Investment in Technology for non-profit @ Diffusion Pune 2012
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Investments in Technology
Savita Muley
Sponsored by
• Introduction & Expectation Setting
• Productivity Enablers – Choosing a Technology Platform
– Technology use in • Operations
• Finance & Accounting and Governance
• Messaging and Communication
• Fund Raising
• Impact Measurement
• Opportunities in Social Sector using Technology
• Resources
Agenda
Choosing a Technology Platform
Architecture
• Proprietary/Custom
• Cloud-based
Platform
• Open Source
• Microsoft
• Unix/Linux
Management
• In-house on premises : Own team, own hardware
• Outsourced on premises : Subcontractor/Vendor team, own hardware
• SaaS-based: Vendor team, vendor hardware off premises
Criteria for Evaluation
Prioritize among the above trade-offs : not all can be met simultaneously !!
Evaluation
Cost
Ease of Use
Maintainability Compatibility
Security
Approach to Adoption
Choose based on simplest approach – Incremental or Prioritized works best when you have limited resources
• Adopt technology at small levels across all functions without major process changes e.g. use of email across all teams
• Then slowly add features and functions e.g. use of Google docs
Incremental
• Adopt technology only in selected areas e.g. social media marketing on Facebook/Twitter
Prioritized
• Adopt technology across all functions and change processes e.g. Microsoft CRM
Big-Bang
Technology Enablers
Operations
Finance/Accounting
Other functions Marketing
Communication
Operations
Need
• Project Management or Task management including allocations and tracking
• Lists and contacts
• Forms/Legal Documents/other paperwork
• Process workflows
Tools
• Management tools such as word processor, spreadsheets etc (MS Office , OpenOffice, Google Docs, Microsoft Dynamics CRM)
• Internal Email
• Use of Wiki for information sharing
Approach
• Identify level of sophistication needed and volume of data expected
• Assess budgets available for investments (how much are you willing to spend?)
• Identify the must-have features (prioritize what you want automated first)
http://crm.dynamics.com/en-in/on-demand
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Microsoft Dynamics CRM
Google Docs
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Google Docs
Accounting and Governance
Need
• Accounting for individual as well as the organization.
• Budgetary planning for an organization.
• Incentive calculation and progress tracking for employees and the organization.
• Better analysis of reports and graphs and charts generation
Tools
• Professional Accounting Software
• Word, Excel spreadsheets
• GoogleDocs
• Online/offline software
Approach
• Start record keeping as early as possible
• Identify all regulatory and governance requirements upfront
• Use simple tools to collect data first and later use more sophisticated software to generate reports/charts as needed
•
Accounting and Governance
http://www.dotorg.ch/ http://www.tallysolutions.com/website/html/tallyerp9/tallyerp9-main.php
Accounting and Governance
Accounting and Governance
•
https://incometaxindiaefiling.gov.in/portal/companies.do
Messaging/Communication
Website
• Create your own website using online tools
• http://www.webdesigningahmedabad.com/free-website-for-ngo-and-non-profit-organization.html
• http://www.webeden.net/?gclid=CPfPgrCes6sCFQl76wodv1OWdQ
• http://www.ewebtechno.net/ngo_special.html
• http://hosting.india.to/
Blogs
• Use Blogs to spread word about your work, it’s impact and future plans
• www.blogspot.com
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad
Messaging/Communication
Messaging/Communication
Messaging/Communication
Google Grants
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Get your story right. Start with a social capital or a network. Set your targets early.
Build a simple website or a blog where you can tell your story.
Make sure to put online payment mechanisms in place.
Get your own Facebook page and get your volunteers and their friends to follow you.
Tweet about your work and ask Celebrities and followers to support and spread your cause.
Make people come together for a cause. Keep it transparent.
Tips : Online Marketing*
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 21
• Donor Management : – Database for supporter details
– Spreadsheet based tracking
– Greenpeace uses a Custom tool to track donor details. Has integration with bank payments etc
• Websites having Payment Gateways (Paypal)
Fund Raising
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Impact Measurement
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Spreadsheet data can be processed into MIS reports to measure impact
E.g. quantum of Loan given by Micro-finance organizations.
