2. Agenda
• Introduction & Expectation Setting
• Productivity Enablers
– Choosing a Technology Platform
– Technology use in
• Operations
• Finance & Accounting and Governance
• Messaging and Communication
• Fund Raising
• Impact Measurement
• Opportunities in Social Sector using Technology
• Resources
3. Choosing a Technology Platform
Architecture
• Proprietary/Custom
• Cloud-based
Platform
• Open Source
• Microsoft
• Unix/Linux
Management
• In-house on premises : Own team, own hardware
• Outsourced on premises : Subcontractor/Vendor team, own hardware
• SaaS-based: Vendor team, vendor hardware off premises
4. Criteria for Evaluation
Cost
Security Ease of Use
Evaluation
Compatibility Maintainability
Prioritize among the above trade-offs : not all can be met simultaneously !!
5. Approach to Adoption
• Adopt technology at small levels across all functions without
major process changes e.g. use of email across all teams
Incremental
• Then slowly add features and functions e.g. use of Google
docs
• Adopt technology only in selected areas e.g. social media
Prioritized marketing on Facebook/Twitter
• Adopt technology across all functions and change processes
Big-Bang e.g. Microsoft CRM
Choose based on simplest approach – Incremental or Prioritized works best when you have limited resources
6. Technology Enablers
Operations
Communication Finance/Accounting
Marketing Other functions
7. Operations
• Project Management or Task management including allocations and tracking
• Lists and contacts
• Forms/Legal Documents/other paperwork
Need • Process workflows
• Management tools such as word processor, spreadsheets etc (MS Office , OpenOffice,
Google Docs, Microsoft Dynamics CRM)
• Internal Email
Tools • Use of Wiki for information sharing
• Identify level of sophistication needed and volume of data expected
• Assess budgets available for investments (how much are you willing to spend?)
Approach • Identify the must-have features (prioritize what you want automated first)
12. Accounting and Governance
• Accounting for individual as well as the organization.
• Budgetary planning for an organization.
Need • Incentive calculation and progress tracking for employees and the organization.
• Better analysis of reports and graphs and charts generation
• Professional Accounting Software
• Word, Excel spreadsheets
• GoogleDocs
Tools • Online/offline software
• Start record keeping as early as possible
• Identify all regulatory and governance requirements upfront
• Use simple tools to collect data first and later use more sophisticated software to generate reports/charts
as needed
Approach •
22. Fund Raising
• Donor Management :
– Database for supporter details
– Spreadsheet based tracking
– Greenpeace uses a Custom tool to track donor details. Has integration with
bank payments etc
• Websites having Payment Gateways (Paypal)
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23. Impact Measurement
Spreadsheet data can be processed into MIS reports to measure impact
E.g. quantum of Loan given by Micro-finance organizations.
Online portals
Pulse
IRIS
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35. Technology Solutions – ITC e-Choupal
• Weather updates
Farming Knowhow • Crop Information
• Real time access to market
prices – no middlemen
Market Information • Transparent and wider
market access
• Farm commodities out to
Two-way Delivery the market
channel • Essential FMCG , Durables,
Banking to rural areas
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