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Making the Most of Not-for-Profit
        Technology Trends

                Presented by
Ian Ryder, CEO & Founder, appiChar Australia
                 May 2012
Today’s Presentation
•   About appiChar and Ian Ryder (that’s me)
•   Where we’ve come from – the last 50ish years
•   A summary of the NFP technology landscape
•   How it’s changing
•   What does it actually mean on the ground?
•   CRM and its impact
•   A quick nod to the future
About appiChar
•   Providing solutions to NFPs for 11 years
•   Work just in the NFP sector, commercially run
•   We only grow by having happy customers
•   London, Sydney, Melbourne & Canberra
supporter360
•   Developed supporter360 on Salesforce platform, going in
    first 25 organisations now in Aus, UK, Italy, NZ
About Me
•   In technology world for 23 years
•   Started appiChar 11 years ago
•   Came over to Australia three years ago
•   Discovered the NFP sector in 1999 and haven’t
    looked back!

           http://appiboss.wordpress.com
             http://twitter.com/appiboss
              i.ryder@appichar.com.au
Some Context: The Last 50ish Years
The 2000s in NFP Tech
Three Bands of NFP Tech Thinking

                 The pragmatic middle
                   ground – neither
                 overly commercial nor
                  overly ‘open source’




Often zealous!    Hopefully just right!   Shareholders 1st
Some amazing                              Held back
technologies.                             innovation.
Bands Merging – Disruption Time!




                                     Overly-
                                     commercial
                                     time is
                                     nearly up.
       ‘Open’ cloud platforms –
     perfect blend of open source    Open is the
     thinking, commercial reality.   only way.
What’s Actually Changing?
•   New web development platforms – not Windows
•   Platform = opportunities and constraints for developers
•   The web should be all about the removal of constraints
•   Platforms as a Service (PaaS)
An Integrated best-of-breed app future

                                Web
                              Interface



                                                  Fundraising,
      Finance, HR,                                Membership,
         Admin                                     Volunteers,
                               Core                Services etc

                             Platform


                                                                  Pick & choose
                Multiple
                                             Email
                 Online
                                           Marketing,
               Fundraising
                                          Social Media
                  Tools
‘Shared services’
• Always been a hot topic in sector
• Why? Because it makes sense…when done well
• Much better use of resources, focus on reason for existing

• Cloud / SaaS = shared services done beyond anything sector
  could do itself

• When I say ‘cloud’ I mean ‘multi-tenant’
  like Google or Salesforce
Multi-tenant (the non-techie version)




Lick of paint? Everyone   Lick of paint? At some
gets it                   point…hopefully
Pick the right apartment block




 History of not falling over is useful..
So all that means…
• Much faster change – at every level, orgs & humans!
• Opportunities and risks in new places
• Organisations HAVE to become much more tech-savvy
• CEOs & senior managers HAVE to become tech-savvy
• How can you set a strategy without knowing what you’re
  getting into?
• Competitive disadvantage by not taking opportunities
• Get used to an increasing pace of change – this is still new!

• Just to be clear – I’m not talking about social media 
‘Cloud’ + CRM = The Big Opportunity
•   End of departmental silos – services, fundraising, marketing..
•   One record per person – see the full picture, say right things
•   Automated processes, workflows, approvals etc.
                                             Case
                                          Management
                                              /
    Government,
      Funders
                                           Services



                   Reporting                                   Marketing &
                    & Billing                                  Fundraising
                                           Customer?
                                           Volunteer?
                                            Family?
                                            Partner?




                                                          HR
                           Personalised
                                                        Finance
                            Web Portal
                                                        Admin
Key players in CRM space
•   Key platforms include Salesforce (the one we use),
    Microsoft Dynamics, Oracle, NetSuite
•   Specialist not-for-profit offerings on Salesforce
    (supporter360) and Dynamics (CRM4nfp) from Infoxchange
    (developed in Australia)

•   Pre-packaged offerings = lowest cost, lowest risk way to
    benefit from CRM (Warning: own-book-talking!)
Some modern CRM capabilities
What about the future?
• Software market is changing rapidly, open cloud-based
  platforms will dominate
• The same dynamics are at work just like mobile market –
  small number of BIG platforms




