What are the Latest Technological Tools for Streamlining Processes?

What are the Latest Technological Tools
for Streamlining Processes?
Moderator:
Kyle Reis, Senior Director, Global Data Services & East
Coast Representative, TechSoup Global
Panelists:
Charles Riess, Director, McGladrey LLP
D. Christopher Scavo, Digital Marketing Strategist, Informz
Jacqueline M. Tiso, Chief Executive Officer, JMT Consulting
Overview of Session
Kyle Reis
Senior Director,Global Data Services and
East Coast Representative, TechSoup
Global
Technology Trends: An Overview
1.
The Third Platform
2.
360 Degree Constituent Relationship
Management
3.
Being Responsive to Funders Targeted
Areas of Interest
Charles Riess
Director, McGladrey LLP
How These Trends Apply to My
Organization
1. Getting My Systems to Talk
2. Streamlining How You Respond to
Donors
D. Chris Scavo
Digital Marketing Strategist, Informz
Why Outcomes and Measurement Matter
1.
Activities and Output are No Longer
2.
Streamlining Back Office Systems
Jacqueline M. Tiso
Chief Executive Officer, JMT Consulting
Q&A Session
Kyle Reis serves as Senior Director of Global Data Services and East Coast
Representative for TechSoup Global. Prior to joining TechSoup, he spent more than a
quarter century at the Ford Foundation in Manhattan. During his tenure at Ford, he held
more than a dozen different roles in program, operations and administration. He has a long
affiliation with the philanthropic sector. He served as board co-chair of the Grants
Managers Network, a 3,000-member association of foundation grants managers, and also
helped launch Project Streamline, an effort to improve grant application and reporting
practices.
Kyle Reis
He was a charter member of an advisory committee that built out an “equivalency
determination” repository known as NGOSource. Currently, he serves on the board of the
nonprofit evaluation firm, Innovation Network.
Charles J. Riess is the Director responsible for McGladrey’s Not-for-Profit consulting
services in New York. Charles has over 30 years of experience in strategic business
advisory and technology solutions. He specializes in helping not-for-profit organizations
align their people, processes and technology to achieve higher levels of performance.
His clients include Teach for America, Jewish Federations of North America, New York
Botanical Garden, Girl Scouts USA, AICPA, US Fund for Unicef, Access Community
Health Network, National Philanthropic Trust, American Red Cross of Greater NY, the
Statue of Liberty-Ellis Island Foundation, as well as other smaller mission-driven
organizations.
Charles has significant experience in the planning, evaluation, development and
implementation of financial, fundraising/CRM and management information systems.
He has also provided significant operational, organizational, strategic planning and
general business consulting services.
Charlie Riess
He has conducted numerous Rapid Assessments, prepared Strategic Roadmaps, and
conducted System Selections including requirements analysis, preparation of requests
for proposal (RFPs), proposal/product evaluation, hardware and software selection,
contract negotiation and project management.
Chris Scavo is a Digital Marketing Strategist at Informz where
he provides education, consulting services, and strategic
guidance for their client base.
Chris has worked in the direct and eMarketing industries for over
10 years with various clients in the nonprofit and retail industries
such as Home Depot, Tory Burch, and the National Business
Aviation Association.
Chris Scavo
Jacqueline Tiso is the CEO of JMT Consulting Group. She started the
company in 1991 with the mission of helping nonprofit organizations
achieve their missions through the effective use of fund accounting and
technology tools. The company has evolved over the years to continue to
meet the technology and financial management needs throughout the
nonprofit community. Today, the company has several divisions to support
nonprofits of all sizes nationwide, providing products and services to meet
all of an organization’s back-office and operational needs.
Jacqueline continues to successfully grow her company and has gained
national recognition with the Technology Pacesetter award in Accounting
Today, a Var 100 member, as well as being featured on the cover
of Accounting Technology.
Jacqueline Tiso
Jacqueline has over twenty five years of experience in the nonprofit
sector. Prior to founding JMT Consulting Group, she was CFO and
Comptroller for a number of nonprofit organizations. She has assisted
nonprofit organizations with all financial aspects of their business from
accounting services and technology to high level management and board
consulting.
Technology Trends: an Overview
Charles Riess, Director, Technology and Management Consulting,
McGladrey LLP
E: Charles.riess@mcgladrey.com
P:212-372-1222
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© 2015 McGladrey LLP. AllReserved.
Rights
Reserved.
Three Technology Trends Impacting
Non-Profit Organizations
1) The Third Platform
2) 360 Degree Constituent Relationship Management
3) Being Responsive to Funders’ Targeted Areas of Interest
6
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I. The Third Platform
What you need to know
Mobility
•Increase in
mobile
devices has
required
businesses
and people
to be “always
on, always
connected”
Cloud
•The cloud
removes the
burden of
storing,
archiving,
and
managing
data from
consumers
and
organizations
Social
•Technology
is changing
the way we
interact with
one another,
with
machines,
and with
organizations
Big data
•Access to
data and
data analysis
tools will help
consumers
and
organizations
make better
decisions
Internet of
things
•Everything is
connected
•Connections
happen
without
human
intervention
from any
device or
object
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The third platform
IDC definition
8
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Symptoms that your nonprofit has fallen behind
Higher education
• Grades not posted
online
• Only brick and
mortar classes
• Alumni
groups/networks
not maintained on
social media
Membership and
associations
• Access databases for
members
• Custom developed
applications
• Large IT staff with a
high volume of servers
• High first year turnover
of members
• Email/Paper-based
renewals
• No group on LinkedIn
Foundations and
charitable giving
• Donations
primarily by check
• Significant print
advertising
• Funders tracked
in access or excel
• Primarily paperbased
registration/forms
Health/human
services
• Paper-based
patient records
• Manual tracking of
visits
• Disconnected
systems
• No CRM,
EMR/EHR
technology
9
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How nonprofits are embracing the third platform
Funding

