Apps - Stuart Lunn, informationworks

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Apps - Stuart Lunn, informationworks

  1. 1. Stuart Lunn, Infoworks<br />Apps<br />Information Systems in the Third Sector<br />
  2. 2. Stuart Lunn, Infoworks<br />Information Systems in the Third Sector<br />Approaches & technologies<br />Organisational Evolution<br />Trends<br />Case reviews <br />Opportunities<br />Conclusions <br />
  3. 3. Stuart Lunn, Infoworks<br />Browser<br />IS approaches & technologies – 7 click history<br />Bespoke <br />CRM Packages<br />Charity Packages<br />Fundraising, Membership…<br />Open Source<br />Open Source<br />Open Source<br />Browser<br />/Desktop<br />.NET etc<br />ASP<br />Raiser’s <br />Edge,<br /> ThankQ, <br />Care, <br />iMIS, <br />IRIS, <br />SodalitaS <br />etc<br />Microsoft<br />Desktop <br />Outsource<br />SQL Server<br />Desktop/Hosted<br />General<br />VB<br />Access<br />In house<br />DOS<br />
  4. 4. Stuart Lunn, Infoworks<br />IS approaches & technologies<br />Open Source<br />General CRM<br />.NET etc<br />Charity <br />Packages<br />Microsoft CRM<br />Outsource<br />SQL Server<br />Access<br />In house<br />
  5. 5. Stuart Lunn, Infoworks<br />CLOUD<br />IS approaches & technologies<br />In house/<br />Outsource<br />Bespoke<br />Desktop<br />Access<br />Access/SQL<br />Open Source<br />Charity <br />Packages/<br />CRM<br />Desktop<br />/Browser<br />Outsource<br />Bespoke<br />Browser<br />.NET etc<br />SQL<br />Charity <br />Packages<br />Proprietary<br />Desktop/<br />Browser<br />General <br />CRM<br />Desktop<br />/Browser<br />Microsoft <br />CRM<br />Desktop<br />/Browser<br />
  6. 6. Stuart Lunn, Infoworks<br />IS approaches & technologies – where it’s at<br />Size<br />IS evolution<br />Other<br />In house <br />/Outsource<br />Bespoke<br />Desktop<br />Access<br />Access/SQL<br />Open Source<br />Charity <br />Packages/<br />CRM<br />Desktop<br />/Browser<br />Outsource<br />Bespoke<br />Browser<br />.NET<br />SQL<br />Charity <br />Packages<br />Proprietary<br />Desktop<br />/Browser<br />Microsoft <br />CRM<br />Desktop<br />/Browser<br />General <br />CRM<br />Desktop<br />/Browser<br />
  7. 7. Stuart Lunn, Infoworks<br />Evolution<br />management<br />Access <br />Database<br />spreadsheet<br />manual <br />administration<br />manual <br />administration<br />manual <br />administration<br />activity<br />activity<br />activity<br />activity<br />
  8. 8. Stuart Lunn, Infoworks<br />Evolution <br />management<br />manual <br />administration<br />Access <br />Database<br />manual <br />administration<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  9. 9. Stuart Lunn, Infoworks<br />Evolution<br />management<br />pressure<br />manual <br />administration<br />Access <br />Database<br />Access <br />Database<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  10. 10. Stuart Lunn, Infoworks<br />Evolution - scenario 1<br />management<br />pressure<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  11. 11. Stuart Lunn, Infoworks<br />Evolution - scenario 1 – ad hoc<br />management<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  12. 12. Stuart Lunn, Infoworks<br />Evolution - scenario 2<br />Management<br />pressure<br />IS <br />Strategy<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  13. 13. Stuart Lunn, Infoworks<br />Management<br />IS <br />Strategy<br />Combination<br />Evolution - scenario 2 – getting organised<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />Access <br />Database<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  14. 