This document discusses information systems approaches for non-profit organizations. It outlines trends in the sector including declining costs, increased use of cloud-based and browser applications, and a convergence of proprietary and custom-built systems. Case studies are presented on a legal charity, local council, and grant-making trust to illustrate opportunities to standardize processes, implement self-service options, and leverage data to drive efficiencies. The key takeaways are that an organizational information strategy is needed to guide technology choices and maximize value over the long run.

1. Stuart Lunn, Infoworks Apps Information Systems in the Third Sector

2. Stuart Lunn, Infoworks Information Systems in the Third Sector Approaches & technologies Organisational Evolution Trends Case reviews Opportunities Conclusions

3. 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

4. Stuart Lunn, Infoworks IS approaches & technologies Open Source General CRM .NET etc Charity Packages Microsoft CRM Outsource SQL Server Access In house

5. 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

6. 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

7. Stuart Lunn, Infoworks Evolution management Access Database spreadsheet manual administration manual administration manual administration activity activity activity activity

8. Stuart Lunn, Infoworks Evolution management manual administration Access Database manual administration activity activity activity activity activity activity activity

9. Stuart Lunn, Infoworks Evolution management pressure manual administration Access Database Access Database activity activity activity activity activity activity activity activity activity activity activity

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

19. keep management engaged

20. Annual review of IS strategy

22. Stuart Lunn, Infoworks Trends Cost falls Market change Data driven Package / bespoke Stability, longevity & mobility

24. Market change

25. Data driven

26. Package / bespoke

28. Market change

29. Data driven

30. Package / bespoke

32. Market change

33. Data driven

34. Package / bespoke

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39. Stuart Lunn, Infoworks Data is cheap; software is expensive.

41. Market change

42. Data driven

43. Package / bespoke

45. Stuart Lunn, Infoworks Trends – data driven graphics– visual thesaurus

46. Stuart Lunn, Infoworks Trends – data driven graphics – visual thesaurus Imagine: Contact – Cases – Actions Expensive now…

47. Stuart Lunn, Infoworks Trends – data driven graphics – imagine a radar to-do list …where next?

49. Bespoke extension

51. Reliable

52. Monolith

53. Spec

54. Prototype

55. Build

56. Flexibility

58. Framework

59. Generate from spec

60. Expose spurs

61. Look and feel

62. Reliability

63. Time

64. Costs

65. Consult

66. Configure

67. Bespoke API

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76. Stuart Lunn, Infoworks Spur of information system exposed Online enrolment Call Centre New Courses Main system SQL

77. Stuart Lunn, Infoworks Case Review 6 - screenshots

78. Stuart Lunn, Infoworks Case Review 6 - screenshots

79. Stuart Lunn, Infoworks Case Review 6 - screenshots

81. Framework

82. Generate from spec

83. Expose spurs

84. Look and feel

85. Reliability

86. Time

87. Costs

88. Consult

89. Configure

90. Bespoke API

91. Add-onsCONVERGING, but still fit for different purposes and different situations

93. Desktop  Browser

94. Market change

95. Data driven

96. Integration & tailoring

97. Package / bespoke

99. 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?

101. Boundaries…Advice Agency email Admin Web App (asp.net/SQL) Internal Access DB email Lawyers

102. 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?

103. Stuart Lunn, Infoworks Council Website Case Review 2 - Local council MS BizTalk Permits MS Dynamics CRM Call centre Web Services GWC Client Meals

107. Stuart Lunn, Infoworks Case Review 3 - Small Grant Giving Trust website Normal processing Applicant Internal Access DB Exchange Application Form (Word)

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118. 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

119. 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