Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Art of Technology: Core Technical Services

1,513 views

Published on

The core technical services portion of the Art of Technology curriculum designed with support from the Mellon Foundation.

Published in: Technology
  • Be the first to comment

  • Be the first to like this

Art of Technology: Core Technical Services

  1. 1. The Art of Technology<br />The Art of Technology is made possible by generous funding from the Andrew W. Mellon Foundation<br />
  2. 2. Core Technical Services<br />The Art of Technology<br />These materials are available under the Creative Commons Attribution-NonCommercial 3.0 License.<br />
  3. 3. Topics for This Segment<br />1. Starting from the Top: Your Strategic Plan<br />2. A Technology Plan: What, Who, How<br />3. Right-Sourcing Your Technology Decisions<br />Breakouts for Groupwork<br />Derive a Technology Project from Your Strategic Plan<br />Right-Source a Project with Vendors, Volunteers or Staff<br />Assess Your Strengths & Weaknesses<br />Throughout This Segment<br />Examples of Technology Projects<br />Focus on Core Services: email, IT support, online services … <br />
  4. 4. Starting from the Top<br />Your Strategic Plan<br />
  5. 5. I understand my business needs. How do I evaluate my technical options?<br />
  6. 6. Strategy first. Technology follows.<br />Set goals & direction<br />Enable decision-making<br />Set basis for accountability<br />Promote growth & change<br />Support fund-raising<br />Clarify & explain vision<br />Guide ongoing operations<br />
  7. 7. Without a Strategic Vision ….<br />Technology acquisitions are ad-hoc, short-term<br />Evaluation of options is cursory<br />Technology costs are unknown, unmanaged<br />Technical training is elusive, uneven<br />People get used to things “not working”<br />
  8. 8. It doesn’t have to be like this!<br />
  9. 9. Three Levels of Analysis<br />
  10. 10. Four Viewpoints. All Essential.<br />Process<br />
  11. 11. Your Turn! A Short Exercise<br />Buddy up! Identify 3 strategic goals.<br />Pick 1 that gets the biggest boost from technology.<br />Say why. Link the 4 viewpoints.<br />Strategic Goals That Need Good Technology<br />
  12. 12. A Technology Plan<br />Who, What, How<br />… and for What Purpose?<br />
  13. 13. Technology + Planning =<br /> A roadmap <br /> A tool for budgeting & fund-raising<br />A guide for management & staff<br /> A process <br /> A document<br />
  14. 14. Planning is Cyclical<br />Needs<br />Alternatives<br />Vendors<br />Terms<br />Consultants<br />& Team<br />ED & Leaders<br />Funders &<br />Leaders<br />1<br />Goals &<br />Team<br />2<br />Options<br />& Priorities<br /> + $<br />Funders & Leaders<br />Staff & Vendors<br />3<br />Decisions<br />& Funding<br />5<br />4<br />Results & <br />Feedback<br />(+/-)<br />Doing a Project<br />
  15. 15. Think zones of business operationWhere may better technology help?<br />Proprietary inner zone<br />Secure, archived<br />Controlled access<br />Public outer zone<br />2way, multi-channel<br />Monitored messaging<br />Mediating zone<br />Planning, delivering<br />Managed services<br />
  16. 16. Think projects & outcomesDiscrete initiatives, measured results<br />Quick wins, to get started<br />Fast, cheap, doable<br />Clear impact<br />Three-year view, not more<br />Funding targets<br />Pace of technical change<br />Evidence & evaluation<br />Feasibility<br />Knowable outcomes<br />
  17. 17. Think projects & schedulesGood sequence, manageable overlap<br />
  18. 18. Think projects & budgetsMatrix of project, years – “the ask”<br />
  19. 19. Goal: Organizational StabilityProject: Standard IT Practices<br />Guidelines for privacy & professionalism<br />Standard computers & applications<br />Remote access & smartphones<br />Backups & archives for critical data<br />Shared calendars, contacts & docs<br />
  20. 20. Goal: Better CollaborationProject: Shared Online Workspace<br />Move files to more secure storage<br />Make key docs & media more accessible<br />Segregate public files from proprietary ones<br />Create staging & archiving space for website & social media<br />
