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E-MergingThe Way Ahead for the Third Sector    Managing a merger successfully            Fay Heatley                 A cas...
AVAILABLE FUNDING / DEMAND FOR SERVICESSISTER “NOT FOR PROFIT” ORGS                               LITTLE OVERLAP = SHARED ...
The Scale of the Project                              Legal assistance: Taylor Wessing                              Due di...
2008/2009       RADAR         NCIL     DISABILITY ALLIANCE   SKILL             JOINT WORKING/MERGER EXPLORATION AGREED    ...
IT Systems Review: What was the brief? KEY BUSINESS  PROCESSES   should beinteractive andfully supportedINFRASTRUCTURE    ...
Brief criteriaEfficiency: to reach more disabled people, to be able to scale up servicesJoined up systems, where customer/...
The Plan1. Involve staff: set up panels for evaluation of new systems   (one for Finance and one for CRM)2. Establish long...
Essential Applications Identified       INTERACTIVE          CUSTOMER         FINANCE         WEB SITE          RELATIONSH...
The Market and The OutcomeThere is a wide range of CRM products available/suitable for theNFP/charity sectorAim was best o...
Putting it all together
Next steps: Phase 3 ImplementationDisability Rights UK will start trading in January and be launched inSpring 2012•   Syst...
More mergers predicted in the sector, largenational (group structures or mergers toform new charities)Or bigger national c...
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E-Merging: the Way Ahead for the Third Sector

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Fay Heatley of Always Thinking Associates presents her session E-Merging: the Way Ahead for the Third Sector at Lasa's Powering Up The Third Sector Technology Conference at IBM Forum London, 14 November 2011

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  • This presentation will cover the critical success factors of the growing trend of mergers and unification in the Third Sector.In the current financial climate this can be the answer to sustainability.Organisations can work more closely together and can take the steps to merge.The session will also cover how the merger to create Disability Rights UK has been supported by the selection of new IT systems to allow streamlining and integration of the 3 charities into one new organisation.
  • Disability Rights UK: October 20113 year projectMerger of 4 organisations:RadarDisability AllianceNational Council forIndependent LivingSkill (folded earlier this year)
  • An extremely well planned mergerTaking place over 3 yearsI have been one of 30 'pro bonos' and there has been funding of £300,000My role has been IT consultant and project managerWorking with a small team at Disability Rights Funding seen as risky2 stages: 1st tranche at risk2nd confirmed after merger is formalisedEsme FairburnFidelity TrustParticular priority for IT systemsEarmarking funding for merger costsLarger/more progressive fundersMerger seen as important in the sector for sustainability(for orgs that they've given grants to)Otherwise orgs could easily have folded by next yearLeaving no legacy for previous funding
  • Richard Gutch, will be writing a guideExploration (18 months)Planning (1 year) IT/systems work stream comes in hereImplementation (6 months)ExplorationGood idea?Work more closely?Mainly with 4 trustees and 3 Chief ExecsConducted at trustee level and explained so that staff are awareNearly stalledThen the Chief Exec of Disability Alliance moved on: "it's now or never"Planning, 1 year agoA big hitter, Richard Gutch, appointed as Project Manager for the mergerStaff advisedAll 3 AGM's in Oct/Nov 2010 agree in principle to unificationDetailed PlanningDue diligenceBusiness PlanSystems Plan (This is where ICT review sits)"This was a very intense time.”Leading to 3 AGM's  in Oct 2011 for final ratification of merger.
  • A review of systems and IT needs for Disability Rights Partnership, to become Disability Rights UKStreamline and integrate all 3 charities existing systems to allow for efficient workingAccounting, sales and fulfillmentMembership and adminAdvice recordingContacts and communicationsCorporate relationshipsHR (staff will be part of contacts in CRM)FundraisingPublications
  • At the scoping stage of the project, the agreed option was to look for a new Finance system and a new CRM system. There had been little investment previously so there were no significant legacy systems worth keeping.This was a systems review, not a web site project, and there are 3 web sites already, one for each organisation.The finance system had to be treated as a priority to secure accounting for the new organisation.The requirement was to ensure some integration between Finance and CRM for sales.And as the Third Sector is rapidly adopting on-line interaction with members, a CRM involves the building of a micro web site, adopting the newest technologies including private social networks.
  • The challenge for organisations is to align everything behind a public faceAnd align very closely with their membershipAnd this is being driven by the development in web technologies
  • Project board established3 Chief Executives, Finance Director + Sarah!Established staff groups:Select new IT systemsPolicy and CampaigningAdviceMembership 
  • Transcript of "E-Merging: the Way Ahead for the Third Sector "

