The modern not for profit HOW TO LEVERAGE SHAREPOINT AND CLIENT MANAGEMENT SOFTWARE

Transcription

1 The modern not for profit HOW TO LEVERAGE SHAREPOINT AND CLIENT MANAGEMENT SOFTWARE

2 We love this stuff Started in 2003

3 We love this stuff

4 We love this stuff

5 We love this stuff

6 Today, 33 staff Specialise in the not for profit sector Clients in all states QLD, NSW, VIC, NT, WA, SA We aren t just selling what s in fashion or is cool, we work with the complete IT stack from servers and helpdesk to strategy

7 Why this matters

8 Why this matters Technology rapidly changing the game Competition is increasing Government vision eg. NDIS More accountability and higher levels of governance

9 The data nightmare Excel Access Documents Manila Folders

10 The problems start to grow Everything feels very manual Errors in data and reporting Multiple places where same data sits Data silos Too much tacit knowledge No management visibility

11 The now Cloud solutions Free NFP options

12 The now Cheap to implement More products available Better integration

13 Jack Welch Today IT is a major strategic function in just about every business.even with the advent of a low-cost cloud based solution, it can still feel like IT comes around too often asking for huge sums of money to upgrade this or that system. However there is a terrible cost for marginalizing the CIO - Jack Welch, The Real Life MBA

14 So, what does the modern NFP need? A central technology platform that manages data, streamlines process and delivers insight in a meaningful way Productivity Platform Document Management Business Workflow Management Client Management Financial Management

15 Document Management & Workflow Management

16 Document Management Systems Drop Box Google Docs How Now SharePoint

17 SharePoint Free with Office 365 Intranet CEO updates Policies & Procedures Shared information

18 Start discussion

19 Document Management Document Management Version Control Permissions Follow Documents

20 Workflows Workflow Automate business process Remove checklists and manila folders full of paper

21 Workflows (advanced) SharePoint can do basic workflows More advanced workflows needed? Use Nintex or similar With training, many clients build their own

22 Powerful Search

23 Client Management Systems A simple crash course

24 Client Management Software Stores all Client Information in one place May often encompass other areas eg. asset management, finance, workflow etc. Should preferably be cloud based (unless Microsoft CRM via CU)

25 What sort of functions? Client database Support processes/ticketing Project specific information Task management Timesheets/Rostering Marketing Reporting

26 Key Benefits Improved organisational efficiency Better outcomes/service for clients Better decision making for management Reduction in risk

27 Build or Buy? In 90% of cases, Buy is best! Portability of Product Tacit knowledge issues Ongoing support costs Is building it Core IP? Does it offer competitive advantage

28 How do I find one? What do we have? Audit of what you have create a systems map What would we like? Stakeholder Workshops ICT Survey Develop Requirements Create data model Produce requirements document Go to market Search for suitable products Invite to enter tender process, Evaluate various proposals For some sample templates please me gordon.tan@rgtech.com.au

29 Lots of choices Some choices from the conference

30 Four overlooked questions to ask Ask about the partner Can we have onsite training and weekly post-implementation meetings? Where is the data hosted? How will Support work? Australian Based? SLA?

31 Final words of advice

32 Success factors? Start with IT strategy A large portion of implementations fail because of the wrong partner Design functional requirements clearly before going to market Change Management is biggest hidden cost

33 The modern not for profit ICT Strategy Software (CRM, SharePoint) Business Intelligence/Reporting IT Support & Managed Services Infrastructure (IaaS, Local Hardware)

34 Thanks for listening questions? For more information please visit or me