Apps - Stuart Lunn, informationworks
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Apps - Stuart Lunn, informationworks Apps - Stuart Lunn, informationworks Presentation Transcript

  • Stuart Lunn, Infoworks
    Apps
    Information Systems in the Third Sector
  • Stuart Lunn, Infoworks
    Information Systems in the Third Sector
    Approaches & technologies
    Organisational Evolution
    Trends
    Case reviews
    Opportunities
    Conclusions
  • Stuart Lunn, Infoworks
    Browser
    IS approaches & technologies – 7 click history
    Bespoke
    CRM Packages
    Charity Packages
    Fundraising, Membership…
    Open Source
    Open Source
    Open Source
    Browser
    /Desktop
    .NET etc
    ASP
    Raiser’s
    Edge,
    ThankQ,
    Care,
    iMIS,
    IRIS,
    SodalitaS
    etc
    Microsoft
    Desktop
    Outsource
    SQL Server
    Desktop/Hosted
    General
    VB
    Access
    In house
    DOS
  • Stuart Lunn, Infoworks
    IS approaches & technologies
    Open Source
    General CRM
    .NET etc
    Charity
    Packages
    Microsoft CRM
    Outsource
    SQL Server
    Access
    In house
  • Stuart Lunn, Infoworks
    CLOUD
    IS approaches & technologies
    In house/
    Outsource
    Bespoke
    Desktop
    Access
    Access/SQL
    Open Source
    Charity
    Packages/
    CRM
    Desktop
    /Browser
    Outsource
    Bespoke
    Browser
    .NET etc
    SQL
    Charity
    Packages
    Proprietary
    Desktop/
    Browser
    General
    CRM
    Desktop
    /Browser
    Microsoft
    CRM
    Desktop
    /Browser
  • Stuart Lunn, Infoworks
    IS approaches & technologies – where it’s at
    Size
    IS evolution
    Other
    In house
    /Outsource
    Bespoke
    Desktop
    Access
    Access/SQL
    Open Source
    Charity
    Packages/
    CRM
    Desktop
    /Browser
    Outsource
    Bespoke
    Browser
    .NET
    SQL
    Charity
    Packages
    Proprietary
    Desktop
    /Browser
    Microsoft
    CRM
    Desktop
    /Browser
    General
    CRM
    Desktop
    /Browser
  • Stuart Lunn, Infoworks
    Evolution
    management
    Access
    Database
    spreadsheet
    manual
    administration
    manual
    administration
    manual
    administration
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Evolution
    management
    manual
    administration
    Access
    Database
    manual
    administration
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Evolution
    management
    pressure
    manual
    administration
    Access
    Database
    Access
    Database
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Evolution - scenario 1
    management
    pressure
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Evolution - scenario 1 – ad hoc
    management
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Evolution - scenario 2
    Management
    pressure
    IS
    Strategy
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Management
    IS
    Strategy
    Combination
    Evolution - scenario 2 – getting organised
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    Access
    Database
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Management
    Evolution - scenario 2 – getting organised
    IS
    Strategy
    Charity
    Package
    Core Information System
    Specialist
    Package
    Function
    Function
    Function
    Outsourced
    operation
    Function
    Function
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Management
    Evolution - scenario 2 – “organised”
    Access
    Database
    IS
    Strategy
    Specialist
    Package
    Outsourced
    operation
    Charity
    Package
    Core
    Information
    System
    Function
    Function
    Function
    Access
    Database
    Function
    Function
    Access
    Database
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Evolution - scenario 3 - “organised”
    –> disorganised
    –> ad hoc
    Management
    Change
    Budget Cut
    Access
    Database
    IS
    Strategy
    Specialist
    Package
    Outsourced
    operation
    Charity
    Package
    Core
    Information
    System
    Access
    Database
    Access
    Database
    Function
    Function
    Function
    Function
    Access
    Database
    Function
    Access
    Database
    Access
    Database
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
    activity
  • Stuart Lunn, Infoworks
    Evolution – Getting and Staying Organised
    Early stages
    Getting organised
    Organised
    Disorganised
    Ad hoc
    How to get organised?