 • Think carefully before you sign up to a traditional client-
   server system – will it be relevant some time very soon?
Thank you!
• For more information, visit:

             http://supporter360.net




         http://appiboss.wordpress.com
           http://twitter.com/appiboss

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#CU12: Making the most of not-for-profit technology trends - Ian Ryder at Connecting Up 2012

  • 1. Making the Most of Not-for-Profit Technology Trends Presented by Ian Ryder, CEO & Founder, appiChar Australia May 2012
  • 2. Today’s Presentation • About appiChar and Ian Ryder (that’s me) • Where we’ve come from – the last 50ish years • A summary of the NFP technology landscape • How it’s changing • What does it actually mean on the ground? • CRM and its impact • A quick nod to the future
  • 3. About appiChar • Providing solutions to NFPs for 11 years • Work just in the NFP sector, commercially run • We only grow by having happy customers • London, Sydney, Melbourne & Canberra
  • 4. supporter360 • Developed supporter360 on Salesforce platform, going in first 25 organisations now in Aus, UK, Italy, NZ
  • 5. About Me • In technology world for 23 years • Started appiChar 11 years ago • Came over to Australia three years ago • Discovered the NFP sector in 1999 and haven’t looked back! http://appiboss.wordpress.com http://twitter.com/appiboss i.ryder@appichar.com.au
  • 6. Some Context: The Last 50ish Years
  • 7. The 2000s in NFP Tech
  • 8. Three Bands of NFP Tech Thinking The pragmatic middle ground – neither overly commercial nor overly ‘open source’ Often zealous! Hopefully just right! Shareholders 1st Some amazing Held back technologies. innovation.
  • 9. Bands Merging – Disruption Time! Overly- commercial time is nearly up. ‘Open’ cloud platforms – perfect blend of open source Open is the thinking, commercial reality. only way.
  • 10. What’s Actually Changing? • New web development platforms – not Windows • Platform = opportunities and constraints for developers • The web should be all about the removal of constraints • Platforms as a Service (PaaS)
  • 11. An Integrated best-of-breed app future Web Interface Fundraising, Finance, HR, Membership, Admin Volunteers, Core Services etc Platform Pick & choose Multiple Email Online Marketing, Fundraising Social Media Tools
  • 12. ‘Shared services’ • Always been a hot topic in sector • Why? Because it makes sense…when done well • Much better use of resources, focus on reason for existing • Cloud / SaaS = shared services done beyond anything sector could do itself • When I say ‘cloud’ I mean ‘multi-tenant’ like Google or Salesforce
  • 13. Multi-tenant (the non-techie version) Lick of paint? Everyone Lick of paint? At some gets it point…hopefully
  • 14. Pick the right apartment block History of not falling over is useful..
  • 15. So all that means… • Much faster change – at every level, orgs & humans! • Opportunities and risks in new places • Organisations HAVE to become much more tech-savvy • CEOs & senior managers HAVE to become tech-savvy • How can you set a strategy without knowing what you’re getting into? • Competitive disadvantage by not taking opportunities • Get used to an increasing pace of change – this is still new! • Just to be clear – I’m not talking about social media 
  • 16. ‘Cloud’ + CRM = The Big Opportunity • End of departmental silos – services, fundraising, marketing.. • One record per person – see the full picture, say right things • Automated processes, workflows, approvals etc. Case Management / Government, Funders Services Reporting Marketing & & Billing Fundraising Customer? Volunteer? Family? Partner? HR Personalised Finance Web Portal Admin
  • 17. Key players in CRM space • Key platforms include Salesforce (the one we use), Microsoft Dynamics, Oracle, NetSuite • Specialist not-for-profit offerings on Salesforce (supporter360) and Dynamics (CRM4nfp) from Infoxchange (developed in Australia) • Pre-packaged offerings = lowest cost, lowest risk way to benefit from CRM (Warning: own-book-talking!)
  • 18. Some modern CRM capabilities
  • 19. What about the future? • Software market is changing rapidly, open cloud-based platforms will dominate • The same dynamics are at work just like mobile market – small number of BIG platforms • Think carefully before you sign up to a traditional client- server system – will it be relevant some time very soon?
  • 20. Thank you! • For more information, visit: http://supporter360.net http://appiboss.wordpress.com http://twitter.com/appiboss