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Technology Tools and Trends:
How to make them work for you
      My CharityConnects 2011
            Jane Zhang
We help nonprofits use technology to achieve their full
potential. We do this by lowering the barriers to
technology through access to tools, knowledge, training
and talent.
A walk down memory lane…
Search for info
Web 2.0 Tools
•   Twitter
•   Facebook
•   Newsletters
•   Blogs
•   RSS Feeds
•   Social bookmarking
•   Google Alerts
•   Portability
•   Connectivity
•   Convergence
•   Integration
•   Progressing towards abundance and
    complexity
•   Cloud
•   Mobile
•   CRMs
•   On-demand Business intelligence
•   Collaboration
•   Social
•   Apps
Cloud Computing
Cloud Computing
Benefit                          Drawbacks
• Less maintenance &             • No control over
  upgrades                         maintenance & upgrades
• No need for dedicated IT       • No control over user fees
  staff                          • Increased cost for access
• Lowers the cost of IT          • On-demand may not be on-
  infrastructure                   demand
• Portable technology, greater   • Lease vs Own
  mobility for staff             • Security & Privacy
• Security
Cloud Computing tools
•   Google Apps (office productivity)
•   Salesforce (CRM)
•   Box.net/Dropbox (file sharing)
•   Manymoon (Project Management)
•   SlideRocket (online presentation)
mobile
   • Fastest growing
     consumer product
   • 22.8 Million subscribers
   • 99% coverage of
     Canadians
   • 75% have cell phones
   • 50% phone connections
     are wireless
   • 21% browse the
     internet
Mobile
Benefit                           Drawbacks
• Mobile can reach most           • Cost of smart phones, data
  Canadians (Mobile Giving)
                                    plans
• Convergence of technology
  allows for live capture of      • Cost of app development
  events, pictures, video, live
  blogging                        • Security
• Tools such as group SMS can
  allow for instant real-time
  messaging to mobilize large
  groups of people
• Mobile Apps shifts from fixed
  connectivity to mobile
• Mobile Website
Mobile tools
• Group SMS: Ez texting
  – $10/month ~290 messages
  – $149/month ~4700 message
• Mobile Giving Foundation Canada
  – Glue between charity & wireless provider
  – Vetting charity, pass 100% donations back to the
    charity from wireless carriers
• Paypal
CRMs
CRMs
Benefit                         Drawbacks
• Tracks relationships with     • Can be costly to implement
  our funders, volunteers,      • Must have buy-in from all
  donors, members, public
                                  levels of organization
• Help to identify champions,
  individuals engaged on        • Cost of customization
  multiple levels               • Must integrate with
• Capture organizational data     organizational processes
  for reporting                 • Training, staff time
• Identify gaps in program &
  Service
Popular CRMS
•   Wild Apricot
•   Sumac
•   SugarCRM
•   CiviCRM
•   Salesforce
•   Raiser’s Edge
•   Convio
On-demand Business Intelligence
On-demand BI
Benefit                         Drawbacks
• In-sight into how an          • Data by itself is not insight,
  organization is doing           but have clear goals for
• Real-time data to enable        outcome
  more agile decision making    • Privacy and security of
• Hosted services allow for       hosted services
  easy upload and quick         • Can be difficult to
  analysis of data                implement well
• Allows for easier reporting
Tools for Insight
•   BI-On demand
•   Jaspersoft
•   Crystal Reports
•   Salesforce
Collaboration
Collaboration
Benefit                        Drawbacks
• Breaks down geographical     • Staff time required for
  barriers                       training
• Reduce travel cost           • Broadband internet/3G
• Real-time documentation of     access
  project development          • Voice/video quality
• Reduce # of emails and       • Not true replacement for
  drafts of documents            face-to-face interactions
Tools for collaboration
•   ManyMoon (Project Management)
•   SAP Streamwork (team management)
•   Google Apps
•   Smartsheet
•   Dropbox/Box.net
•   SlideRocket
•   Skype
•   Gotomeeting/GotoWebinar
•   Adobe Connect
Social
• Integration of Social with mobile, offline
  events, existing communication channels to
  weave together better engagement

  Single Sign-on



  QR Codes
Social
Benefit                          Drawbacks
• Hub of conversation, it’s      • Short lived messages, can
  where the people are             get lost in the noise
• When integrated with CRMs      • When not integrated with
  and other tools, can             communication strategy,
  significantly increase reach
  and strength of messaging        can have limited impact
• Help to build better brand     • Staff time, and proper
• Gives organization               guideline required
  personality, emotional
  connection point
Tools to Manage Social Media
•   Hootsuite
•   TweetDeck
•   Google Analytics
•   Klout
Apps
Apps
Benefit                         Drawbacks
• No need to install software   • Early adopter stage, still
• Less need for dedicated IT      need to develop best
  staff                           practices
• On-demand, access             • App overload
  anywhere                      • Functionality thin, not
• Cross platform                  replacement for enterprise
                                  software
                                • Cost of access
                                • Hard to organize, security?
How do we decide what trend to follow and
how to make it work?
Goal Setting
• Be SMART, set goals for your organization
• Start with intent, add attainable #,
  benchmark, set measuring metrics, evaluate
• Go through the SmartChart process
• www.smartchart.org
•Staff Buy-in
                              •Training
                              •Recruitment
                              •Budget
                              •Time commitment
•Budget
•Scalability                            •Roadmap
•Open Source vs Proprietary             •Simplification
•Cloud vs In-house                      •Automation
•Data Portability                       •Capacity
Resources
• MyCharityConnects Slideshare channel
• TechSoup Canada Webinar
  – June 15th, 1pm
Questions?
• jane@techsoupcanada.ca
• www.techsoupcanada.ca
• Toronto Net Tuesday
  – June 14th, Digital Story Telling