Online portals
Pulse
IRIS
• Free tools have their limitations. Make sure your spreadsheets never become more than 20 Mb and convert your data into multiple spreadsheets if need be.
• Always save your data in files/folders on the computer. Keep multiple copies to avoid losing data preferably on different computers.
• When your organization size has grown where you need to track multiple donors across cities and geographies , your volunteer base is substantial and you handle multiple high net worth projects it is time to switch to an ERP ( e.g. http://www.acctech.biz/industries/ngo_1.html )
• It is also preferable to handle your customer relationship via a CRM system and use analytics to help you understand the impact of your campaigns, your donor base , your volunteer schemes etc.
• Move it online…think about the cloud.
• Big or small - IT will always be a part of your strategy!
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Scaling IT up !
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad
• GiveIndia
• Mobile Solutions – Logistimo
– M-Pesa
– ITC e-Choupal
• Aadhar – UID project
– NREGA and Cash Subsidies
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Opportunities in Social Sector
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GiveIndia
• Enable every individual to easily take part in the act of giving
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GiveIndia Connecting donors with NGOs Engaging donors
Maintaining credibility
Enabling NGOs use IT
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GiveIndia
Transactional
Infrastructure
Informational Strategic
• 500 plus donation options •Automatic receipt
generation for tax deduction purpose
• Internal reports / access to info.
• Feedback Details
• Philanthropy Exchange • Connect donors and NGO’s
• Internal IT team now • Volunteer driven
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GiveIndia
Give India 8%
Industry 2.7%
Give-India
Give - USA
Payroll
Rediff.com
iGive
Mobile app
Credit card
0.97
1.1
2.1
9.3
12.2
22
20
9
34
50
75
110
247
247
30,000
50
10,000
Funds raised
# of listed NGO
# of listed PRG users
2002 -03
2003 -04
2004 -05
2006 -07
2009 -10
2010 -11
2001 -02
Constantly innovating in technology…
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Mobile Solutions
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad
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Mobile Solutions - Logistimo
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Mobile Solutions – Reuters Market Light
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Mobile Solutions - Reuters Market Light
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Technology Solutions – ITC e-Choupal
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Technology Solutions – ITC e-Choupal
Farming Knowhow
Market Information
Two-way Delivery channel
• Weather updates
• Crop Information
• Real time access to market prices – no middlemen
• Transparent and wider market access
• Farm commodities out to the market
• Essential FMCG , Durables, Banking to rural areas
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Stanford Design School http://dschool.stanford.edu/blog/category/extreme-affordability/
• World’s largest Biometric Identification Project
• UID links Passport No., PAN Card, Bank Accounts, NREGA etc. under one unique 12 digit identification number
• Will eliminate duplication of different forms of identification
• UIDs assigned without taking into account caste, creed, religion or nationality
• Looks to accommodate the estimated 120 million migrant workers in India
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Aadhar – UID Project
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad
• Enrolment process digital, requires fast transmission of data from remote areas
• Creates a digital database of 1.2B identities
• Digitized Biometrics key to prevention of duplicate / shadow identities
• The “Know Your Resident” will suffice for the “Know Your Customer” for Financial Inclusion
• UID Database online verification designed to allow access through multiple vendors and platforms for diverse uses
• Error Rate estimated at < 0.01%
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Aadhar – UID Project
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad
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Subsidies
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad
• Government provide free computer education: AICSM
• NGOs provide computer education : Swarnimsawera , Uddami
• Connect with IT companies for training : NESTSOFT
• Many websites provide free tutorials : http://w3schools.org
• Approach IT companies for old PCs (& laptops)
• More sites to check -
– http://www.google.com/grants/details.html
– Tally (http://www.tallysolutions.com )
– Wings (http://www.wingsinfo.net )
– Zoho (http://www.zoho.com )
– Salesforce (http://foundation.force.com/home )
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Resources
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad
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Questions ?
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Thank You !
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