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Getting started with Digital
Transformation in your Charity
Ian J Seath
Breakfast Briefing 22/06/17
3 reasons to transform digitally
Digital Transformation
Key themes: Enablers and Results
Leadership
People
Strategy
Processes
Digital Transformation
Beneficiary impacts
Income generation
Internal efficiencies
Start with “why?”
Why?
How?
What?
Digital Transformation
Strategy
Processes
Capabilities
Digital Transformation
Why focus on processes?
“Process: it’s what we used to call work before you
consultants got involved”.
Digital Transformation
• 100% of your organisation’s
performance is a result of how well
your people design, operate and
continuously improve its processes
Digital Transformation
Two typical starting points…
• We don’t really
understand our current
processes
• We need to get our
processes “in order”
before we think about
investing in new
technology
• We know we need to fix
some problems
• We need to make a step-
change in performance in
a few key areas and we
believe new technology
can help
8
As Is To Be
Digital Transformation
Digital Transformation
Text
Input Output
Procedure Policy ProcedureStandardProcedure
Policy Standard
Process
Maps
Digital Transformation
Digital
Input Output
Webform Self-service E-mailWorkflowOCR/Voice
Database Dashboard
Process
Maps
22/06/17
Assess eligibility for support
Digital Transformation
Elements.cloud - demo
Digital Transformation
Process re-design choices
• Streamlining – e.g. eliminate non-value steps
• Simplification – e.g. triage, RRS
• Moving decision points – e.g. early Go/No-go
• Parallel vs. sequence – e.g. approvals
• More extrinsic activities – e.g. provide templates
• Multi-skilling – e.g. reduce hand-offs
• Standardisation – e.g. reduce the cause of errors
• Automation…
Digital Transformation
Success factors
• Identify the right projects (processes) to work on
• Think process, not function – end-to-end & starting with
the beneficiary/donor/customer
• Do it with the process experts – the staff who operate
the processes
• Measure the right things – defined by your improvement
objectives
• Understand what a “good” process looks like – Lean
thinking helps
• Management of change – applying sound principles in
ways that work for the organisation
Register for elements software
• https://app.q9elements.com/signup?partner=IA1048
Digital Transformation
Finally…
“If you always do what you always did, you’ll always get
what you always got”
- Joseph Juran, Quality Guru
Digital Transformation
Improvement Skills Consulting Ltd.
ian.seath@improvement-skills.co.uk
07850 728506
@ianjseath
Digital Transformation

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Getting started with Digital Transformation in your Charity

  • 1. Getting started with Digital Transformation in your Charity Ian J Seath Breakfast Briefing 22/06/17
  • 2. 3 reasons to transform digitally Digital Transformation
  • 3. Key themes: Enablers and Results Leadership People Strategy Processes Digital Transformation Beneficiary impacts Income generation Internal efficiencies
  • 6. Why focus on processes? “Process: it’s what we used to call work before you consultants got involved”. Digital Transformation
  • 7. • 100% of your organisation’s performance is a result of how well your people design, operate and continuously improve its processes Digital Transformation
  • 8. Two typical starting points… • We don’t really understand our current processes • We need to get our processes “in order” before we think about investing in new technology • We know we need to fix some problems • We need to make a step- change in performance in a few key areas and we believe new technology can help 8 As Is To Be
  • 10. Digital Transformation Text Input Output Procedure Policy ProcedureStandardProcedure Policy Standard Process Maps
  • 11. Digital Transformation Digital Input Output Webform Self-service E-mailWorkflowOCR/Voice Database Dashboard Process Maps
  • 12. 22/06/17 Assess eligibility for support Digital Transformation
  • 14. Process re-design choices • Streamlining – e.g. eliminate non-value steps • Simplification – e.g. triage, RRS • Moving decision points – e.g. early Go/No-go • Parallel vs. sequence – e.g. approvals • More extrinsic activities – e.g. provide templates • Multi-skilling – e.g. reduce hand-offs • Standardisation – e.g. reduce the cause of errors • Automation… Digital Transformation
  • 15. Success factors • Identify the right projects (processes) to work on • Think process, not function – end-to-end & starting with the beneficiary/donor/customer • Do it with the process experts – the staff who operate the processes • Measure the right things – defined by your improvement objectives • Understand what a “good” process looks like – Lean thinking helps • Management of change – applying sound principles in ways that work for the organisation
  • 16. Register for elements software • https://app.q9elements.com/signup?partner=IA1048 Digital Transformation
  • 17. Finally… “If you always do what you always did, you’ll always get what you always got” - Joseph Juran, Quality Guru Digital Transformation
  • 18. Improvement Skills Consulting Ltd. ian.seath@improvement-skills.co.uk 07850 728506 @ianjseath Digital Transformation