20110721 community-fdns-presentation


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Presentation to GoodWorks Connect, July 21, 2011, Mattoon, IL by Steven Stern on behalf of Lumity


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  • A little about me.... Been working with Lumity for about a year as a consultant and contractor. I build databases and websites. My real interest is in understanding WHY the db and website need to be built and what purpose they server. I’m the guy in the meeting who keeps asking “Why?”. Been a tech writer, programmer, sysadmin, CIO and CTO. I have fun with technology, I like making a difference, and I see things as systems to be solved.
  • We’re going to have questions at the start AND at the end. The questions at the start inform me and will guide and change this presentation When Lumity meets with a client, we have a process to put your needs in a context that helps us walk you through the maze to your goal
  • Services include training on common software, SalesForce, Quickbooks best practices Temporary/interim help with finance CRM systems customized to the organization Information Technology assessment and planning
  • We’ll come back to this. But think about it.
  • These are just a few pieces of the puzzle. How do you pick what’s right for you?
  • There is a lot of technology out there, but we must first talk about data. How do you interpret it? How do you use it? Do you have what you need? Do you have what you don’t need? What are data? Nouns -- people, places, things. These are basic objects, and we hang attributes on them like ornaments on a tree and link objects via relationships.
  • In the scheme of things, data defines the software. The software determines the hardware you need. “What server should I buy” isn’t the place to start.
  • Where’s the technology advice? We’ll get to that, but first, let’s do a small exercise. I read a lot of stuff that talks about “aligning your IT plan with the business strategy.” Who would have thought you’d have to say that out loud. The IT plan starts with the business strategy.
  • Constraints include compliance rules like HIPAA, PCI
  • We now have a lot of individual data points. What do we do with them? Working backwards from reporting requirements helps define the data. Working backwards from desired work flows helps define the application.
  • One of Lumity’s services is a technology assessment. We review your servers, services, IT practices, etc. But we need to understand what the technology is here to serve and give you both tactical and strategic advice. Most expensive thing is time and emotional commitment
  • We can fill several roles -- your trusted technology advisor, your strategic planner, or your software development consultants. In all of them, our goal is to give you the information to make informed decisions.
  • HR: Your next hire, training needs, change management Cloud: Salesforce, Google, Live 365 -- is it right for you? Social: What, how, and why -- how does it fit in your communication and branding strategy How do people want YOU to connect WITH THEM Platforms: PC, tablets, phone
  • OK, now we’re ready to get to the tech questions What’s broken, what are the priorities, what opportunities are missed, what can be exploited? (Discuss A/B research with mailing, web pages, etc.)
  • These are some of the things we run into frequently. What are your problems?
  • 20110721 community-fdns-presentation

    1. 1. Strategy, Data, and Information Technology Steven Stern -- July 21, 2011
    2. 2. Agenda <ul><li>What do you want to take away from this morning? </li></ul><ul><li>Looking at your organization </li></ul><ul><li>Navigating the maze of technology </li></ul>
    3. 3. Introduction to Lumity <ul><li>We help not-for-profits with </li></ul><ul><ul><li>Logistics </li></ul></ul><ul><ul><li>Accounting </li></ul></ul><ul><ul><li>Communications </li></ul></ul><ul><li>With Services For </li></ul><ul><ul><li>Technology and Finance </li></ul></ul>
    4. 4. The conversation starts <ul><li>Where does it hurt? (Things broken.) </li></ul><ul><li>What can’t you do? (Opportunity costs) </li></ul><ul><li>What’s takes too much time? (Inefficient process) </li></ul>
    5. 5. There’s a lot of technology out there...
    6. 6. Start with Data Data Data People Organizations Places Data Donations Data Data Contacts Data Data
    7. 7. Data defines the shape Data Software Hardware
    8. 8. Exercise <ul><li>What does your organization do? </li></ul><ul><li>What is the nature of your data? </li></ul><ul><li>What do you need to do with it? </li></ul>
    9. 9. What do you do? <ul><li>Mission, Objectives, Resources </li></ul><ul><li>We see data objects and relationships </li></ul>
    10. 10. What is the nature of your data? <ul><li>People, Events, and Organizations </li></ul><ul><li>Attributes and Relationships </li></ul><ul><li>How is it constrained? </li></ul>
    11. 11. What drives your data? <ul><li>Reports </li></ul><ul><li>Fund Raising </li></ul><ul><li>Communication and Collaboration </li></ul>
    12. 12. Context <ul><li>Business Strategy comes before </li></ul><ul><li>Technology Strategy comes before </li></ul><ul><li>Buying, changing, or assessing anything </li></ul>
    13. 13. We help you decide <ul><li>Based on </li></ul><ul><ul><li>Expertise </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Broad insights </li></ul></ul>
    14. 14. Strategic Context <ul><li>HR Implications </li></ul><ul><li>Cloud or not </li></ul><ul><li>Social Media </li></ul><ul><li>Communication methods </li></ul><ul><li>Platforms </li></ul>
    15. 15. Are you ready? <ul><li>What do you know about technology? </li></ul><ul><li>Are you ready to lead by example? </li></ul>
    16. 16. Fixing the pain points <ul><li>Where does it hurt? </li></ul><ul><li>Triage </li></ul><ul><li>Opportunities </li></ul>
    17. 17. Common Problems <ul><li>Data in multiple locations </li></ul><ul><li>Confused object relationships </li></ul><ul><li>Manual “crunching” to produce common reports </li></ul><ul><li>Unreliable systems </li></ul><ul><li>Offsite/remote access and sharing </li></ul>
    18. 18. Q & A <ul><ul><ul><li>Lumity 407 S. Dearborn, #800 Chicago, IL 60605 312-372-4872 [email_address] </li></ul></ul></ul><ul><ul><ul><li>http://lumity.org </li></ul></ul></ul><ul><ul><ul><li>Steven Stern [email_address] @sds52 http://on.fb.me/sdstern </li></ul></ul></ul><ul><ul><ul><li>Email me if you’d like the slides </li></ul></ul></ul>