    • integrated Organisational/IS strategy
    • CIS  Core activities  belief
    How to stay organised
    • time & £s IS strategy & CIS
    • keep management engaged
    • Annual review of IS strategy
    • ¼ly review of “Activity-IS Support Summary”
  • Stuart Lunn, Infoworks
    Activity-IS Support Summary – where you’re at
  • Stuart Lunn, Infoworks
    Trends
    Cost falls
    Market change
    Data driven
    Package / bespoke
    Stability, longevity & mobility
  • Stuart Lunn, Infoworks
    Trends
    Competition
    Economic climate
    CRM push
    Initial cost 
    Browser apps
    Releases, Support, Training, Help
    DIY / video
    Running costs 
    • Cost falls
    • Market change
    • Data driven
    • Package / bespoke
    • Stability, longevity & mobility
  • Stuart Lunn, Infoworks
    Trends
    Cloud
    - Browser CRM
    - Browser Bespoke 
    Charity packages ->
    Commoditization
    Concentration
    Technology
    Cloud
    Mobile
    • Cost falls
    • Market change
    • Data driven
    • Package / bespoke
    • Stability, longevity & mobility
  • Stuart Lunn, Infoworks
    Trends
    IS higher level jobs
    Data driven workflow
    Data driven graphics
    Examples
    • Cost falls
    • Market change
    • Data driven
    • Package / bespoke
    • Stability, longevity & mobility
  • Stuart Lunn, Infoworks
    Data driven functionality
    Normal functionality vs.
    If ExistingStatus = New proposal
    And NewStatus = Submitted proposal
    Then
    If Sessions = blank then Warning =
    “Session must not be blank”
    If SessionHours = blank then Warning =
    “Session hours must not be blank”
    If ActivitySessionStartTimes = blank then Warning =
    “Session Start Times must not be blank”

    Software
    Data
    vs.
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
    Data is cheap; software is expensive.
  • Stuart Lunn, Infoworks
    Trends
    IS higher level jobs
    Data driven workflow
    Data driven graphics
    Examples
    • Cost falls
    • Market change
    • Data driven
    • Package / bespoke
    • Stability, longevity & mobility
  • Stuart Lunn, Infoworks
    Trends – data driven graphics – visual thesaurus
  • Stuart Lunn, Infoworks
    Trends – data driven graphics– visual thesaurus
  • Stuart Lunn, Infoworks
    Trends – data driven graphics – visual thesaurus
    Imagine:
    Contact – Cases – Actions
    Expensive now…
  • Stuart Lunn, Infoworks
    Trends – data driven graphics – imagine a radar to-do list
    …where next?
  • Stuart Lunn, Infoworks
    Trends
    Cost falls
    Market change
    Data driven
    Package / bespoke
    Stability, longevity & mobility
    CRM & Charity Packages 
    • Add-ins
    • Bespoke extension
    • Integration
  • Stuart Lunn, Infoworks
    Trends
    Package / Bespoke Convergence
    before
    Package
    Bespoke
    • Self-install
    • Reliable
    • Monolith
    • Spec
    • Prototype
    • Build
    • Flexibility
    • Variable quality
  • Stuart Lunn, Infoworks
    Trends
    Package / Bespoke Convergence
    now
    Package
    vol
    Bespoke
    volunteer


    donor
    Bespoke
    C
    framework
    B
    A
    donor
    Core
    Add-on
    vol
    mem
    • Spec
    • Framework
    • Generate from spec
    • Expose spurs
    • Look and feel
    • Reliability
    • Time
    • Costs
    • Consult
    • Configure
    • Bespoke API
    • Add-ons
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
    Spur of information system exposed
    Online
    enrolment
    Call
    Centre
    New
    Courses
    Main system
    SQL
  • Stuart Lunn, Infoworks
    Case Review 6 - screenshots
  • Stuart Lunn, Infoworks
    Case Review 6 - screenshots
  • Stuart Lunn, Infoworks
    Case Review 6 - screenshots
  • Stuart Lunn, Infoworks
