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Digital transformation and you: a seminar for Charites
This document outlines the agenda for a digital transformation conference on October 4th, 2016. The agenda includes: - Discussions on what digital transformation is and case studies from Save the Rhino and Spofforths Brighton on their digital journeys. - A session on integrating customer relationship management (CRM) and finance systems. - A presentation from The Officers' Association on building an online community and increasing engagement. - An exercise for participants to self-assess their organization's digital maturity followed by a panel discussion. - Next steps and closing remarks from the conference organizers.
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Digital transformation and you: a seminar for Charites
- 1. Digital Transformation and YOU Tuesday 4thOctober 2016 1.15pm-4pm #digitaltransformation16
- 2. Welcome Steve Rose, TechnologyDirector ShoNet [email protected]
- 3. Programme (First Half) ▸What is “digital transformation”? Alex Spofforth, Spofforths Brighton ▸ Save the Rhino’s Journey Susie Offord-Woolley, Save the Rhino International ▸ Integrating front office & back office (CRM + Finance) Daniel Daly, Spofforths Brighton ▸ Building a community to better engage beneficiaries Brian Parsanka, The Officers’ Association
- 4. Programme (Second Half) ▸Self-Assessment exercise & discussion of your digital vision Ian Seath, Improvement Skills Consulting ▸ Audience & panel discussion with Susie Offord-Woolley & Daniel Daly ▸ Next steps Steve Rose & Alex Spofforth
- 5. What is “digitaltransformation”? Alex Spofforth, Partner Spofforths Brighton
- 6. Susie Offord-Woolley |Deputy Director Save the Rhino’s journey Connecting conservation and communities www.savetherhino.org
- 7. 1. Challenges andbarriers
- 8. Why did wewant to change ▸Our previous database was outdated ▸Couldn’t easily access our data ▸Clunky and time consuming ▸Lots of manual processes, people avoided using the DB if possible ▸Expensive to maintain and update ▸Didn’t integrate with any other system ▸We were getting no where with the database company who couldn’t see why we weren’t happy
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- 12. Opportunity to tackleall those frustrations
- 13. Step one: Requirementscapture and choosing a solution ▸Sat down with each member of the team to go through all the requirements ▸Compiled this into a tender document ▸Planned a tender timetable and sent tender out to approx. 20 agencies ▸Developed a marking criteria to see how responses matched to our requirements ▸Invited 4 to present their system
- 14. Step two: Mappingprocesses Reviewed all of our processes and where we want to be in 5 years
- 15. Step three: Managingthe project ▸Requires a project owner within the charity ▸Useful to have a second project support for holidays etc. ▸Weekly calls with Shonet and our web agency to track progress against timeline ▸Issues tracking list which was reviewed each week ▸Cancelled other SRI projects to free up time to manage project
- 16. Step five: Testing ▸Weused our original requirements to help test the system ▸Created test scenarios to run through the system i.e. two marathon runners want to fundraiser together using virgin Money giving etc. ▸Shonet do an Agile process for testing (iterative process)
- 17. Step six: Training ▸Shonetprovided training days ▸We created a Salesforce handbook ▸Internal training sessions to ensure everyone was working consistently
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- 19. 4. Benefits andlessons learnt
- 20. Benefits ▸We can nowaccess our data efficiently ▸Data is clean ▹ We can run profiles on our supporter base ▸Processes are mapped out and are more efficient ▸Team works better together, more collaborative ▸Opportunity to steward supporters ▸Integrated with other systems (Outlook, Mailchimp, Eventbrite)
- 21. ▸All our datais in one place – not in excel documents ▸Much more motivated team as they don’t face so many barrier ▸Online fundraising has increased ▹2014-15 £33,302 online donations ▹2015-16 £54,556 online donations (39% increase)
