Anil Patel - Do You Feel Technology Is a Source of Frustration or Creativity for Your Organization?

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Investing in our productivity & creativity Practical approaches to a comprehensive IT & New Media Strategy

description

We think it is a source of creativity. Join our interactive session where you will see firsthand how our small charity (a few staff and hundreds of volunteers) are able to be hyper-productive using Salesforce.com and Google Apps. Our live demonstrations will show how we’ve been able to triple our productivity with only double the resources. Framework, the organization that brings you the Timeraiser program, is a small team with limited resources. We’ve made a deliberate decision to invest heavily in our Cloud Computing Strategy - tools like Salesforce.com and Google Apps - to better focus on our mission and collaborate with like-minded organizations. This has lead to improved fundraising and volunteer management capabilities. Attendees Will Walk Away With: • Project Management – ideas on how your team can collaborates on social media projects • Knowledge Management – ideas on how your team can stay on top of technology trends • Fundraising Management – ideas on how your team can collaborate on Fundraising • Board Management – ideas on how we organize information for your board • Volunteer Management – ideas on to track volunteer time and participation Anil Patel In 2001, Anil along with some of his university friends co-founded Timeraiser, a program aimed at engaging skilled and energetic Canadians to get involved in the community. The Timeraiser is Part volunteer fair, Part silent art auction, Part night on the town. To date the Timeraiser has generated 55,000 volunteer hours and invested $330,000 in the careers of Canadian artists. View Anil’s profile at http://ca.linkedin.com/in/anilpatrickpatel

Transcript of Anil Patel - Do You Feel Technology Is a Source of Frustration or Creativity for Your Organization?

Investing in our productivity & creativity Practical approaches to a comprehensive IT & New Media Strategy

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Overview

• Timeraiser Challenges

– Lots of stakeholders

– Lots of moving parts to the program

• Heavy investment in low-cost, highly-scalable, and integrated IT tools

• Demonstrations

– Demo #1: Using Skype for Screen Share & Conference Calls

– Demo #2: Building and Sharing a Budget using Google Apps Spreadsheets

– Demo #3: E-Signing a Document Using Echosign

– Demo #4: Corporate Donor Development Using Salesforce.com

– Demo #5: FTP File Sharing Using Box.Net & Google Apps

• Our approach to Technology investment and adoption

– Connecting our people to the content they care about using integrated apps

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Demo #1: Skype for Screen Sharing

• Key Challenge

– Need for quick conference calls

– Need to see what is happening on colleagues computers to trouble shoot

• What it allows us to do

– Cheap, fast, low cost conference calls

– Video conference calls

– Screen sharing

– Show you how we are sharing screens

• Pros, Cons & Cost

– Need a reliable internet connection

– Free

– Require video

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Demo #2: Building and Sharing a Budget using Google Apps

• Key Challenge

– Version control of budgets and other key documents

– Too much wasted time sending documents via email

• What it allows us to do

– Share information instantly

– Embed docs and spreadsheets to ANY webpage (public or private, you manage the settings)

– Collaborate in real time (using Skype and IM)

– No email attachment of documents

• Pros, Cons & Cost

– Requires an internet connection, not easy to do while off line

– Google Apps (standard edition is free; premium is $50/user/year)

– 95% of our docs on Google Docs; 5% Microsoft Office (including this presentation)

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Demo #3: E-Signing a Document Using Echosign

• Key Challenge

– 375 contracts per year that require signatures

– Administrative overload to manage files, lag time getting files back

• What it allows us to do

– Send documents for e-signature

– Counter-signed documents placed directly in contact record in our database

– Saves us 300 hours per year

• Pros, Cons & Cost

– $4.2 per document (@ cost of $1,500/year)

– Connecting our people to the content they care about using integrated apps

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Demo #4: Donor Development Using Salesforce.com

• Key Challenge

– Doubled revenue is 2 years

– 75+ funding partners and donors (over $500)

– Goal to double funding partners and donors by 50% in 2011

• What it allows us to do

– 360o view of partners and donors

– Ability to track stages of resource development

– All key documents are combined

– Accessible using mobile technology

• Pros, Cons & Cost

– 10 licenses free, discounts for additional seats

– Robust platform, can be customized to do ANYTHING you want

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Demo #5: FTP File Sharing & Google Apps Using Box.Net

• Key Challenge

– Currently managing 3,000 logos, photos, images, movies and other digital assets

– We will be adding at minimum 1,000 per year

– Storage, sharing, uploading with lots of partners in lots of cities

• What it allows us to do

– For example: Designer can upload a document, colleagues can comment and link can be shared with printer

– Embed widget for your website

– Powerful analytics & HTML 5 drag and drop capabilities

• Pros, Cons & Cost

– Reduces lag time from days to hours

– Cost = $1,500/year

– Fully integrated with Google Apps & Salesforce.com

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Your

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Your

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=1. Productivity

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&Small

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You can check our stuff at the following domain:

Our

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http://it.timeraiser.ca