Kim Ansell, Consultant Professional Associations of K2 Consulting 7 Roger Greenhalgh, Strategic ICT and Organisational Leadership Advocate of Jisc present on: Understanding what you want technology to do now and in the future for your association; Ensuring that your project is business driven; How to structure your team from board level to operations; Does size matter or influence what you need to do?

1. HOST SPONSOR
#ACTech15
ORGANISED BY
Consultant Professional Associations
Workflow technology: Managing roles and staff
resources better to meet your strategic aims
Kim Ansell
K2 Constulting

2. HOST SPONSOR
#ACTech15
ORGANISED BY
Strategic ICT and Organisational Leadership
Advocate
Workflow technology: Managing roles and staff
resources better to meet your strategic aims
Roger Greenhalgh
Jisc

3. HOW TO MAKE BETTER TECHNOLOGY
DECISIONS TO BUILD PRODUCTIVITY
AND ENGAGEMENT
Kim Ansell and Roger Greenhalgh
K2 Consulting and JISC
ASSNS CONGRESS COVER SLIDE????
2 July 2015

4. Strategic ICT &
Organisational Leadership Advocate
Roger Greenhalgh
» Organisations I work with:
» Operational challenges in HE and FE e.g.:
› Doing more with less – Getting to grips with real
operational costs and understanding institutional spend.
Maverick spend is an issue best addressed more effective
procurement processes.
› Perfecting room and resource utilisation – The sweet-
spot that joins together Estates, Facilities, Finance,
student numbers, staff workload and the student
experience, is knowing that you have just the right
provisioning at just the right time. No more, and no less.
› Resource-intensive major procurements – Where in-
house teams are already stretched, focus and consensus
is hard to achieve, and extra project/programme
management resource from an early point makes a real
difference.
› Academic engagement – There commonly remains a gulf
between those who are primarily teaching “subjects” and
those who are providing the more generic “student
support” in academic practice.
› Achieving best value – Although institutional finances
may be tight, expansion, consolidation and re-
development programmes are manifold, in the jostle to
re-position, gain competitive edge (or simply survive).
Change is the norm, in both the fabric of the campus and
the scope of the curriculum. No-one is comfortably
coasting.
» HE and FE Institutional Strategies
which address missions e.g.…
› Education
– Improving the student experience
– Employability
– Entrepreneurship
– ???
› Research
– Funding
– Capability
– Research into practice
– ???
› Enterprise
– Internationalisation and Global Reach
– ???
› Capability
– Digital skills
– ???

5. K2 is a team that knows:
• Membership and qualification bodies from the inside out
• How to connect up the partnerships and networks that drive
member value
• How to balance and prioritise sustainable value and evaluate
immediate opportunity
• Employability and how it works for the professional, the university,
the membership body and the employer

6. Enabling your Strategy
• Not just about cost cutting or process excellence
• Why does the organisation need it?
• Start with the business strategy and objectives
• Look at fit with IT Strategy?
• Consider the business case for change or improvement.

7. Enabling your Strategy
Departments holding their own
records/running their own systems
because of the unreliability of the
existing central one
Don’t know if delegates are
members?
No single customer view?
Running two systems

8. Enabling your Strategy
Facilitate flexible
collaboration across and
independent of disciplines;
Facilitate discovery of research activity and outputs;
Evaluate researcher attitudes to research theme
knowledge engineering and exploitation.
Address inefficiencies in gathering
information about research themes;.

9. Process
• Model what you want to achieve
• Business rules guide the logic
• Strategy determines the business rules
• Use a recognised project methodology
• Challenge existing ways of working
• Keep asking why?

10. The Publishing Industry Experience
• Is your workflow strategy cutting costs or creating value?
• Early e-books different prices for different formats
• Costs down but growth?
• Adapted workflow systems for online and print.