  21. 21. More Information …<br />Offsite Backup<br />For critical documents (e.g., contracts) & databases (e.g., accounting), automated offsite backup makes sense. Articles like these can get you started:<br />http://www.networkcomputing.com/print_entry.php?eid=86901<br />http://i.cmpnet.com/custom/backup_recovery/assets/InformationWeek-Analytics-NWC-Backup-Restore.pdf<br />Online Collaboration<br />There are lots of good options. Highlights from 2009 study by Forrester Research:<br />http://www.centraldesktop.com/ attractive if “looking to deploy quickly and easily without IT support”<br />http://www.mindtouch.com/ (hosted version) “open source offering with a large and active community”<br />http://www.microsoft.com/online/sharepoint-online.aspx a “leader” with “integrated suite approach”<br />Cisco WebEx Connect and Google Enterprise rated as “contenders” worth watching.<br />
  22. 22. Right-Sourcing Your Technology Decisions<br />Options & Basic Steps<br />
  23. 23. How can I get the right expertise, at the right cost, to make technology work better for my organization?<br />
  24. 24. Goal: Rationalized CostsProject: Realigned Our Roles & Rates<br />Volunteers & Whoever<br />Hidden costs, uncertain reliability<br />OK for minor, non-critical needs<br />Scheduled Support<br />Part-time consultant, regular visits<br />Best from small shop supporting .orgs like you<br />Outsourced Services<br />Medium-large firms, financially stable<br />Best for integrated products & support<br />Full-Time IT Staff<br />If just one – beware! <br />Consider technical manager of services & vendors<br />Which roles best fit your needs?<br />
  25. 25. Goal: Efficient OperationsPossible Project: Core to the Cloud<br />Identify core apps & benefits<br />Email, accounting<br />Security, access, cost<br />Compare vendors<br />Email: Google, Microsoft<br />Accounting: Financial Force, NetSuite, Blackbaud<br />Migrate data & get trained<br />
  26. 26. Breakout Exercise<br /><ul><li>Join up in groups of 4-6.
  27. 27. Pick 2 technology-enabled goals from the last breakout.
  28. 28. Decide right-sourcing for both.Be ready to defend!
  29. 29. Remember: viewpoints, zones, outcomes, schedule, budget</li></ul>Right-Source with Vendors, Volunteers or Staff<br />
  30. 30. Basic Steps … and More Examples<br />Focus on more complex projects<br />Pick a solution and a vendor<br />Follow four steps systematically<br />
  31. 31. Evaluating Technical Options<br /><ul><li>Avoid
  32. 32. Consider</li></ul> Recommend<br />
  33. 33. Goal: Engaging the CommunityPossible Project: Website Content<br />Select software for web content management<br /> Open Source: Joomla!, Drupal, Wordpress<br /> Commercial: Convio, Alfresco <br />Identify staffing plan – who does ongoing updates?<br />Consider implementing CMS with website redesign<br />Plan for the transition!<br />Tool for low-tech admin of web content<br />
  34. 34. More Information …<br />Web Content Management Systems (CMS)<br />Key to any web design is a good information architecture. Start here:<br />The Information Architecture Institute: <br />http://iainstitute.org/en/learn/resources/what_is_ia.php<br />http://iainstitute.org/tools/<br />For a good, independent review start here:<br />“2009 Open-Source CMS Market Share Report,” Water&Stone and CMS Wire (2009) http://www.cmswire.com/downloads/cms-market-share/<br />Information Architecture<br />
  35. 35. Goal: Deep Knowledge of AudiencesPossible Project: Constituent Database<br />Select vendor for CRM - Constituent Relationship Management<br />Identify existing data<br />Procure & configure CRM software or service<br />Migrate existing data<br />Get trained on usage<br />
  36. 36. Goal: New Connections, New PatronsPossible Project: More Social Media<br />Objectives<br />Audience<br />Integration<br />Tools and Tactics<br />Measurement<br />One Way<br />emailSearch Engine<br />Ads<br />Homebase<br />Web Site<br />AudienceObjective<br />SocialListeningConversation<br />Connecting<br />
  37. 37. Basic process … Don’t skip steps!<br />SpecifyNeeds<br />Solicit Alternatives<br />Decide onSolution<br />Engage Vendor<br />NegotiateTerms<br />EvaluateSolutions<br />InvestigateAlternatives<br />Analyze Needs<br />SignContract<br />SelectVendor<br />Target Solutions<br />Prioritize<br />Contract<br />Final Proposal<br />Solicitation<br />Requirements<br />
  38. 38. Final Exercise: Self-Assessment<br /><ul><li>Strategic plans enabled by smart use of technology
  39. 39. Four viewpoints: technology, people, information, process
  40. 40. Project with targets for business zone, outcomes, schedule & budget
  41. 41. Deliberative decisions on right-sourcing
  42. 42. Four key steps in selecting a solution & vendors</li></ul>Your Organization, The Past 12 Months <br />

×