Investment in Technology for non-profit @ Diffusion Pune 2012

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"Investment in Technology" module lead by Savita Muley from ISB (Diffusion Pune - 2 day residential workshop for non-profit and social enterprises)

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Investment in Technology for non-profit @ Diffusion Pune 2012

  1. 1. Sponsored byInvestments in Technology Savita Muley
  2. 2. Agenda • Introduction & Expectation Setting • Productivity Enablers – Choosing a Technology Platform – Technology use in • Operations • Finance & Accounting and Governance • Messaging and Communication • Fund Raising • Impact Measurement • Opportunities in Social Sector using Technology • Resources
  3. 3. Choosing a Technology Platform Architecture • Proprietary/Custom • Cloud-based Platform • Open Source • Microsoft • Unix/Linux Management • In-house on premises : Own team, own hardware • Outsourced on premises : Subcontractor/Vendor team, own hardware • SaaS-based: Vendor team, vendor hardware off premises
  4. 4. Criteria for Evaluation Cost Security Ease of Use Evaluation Compatibility Maintainability Prioritize among the above trade-offs : not all can be met simultaneously !!
  5. 5. Approach to Adoption • Adopt technology at small levels across all functions without major process changes e.g. use of email across all teams Incremental • Then slowly add features and functions e.g. use of Google docs • Adopt technology only in selected areas e.g. social media Prioritized marketing on Facebook/Twitter • Adopt technology across all functions and change processes Big-Bang e.g. Microsoft CRM Choose based on simplest approach – Incremental or Prioritized works best when you have limited resources
  6. 6. Technology Enablers Operations Communication Finance/Accounting Marketing Other functions
  7. 7. Operations • Project Management or Task management including allocations and tracking • Lists and contacts • Forms/Legal Documents/other paperwork Need • Process workflows • Management tools such as word processor, spreadsheets etc (MS Office , OpenOffice, Google Docs, Microsoft Dynamics CRM) • Internal Email Tools • Use of Wiki for information sharing • Identify level of sophistication needed and volume of data expected • Assess budgets available for investments (how much are you willing to spend?) Approach • Identify the must-have features (prioritize what you want automated first)
  8. 8. Microsoft Dynamics CRM http://crm.dynamics.com/en-in/on-demand 8
  9. 9. OpenOffice http://www.openoffice.org/download/ 9
  10. 10. Google Docs Google Docs 10
  11. 11. Wikispaces http://www.wikispaces.com/ 11
  12. 12. Accounting and Governance • Accounting for individual as well as the organization. • Budgetary planning for an organization. Need • Incentive calculation and progress tracking for employees and the organization. • Better analysis of reports and graphs and charts generation • Professional Accounting Software • Word, Excel spreadsheets • GoogleDocs Tools • Online/offline software • Start record keeping as early as possible • Identify all regulatory and governance requirements upfront • Use simple tools to collect data first and later use more sophisticated software to generate reports/charts as needed Approach •
  13. 13. Accounting and Governancehttp://www.tallysolutions.com/website/html/tallyerp9/ http://www.dotorg.ch/tallyerp9-main.php
  14. 14. Accounting and Governance
  15. 15. Accounting and Governance https://incometaxindiaefiling.gov.in/portal/companies.do •
  16. 16. Messaging/Communication Website • Create your own website using online tools • http://www.webdesigningahmedabad.com/free-website-for-ngo-and-non-profit- organization.html • http://www.webeden.net/?gclid=CPfPgrCes6sCFQl76wodv1OWdQ • http://www.ewebtechno.net/ngo_special.html • http://hosting.india.to/ Blogs • Use Blogs to spread word about your work, it’s impact and future plans • www.blogspot.com * © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad
  17. 17. Messaging/Communication
  18. 18. Messaging/Communication
  19. 19. Messaging/Communication
  20. 20. Google Grants 20
  21. 21. Tips : Online Marketing* Get your story right. Start with a social capital or a network. Set your targets early. Build a simple website or a blog where you can tell your story. Make sure to put online payment mechanisms in place. Get your own Facebook page and get your volunteers and their friends to follow you. Tweet about your work and ask Celebrities and followers to support and spread your cause. Make people come together for a cause. Keep it transparent. * © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 21
