Description

You’ve built the flows, launched the forms, and are navigating the shift from Database View to Web View—all while your team and responsibilities continue to grow. But as operations scale, so does complexity: tracking cross‑department initiatives, maintaining visibility into automations and reporting, and ensuring everyone understands what’s running, why it exists, and who owns it. In this interactive panel, three experienced operations leaders share how they use project management systems to bring structure, visibility, and accountability to advancement operations. You’ll see real‑world approaches leveraging a range of solutions from Microsoft to Monday.com to keep stakeholders informed. Designed for advancement operations professionals, this session focuses on moving from reactive task management to intentional operational infrastructure—so your systems, not just your people, are built to scale.

Name
Automation That Outlives You: Designing, Documenting, and Managing Work for Long-Term Success
Date & Time
Tuesday, June 2, 2026, 3:30 PM - 4:25 PM
Hallie Guiseppe Shelby Lewis Amanda Mogridge
Day
June 2
Session Type
Panel/Expert Session
Solution
Raiser’s Edge NXT, Online Giving, Microsoft Power Platform
Competencies and Skills
Beginner/Non-Technical, Low-code, Automation