Investment in Technology for non-profit @ Diffusion Pune 2012

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

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OpenOffice

http://www.openoffice.org/download/

Google Docs

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Google Docs

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Wikispaces http://www.wikispaces.com/

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 !