Design study - Workspace modernization for a rotating nonprofit board
Making technology manageable for rotating nonprofit boards and volunteers. Design study.
- Client
- Impact 100 Palm Beach County
- Year
- Service
- Workspace modernization, Nonprofit, Identity and access, Training
- Engagement
- Design study
The Challenge
Board and volunteer turnover made fragmented communication, file access and event tools harder to maintain consistently.
The Approach
BeeNex scoped a phased transition to Google Workspace with committee file structures, communication spaces, event tools and board onboarding. Training and an orientation guide are part of the operating model.
Capabilities
- Workspace custom domain
- Email/calendar/contact migration
- Shared Drive structure
- Committee Chat/Spaces
- RSVP and seating setup
- Constant Contact cleanup
- Forms surveys/voting
- MFA/access roles
- Training and orientation guide
Workflow
- Review tools and workflows
- Select stack
- Configure accounts and permissions
- Migrate collaboration data
- Configure events/surveys
- Train board
- Use orientation for new members
- Google Workspace
- Shared Drives
- Google Chat
- RSVPify or equivalent
- Constant Contact
- Google Forms
- MemberLeap retained
Outcome
The SOW defines a workspace, migration and onboarding plan suited to rotating board membership. The record is the modernization design, without a verified migration completion claim.