14. Stuart Lunn, Infoworks<br />Management<br />Evolution - scenario 2 – getting organised<br />IS <br />Strategy<br />Charity<br />Package<br />Core Information System<br />Specialist <br />Package<br />Function<br />Function<br />Function<br />Outsourced <br />operation <br />Function<br />Function<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  15. 15. Stuart Lunn, Infoworks<br />Management<br />Evolution - scenario 2 – “organised”<br />Access <br />Database<br />IS <br />Strategy<br />Specialist <br />Package<br />Outsourced <br />operation <br />Charity<br />Package<br />Core <br /> Information <br /> System<br />Function<br />Function<br />Function<br />Access <br />Database<br />Function<br />Function<br />Access <br />Database<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  16. 16. Stuart Lunn, Infoworks<br />Evolution - scenario 3 - “organised” <br />–> disorganised<br />–> ad hoc<br />Management<br />Change<br />Budget Cut<br />Access <br />Database<br />IS <br />Strategy<br />Specialist <br />Package<br />Outsourced <br />operation <br />Charity<br />Package<br /> Core <br /> Information <br /> System<br />Access <br />Database<br />Access <br />Database<br />Function<br />Function<br />Function<br />Function<br />Access <br />Database<br />Function<br />Access <br />Database<br />Access <br />Database<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />activity<br />
  17. 17. Stuart Lunn, Infoworks<br />Evolution – Getting and Staying Organised<br />Early stages <br />Getting organised <br />Organised <br />Disorganised<br />Ad hoc <br />How to get organised? <br /><ul><li> integrated Organisational/IS strategy
  18. 18. CIS  Core activities  belief</li></ul>How to stay organised <br /><ul><li> time & £s IS strategy & CIS
  19. 19. keep management engaged
  20. 20. Annual review of IS strategy
  21. 21. ¼ly review of “Activity-IS Support Summary”</li></li></ul><li>Stuart Lunn, Infoworks<br />Activity-IS Support Summary – where you’re at<br />
  22. 22. Stuart Lunn, Infoworks<br />Trends<br />Cost falls <br />Market change<br />Data driven<br />Package / bespoke<br />Stability, longevity & mobility<br />
  23. 23. Stuart Lunn, Infoworks<br />Trends<br />Competition <br />Economic climate<br />CRM push<br />Initial cost <br />Browser apps<br />Releases, Support, Training, Help<br />DIY / video<br />Running costs  <br /><ul><li>Cost falls
  24. 24. Market change
  25. 25. Data driven
  26. 26. Package / bespoke
  27. 27. Stability, longevity & mobility</li></li></ul><li>Stuart Lunn, Infoworks<br />Trends<br />Cloud <br />- Browser CRM<br />- Browser Bespoke <br />Charity packages -><br />Commoditization <br />Concentration<br />Technology<br />Cloud <br />Mobile<br /><ul><li>Cost falls
  28. 28. Market change
  29. 29. Data driven
  30. 30. Package / bespoke
  31. 31. Stability, longevity & mobility</li></li></ul><li>Stuart Lunn, Infoworks<br />Trends<br />IS higher level jobs <br />Data driven workflow<br />Data driven graphics<br />Examples<br /><ul><li>Cost falls
  32. 32. Market change
  33. 33. Data driven
  34. 34. Package / bespoke
  35. 35. Stability, longevity & mobility</li></li></ul><li>Stuart Lunn, Infoworks<br />Data driven functionality<br />Normal functionality vs.<br />If ExistingStatus = New proposal<br />And NewStatus = Submitted proposal<br />Then<br /> If Sessions = blank then Warning =<br /> “Session must not be blank”<br /> If SessionHours = blank then Warning =<br /> “Session hours must not be blank”<br /> If ActivitySessionStartTimes = blank then Warning =<br /> “Session Start Times must not be blank”<br /> …<br />Software<br />Data<br />vs. <br />
