The One Thing I Have to Share:Challenges of Implementing ERP, CRM & PortalAnup KhoslaFinancial Adviser, HelpAge India (Ind...
Challenges ofImplementing anERP, CRM andPortal       Anup Khosla    Tech4Good Summit
About usHelpAge India is a nationallevel charity with the Mission:“To work for the cause andcare of disadvantaged older pe...
Why was the implementation required• Improved Transparency• Future Proofing• Lack of integrated MIS   – Geographically dis...
Challenges faced• Requirement Gathering   – Confused / unclear processes• Implementing Partner’s lack of understanding of ...
Impact• IT Savvy Users – well almost!• Improved effectiveness    – Progress reports submitted online    – Operational MIS ...
Microsoft Support Enables• Significant saving in setting up  infrastructure  – Microsoft Exchange, Windows Servers, SQL   ...
Impact of Microsoft’s Support• Beneficiary records and data captured in  database  – Disease pattern gives potentially ric...
Thank You          www.helpageindia.orghttp://www.helpageindiaprogramme.org   http://www.hisave.org/home.aspx           An...
Upcoming SlideShare
Loading in …5
×

T4G Day 1_Challenges of Implementing ERP, CRM & Portal by Anup Khosla

437 views

Published on

Published in: Technology, Business
  • Be the first to comment

  • Be the first to like this

T4G Day 1_Challenges of Implementing ERP, CRM & Portal by Anup Khosla

  1. 1. The One Thing I Have to Share:Challenges of Implementing ERP, CRM & PortalAnup KhoslaFinancial Adviser, HelpAge India (India)
  2. 2. Challenges ofImplementing anERP, CRM andPortal Anup Khosla Tech4Good Summit
  3. 3. About usHelpAge India is a nationallevel charity with the Mission:“To work for the cause andcare of disadvantaged older personsand to improve their quality of life”. Offices across the Country. Strength of around 800 employees / Volunteers and Consultants. Around 100 of them are fundraisers.Stakeholders - Donors, Partners ,Volunteers, Employees and Board members. Anup Khosla Tech4Good Summit
  4. 4. Why was the implementation required• Improved Transparency• Future Proofing• Lack of integrated MIS – Geographically dispersed locations – No centralized database – Standalone legacy / package systems• Tracking Potential Supporters – Web / Walk-in / Projects / Telephones• Limited Institutional Memory• Donor Servicing – Missing 360 Degree View of Donors Anup Khosla Tech4Good Summit
  5. 5. Challenges faced• Requirement Gathering – Confused / unclear processes• Implementing Partner’s lack of understanding of Voluntary Sector• Change management – the biggest and continuing challenge• Budget• Non IT Savvy Users• Training large number of users across the Country Anup Khosla Tech4Good Summit
  6. 6. Impact• IT Savvy Users – well almost!• Improved effectiveness – Progress reports submitted online – Operational MIS becoming available in real time – Faster Employee travel approvals and reimbursements ☺ – Centralized purchasing with complete transparency enabled• Better Communication• Improved Operational Controls• Reduced Complexity and potentially Cost• Information for all and increased Transparency• Improved Donor Interface and Servicing – Donor Page Anup Khosla Tech4Good Summit
  7. 7. Microsoft Support Enables• Significant saving in setting up infrastructure – Microsoft Exchange, Windows Servers, SQL Servers etc. – Microsoft SharePoint enables Intranet – Microsoft Lync just introduced and expected to: • Improve internal communications • Save on travel costs • Effective servicing of internal customers Anup Khosla Tech4Good Summit
  8. 8. Impact of Microsoft’s Support• Beneficiary records and data captured in database – Disease pattern gives potentially rich data for research to improve health care for senior citizens.• Volunteers information captured which in turn helps the beneficiary• Basic IT trainings to beneficiaries• Online registration and proposal submission for beneficiary program Anup Khosla Tech4Good Summit
  9. 9. Thank You www.helpageindia.orghttp://www.helpageindiaprogramme.org http://www.hisave.org/home.aspx Anup Khosla Tech4Good Summit

×