Tools of the Trade: Technology 101

April 28, 2011

Yully Cha, Executive Vice President of Programs, The Steppingstone Foundation

Kathleen Kurre, CEO, TechBridge

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Agenda

Welcome and IntroductionTechnology – An OverviewWhat’s Possible…..Places to BeginConversation and Discussion

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Mission Statement

TechBridge’s mission is to help nonprofits use technology to do more and reach

more people, creating sustainable impact on our community.

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TechBridge Experience

300+ NonprofitsIT DepartmentTransformative ServicesHostingConsulting

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Insights:Technology Overview

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# 1 – Nonprofit technology options are counted in the millions growing to billions

+++++ Searches related to donor management softwaredonation management tracking softwarenonprofit software vendorsfree donor management softwarefundraising software solutionsweb based donor databaseblood donor management softwaredonor perfectmembership management software

donor management software

About 708,000 results (0.11 seconds) 

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# 2 - Most nonprofit organizations haven’t kept up with the technology revolution.

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There’s a Reason…

Most non-profits spend less than 10 percent of revenue on administrative

costs, including salaries and IT.

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# 3 – IT Project 101

Requirements Product eval Design/build Deploy Manage

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# 3 – IT Project 101Requirements

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# 4 – The Need

Clients & Programs

Internal & External Functioning

Fundraising/Financial

Public Image, Stakeholder Relations

0 2 4 6 8 10 12

Source: TechBridge Technology Innovation Award Applications, 2010 and 2011

Increase No. of clients served & hrsImprove program-specific outcomes

Increase no. of volunteers & opportunitiesIncrease No. of new programs

Increase staff efficiencyIncrease ops efficiency

Increase data collection, outcomesIncrease partner efficiency

Increase cost effectivenessIncresase donations

Increase revenueDecrease fund raising costs

Improve connectivity & engagementEnhance public image

0 10 20 30 40 50 60 70

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# 4 – The Need

Source: TechBridge Technology Innovation Award Applications, 2010 and 2011

Area Need Number

Administrative Databases: donor, member, volunteer 37

Office tools & collaboration 31

Online outcome database reporting 25

Streamline communication tools 23

Online donations, donor engagement 17

Volunteer match, registration 9

Online surveys & assessments 9

Technological Online education for clients 26

Technology available for program services 20

Interactive programs 16

Online services 12

Intranet 8

Private social networking 6

Marketing 13

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Navigating the Possibilities:Places to Begin

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# 1 – Technology Assessment

Total dollars spentStrategic business objectivesTechnology componentsBusiness process assessmentPriorities = cost, time, value,

tactical, strategic

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# 1 – Assessment Snapshot

Technology Components

Software & Data Management

Back-up/Disaster RecoveryNetwork InfrastructureInternet ConnectivityRemote AccessServersSecurityWorkstationsPrintersEmailMalware ProtectionCollaboration (Intranet)Support and Maintenance

Business Components

Program SupportOperationsDevelopmentVolunteersAccountingDonorsExtranet

PLAN

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#2 – The Cloud Buzz(The Technology)

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Non-profits stand to gain even more as the cloud business model makes IT more

accessible.

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Most organizations will operate hybrid environments for the foreseeable future.

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# 3 – Sustainable Impact(Functionality)

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# 3 - Functionality

Source: TechBridge Technology Innovation Award Applications, 2010 and 2011

Area Need Number

Administrative Databases: donor, member, volunteer 37

Office tools & collaboration 31

Online outcome database reporting 25

Streamline communication tools 23

Online donations, donor engagement 17

Volunteer match, registration 9

Online surveys & assessments 9

Technological Online education for clients 26

Technology available for program services 20

Interactive programs 16

Online services 12

Intranet 8

Private social networking 6

Marketing 13

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# 3 – Sustainable Impact

Clients and paperMoves to data & outcomesWhen done well, creates reportable ROIInternet, mobile, expansion - enabled

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# 4 - People and process will remain critical variables.

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# 5 – What We Like

Platform technologies (vs. Applications)Community: Collaboration groups &

Expertise80/20 RuleExperience….Experience…Experience

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# 6 – Resources

Handout