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IDEA Imagine, Design, Execute, Assess Dream, Design, Deliver D3v2 Jeremy Pitman Microsoft, Tech for Social Impact Jean Louis Ecochard NetHope’s Center for the Digital Nonprofit Rui Lopes HIAS International

IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

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Page 1: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

IDEAImagine, Design, Execute, Assess

Dream, Design, Deliver D3v2

Jeremy PitmanMicrosoft, Tech for Social Impact

Jean Louis EcochardNetHope’s Center for the Digital Nonprofit

Rui LopesHIAS International

Page 2: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

CONNECTED

A digitally transformed nonprofit benefits from beneficiary-centric connected work flows, agility of networked organization structures, more fully informed decisions made with good and readily available data, and the potential of asset-light operations.

Ben

efic

iary

Fo

cus

Operations Focus

TECH-ENABLED

DIGITAL

AUTOMATED

(e.g. ERP, AP/GL HRMS, DM&E, Fundraising system, MIS skills)

(e.g. Devices, networks, O365, cloud, email, video conference, ICT skills )

“Digital nonprofits start by changing the way

people work through redesigned processes

that are made possible by technology”

– NetHope

Would a CIO, Manager or Field staff state:

“This has completely transformed the way I

work”

Seeking > 10x mission impact

(e.g. ICT4D , beneficiary-facing apps, beneficiary digital skills education)

End-to-End transformation of peopleand processes made possible by

technology abundance

De-mystifying Digital Transformation

Page 3: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

IDEA

“The challenges the humanitarian sector is up against—where the needs supersede the funding available—will require new approaches. We need to team up with new partners and seek to do more with less. The Dream session we just concluded with Microsoft and Accenture is an exciting start for NRC to explore new partnerships and new ways of working.” – Jan Egeland, CEO, Norwegian Refugee Council

"As I reflected on the 3 days, I am so encouraged and excited. It's not just that I didn't know some of the technologies existed, but I never thought we would be able to make use of them…the commitment from Microsoft and NetHope to support us and the sector made me believe that these are now possible" – James Ray, Senior WASH Advisor, MedAir

“I came in with a bias, but that bias is now gone…I feel much more comfortable with the approach we’ve identified coming out of this session. No doubt about it.” – Em Fackler, CIO, International Rescue Committee

IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit. The first IDEA implementation pilot is based on Dream, Design, Deliver, a social impact accelerator developed by Microsoft.

Page 4: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

Dream, Design, Deliver (D3) Pilot

5

Solution 1

Solution 2

Learn

ing

s

People, Process, Technology

D3 – v2Solution 3

Solution 3

Solution 3

Page 5: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

Wash D.C., USA Geneva, Switzerland Denver, USA

Oslo, NorwayNew York, USA

Page 6: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

IMAGINE/DREAM DESIGN EXECUTE/DELIVER ASSESS

Org.(Partner)

SolutionsDreamt Up

Dream Design Deliver

Thought Out

Envision Solutions

Dream Book

Scoped Created Outputs Solution Started

Pilot Complete

Deploy Complete

I.P. Captured

Assess Impact

HIAS(Revel)

1. Recruiting and Talent Management2. Donor Management3. Knowledge Mgmt/ One Source of Truth

Done May 2018May 2018

Sep 2018

MedAir(Accenture)

1. AI for Crisis Monitoring2. IoT Kit for Medical Centers3. Field Common Data Model

Done May 2018June 2018

TBD

Compassion(Accenture)

1. Data Platform to inform strategic direction (new products, investment areas, risk, growth)2. Champion Platform more Sponsors3. IoT Kit for Frontline Churches 4. Marketplace for anonymized data

Done May 2018July 2018

Nov 2018

NRC(Accenture)

1. AI Beneficiary Mgmt & Info tool2. Legal services chatbot hotline/messenger3. Digital beneficiary case management/Volunteer engagement

Done Jun 2018July 2018

Sep 2018

IRC(Revel)

