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The modern not for profitHOW TO LEVERAGE SHAREPOINT AND CLIENT MANAGEMENT SOFTWARE
About Us
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
Why this matters
Why this matters
Technology rapidly changing the game
Competition is increasing
Government vision eg. NDIS
More accountability and higher levels of
governance
The data nightmare
Excel
Access
Documents
Manila Folders
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
The now…
Cloud solutions
Free NFP options
The now…
Cheap to implement
More products available
Better integration
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”
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
Document Management & Workflow
Management
Document Management Systems
Drop Box
Google Docs
How Now
SharePoint
SharePoint
Free with Office 365
Intranet
CEO updates
Policies & Procedures
Shared information
Start discussion
Document Management
Document Management
Version Control
Permissions
“Follow” Documents
Workflows
Workflow
Automate business process
Remove checklists and manila
folders full of paper
Workflows (advanced)
SharePoint can do basic workflows
More advanced workflows needed? Use Nintex or similar
With training, many clients build their own
Powerful Search
Client Management Systems
A simple crash course
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)
What sort of functions?
Client database
Support processes/ticketing
Project specific information
Task management
Timesheets/Rostering
Marketing
Reporting
Key Benefits
Improved organisational efficiency
Better outcomes/service for clients
Better decision making for management
Reduction in risk
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
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 proposalsFor some sample templates please email me
Lots of choices
Some choices from the conference
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?
Final words of advice
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
The modern not for profit…
Infrastructure (IaaS, Local Hardware)
IT Support & Managed Services
Software (CRM, SharePoint) Business Intelligence/Reporting
ICT Strategy
Thanks for listening – questions?
For more information please visit http://www.rgtechnologies.com.au or
email me [email protected]
