2. Stuart Lunn, Infoworks Information Systems in the Third Sector Approaches & technologies Organisational Evolution Trends Case reviews Opportunities Conclusions
3. Stuart Lunn, Infoworks Browser IS approaches & technologies – 7 click history Bespoke CRM Packages Charity Packages Fundraising, Membership… Open Source Open Source Open Source Browser /Desktop .NET etc ASP Raiser’s Edge, ThankQ, Care, iMIS, IRIS, SodalitaS etc Microsoft Desktop Outsource SQL Server Desktop/Hosted General VB Access In house DOS
4. Stuart Lunn, Infoworks IS approaches & technologies Open Source General CRM .NET etc Charity Packages Microsoft CRM Outsource SQL Server Access In house
5. Stuart Lunn, Infoworks CLOUD IS approaches & technologies In house/ Outsource Bespoke Desktop Access Access/SQL Open Source Charity Packages/ CRM Desktop /Browser Outsource Bespoke Browser .NET etc SQL Charity Packages Proprietary Desktop/ Browser General CRM Desktop /Browser Microsoft CRM Desktop /Browser
6. Stuart Lunn, Infoworks IS approaches & technologies – where it’s at Size IS evolution Other In house /Outsource Bespoke Desktop Access Access/SQL Open Source Charity Packages/ CRM Desktop /Browser Outsource Bespoke Browser .NET SQL Charity Packages Proprietary Desktop /Browser Microsoft CRM Desktop /Browser General CRM Desktop /Browser
14. Stuart Lunn, Infoworks Management Evolution - scenario 2 – getting organised IS Strategy Charity Package Core Information System Specialist Package Function Function Function Outsourced operation Function Function activity activity activity activity activity activity activity activity activity activity activity
15. Stuart Lunn, Infoworks Management Evolution - scenario 2 – “organised” Access Database IS Strategy Specialist Package Outsourced operation Charity Package Core Information System Function Function Function Access Database Function Function Access Database activity activity activity activity activity activity activity activity activity activity activity activity activity activity
16. Stuart Lunn, Infoworks Evolution - scenario 3 - “organised” –> disorganised –> ad hoc Management Change Budget Cut Access Database IS Strategy Specialist Package Outsourced operation Charity Package Core Information System Access Database Access Database Function Function Function Function Access Database Function Access Database Access Database activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity activity
99. Stuart Lunn, Infoworks Case Review 1 - Legal advice charity Advice centres send in ‘legal question’ forms with supporting docs. Enter in Access db, check, categorise, ID appropriate law firm, see if they’ll take the case. If OK send case files. If no keep calling … Eventually ‘question’ sent back answered to us, we post to client, check happy, close case Better way?
102. Stuart Lunn, Infoworks Case Review 2 - Local council Helpline to buy parking permits, school meals, book garden waste collections etc. Pressure to reduce admin costs. Suggestions?
103. Stuart Lunn, Infoworks Council Website Case Review 2 - Local council MS BizTalk Permits MS Dynamics CRM Call centre Web Services GWC Client Meals
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107. Stuart Lunn, Infoworks Case Review 3 - Small Grant Giving Trust website Normal processing Applicant Internal Access DB Exchange Application Form (Word)
118. Stuart Lunn, Infoworks Strategic Opportunities Fundamental change Change & standardise business processes - data driven functionality Inside-Out Break int/external boundaries Growth & efficiency savings - self service Adaptation & extension Squeeze value
119. Stuart Lunn, Infoworks Conclusions & Discussion Where it’s at with Apps package, access, bespoke, crm Trends costs, browser, cloud, market, data driven, convergence, longevity, mobility Strategic opportunities fundamental change, inside-out, adapt & extend Strategy is king know your org, study others, create vision, push thru & keep watch