Connecting the Information Dots

Transcription

1 Connecting the Information Dots A Webinar Series for International Not-For-Profit Organizations

2 Webinar Series Date/Time Tues, Feb 11 11:30AM - 12:45PM EST Tues, Mar 11 11:30AM - 12:45PM EST Tues, Apr 8 11:30AM - 12:45PM EDT Tues, May 13 11:30AM - 12:45PM EDT Topic Creating an M&E Custom Solution a Case Study Knowledge Management / Content Management / Publishing and Workflow Cloud Based Solutions For Better Managing Projects And Data In International Development A DevResults Case Study Best Of Breed: Bringing Together Financial, Grant, and Donor Management Systems

3 Questions Type your questions in the QUESTIONS box of the control panel. We ll ask the presenters to respond to timely questions during their presentation. We ll address the rest of the questions at the end of webinar. By default, your microphone is muted. Because we have so many attendees, we ll keep everyone muted throughout the webinar.

4 Webinar Recording We ll be recording the webinars in our series We ll make these recordings available to those who attended the webinars first, and eventually to the general public

5 Today s Webinar Executive Summary: Analysis of InsideNGO s Annual Software Survey Marie McNamee, Director of Programs, HR, IT & Legal, InsideNGO Brooke Kassner, Program Associate, InsideNGO Elizabeth Pope, Director of Research and Operations, Idealware William Lester, Executive Director, NPOKI Igal Rabinovich, CEO, n-village

6 Let s Take a Quick Poll! We want to learn about your organization We want to learn your role within your organization

7 InsideNGO s 2013 Software Survey Overview

8 Overview of Survey & Profile of Participants

9 Survey Format 7 Different topical areas Accounting People Management Grants & Contracts Various Management Software Technology Tools Communication & Phone Systems Strategic Tools Could select multiple responses Surveyed both HQ & Field

10 Overview of Participation Survey Overview: - 66 Participating Organization - Equal distribution of budgets, staff sizes, mission, etc. - Responses collected for both HQ and Field - Responses collected in December 2013 Participating Agencies Organizational Budgets Budget Size # of Orgs % of Total Less than $10 million 12 18% $10 million -$24 million 10 15% $25 million - $49 million 10 15% $50 million - $99 million 17 26% $100 million - $249 million 11 17% $250 million+ 6 9%

11 Overview of Participation 62 out of 66 organizations responded to IT (HQ) Staff Size Average number below based on budget size* Operating Budget Range Average Dedicated IT Staff (HQ) Average Staff Size at HQ Reporting Organizations Less than $10 Million $10 - $24 Million $25 -$49 Million $50 - $99 Million $100 - $249 Million $250 Million *Note that these averages do not reflect the amount of global IT responsibility for each incumbent or the average staff size on a global scale

12 Accounting Software General Ledger HQ: Blackbaud Financial Edge & QuickBooks: 17% Field: 50%+ utilize QuickBooks Financial Reporting HQ: Varied, 41% use Excel with other tools Field: Excel and/or QuickBooks primarily Budgeting HQ: 44 out of 60 use Excel Field: 40 out of 51 use Excel

13 Accounting Software- General Ledger General Ledger Headquarters Field Office Blackbaud- Financial Edge 10 4 Deltek Cost Point 8 2 Financial Force (Salesforce.com) 2 1 FundEZ 3 2 Intacct 1 0 Microsoft Dynamics GP (Great Plains) 4 1 Microsoft Dynamics SL 4 0 Oracle Financial 2 1 QuickBooks Sage MIP Fund Accounting 6 2 Sage Peachtree 0 1 Serenic Navigator 6 5 Sun Systems 2 3 Unit 4 Agresso (ERP) 4 3 None or n/a 1 3 Other, check box and specify below Total Reporting Organizations 58 53

14 People Management Software Human Resources Information System (HRIS) HQ: 18 out of 64 orgs use Excel in some form Field: 50%+ use Excel Performance Management/Appraisal Software HQ: 40% have no tool, 13% Excel Field: 49% have no tool Benefits Administration HQ: 29% ADP, 17% Excel Field: 44% use Excel Payroll HQ: 50% + use ADP Field: 12 use Excel and 12 use other resources (out of 43) Electronic Timesheet HQ: No common tool Field: 50%+ use Excel Travel Expense Reporting HQ & Field: 50%+ use Excel Applicant Tracking HQ & Field: 23% and 39% (respectively) have no system

15 People Management Software- HRIS HRIS Headquarters Field Office ADP 18 4 Ceridian 6 1 Deltek Cost Point 3 2 Excel Epicor HR 3 3 FairSail (Salesforce.com) 1 0 Lawson HR 2 0 PayChex 6 3 UltiPro 3 1 WorkDay 1 1 None or n/a 6 10 Other, check box and specify below Total Reporting Organizations 64 51

16 People Management Software Travel & Expense Reporting Travel & Expense Reporting Headquarters Field Office Concur 6 3 Custom 5 5 Deltek 3 2 Excel Oracle 1 1 Replicon 3 2 None or n/a 3 6 Other, check box and specify below Total Reporting Organizations 64 52

17 Grants & Contracts Software Grants & Contracts Management HQ: Excel (24), Custom Application (12) and Salesforce (10) Field: 35% use Excel Sub-Awards HQ & Field: 40%+ do not have a system

18 Grants & Contracts Software- Management Grants & Contracts Management Headquarters Field Office Access 5 0 Custom Application 12 9 Deltek 4 0 Excel MS Office Suite 5 3 Raisers Edge 3 1 Sage MIP 5 3 Salesforce 10 2 Serenic 5 3 None or n/a 3 10 Other, check box and specify below Total Reporting Organizations 63 47