Crowdsourcing

Mobile donations

Digital wallets in
social media
Brand management

Online educational
content

MOOCs

Personalized
customer interaction
Awareness building

Increased integration
of multiple media
channels

Social media

ALS ice bucket
challenge
Human services

Telehealth

Remote monitoring

Mobile EHR
10
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II. Constituent Relationship Management Challenge
Obtaining a 360 Degree View of all Constituent Interactions
Financial
HR/Payroll
Volunteer
Management
Fundraising/
Membership
Education
Retail
Ticketing/
Admissions
Dynamics GP
ADP
Blackbaud
Raiser’s Edge
Blackbaud
Raiser’s Edge
Vista
Celerant
Gateway
Galaxy
11
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Constituent Relationship Management Challenge
Representative IT Applications Integration Framework:
Current State
Financial
Dynamics GP
HR/Payroll
Volunteer
Management
ADP
Blackbaud
Raiser’s Edge
Fundraising/
Membership
Blackbaud
Raiser’s Edge
Ticketing/
Admissions
Education
Retail
Vista
Celerant
12
Gateway
Galaxy
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Constituent Relationship Management Challenge
Architecture for 360 View (using “Best of Breed” applications)
Internal Users
External Users
Browser, Security, Search, Workflow
Browser, Security, Search, Workflow
MIDDLEWARE
Financial
HR/Payroll
Volunteer
Management
Fundraising/
Membership
Education
Retail
Ticketing/
Admissions
Dynamics GP
ADP
Blackbaud
Raiser’s Edge
Blackbaud
Raiser’s Edge
Vista
Celerant
Gateway
Galaxy
© 2015 McGladrey LLP. All Rights
Reserved.
Constituent Relationship Management Challenge
Architecture for 360 View (using “ERP/CRM 360” approach)
CRM 360
E-Commerce
Constituent
Volunteer
Management
14
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Being Responsive to Funders’ Targeted Areas
of Interest
 Funders want to make an impact in targeted areas of
interest in local communities
-
Opportunities to realize increased funding
Must have the policies, processes, systems and controls in
place to comply
• Pre-Award and Post-Award
 Example:
-
General unrestricted funding
• Put more teachers in the schools
Restricted funding opportunities
• Put more STEM teachers in Atlanta
• Put more Native American teachers in New Mexico
15
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This document contains general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or
services. This document does not constitute assurance, tax, consulting, business, financial, investment, legal or other professional advice, and you should
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responsible for any loss resulting from or relating to reliance on this document by any person.
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McGladrey LLP
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212-372-1508
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www.mcgladrey.com
© 2015 McGladrey LLP. All Rights
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Latest Technological
Tools for Streamlining
Processes
D. Christopher Scavo
Digital Marketing Strategist
June 4, 2015
17
© 2015 McGladrey LLP. All Rights
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The Power of Integrations
• Seamless transition of data
• Reduction of manual intervention
• Consistent data
• “Jack be nimble, Jack be quick”
• More powerful Marketing Automation initiatives
18
Integration Challenges
• Defining your data
• Many cooks in the kitchen
• Every system is unique
• Tricky troubleshooting
19
Integration Keys
• Know your data
• Understand where you are
• Have a clear vision of where you want to be
