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Anne Arundel Funders Roundtable
                  Nonprofit Technology


                                    February 23, 2012

       Matthew Eshleman, Dir. of Professional Services
                Katherine Mowers, Senior Consultant
Outline
• About Community IT Innovators
• Assessing the needs of nonprofit organizations
• Funder considerations in building the capacity
  of a nonprofit through a new technology
• Cost expectations
• Trends
• Additional resources
About Community IT Innovators
• 18 years of experience with an exclusive
  focus on nonprofit technology needs
• Over 900 nonprofit client engagements
  in our history
• 150 ongoing client relationships in which we provide technology
  guidance and support
• As a 40-person IT consulting firm Community IT Innovators is:
   – Large enough to provide great depth and breadth of expertise
   – Small enough to value each relationship and provide
      personalized service
Expressions of Our Values

• Commitment to social and environmental
  and financial sustainability

• Employee-owned company

• Diverse staff from a variety of backgrounds
  (corporate & nonprofit, domestic & international),
  joined by a desire to make a difference
Capabilities
Central offering: a long-term partnership for
Information Technology support and guidance
   • Technology assessments and planning
   • Network planning, implementation, support
   • Database/software application needs assessment,
     selection, and implementation
   • Salesforce.com CRM implementation
   • Remote and on-site
Assessing the needs of nonprofit
            organizations
• Outside help from someone w/
  technology expertise
• Determine functional needs based on
  business needs of the organization
• Prioritize the functional needs
• Research and analysis
• Define scope and costs of the projects
• Set a timeline
Technology Assessment
Could cover the following areas:
  •   IT network and computing devices
  •   Email
  •   Productivity software
  •   File sharing and collaboration
  •   File storage and backups
  •   Constituent Relationship Management
      (CRM), program and functional
      database(s) (i.e. case management
      system, fundraising system, etc.)
  •   Web and e-communication needs
  •   Mobile computing
  •   Staffing
  •   Training
Assessing Solutions &
         Cost Expectations
• Functionality compared to organizational
  prioritized needs based in strategic plan/goals
• Direct & Indirect Costs
  • Initial
  • Ongoing
• Future Benefits and Risks
• Transition and Migration Plans
• Roles to support
Trends
•   Going to “the cloud”
•   Performance management
•   Private social networking
•   Mobile access
•   Tablets
“The interesting thing about cloud
computing is that we’ve redefined cloud
computing to include everything that
we already do. I can’t think of anything
that isn’t cloud computing with all of
these announcements. The computer
industry is the only industry that is more
fashion-driven than women’s fashion.

Maybe I’m an idiot, but I have no idea
what anyone is talking about. What is it?
It’s complete gibberish. It’s insane.
When is this idiocy going to stop?”
          Larry Ellison, CEO, Oracle


Farber, Dan. “Oracle’s Ellison Nails Cloud
Computing,” in CNET “Outside the Lines”
http://news.cnet.com/8301-13953_3-10052188-
80.html, retrieved 23 February 2009.
Cloud Diagram
The Solution




 Hybrid Cloud
Funder considerations
• Know and prioritize
  requirements before examining
  solution options
• Not one size fits all/uniqueness
  of nonprofit organization’s
  business
• Research solutions/software
  beyond what you have heard
  about
• Follow the 80/20 Rule
What determines success?

                      Technology
80 percent of the
success of any
                        20%        People
initiative depends
on how effectively
the people
                                      and
transition to new
processes.
20 percent                         Process
depends on the
actual technology
solution.                            80%



            People transition      The actual technology
Funder considerations, cont.
•   Importance of deciding
•   Cloud = Outsourcing
•   Data ownership
•   What happens if the internet
    breaks/internet redundancy
•   Ongoing costs
•   Incorporate training as part of
    project budget
•   Generational differences
•   Technology capacity building is
    ongoing
Business systems can consist of …
  A menagerie of tools and software, often times creating duplication of effort…
  Or it can be purposely planned/decided these are the tools we use to
  help us accomplish our mission most effectively