11. Jisc understands its customer organisations

12. Jisc understands its customer organisations
…below decks

13. Jisc understands its customer organisations
…and the view from the bridge

14. Jisc understands its customer organisations
…doing business as usual

15. What does the Board want?
15
Stability
Disruptive
innovation
Hygiene & compliance
Agility & adaptability for
Improved user experience &
Improved business processes
Do More…
with
less…

16. Systems
documentation
Business Service
Catalogue
Promotional
Material
Technical Service
Catalogue
Guidance notes
Tools & Techniques

17. Making the “backlog” visible

18. Making the “process” visible
…and understandable

19. Making the “process” visible
…across departments and collaborators

20. Making the “process” visible
…to allow difficult decisions

21. Maintaining
community dialogue
Project blogs
http://jiscinvolve.org

22. Maintaining
community dialogue
Project blogs
http://jiscinvolve.org

23. Maintaining
community dialogue
Project elevator
https://elevator.jisc.ac.uk

24. Project blogs
http://jiscinvolve.org
Project elevator
https://elevator.jisc.ac.uk
Co-design
http://www.jisc.ac.uk/blog/codesign
http://www.jisc.ac.uk/rd/how-we-innovate
http://www.ideascale.com/
Maintaining
community dialogue

25. The global body for professional accountants
• Why use your best people?
• Ensure the project team maintain links with
‘business as usual’.
• Supplement core team with short secondment.
• Challenge scope creep
People

26. The global body for professional accountants
Increase collaboration
• Aim to keep a consistent core project team
• Structure your team based on the function for the
project, not by department for the organisation
- Technical
- Information
- Business Focus
- Management and Governance
@JSK

27. The global body for professional accountants
“Fit for the customer”
A large, global professional association set
up a new project to map and improve their
customer journey.
Buzzword = simplicity
Outcome = exposed poor customer
processes, bottlenecks and weak links.

28. The global body for professional accountants
Visit
Social
Media Forum
BRAND,REPUTATION&MARKETING
C
Buy
Now
Monitor,
Follow-Up &
Support
Drop-Outs
Monitor,
Follow-Up
& Support
Drop-Outs
Apply
Online
OO
Registered
‘Sale’
Potential
Learning
Providers
Potential
Employers
Potential
Students
Attend
Event
Visit
Office
Visit
Websites
Contact
by
Telephone or
Email
Contact
Learning Provider
Contact
3rd Party
Provide
(Automated)
Reassurance to
Customer
Direct
Marketing
& Call to Action
via Website
M S
Collect
& Analyse
Data
M
B
Collect
& Analyse
Data
C
Monitor,
Follow-Up &
Support
Drop-Outs
O
C
S
Direct
Marketing
& Call to Action
via Website
M
SC
COMMONDATAREPOSITORY
B2B / B2C
Pop-Up
Web Chat
Obtain
& Analyse Data
from Learning
Provider
S
Collect
& Analyse
Websites Data
Collect
& Analyse
Events Data
M
B
Provide Support
& Call to Action
via Website
C
S - Other Specialist Team
C
- Service Delivery (Outbound Team)
B - Brand Team
M - Markets Team
O
- Service Delivery (Connect Team)
- Customer Activity
Key:
- indicates that the potential
customer can contact any
number of times via one or
more channels
- Activity
- Engagement Activity

29. Call to action
• Create a vision
• Keep it simple with a clear business case
• Plan and measure success against strategy
• Understand impact and value
• Check IT capabilities
• Select suitable partner
• Choose your team carefully and continue to invest in
the team
UCL Assessment and Feedback project
Our students must be more employable if they have better
quality assessment. If they have a better quality of assessment,
they can then implement that much more effectively when they
go into teaching and education practice, so, yes, it will enhance
employability and would certainly enhance student attainment.

30. Resources
• www.k2consulting.uk.org
• http://www.jisc.ac.uk/guides/business-intelligence/change-management
• http://www.jisc.ac.uk/guides/enable-your-staff-to-work-with-digital-technologies
• http://www.jisc.ac.uk/guides/collaborative-online-tools
• http://www.jisc.ac.uk/guides/understanding-your-data
• http://www.jiscinfonet.ac.uk/infokits/project-management/

31. HOST SPONSOR
#ACTech15
ORGANISED BY
www.associationsnetwork.org
www.associationscongress.com