    Trends
    Package / Bespoke Convergence
    now
    Package
    vol
    Bespoke
    volunteer


    donor
    Bespoke
    C
    framework
    B
    A
    donor
    Core
    Add-on
    vol
    mem
    • Spec
    • Framework
    • Generate from spec
    • Expose spurs
    • Look and feel
    • Reliability
    • Time
    • Costs
    • Consult
    • Configure
    • Bespoke API
    • Add-ons
    CONVERGING, but still
    fit for different purposes and different situations
  • Stuart Lunn, Infoworks
    Trends
    90’s wisdom
    3-5 years
    Now
    Access 15
    Web apps 9
    Extend & Adapt
    Mobile deployment
    • Cost falls
    • Desktop  Browser
    • Market change
    • Data driven
    • Integration & tailoring
    • Package / bespoke
    • Stability, longevity & mobility
  • Stuart Lunn, Infoworks
    Case reviews
    1. Legal advice charity
    2. Local council
    3. Small Grant Giving Trust
  • Stuart Lunn, Infoworks
    Case Review 1 - Legal advice charity
    Advice centres send in ‘legal question’ forms with supporting docs.
    Enter in Access db, check, categorise, ID appropriate law firm, see if they’ll take the case.
    If OK send case files. If no keep calling …
    Eventually ‘question’ sent back answered to us, we post to client, check happy, close case
    Better way?
  • Stuart Lunn, Infoworks
    Case Review 1 - Legal advice charity
    Changed business processes
    • Data driven workflow & email integration
    Web self service…
    • Efficiency
    • Boundaries…
    Advice
    Agency
    email
    Admin
    Web App
    (asp.net/SQL)
    Internal
    Access
    DB
    email
    Lawyers
  • Stuart Lunn, Infoworks
    Case Review 2 - Local council
    Helpline to buy parking permits, school meals, book garden waste collections etc.
    Pressure to reduce admin costs.
    Suggestions?
  • Stuart Lunn, Infoworks
    Council Website
    Case Review 2 - Local council
    MS BizTalk
    Permits
    MS
    Dynamics
    CRM
    Call centre
    Web
    Services
    GWC
    Client
    Meals
  • Stuart Lunn, Infoworks
    Case Review 2 - screenshots
    … x 20
    Changed business processes
    • Quality
    • Reliability
    Web based self service
    • Efficiency
    • Boundaries
  • Stuart Lunn, Infoworks
    Case Review 3 - Small Grant Giving Trust
    Receive requests for funds from people in hardship
    Post form
    Applicant completes and returns
    Form input to Access database
    If successful give grant for cooker, fridge, etc
    Perfect for web based self service?
  • Stuart Lunn, Infoworks
    Case Review 3 - Small Grant Giving Trust
    website
    Normal
    processing
    Applicant
    Internal
    Access
    DB
    Exchange
    Application
    Form
    (Word)
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
  • Stuart Lunn, Infoworks
    Case Review 3 - Small Grant Giving Trust
    Adapted & extended!!
    Changed business processes
    • Quality
    Email/Access/Web based self service
    • Efficiency
    website
    Agency
    Internal
    Access
    DB
    Exchange
    Application
    Form
    (Word)
    Fileserver
  • Stuart Lunn, Infoworks
    Strategic Opportunities
    Fundamental change
    Change & standardise business processes - data driven functionality
    Inside-Out
    Break int/external boundaries
    Growth & efficiency savings - self service
    Adaptation & extension
    Squeeze value
  • Stuart Lunn, Infoworks
    Conclusions & Discussion
    Where it’s at with Apps
    package, access, bespoke, crm
    Trends
    costs, browser, cloud, market, data driven, convergence, longevity, mobility
    Strategic opportunities
    fundamental change, inside-out, adapt & extend
    Strategy is king
    know your org, study others, create vision, push thru & keep watch