                                                                                   Free 3rd party tools
                        Paper            Excel
                                          Excel                Access
                        forms
                                         files Word           databases
                                            files
                                               files
     Paper files
                                                                                       Email system


  Excel                                             Donor/
    Excel
  files                   CRM/Case                  Contact
        Excel                                                             Accounting
     files                  mgmt/                    mgmt
        files                                                               system
                          enterprise               database
                           database                                                            File Server




                                         Website
                                       Content Mgmt             Email blast
                                          System                 system
Notable Email and Collaboration tools




Hosted file sharing …
Notable CRM’s in the market with a
Case Management focus
Notable CRM’s in the market with an
Association/Member Management focus
Additional Resources

              http://www.nten.org/
              http://idealware.org/
               http://home.techsoup.org
               http://www.citidc.com



Matthew Eshleman, meshleman@citidc.com, 202-449-6711
Katherine Mowers, kmowers@citidc.com, 202-449-6702

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Technology capacity building for nonprofits

  • 1. Anne Arundel Funders Roundtable Nonprofit Technology February 23, 2012 Matthew Eshleman, Dir. of Professional Services Katherine Mowers, Senior Consultant
  • 2. Outline • About Community IT Innovators • Assessing the needs of nonprofit organizations • Funder considerations in building the capacity of a nonprofit through a new technology • Cost expectations • Trends • Additional resources
  • 3. About Community IT Innovators • 18 years of experience with an exclusive focus on nonprofit technology needs • Over 900 nonprofit client engagements in our history • 150 ongoing client relationships in which we provide technology guidance and support • As a 40-person IT consulting firm Community IT Innovators is: – Large enough to provide great depth and breadth of expertise – Small enough to value each relationship and provide personalized service
  • 4. Expressions of Our Values • Commitment to social and environmental and financial sustainability • Employee-owned company • Diverse staff from a variety of backgrounds (corporate & nonprofit, domestic & international), joined by a desire to make a difference
  • 5. Capabilities Central offering: a long-term partnership for Information Technology support and guidance • Technology assessments and planning • Network planning, implementation, support • Database/software application needs assessment, selection, and implementation • Salesforce.com CRM implementation • Remote and on-site
  • 6. Assessing the needs of nonprofit organizations • Outside help from someone w/ technology expertise • Determine functional needs based on business needs of the organization • Prioritize the functional needs • Research and analysis • Define scope and costs of the projects • Set a timeline
  • 7. Technology Assessment Could cover the following areas: • IT network and computing devices • Email • Productivity software • File sharing and collaboration • File storage and backups • Constituent Relationship Management (CRM), program and functional database(s) (i.e. case management system, fundraising system, etc.) • Web and e-communication needs • Mobile computing • Staffing • Training
  • 8. Assessing Solutions & Cost Expectations • Functionality compared to organizational prioritized needs based in strategic plan/goals • Direct & Indirect Costs • Initial • Ongoing • Future Benefits and Risks • Transition and Migration Plans • Roles to support
  • 9. Trends • Going to “the cloud” • Performance management • Private social networking • Mobile access • Tablets
  • 10. “The interesting thing about cloud computing is that we’ve redefined cloud computing to include everything that we already do. I can’t think of anything that isn’t cloud computing with all of these announcements. The computer industry is the only industry that is more fashion-driven than women’s fashion. Maybe I’m an idiot, but I have no idea what anyone is talking about. What is it? It’s complete gibberish. It’s insane. When is this idiocy going to stop?” Larry Ellison, CEO, Oracle Farber, Dan. “Oracle’s Ellison Nails Cloud Computing,” in CNET “Outside the Lines” http://news.cnet.com/8301-13953_3-10052188- 80.html, retrieved 23 February 2009.
  • 13. Funder considerations • Know and prioritize requirements before examining solution options • Not one size fits all/uniqueness of nonprofit organization’s business • Research solutions/software beyond what you have heard about • Follow the 80/20 Rule
  • 14. What determines success? Technology 80 percent of the success of any 20% People initiative depends on how effectively the people and transition to new processes. 20 percent Process depends on the actual technology solution. 80% People transition The actual technology
  • 15. Funder considerations, cont. • Importance of deciding • Cloud = Outsourcing • Data ownership • What happens if the internet breaks/internet redundancy • Ongoing costs • Incorporate training as part of project budget • Generational differences • Technology capacity building is ongoing
  • 16.
  • 17. Business systems can consist of … A menagerie of tools and software, often times creating duplication of effort… Or it can be purposely planned/decided these are the tools we use to help us accomplish our mission most effectively Free 3rd party tools Paper Excel Excel Access forms files Word databases files files Paper files Email system Excel Donor/ Excel files CRM/Case Contact Excel Accounting files mgmt/ mgmt files system enterprise database database File Server Website Content Mgmt Email blast System system
  • 18. Notable Email and Collaboration tools Hosted file sharing …
  • 19. Notable CRM’s in the market with a Case Management focus
  • 20. Notable CRM’s in the market with an Association/Member Management focus
  • 21. Additional Resources http://www.nten.org/ http://idealware.org/ http://home.techsoup.org http://www.citidc.com Matthew Eshleman, meshleman@citidc.com, 202-449-6711 Katherine Mowers, kmowers@citidc.com, 202-449-6702