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Jane Zhang - Technology Tools and Trends: How to Make Them Work For You

  • 1. Technology Tools and Trends: How to make them work for you My CharityConnects 2011 Jane Zhang
  • 2. We help nonprofits use technology to achieve their full potential. We do this by lowering the barriers to technology through access to tools, knowledge, training and talent.
  • 3. A walk down memory lane…
  • 5. Web 2.0 Tools • Twitter • Facebook • Newsletters • Blogs • RSS Feeds • Social bookmarking • Google Alerts
  • 6.
  • 7. Portability • Connectivity • Convergence • Integration • Progressing towards abundance and complexity
  • 8. Cloud • Mobile • CRMs • On-demand Business intelligence • Collaboration • Social • Apps
  • 10. Cloud Computing Benefit Drawbacks • Less maintenance & • No control over upgrades maintenance & upgrades • No need for dedicated IT • No control over user fees staff • Increased cost for access • Lowers the cost of IT • On-demand may not be on- infrastructure demand • Portable technology, greater • Lease vs Own mobility for staff • Security & Privacy • Security
  • 11. Cloud Computing tools • Google Apps (office productivity) • Salesforce (CRM) • Box.net/Dropbox (file sharing) • Manymoon (Project Management) • SlideRocket (online presentation)
  • 12. mobile • Fastest growing consumer product • 22.8 Million subscribers • 99% coverage of Canadians • 75% have cell phones • 50% phone connections are wireless • 21% browse the internet
  • 13. Mobile Benefit Drawbacks • Mobile can reach most • Cost of smart phones, data Canadians (Mobile Giving) plans • Convergence of technology allows for live capture of • Cost of app development events, pictures, video, live blogging • Security • Tools such as group SMS can allow for instant real-time messaging to mobilize large groups of people • Mobile Apps shifts from fixed connectivity to mobile • Mobile Website
  • 14. Mobile tools • Group SMS: Ez texting – $10/month ~290 messages – $149/month ~4700 message • Mobile Giving Foundation Canada – Glue between charity & wireless provider – Vetting charity, pass 100% donations back to the charity from wireless carriers • Paypal
  • 15. CRMs
  • 16. CRMs Benefit Drawbacks • Tracks relationships with • Can be costly to implement our funders, volunteers, • Must have buy-in from all donors, members, public levels of organization • Help to identify champions, individuals engaged on • Cost of customization multiple levels • Must integrate with • Capture organizational data organizational processes for reporting • Training, staff time • Identify gaps in program & Service
  • 17. Popular CRMS • Wild Apricot • Sumac • SugarCRM • CiviCRM • Salesforce • Raiser’s Edge • Convio
  • 19. On-demand BI Benefit Drawbacks • In-sight into how an • Data by itself is not insight, organization is doing but have clear goals for • Real-time data to enable outcome more agile decision making • Privacy and security of • Hosted services allow for hosted services easy upload and quick • Can be difficult to analysis of data implement well • Allows for easier reporting
  • 20. Tools for Insight • BI-On demand • Jaspersoft • Crystal Reports • Salesforce
  • 22. Collaboration Benefit Drawbacks • Breaks down geographical • Staff time required for barriers training • Reduce travel cost • Broadband internet/3G • Real-time documentation of access project development • Voice/video quality • Reduce # of emails and • Not true replacement for drafts of documents face-to-face interactions
  • 23. Tools for collaboration • ManyMoon (Project Management) • SAP Streamwork (team management) • Google Apps • Smartsheet • Dropbox/Box.net • SlideRocket • Skype • Gotomeeting/GotoWebinar • Adobe Connect
  • 24. Social • Integration of Social with mobile, offline events, existing communication channels to weave together better engagement Single Sign-on QR Codes
  • 25. Social Benefit Drawbacks • Hub of conversation, it’s • Short lived messages, can where the people are get lost in the noise • When integrated with CRMs • When not integrated with and other tools, can communication strategy, significantly increase reach and strength of messaging can have limited impact • Help to build better brand • Staff time, and proper • Gives organization guideline required personality, emotional connection point
  • 26. Tools to Manage Social Media • Hootsuite • TweetDeck • Google Analytics • Klout
  • 27. Apps
  • 28. Apps Benefit Drawbacks • No need to install software • Early adopter stage, still • Less need for dedicated IT need to develop best staff practices • On-demand, access • App overload anywhere • Functionality thin, not • Cross platform replacement for enterprise software • Cost of access • Hard to organize, security?
  • 29. How do we decide what trend to follow and how to make it work?
  • 30. Goal Setting • Be SMART, set goals for your organization • Start with intent, add attainable #, benchmark, set measuring metrics, evaluate • Go through the SmartChart process • www.smartchart.org
  • 31. •Staff Buy-in •Training •Recruitment •Budget •Time commitment •Budget •Scalability •Roadmap •Open Source vs Proprietary •Simplification •Cloud vs In-house •Automation •Data Portability •Capacity
  • 32. Resources • MyCharityConnects Slideshare channel • TechSoup Canada Webinar – June 15th, 1pm
  • 33. Questions? • jane@techsoupcanada.ca • www.techsoupcanada.ca • Toronto Net Tuesday – June 14th, Digital Story Telling