19 Various Management Software Project Management HQ: Out of 63, 35 use Excel, 20 Microsoft Project, 13 Microsoft SharePoint, 11 Google Docs, 9 Smart Sheet, and 8 BaseCamp Field: 50%+ use Excel Inventory/Commodities Management HQ & Field: 50%+ use Excel Customer Relationship Management (CRM) HQ: 1/3 use Salesforce Field: 50%+ do not have/use a CRM tool Donor Management/Fundraising HQ: Out of 59, 20 use Raiser s Edge, 15 Salesforce and 12 Black Baud Field: Almost 60% no tool Learning Management (LMS) HQ & Field: 45%+ have no LMS, at HQ 30% use LINGOs and 25% in Field Video Tutorial Software HQ & Field: 50%+ no tool

20 Various Management Software Project Management Project Management Headquarters Field Office Access 1 1 Asana 1 1 Basecamp 8 4 Custom Application 6 5 Deltek Cost Point 4 1 Excel Filemaker Pro 1 0 Google Docs 11 6 Microsoft Project Microsoft SharePoint 13 9 Sage 2 2 SmartSheet 9 5 None or n/a 8 12 Other, check box and specify below Total Reporting Organizations 63 52

21 Various Management Software Customer Relationship Management Customer Relationship Management Headquarters Field Office Access 1 0 Blackbaud 9 3 Convio 7 3 Excel 4 4 Microsoft CRM 3 2 Outlook 8 5 RaisersEdge 12 3 Sage 2 1 SalesForce 20 7 None or n/a 7 22 Other, check box and specify below Total Reporting Organizations 59 42

22 Technology Tools Virus Protection HQ: 50% Symantec Field: 34% Symantec, 25% Kaspersky Spam Filter HQ: 36% Postini, 30% Symantec Field: Variety Cloud Storage HQ: Top three out of 57: DropBox (30), Google (23) and SkyDrive (Office 365) (12) Field: Top two out of 52: DropBox (31) and Google (21) Back Up Software HQ: 15 out of 55 Symantec Backup Exec Field: 33% no tool Web Content Management HQ: Top three out of 55: Drupal (21), WordPress (19) and SharePoint (13) Field: Top three out of 37: WordPress (11), SharePoint (9) and Drupal (6)

23 Technology Tools- Cloud Storage Cloud Storage Headquarters Field Office Amazon S3 7 2 Box.net 9 6 DropBox Google Microsoft Live 3 1 SkyDrive (Office 365) 12 7 SugarSync 1 0 None or n/a 8 7 Other, check box and specify below Total Reporting Organizations 57 52

24 Technology Tools- Web Content Management Web Content Management Headquarters Field Office Drupal 21 6 ExpressionEngine 2 0 IBM Web Sphere 1 0 Joomla 3 2 SharePoint 13 9 WordPress None or n/a 6 11 Other, check box and specify below Total Reporting Organizations 55 37

25 Communications and Phone Systems Content Management (CMS) HQ: Top three out of 55: SharePoint and Drupal (17) and WordPress (15) Field: 40% have none Web/Video Conferencing HQ: Top three out of 63: GoToMeeting/Webinar (30), Skype Business (24) and WebEx (22) Field: Top three out of 51 Skype Business (17), Voice Over IP (VOIP) HQ: Out of 64: Skype (26) and Cisco (19) Field: 50% use Skype Smart Phones- Company Provided Operating Systems HQ: 25% give stipend and allow BYOD; 15% do not support, remaining support iphone, Blackberry & Android Field: 27% give stipend and allow BYOD; 19% do not support; remaining support iphone, Blackberry & Android Online Community Platforms (Internal/External) HQ: 60%+ Facebook Field: 45% Facebook

26 Communications & Phones- Content Management (CMS) Content Management (CMS) Headquarters Field Office Alfresco 1 0 Convio 4 3 Custom 2 0 Drupal 17 6 Joomla 2 1 Plone 3 0 SharePoint WordPress 15 9 None or n/a 8 16 Other, check box and specify below Total Reporting Organizations 55 41

27 Strategic Tools Business Intelligence & Data Analysis HQ & Field: Excel most popular Enterprise Resource Planning HQ & Field: 66% and 73%, respectively, no ERP Firewalls HQ & Field: Cisco & sonicwall Document Management HQ & Field: ShareDrives/File Server common & SharePoint, DropBox & GoogleDocs Knowledge Management HQ & Field: 43% and 59% no KM tool, SharePoint 30%+ M&E Tools HQ & Field: Split did not have M&E tool or had custom

28 Strategic Tools- Document Management Document Management Headquarters Field Office Alfresco 1 0 Box.net 10 6 Dropbox Google Docs Logical Shares 4 6 Shared Drives/File Server SharePoint None or n/a 3 6 Other, check box and specify below Total Reporting Organizations 63 55

29 Strategic Tools- Knowledge Management Knowledge Management Tools Headquarters Field Office Drupal 5 5 SharePoint None or n/a Other, check box and specify below Total Reporting Organizations 54 44

30 Elizabeth Pope Idealware s Director of Research and Operations

31 Tech Can Increase Efficiency

32 Software Can Help!

33 A CRM for Everyone

34 Confidence in the Cloud

35 Mobile Everywhere

36 Internal and External Collaboration

37 Do What s Most Logical

38 Q & A

39 Contact Information: Marie McNamee: Brooke Kassner Elizabeth Pope Igal Rabinovich: Bill Lester:

40 Connecting the Information Dots A Webinar Series for International Nonprofit Organizations