into how it plays a role in improving your Microsoft 365 productivity.

What is Polly and When Should You Use It? Understanding This Key Microsoft Productivity Tool

Polly is an app that creates interactive polls, surveys, and more directly in Microsoft Teams with powerful analytics to help you get the most from recipient responses. Unlike traditional survey tools, Polly is also designed for speed, accessibility, and low-friction interaction right where people already work. You can even gain access to pre-built templates to cut down on manual labor and save you time for more important work. A trusted IT partner can ensure your Microsoft Teams productivity tools are properly integrated and tailored to your organization’s needs.

Many teams find Polly useful in a variety of situations where quick input and engagement matter most, like:

  • Improve Employee Engagement and Workplace Culture: Give HR and leadership clarity about how teams feel about the work environment (culture, workload management, policies, etc.) and measure how any initiatives perform. 
  • Collect Meeting Feedback to Enhance Collaboration: Right after a meeting happens, get input from participants about what went well and what didn’t to improve meeting quality over time.
  • Gain Valuable Onboarding Feedback from New Hires: Let your new hires tell you what is and isn’t working in their onboarding journey.
  • Simplify Decision-Making with Quick Polls: Make choices fast and collect opinions easily, even if everyone isn’t in the same place.
  • Foster Connection with Team-Building Activities: Have a little fun with trivia, word clouds, ice breakers and interactive polls that encourage your team to build stronger connections.

Why Should You Choose Polly Over Other Survey Tools in Microsoft Teams?

Many apps and engagement tools are available for Microsoft Teams, but Polly offers a few unique advantages.

1. Seamless Microsoft Teams Integration 

One of Polly’s biggest strengths is how seamlessly it fits into Teams. Instead of needing to switch between apps or send out separate survey links, Polly is right there. People will be more likely to participate in your polls, and face less disruptions to their work. They can easily launch a quick poll during a meeting, or drop a pulse survey into a chat without needing the team to leave their current workflow.

This level of integration is ideal for busy teams, who may ignore or delay responding to traditional survey emails, but will respond instantly if you reach them where they’re already working.

2. Real-Time Feedback

Timing matters when it comes to feedback. If people can’t give their fresh impressions, insights may not be fully accurate. With Polly, your organization can collect instant reactions to initiatives, changes, or decisions. Whether you’re testing a new onboarding program’s effectiveness, deciding on a date for a team event, or checking in on team morale, you can use Polly to ask the question and see results as they roll in. This real-time feedback will help you act quickly and confidently when resolving challenges and adapting strategies to improve performance

3. Higher Engagement 

Traditional surveys often suffer from low engagement because they take too long and aren’t easily accessible. Instead, the Polly app keeps the experience quick and interactive. Because Polly blends into Teams, participating doesn’t feel like a task, but rather, a natural part of conversation. 

Responding to a Polly poll typically takes only seconds. There’s no long form to fill out, no log-in required, and no confusing interfaces. As a result, you can expect significantly higher response rates and better-quality feedback compared to standard survey platforms. This makes Polly one of the top productivity solutions for Microsoft Teams that drives consistent employee engagement. 

4. Anonymity and Trust

Getting honest feedback can be challenging if employees fear their honest responses might lead to negative consequences in the workplace. Polly addresses this concern, allowing users to set polls and surveys to anonymous. With these settings, team members can access a safe space to share their thoughts, frustrations, or suggestions.

While it’s never fun to receive criticism, receiving anonymous responses makes it easier to detect problems that might otherwise go unreported. You may learn new information about issues with company culture, burnout, or management that are impacting your organization’s health. Armed with this information, your organization can make the necessary changes for a more productive, thriving team and strong operations.

5. Data-Driven Decision-Making

Polly doesn’t just collect feedback; it transforms it into actionable insights. With built-in analytics, you can view trends, participation rates, and response breakdowns. These insights help you understand sentiment over time, identify recurring themes, and track changes after implementing new initiatives. You can use these numbers to continuously improve how you leverage the tool to engage your team more effectively.

How to Get Started and Use Polly in Teams

Excited to use Polly in your organization? It’s easy to install the Polly app:

  1. Click on the three dots at the bottom of your navigation bar, left of the screen in Teams. You can search for and download any application here and pin it to your navigation bar so that it is always visible and accessible.
  2. Now, whenever you start a conversation in a channel or chat, you will see a Polly icon among the others (like attachments and gifs).
  3. You can also add Polly as a tab into any Team by simply clicking on the + sign at the top of the intended Team. Search for Polly to add it.

Now that you have Polly installed, how does it work? Wherever you’d like to access its features, simply click on the Polly icon to open it! 

It’s important to note that Polly has several versions: a free version, as well as several levels of paid subscription versions, including Standard, Pro and Enterprise. Depending on your subscription, you may have access to different features. For example, the Free version limits responses to 25 engagements, restricts template and results sharing, and lacks the advanced permissions and access controls available in the Enterprise version.

Partner with designDATA to Make Microsoft Teams Productivity Tools Work for You

When so many organizations operate in hybrid and remote work environments, you can’t afford to run in the dark without understand what’s happening with your team. You should know what your teams thinks and feels, quickly and on a consistent basis. The Polly app in Microsoft Teams gives you visibility without friction and makes getting feedback feel natural, encouraging engagement feel easy, and making data-driven decisions feel achievable. 

At designDATA, our experts offer comprehensive managed services for your Microsoft 365 environment and entire IT infrastructure. We’re here to help you tackle your organization’s biggest struggles with engagement, productivity, and collaboration, so you can rely on tools that empower you to achieve your goals.

Want to get more out of your technology? Contact us to discuss how you can improve engagement and productivity across your organization.

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