Increasing Your Impact Through... Online Databases

Josh Hoole, Circuit Rider Development Manager, Communities 2.0

What we’ll cover

1. Recap of basics2. Scoping a Database Project3. What are the Options4. Hands On & 1:15. You and Yours

Managing Information – Key features

• Available everywhere• Instantly record activity• Automatic backups• Automatic seamless upgrade• Bespoke

• Needs internet connection• Loss of ‘control’ for Info

Officer• Cost is similar – needs

developer time

Managing Information – Online Solutions• Salesforce - High end and Free for 10 users• CiviCRM – Free but host yourself• Webex - Simpler Access-style database

from £8 - £10pppm“We can reach more people and complete more work in a shorter time, which is exactly what we need” Lisa Johnson, Information Services Manager, Barnardo’s

• Aims - simpler & designed for Third Sector for £750

• MailChimp - Online email management

Managing Information – Think About…

• How does your organisation use information?• Who are your relationships with?• What information do you record?• What information do you need to extract?• Keep it simple

Scoping a DatabaseHave you got:• Internal Agreement• Staff Time• Funding to cover:

• Buying or building• Staff time for research & testing• Training staff • Staffing and managing database

Planning a Database• What information do you currently collect?• What information might you want to collect in future?• What reports do you need to produce? What do you want to get

out of the database• How does information flow through your organisation?

(Collected, entered & reported, and by whom)• Whether to develop a custom database or use an existing

product – which best suits your needs?

Your Organisation – Reality check

• What’s your organisations’ attitude to technology?

• What is your leadership role?

• Who will drive any changes?

• Who will implement any changes?

• What support will you need?

CoffeeThen let's talk tech!

Salesforce Option - Overview

Salesforce demo through The Charity Cloud

CiviCRM Option - Overview

CiviCRM Live Demo

Tinker Time

• ‘Play’ in CiviCRM Demo• Anything relevant to you?

Your Organisation - Magic Wand?

• What changes would you make to run more efficiently, if you were given £1 million?

• Discuss

clickconnectdiscover.org

0845 474 8282