M&E and Data Culture Done Sep 2018Oct 2018

Nov 2018

Dream, Design, Deliver (D3) Pilot Status, October 2018Microsoft Tech for Social Impact, Nonprofit Digital Transformation Program

Page 7: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

What we’ve learned

• Hard to get C-Level executives at the same place at the same time

• Dx is more business transformation (People, Skills, culture, process) than a technology project

• Provide virtual orientation ahead of onsite workshop

• Value of field-programs participation

• Think beyond your organization

• Prepare to move fast and commit

• Still Learning

Page 8: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

D3 – v2 Goals

Bring forward learnings & momentum

to…

• Provide a proven and smoother process

• Bring value to even more NetHope members

• Advance more Digital Transformation initiatives

• Identify and collaborate on sector solutions

• Enable pipeline of sector solutions to lift up the sector

• Configurable solutions

• More solutions = propensity of adoption

• No siloed solutions

• Common Data Model

• Product group engineering building within Microsoft product line

Page 9: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

Dream, Design, Deliver (D3) Pilot

5

Solution 1

Solution 2

Learn

ing

s

People, Process, Technology

D3 – v2Solution 3

Solution 3

Solution 3

Page 10: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

Dream, Design, Deliver (D3) v2 - Overview

12

Solution 1

Solution 2

Solution 3

(Cluster)

Learn

ing

s

People, Process, Technology

D3 – v3Solution 3

Page 11: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

D3 PilotNetHope led

Microsoft sponsored

3 phases (Dream, Design, Deliver)

2 partners*

5-member capacity

HQ Centered US/Europe

3 days

Scheduled anytime

CEO must attend

Dream 100% sponsored

Design 50% sponsored

Up to $195 Bill rate

No reference

Share Dream Book

Open Arch/Ref Designs, IP

D3 v2NetHope led

Microsoft sponsored

3 phases (Dream, Design, Deliver)

5 partners**

12-member capacity

Field and HQ diversification

2 days (option for 3)

Pre-scheduled dates

CEO attendance recommended

Dream 91% sponsored

Design 59% sponsored

Up to $195 Bill rate

D3 toolkit reference

Share Dream Book

Open Arch/Ref Designs, IP

*ADP, Revel **ADP, Revel, Avenade, WIPFLI, AKA

D3 Pilot vs. D3 v2

Page 12: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

Investment Breakdown

DreamIdeate, and document your

digital transformation journey.

Your Book of Dreams

DesignBuild your desired state and

roadmap. Form your

Digital Dream Team

DeliverBring your Book of Dreams to

reality and assess impact.

Your Digital Dream Lab

Mem

ber

Co

st

$5,000 +Time and expense

Up to $70,200 +Time & expense

TBD based on solution scope, duration of delivery and locations

Est

imate

d

Co

st

Allo

cati

on

s

9%

91%

Member Microsoft, Partner, NetHope

41%

59%

Member Microsoft, Partner, NetHope

94%

6%

Member Microsoft, Partner, NetHope

Page 13: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

Application Flow

Propose 1-3 Dream Scenarios

Digital Nonprofit Ability (DNA) assessment

Digital Nonprofit Skills (DNS) assessment

Information about your Organization survey

Microsoft and Partner survey

$5,000 payment

Three potential dates & locations for the 2-day Dream session

Who plans to join these sessions

Page 14: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

HIAS TestimonialRui Lopes, CIO

Page 15: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

Timeline

• Sept 1st | Onboarded new partners (done)

• Sept 27th | Date Slots and Application Complete (done)

• Oct 9th | Feedback from NetHope members

• Oct 9th – Nov 19th | Application window opens

• Nov 4th-9th | Deeper engagement at Summit

• Jan – Jun 30th | Dream Sessions held

Page 16: IDEA - NetHope...IDEA (Imagine, Design, Execute, & Assess), is a broad umbrella for digital transformation processes offered to NetHope members through The Center for the Digital Nonprofit

Discussion and Feedback