Databases NAVCA Chief Officers Conference Stratford-on-Avon April 2009 Pete Read – Champion for ICT in West Midlands.

Databases

NAVCA Chief Officers Conference

Stratford-on-Avon

April 2009

Pete Read – Champion for ICT in West Midlands

Pete Read - IlluminateICT

• West Midlands ICT Champion

Background

• IT Training

• Project Management

• Open source Web site development

• Voluntary sector

Email : [email protected]

Database implementationPeople

OrganisationApplication

Skills framework for the information age

Set Strategy

Initiate, Influence

Ensure advise

Enable

Apply

Assist

Follow

Each role within an organisation spans one or more of these bands

RolesSet strategy

Initiate, influence

Ensure, advise

Enable

Apply

Assist

Follow

Board

CEO

Man

Info

Admin

Strategy vs operational

Set strategy

Initiate, influence

Ensure, advise

Enable

Apply

Assist

Follow

Board and CEO Set Strategy

CEO & Management translate strategy into

operational objectives

Team complete operational Objectives

Feedback

Feedback

Database radarContact

Info

Projectcontacts

Projecttargets

affiliates

Mail list

Committeelist

Staff

Newsletter

Committeelist

Committeelist

Committeelist

Consortiamembers

Nationallist

Common Database in LIOs

Database radar

ProjectContacts

ProjectTargets

Affiliates

Mail ListCommitteeList

Staff

CommitteeList

CommitteeList

CommitteeList

ConsortiaMembers

NationalList

ContactInfo

Types of data• Two key types

• Standard data – names, addresses, contact details etc.

• Transactional data – communication records, financial records, meetings etc.

RolesSet strategy

Initiate, influence

Ensure, advise

Enable

Apply

Assist

Follow

Board

CEO

Man

Info

Admin

Who uses the databasesSet strategy

Initiate, influence

Ensure, advise

Enable

Apply

Assist

Follow

ContactInfo

ProjectContacts

ProjectTargets

Affiliates

Mail list

Staff

Newsletter

CommitteeList

CommitteeList

CommitteeList

ConsortiaMembers

NationalList

CommitteeList

Board

CEO

Man

Info

Admin

Customer Relationship Management (CRM)

• In business one of the biggest costs is finding new customers

• Finding out more about your customer’s needs means you can potentially sell more to existing customers

• By profiling successful customers you can identify potential customers

CRM Use in the sector• Measure activity of workers on projects (how many groups

contacted, when, etc.)

• Status of relationships with groups

• Develops organisational knowledgebase

• Reduced risk of critical staff members leaving/ end of project

Hosting optionsServer

Workstations / Laptops /PDAs / smartphones

Server in house

Shared server with other LIOs

Hosted server space

Digital World• Natives

• Immigrants

• Pioneers

• Refugees

Barriers to Change

For

Against

Influence No Influence

Change Management

The psychologist Abraham Maslow famously said, “When the only tool you have is a hammer, everything looks like a nail.”

Cost/benefits

Licenses

Hosting

Training

Customising

Project Management Training

ManagementEfficiency

Gains-

New services-

New opportunities

Return on Investment

Set up costs On costs

Project Manager

ChangeManagement

CreateTender

document

Benefits&

Risks

Identify suppliers

DevelopSOR

IdentifyBudgets

Identify needs

IdentifyExistingDbases

SelectDatabase

Train users

Trainmanagers

TrainSuper users

IdentifyRoles

Agreeprotocols

ProjectManager

DeployDatabase

Select and deploy

Eeny meeny miny moe• What information do you need to get out of a system

today?

• What information will you need to get out tomorrow?

• Who will keep the data up-to-date?

• How many users will you need?

• Consider your existing systems?

Sample suppliersGraham Hewittemail: [email protected] phone: 0 1509 235544   website: http://www.esit.co.uk/

Massimo Giannuzzi email: [email protected] phone: 0 1364 649290   website: http://www.itsorted.org.uk

Dave Rushton email: [email protected] phone: 0 208 390 8899   website: http://www.centrepoint.uk.com

Oliver GibsonEmail: [email protected] Phone: 0161 277 1028Website: http://www.gmcvo.org.uk

Here are some suppliers working in the sector, who would welcome the opportunity to respond to your Statement of Requirements. There are other suppliers and this list does not constitute a recommendation

Volbase email: [email protected] phone: 01509 808181   website: http://www.volbase.co.uk

Annette Crook email: [email protected] phone: 0114 253 6612   website: http://www.vcconnect.org.uk

GM2 Online Data Project

• Joint project between Greater Manchester and Greater Merseyside ChangeUp Consortia

• Manages contacts, events, membership, grants, newsletters, interventions, monitoring / reporting

• Also provides a public website with online searchable directory of organisations

• Open Source so replicable by other LIOs / consortia

• Developed within the sector with strong economies of scale

• Aligning with NAVCA Sector Profiles / Quality Standards

Contact:

[email protected] / 0161 277 1028

Using the CiviCRM database as a standardised solution for generic LIOs

Extranet

Officesystems

Online servicesContent

Management

CENTRALDATABASE

BusinessApplications

Fundraising

Membership

Eve

nts

Ed

uc

atio

n

eTarget® Integration

Finally• This presentation is available on-line at

www.wmictchampion.org.uk

• Databases in the third sector

www.ictknowledgebase.org.uk/databasemarket

• A sample Statement of Requirement (SOR)

www.wmictchampion.org.uk

• Database planning guide

www.ictknowledgebase.org.uk/planningyourdatabase

• Database development case study (Medical Women’s Federation)

www.ictknowledgebase.org.uk/databasedevelopment

Pete Read

Illuminate ICT

West Midlands ICT Champion

http://www.wmictchampion.org.uk/welcome

[email protected]

024 7664 2022