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  37. 37. Stuart Lunn, Infoworks<br />
  38. 38. Stuart Lunn, Infoworks<br />
  39. 39. Stuart Lunn, Infoworks<br />Data is cheap; software is expensive.<br />
  40. 40. Stuart Lunn, Infoworks<br />Trends<br />IS higher level jobs <br />Data driven workflow<br />Data driven graphics<br />Examples<br /><ul><li>Cost falls
  41. 41. Market change
  42. 42. Data driven
  43. 43. Package / bespoke
  44. 44. Stability, longevity & mobility</li></li></ul><li>Stuart Lunn, Infoworks<br />Trends – data driven graphics – visual thesaurus<br />
  45. 45. Stuart Lunn, Infoworks<br />Trends – data driven graphics– visual thesaurus<br />
  46. 46. Stuart Lunn, Infoworks<br />Trends – data driven graphics – visual thesaurus<br />Imagine:<br /> Contact – Cases – Actions<br />Expensive now…<br />
  47. 47. Stuart Lunn, Infoworks<br />Trends – data driven graphics – imagine a radar to-do list<br />…where next?<br />
  48. 48. Stuart Lunn, Infoworks<br />Trends<br />Cost falls <br />Market change<br />Data driven<br />Package / bespoke<br />Stability, longevity & mobility<br />CRM & Charity Packages <br /><ul><li>Add-ins
  49. 49. Bespoke extension
  50. 50. Integration</li></li></ul><li>Stuart Lunn, Infoworks<br />Trends<br />Package / Bespoke Convergence<br />before<br />Package<br />Bespoke<br /><ul><li>Self-install
  51. 51. Reliable
  52. 52. Monolith
  53. 53. Spec
  54. 54. Prototype
  55. 55. Build
  56. 56. Flexibility
  57. 57. Variable quality</li></li></ul><li>Stuart Lunn, Infoworks<br />Trends<br />Package / Bespoke Convergence<br />now<br />Package<br />vol<br />Bespoke<br />volunteer<br />…<br />…<br />donor<br />Bespoke<br />C<br />framework<br />B<br />A<br />donor<br />Core<br />Add-on<br />vol<br />mem<br /><ul><li>Spec
  58. 58. Framework
  59. 59. Generate from spec
  60. 60. Expose spurs
  61. 61. Look and feel
  62. 62. Reliability
  63. 63. Time
  64. 64. Costs
  65. 65. Consult
  66. 66. Configure
  67. 67. Bespoke API
  68. 68. Add-ons</li></li></ul><li>Stuart Lunn, Infoworks<br />
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  76. 76. Stuart Lunn, Infoworks<br />Spur of information system exposed<br />Online <br />enrolment<br />Call <br />Centre<br />New <br />Courses<br />Main system<br />SQL<br />
  77. 77. Stuart Lunn, Infoworks<br />Case Review 6 - screenshots<br />
  78. 78. Stuart Lunn, Infoworks<br />Case Review 6 - screenshots<br />
  79. 79. Stuart Lunn, Infoworks<br />Case Review 6 - screenshots<br />
  80. 80. Stuart Lunn, Infoworks<br />Trends<br />Package / Bespoke Convergence<br />now<br />Package<br />vol<br />Bespoke<br />volunteer<br />…<br />…<br />donor<br />Bespoke<br />C<br />framework<br />B<br />A<br />donor<br />Core<br />Add-on<br />vol<br />mem<br /><ul><li>Spec
  81. 81. Framework
  82. 82. Generate from spec
  83. 83. Expose spurs
  84. 84. Look and feel
  85. 85. Reliability
  86. 86. Time
  87. 87. Costs
  88. 88. Consult
  89. 89. Configure
  90. 90. Bespoke API
  91. 91. Add-ons</li></ul>CONVERGING, but still<br />fit for different purposes and different situations<br />
  92. 92. Stuart Lunn, Infoworks<br />Trends<br />90’s wisdom<br />3-5 years<br />Now <br />Access 15 <br />Web apps 9 <br />Extend & Adapt<br />Mobile deployment<br /><ul><li>Cost falls
  93. 93. Desktop  Browser
  94. 94. Market change
  95. 95. Data driven
  96. 96. Integration & tailoring
  97. 97. Package / bespoke
