Measuring Results And Demonstrating Value.V1

Steve WilliamsDirector, Worldwide Community, SAP BusinessObjects

Jane Zhang, Program Director, TechSoup CanadaDonnie Claudino, Marketing Manager, TechSoup Canada

24 June 2008

Measuring Results and Demonstrating Value: Reporting & Analysis for Non-profits and Social Enterprises

About TechSoup Canada

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– TechSoup Global,

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Agenda

What are reports, analytics and dashboards?

How do you decide what to measure and how to show it?

Case Study: Potluck Café

More Examples

We care about Future sustainability. We invest in the Future through our focus on Children, Education and the Environment. We do this through:

• Using our technology to transform social

issues and build capacity in community

organizations

• Leveraging our talent to create

meaningful gifts to the community and

strengthen employees’ careers

• Community leadership that inspires

employee engagement and attracts top

talent

• Attracting partners and customers through

our reputation as a caring company and

corporate citizen

Community vision

How non-profits use our technology

Donor reporting

Board of Directors reports and dashboards

Operational reports

Managing volunteers

Fundraising

Communications

HR Reporting

Performance Management

State of the Art?

http://digitalroam.typepad.com/photos/uncategorized/2008/04/19/ledger.jpg

Reporting and Dashboards

Report Samples

Visual “What-if” Analysis

Lenses

Case Study: Potluck Café Society

Potluck Café Case Study

Potluck background Potluck’s vision is to improve the quality of life and economic

vitality in the Downtown Eastside (DTES) community of Vancouver by providing permanent, stable jobs and accessible, nutritious meals to residents

Potluck operates market-rate café and catering enterprises that generate revenues to support Potluck’s food related programs in the DTES

The Challenge Difficulty communicating value (impact) to funders Challenges engaging Board in strategic planning

What to measure?

Who needs to see it?

First drafts

© SAP 2009 / Page 20

© SAP 2009 / Page 21

© SAP 2009 / Page 22

© SAP 2009 / Page 23

© SAP 2009 / Page 24

© SAP 2009 / Page 25

Results

▫“[The board] said ‘Wow! We do all that?’ The dashboard was a great way to communicate to the board both our breadth of programs and depth of impact.”

▫“the board asked: ‘Why do I care about that?’ This was an opportunity for me to use the information we had to hand to communicate the impact of our community involvement. For example, everyone knew the free meal program but was not aware of the community sponsored meal program.”

-- Heather O’Hara, Executive Director, Potluck Café & Catering

Examples

Interactive

© SAP 2008 / Page 32

Example: Mailing List Address Cleansing

Benefits Enable direct marketing with a cost-effective

solution for addressing cleaning Instantly and easily clean, validate, and

correct your customer addresses and mailing lists

Features Basic Data Validation and Cleansing Basic batch-mode address entry Summary-level Reporting Subscription pricing No setup, IT involvement or Capex required

Customers Fits organizations that have modest mailing

requirements (e.g. nearly all SMBs, departments larger firms)

Example: Marketing Campaign Analysis

Marketing Campaign Reporting•Measure and manage email, direct mail and phone campaigns, market and demographic research•Optimize results and maximize return on marketing spend•Integration with CRM systems (e.g. saleforce.com)

Example: Development Reporting

Donor Predictability Modeling•Optimize development and donor predictability•Apply sales pipeline methodology to development

Example: Interactive Stakeholder Communications

Embedded interactivity inside PDFWorld’s leading reporting

and data presentation solution

• Design, explore, visualize, and deliver reports via the web or embedded in enterprise applications

• Deliver personalized reports to thousands of users

Resources

Products TechSoup

http://www.techsoupcanada.ca SAP Business Objects Developer Community

http://diamond.businessobjects.com SAP Business Objects products

http://www.businessobjects.com

Reporting & Measurement Global Reporting Initiative

http://www.globalreporting.org/Home Stanford Social Innovation Review

http://www.ssireview.org/ Demonstrating Value Project

http://www.demonstratingvalue.org

Data Visualization Say It With Charts, Gene Zelazny Back of the Napkin, Dan Roam

http://www.businessobjects.com/

http://www.demonstratingvalue.org/

Product Donations Program

Eligible charities and nonprofits can request from a selection of over 300 donated technology products from 25 donor partners



Step 1. Register with TechSoup Canada

Step 2. Submit qualification documents

Step 3. Request products

• To help you save time, and better understand the registrationprocess, please utilize the Online Registration Worksheet.

Steve WilliamsDirector, WW CommunityEnvironment and Technology [email protected]+1-604-974-2232

Questions?