• Plan Ahead and document
• Stay in touch with your data
20
Responding to Donors
• Utilize marketing automation technology
• Know your audience
• Analyze your data
• Speak to the heart of your audience
21
Increase Engagement through Automation
• Think amazon.com
• personalized, timely, relevant
• One-to-one marketing experience
• Nurture relationships
22
Campaign Example
23
Campaign Themes
• Affirmation and Appreciation
• Celebrate the Wins
• Expand the Circle of Influence
24
Performance Monitoring
Jacqueline Tiso, CEO
jtiso@jmtconsulting.com
Where is the NFP Sector MOVING?
 Outcome measures (accountability and transparency)
 Higher expectations of donors and funders
 Data driven performance management
 Fidelity to evidence-based models
 More competition for funds
 Data driven fundraising
“A good hockey player plays where
the puck is. A great hockey player
plays where the puck is going.”
--Wayne Gretzky
YOUR MISSION IS OUR BUSINESS.
Where is the NFP Sector MOVING?
 Government funding has increased compliance reporting and
performance expectations
 Pay for performance, performance-based contracting and
privatization of public sector services
 Entrepreneurial modeling for nonprofits (diversify, scale)
 Data visualization (Dashboards)
 Non-financial reporting
 System integration
YOUR MISSION IS OUR BUSINESS.
It will become more and
more about data.
Perpetual Performance Improvement
Now what are we
going to do with this
information?
What data do we have?
What do we know?
Now
what?
What?
So What?
So what does this mean to
us?
YOUR MISSION IS OUR BUSINESS.
Bridging the Gap to Fuel
Data-Driven Decision Making
“There’s little problem with the accuracy.
The problem is with the usefulness of
the information. It’s crucial that it’s
aligned to our strategic mission.
”
Today’s Systems Need To Do More
Visibility to metrics, measurements &
evaluation is key
Workflow
automation
Full with
audit approvals
trail of
access &
activity
Document
management
attached to
every activity
YOUR MISSION IS OUR BUSINESS.
Automated,
“smart”
events, such
as
notifications
of changes to
master
records
Integrated
systems reinforce
internal controls
& drives process
improvements
What’s Causing the Gap?
Disparate tools
and manual
systems &
processes
Time &
Resources
Systems
Symptoms of the Growing Gap
Struggling with reporting and outcomes
Inefficient manual processes draining
productivity
Dependence on unwieldy spreadsheets
Lack of real-time access & visibility to data
Reactive decision making vs. proactive
initiatives
YOUR MISSION IS OUR BUSINESS.
Envisioning the Future
Current
Environment
YOUR MISSION IS OUR BUSINESS.
Point A…Typical Current Reality
Disconnected, manual systems organization-wide
HR
Contract
& Grant
Manage
ment
Budget
IT
Finance
Donor
Management
Purchasing
PR
YOUR MISSION IS OUR BUSINESS.
Progra
m
Databas
es
CRM
Opportunities for Improvement
Point B…Key Business Process Areas
Constituent
Relationships



Supporter acquisition
Growing lifetime value
Retention
Fundraising &
Sustainability



Grant
Management



Accountability
Encumbrances
Fund accounting
YOUR MISSION IS OUR BUSINESS.
Cover mission fulfillment
LT sustainability
Funding sources
Budgeting &
Forecasting


Proper fund stewardship
Budgets by funds, grants,
programs, funds, etc.
Bottom Line
 There is no single perfect solution for every
nonprofit
 Your unique circumstances and goals will dictate
what option provides the best fit considering:
•
•
•
•
•
•
Compliance requirements
Staff capabilities
Technology infrastructure
Organizational culture
Growth vector
Constraints
YOUR MISSION IS OUR BUSINESS.
Q&A Session