  22. 22. Fund Raising • Donor Management : – Database for supporter details – Spreadsheet based tracking – Greenpeace uses a Custom tool to track donor details. Has integration with bank payments etc • Websites having Payment Gateways (Paypal) 22
  23. 23. Impact Measurement  Spreadsheet data can be processed into MIS reports to measure impact  E.g. quantum of Loan given by Micro-finance organizations.  Online portals  Pulse  IRIS 23
  24. 24. Scaling IT up !• Free tools have their limitations. Make sure your spreadsheets never become more than 20 Mb and convert your data into multiple spreadsheets if need be.• Always save your data in files/folders on the computer. Keep multiple copies to avoid losing data preferably on different computers.• When your organization size has grown where you need to track multiple donors across cities and geographies , your volunteer base is substantial and you handle multiple high net worth projects it is time to switch to an ERP ( e.g. http://www.acctech.biz/industries/ngo_1.html )• It is also preferable to handle your customer relationship via a CRM system and use analytics to help you understand the impact of your campaigns, your donor base , your volunteer schemes etc.• Move it online…think about the cloud.• Big or small - IT will always be a part of your strategy! * © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 24
  25. 25. Opportunities in Social Sector • GiveIndia • Mobile Solutions – Logistimo – M-Pesa – ITC e-Choupal • Aadhar – UID project – NREGA and Cash Subsidies 25
  26. 26. GiveIndia • Enable every individual to easily take part in the act of giving 26
  27. 27. GiveIndia Connecting donors with NGOs Engaging donors Maintaining credibility Enabling NGOs use IT 27
  28. 28. GiveIndia • Internal reports / access to info. • Philanthropy Exchange • Feedback Details • Connect donors and NGO’s Informational Strategic Transactional • 500 plus donation options • Automatic receipt generation for tax Infrastructure deduction purpose • Internal IT team now • Volunteer driven 28
  29. 29. 20 247 30,000GiveIndia 22 247 Give India  8% 2010 -11 10,000 Credit card Industry  2.7% 12.2 110 2009 -10 Mobile app 9.3 75 iGive 2006 -07 2.1 Funds raised 2004 -05 50 50 Rediff.com # of listed NGO # of listed PRG users Payroll 2003 -04 1.1 34 Constantly innovating in 0.97 Give - USA 2002 -03 9 technology… Give-India 2001 -02 29
  30. 30. Mobile Solutions * © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 30
  31. 31. Mobile Solutions - Logistimo 31
  32. 32. Mobile Solutions – Reuters Market Light 32
  33. 33. Mobile Solutions - Reuters Market Light 33
  34. 34. Technology Solutions – ITC e-Choupal 34
  35. 35. Technology Solutions – ITC e-Choupal • Weather updates Farming Knowhow • Crop Information • Real time access to market prices – no middlemen Market Information • Transparent and wider market access • Farm commodities out to Two-way Delivery the market channel • Essential FMCG , Durables, Banking to rural areas 35
  36. 36. Stanford Design Schoolhttp://dschool.stanford.edu/blog/category/extreme-affordability/ 36
  37. 37. Aadhar – UID Project• World’s largest Biometric Identification Project• UID links Passport No., PAN Card, Bank Accounts, NREGA etc. under one unique 12 digit identification number• Will eliminate duplication of different forms of identification• UIDs assigned without taking into account caste, creed, religion or nationality• Looks to accommodate the estimated 120 million migrant workers in India * © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 37
  38. 38. Aadhar – UID Project• Enrolment process digital, requires fast transmission of data from remote areas• Creates a digital database of 1.2B identities• Digitized Biometrics key to prevention of duplicate / shadow identities• The “Know Your Resident” will suffice for the “Know Your Customer” for Financial Inclusion• UID Database online verification designed to allow access through multiple vendors and platforms for diverse uses• Error Rate estimated at < 0.01% * © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 38
  39. 39. Subsidies * © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 39
  40. 40. Resources• Government provide free computer education: AICSM• NGOs provide computer education : Swarnimsawera , Uddami• Connect with IT companies for training : NESTSOFT• Many websites provide free tutorials : http://w3schools.org• Approach IT companies for old PCs (& laptops)• More sites to check - – http://www.google.com/grants/details.html – Tally (http://www.tallysolutions.com ) – Wings (http://www.wingsinfo.net ) – Zoho (http://www.zoho.com ) – Salesforce (http://foundation.force.com/home ) * © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 40
  41. 41. Questions ? 41
  42. 42. Thank You ! 42

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