  98. 98. Stability, longevity & mobility</li></li></ul><li>Stuart Lunn, Infoworks<br />Case reviews<br />1. Legal advice charity <br />2. Local council<br />3. Small Grant Giving Trust<br />
  99. 99. Stuart Lunn, Infoworks<br />Case Review 1 - Legal advice charity <br />Advice centres send in ‘legal question’ forms with supporting docs. <br />Enter in Access db, check, categorise, ID appropriate law firm, see if they’ll take the case. <br />If OK send case files. If no keep calling …<br />Eventually ‘question’ sent back answered to us, we post to client, check happy, close case <br />Better way?<br />
  100. 100. Stuart Lunn, Infoworks<br />Case Review 1 - Legal advice charity<br />Changed business processes<br /><ul><li>Data driven workflow & email integration</li></ul>Web self service…<br /><ul><li>Efficiency
  101. 101. Boundaries…</li></ul>Advice <br />Agency<br />email<br />Admin<br />Web App<br />(asp.net/SQL)<br />Internal<br />Access<br />DB<br />email<br />Lawyers<br />
  102. 102. Stuart Lunn, Infoworks<br />Case Review 2 - Local council<br />Helpline to buy parking permits, school meals, book garden waste collections etc. <br />Pressure to reduce admin costs. <br />Suggestions?<br />
  103. 103. Stuart Lunn, Infoworks<br />Council Website<br />Case Review 2 - Local council<br />MS BizTalk<br />Permits<br />MS <br />Dynamics <br />CRM<br />Call centre<br />Web<br />Services<br />GWC<br />Client<br />Meals<br />
  104. 104. Stuart Lunn, Infoworks<br />Case Review 2 - screenshots<br />… x 20<br />Changed business processes<br /><ul><li>Quality
  105. 105. Reliability</li></ul>Web based self service<br /><ul><li>Efficiency
  106. 106. Boundaries</li></li></ul><li>Stuart Lunn, Infoworks<br />Case Review 3 - Small Grant Giving Trust <br />Receive requests for funds from people in hardship<br />Post form<br />Applicant completes and returns<br />Form input to Access database <br />If successful give grant for cooker, fridge, etc<br />Perfect for web based self service?<br />
  107. 107. Stuart Lunn, Infoworks<br />Case Review 3 - Small Grant Giving Trust <br />website<br />Normal <br />processing<br />Applicant<br />Internal<br />Access<br />DB<br />Exchange<br />Application <br />Form<br />(Word)<br />
  108. 108. Stuart Lunn, Infoworks<br />
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  115. 115. Stuart Lunn, Infoworks<br />
  116. 116. Stuart Lunn, Infoworks<br />
  117. 117. Stuart Lunn, Infoworks<br />Case Review 3 - Small Grant Giving Trust <br />Adapted & extended!!<br />Changed business processes<br /><ul><li>Quality</li></ul>Email/Access/Web based self service<br /><ul><li>Efficiency</li></ul>website<br />Agency<br />Internal<br />Access<br />DB<br />Exchange<br />Application <br />Form<br />(Word)<br />Fileserver<br />
  118. 118. Stuart Lunn, Infoworks<br />Strategic Opportunities<br />Fundamental change<br />Change & standardise business processes - data driven functionality<br />Inside-Out<br />Break int/external boundaries<br />Growth & efficiency savings - self service <br />Adaptation & extension <br />Squeeze value<br />
  119. 119. Stuart Lunn, Infoworks<br />Conclusions & Discussion<br />Where it’s at with Apps<br />package, access, bespoke, crm<br />Trends <br />costs, browser, cloud, market, data driven, convergence, longevity, mobility<br />Strategic opportunities<br />fundamental change, inside-out, adapt & extend<br />Strategy is king<br />know your org, study others, create vision, push thru & keep watch<br />

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