    1. 1. E-MergingThe Way Ahead for the Third Sector Managing a merger successfully Fay Heatley A case study: Disability Rights UK ALWAYS THINKING Fay Heatley Project Manager Telephone 0751 3332839 fay.heatley@alwaysthinkingonline.com Business and IT Solutions
    2. 2. AVAILABLE FUNDING / DEMAND FOR SERVICESSISTER “NOT FOR PROFIT” ORGS LITTLE OVERLAP = SHARED SERVICES? SOME OVERLAP = COOPERATIVE COMMISSIONING? SUBSTANTIAL OVERLAP = MERGER!
    3. 3. The Scale of the Project Legal assistance: Taylor Wessing Due diligence Interior Designers: Ghost Projects Consultants (KPMG) Recruitment (Prospectus) iT4Communities.org.uk IT4Comunities (me!) Esmee Fairbairn FoundationNFP Technology Conference Fidelity Trust Comic Relief Dept of Health 3 years, 30 pro bonos, £300,000 funding
    4. 4. 2008/2009 RADAR NCIL DISABILITY ALLIANCE SKILL JOINT WORKING/MERGER EXPLORATION AGREED PLANNING PROCESS AGREED Ceased Trading but Functions AGM Saved AGM AGM FUND RAISING/COMMISSIONINGVery tightdeadlines TRANSFORMATION PROJECTS SYNCHRONISED AGMS APPROVAL Branding, premises, Finance, HR, CRM & Web
    5. 5. IT Systems Review: What was the brief? KEY BUSINESS PROCESSES should beinteractive andfully supportedINFRASTRUCTURE INFRASTRUCTURE ELEMENTS – ACCOMMODATION, NEW FINANCEAccessible, easy SYSTEM, FULL SUPPORT FOR HRto use and a IT – MUST BE SECURE, REMOTE ACCESSsmallerproportion oftotal budgets
    6. 6. Brief criteriaEfficiency: to reach more disabled people, to be able to scale up servicesJoined up systems, where customer/funder/corporate name can be linked to allprevious contacts and conversationsSimplicity: Existing systems had very little automation, no integrationMust support modern fundraisingIntegrated customer contact system crucialTo ensure effective and simple working for the new charityInnovation: Innovative ways to reach more disabled peopleMarket segmentationTailoring of responsesEPOS to encourage access to guidesAccessibility: Must be accessible for people with visual impairment
    7. 7. The Plan1. Involve staff: set up panels for evaluation of new systems (one for Finance and one for CRM)2. Establish long list of possible systems3. Agree specification + business processes to be supported4. Request for Information to suppliers5. Agree shortlist for testing/prototyping6. Testing/prototyping7. Due Diligence (take up references)8. Procurement decision9. ContractImplementation www.sayervincent.co.uk/
    8. 8. Essential Applications Identified INTERACTIVE CUSTOMER FINANCE WEB SITE RELATIONSHIP MANAGEMENT MANAGEMENT INTERACTIVE CRM FINANCE DATABASE MANAGEMENT INTERACTIVE WEB SITE
    9. 9. The Market and The OutcomeThere is a wide range of CRM products available/suitable for theNFP/charity sectorAim was best of breed off the shelf, for example IRIS Donor StrategyCRMs are now part of Web 2.0: the days of selecting back enddatabases that are not integrated with the web site are overParticularly for membership, subscriptions, private socialnetworks, and sales of products. civicrm.orgThe most innovative are Open Source led from America:CiviCRM and DrupalDisability Rights UK have gone with CiviCRMAdvantages are low cost of ownership, scalability, massiveinternational user communityMy output was a successful process and the outcome of the processwas a successful procurement. Implementation is the next stage.
    10. 10. Putting it all together
    11. 11. Next steps: Phase 3 ImplementationDisability Rights UK will start trading in January and be launched inSpring 2012• Systems work• Staff recruitment• Re-branding• Accommodation: co-location of RADAR, NCIL and DA in December 2011 "This stage is actually making it happen“ (Richard Gutch)
    12. 12. More mergers predicted in the sector, largenational (group structures or mergers toform new charities)Or bigger national charities taking on smallerlocal ones (take overs)Will all mergers be as well resourced?Are there any shortcuts?Collaboration/consortia/co-ops?Shared services? (IT, Finance, HR, shared businessprocesses)Questions?
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