Notas del editor

  1. Does the organization, from top to bottom, fully support the project and understand its value andimpact?There are few operational projects more time consuming and difficult than selecting and thenimplementing a new software system, especially when it affects the whole organization.Consequently, these projects cannot be isolated in one department, and require the support of allsenior management. They are difficult because staff must continue to manage their normal day‐todayduties, while at the same time trying to choose and implement a system they likely have neverused, and to translate their current processes into the way the new system will work. Moreover, astechnology becomes further embedded in every aspect of an organization, especially its public‐facingside, there is less and less room for error, which increases the risks and raises the importance of thenew system.Project team: Form a multi‐disciplinary team that will lead the internal project of analyzing yourorganization’s processes and technology needs, and that will serve as the core decision‐making body.The team must be led by a strong project manager, and its direction and composition must have theblessing of senior management, if not their direct involvement. Software selection of key systemscannot be relegated to the IT department, as it is not mainly a technology issue. It should be abusiness development project with strategic value to the whole organization.• Document Requirements: Through a discovery process that involves every appropriate department,create a summary of requirements where you prioritize the functional needs, list the main strategicdrivers, describe the scope of the project, and note technology and integration requirements. Thisdocument will serve as the initial basis of evaluating the software systems and vendors. This will be aworking document, as you will become aware of other needs as you evaluate systems.
  2. What really matters is people, not software and hardware – No matter how good the product, it isnot “the solution” on its own. If people are not prepared for the change, trained on the productappropriately, and encouraged to develop the professional skills required of their position, the returnon investment will be greatly diminished. Investing in people makes the greatest difference. Also,there should be an information manager or database administrator that stays abreast of how thesystem is being used, what new features and training are needed, whether the data is accurate andbeing used correctly, and keeps staff accountable to procedures.
  3. These are people solutions. Technology is only as good as the ability of the staff to use it. Cloud solutions just enable you to make bad decisions faster.No matter how good the product, it isnot “the solution” on its own. If people are not prepared for the change, trained on the productappropriately, and encouraged to develop the professional skills required of their position, the returnon investment will be greatly diminished. Investing in people makes the greatest difference.Vendor examples are in the next two slides
  4. These are people solutions. Technology is only as good as the ability of the staff to use it. Cloud solutions just enable you to make bad decisions faster.No matter how good the product, it isnot “the solution” on its own. If people are not prepared for the change, trained on the productappropriately, and encouraged to develop the professional skills required of their position, the returnon investment will be greatly diminished. Investing in people makes the greatest difference.Vendor examples are in the next two slides