- 22. Lessons learnt ▸Project ownerneeds to be very motivated and have a vision of what they want ▸Ensure you are clear about your requirements ▸Involve the team in the process – it utilises their knowledge and buys them into the solution ▸Create capacity within the team – you
- 23. ▸Don’t get tiedinto one agency ▸Ensure you look at your business processes and map the solution around these (not the other way around) ▸Estimate the amount of time required for testing * 4 ▸Plan for internal training – some team members will be resistant to change ▸Always plan a phase two – almost impossible to know everything you want ahead of using the system
- 24. Thank you Susie Offord,Deputy Director [email protected] Save the Rhino International Unit 5, Coach House Mews 217 Long Lane London SE1 9AQ Tel: +44 (0)20 7357 7474 www.savetherhino.org
- 26. Integrating front office& back office (CRM + Finance) Daniel Daly Spofforths Brighton
- 27. Digital Transformation andYOU Brian Parsanka Digital Project Manager Officers’ Association
- 28. Who we areand what we do • Military charity • Support Commissioned Officers of the Tri - services & Their Families ▫ Helping officers find employment ▫ Providing advice ▫ In cases of need, financial support 04/10/2016 Digital Transformation and YOU
- 29. The Challenges Digital integrationacross all platforms – App – Website – Salesforce - Eventbrite etc – Is a must to gain most out of your existing systems • Getting The OA out there • Growing our online community • Increasing engagement and keeping it • Reaching new members • Encouraging regular use of our services 04/10/2016 Digital Transformation and YOU
- 30. Providing Leadership • Aswith any new initiatives important to have support and buy in from leadership team at outset – important for them to understand what trying to achieve and solutions available 04/10/2016 Digital Transformation and YOU
- 31. Building on ExistingSystems • Current delivery based around integration of OA website – Salesforce portal pages – Apps such as Eventbrite an Gotowebinar – Dotmailer (bulk emails) Salesforce • Analysis of google analytics indicated that majority of existing job seekers using mobiles or tablets to access out services • Keen to service this group – Transition App logical development 04/10/2016 Digital Transformation and YOU
- 32. Google Analytics Top10 OA Website Users 04/10/2016 Digital Transformation and YOU
- 33. Google Analytics Top10 Portal Users 04/10/2016 Digital Transformation and YOU
- 34. Top 5 NewsletterClients 04/10/2016 Digital Transformation and YOU
- 35. Building on ExistingSystems (Now) 04/10/2016 Digital Transformation and YOU PORTAL WEBPAGES (Salesforce) •Hon Reps •Jobseekers STAFF AREA •Benevolence, •Database •Job Orders PUBLIC AREA (Main Website) PRIVATE AREA With content for Hon Reps, OA WEBSITE SALESFORCE SINGLE LOGIN SalesForce Portal Page
- 36. The Solution 04/10/2016 DigitalTransformation and YOU APP MAIN OA WEBSITE (Public) SALESFORCE (Jobseeker Member Area) LOG ON (Via Communities)
- 37. The Solution (OATransition App) 04/10/2016 Digital Transformation and YOU
- 38. Lessons Learnt ▫ Berealistic about the scope and what can be included – understand the problem you are trying to solve (scope creep!) ▫ Identify the success criteria ▫ Dedicated project manager ▫ Select the right partner ▫ Stay on track (time – money – fit for purpose) with regular reviews (weekly at least) 04/10/2016 Digital Transformation and YOU
- 39. Digital Transformation andYOU Break #digitaltransformation16
- 40. How digital areyou now? Pre-workshop survey Ian Seath, Director Improvement Skills Consulting
- 41. Key themes: Enablersand Results Leadership People Strategy Processes Beneficiary impacts Income generation Internal efficiencies
- 42. Digital Transformation Maturity InitialIntent Initiative Intelligent Inspiring Leadership Q1-2 Strategy Q3-4 People Q5 Processes Q6-8 Results Q9-11 Current state? Future state?
- 43. How “digital” areyou now?
- 45. Audience and paneldiscussion with Susie Offord-Woolley & Daniel Daly
- 46. Next steps with SteveRose & Alex Spofforth
- 47. Thank you Remember tocomplete our event feedback questionnaire online for your chance to have a free one-to-one session with our consultants about your organisation’s digital transformation.