Connecting the Information Dots - NPOKI · 2014-01-15 · Project Management HQ: Out of 63, 35 use...

Connecting the Information Dots

A Webinar Series for International

Not-For-Profit Organizations

Webinar Series

Date/Time Topic

Tues, Feb 11th @ 11:30AM - 12:45PM EST

Creating an M&E Custom Solution – a Case Study

Tues, Mar 11th @ 11:30AM - 12:45PM EST

Knowledge Management / Content Management / Publishing and Workflow

Tues, Apr 8th @ 11:30AM - 12:45PM EDT

Cloud Based Solutions For Better Managing Projects And Data In International Development – A DevResults Case Study

Tues, May 13th @ 11:30AM - 12:45PM EDT

Best Of Breed: Bringing Together Financial, Grant, and Donor Management Systems

Questions

• Type your questions in the QUESTIONS box of the control panel. We’ll ask the presenters to respond to timely questions during their presentation. We’ll address the rest of the questions at the end of webinar.

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Webinar Recording

• We’ll be recording the webinars in our series

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Today’s Webinar

Executive Summary: Analysis of InsideNGO’s Annual Software Survey

Marie McNamee, Director of Programs, HR, IT & Legal, InsideNGO Brooke Kassner, Program Associate, InsideNGO Elizabeth Pope, Director of Research and Operations, Idealware William Lester, Executive Director, NPOKI Igal Rabinovich, CEO, n-Village

Let’s Take a Quick Poll!

• We want to learn about your organization

• We want to learn your role within your organization

InsideNGO’s 2013

Software Survey Overview

Overview of Survey &

Profile of Participants

Survey Format

7 Different topical areas

Accounting

People Management

Grants & Contracts

Various Management Software

Technology Tools

Communication & Phone Systems

Strategic Tools

Could select multiple responses

Surveyed both HQ & Field

Overview of Participation

Participating Agencies Organizational Budgets

Budget Size # of Orgs % of Total

Less than $10 million 12 18%

$10 million -$24 million 10 15%

$25 million - $49 million 10 15%



$250 million+ 6 9%

Survey Overview:

- 66 Participating Organization

- Equal distribution of budgets, staff sizes, mission, etc.

- Responses collected for both HQ and Field

- Responses collected in December 2013

Overview of Participation

62 out of 66 organizations responded to IT (HQ) Staff Size

Average number below based on budget size*

Operating Budget

Range

Average Dedicated IT

Staff (HQ)

Average Staff Size at

HQ

Reporting

Organizations

Less than $10 Million .75 28 12

$10 - $24 Million 2 69 9

$25 -$49 Million 2 79 9

$50 - $99 Million 5.26 166 17

$100 - $249 Million 8 162 10

$250 Million + 14.6 290 5

*Note that these averages do not reflect the amount of global IT responsibility for each incumbent or

the average staff size on a global scale

Accounting Software

General Ledger

HQ: Blackbaud Financial Edge & QuickBooks: 17%

Field: 50%+ utilize QuickBooks

Financial Reporting

HQ: Varied, 41% use Excel with other tools

Field: Excel and/or QuickBooks primarily

Budgeting

HQ: 44 out of 60 use Excel

Field: 40 out of 51 use Excel

Accounting Software-

General Ledger

General Ledger Headquarters Field Office

Blackbaud- Financial Edge 10 4

Deltek Cost Point 8 2

Financial Force (Salesforce.com) 2 1

FundEZ 3 2

Intacct 1 0

Microsoft Dynamics GP (Great Plains) 4 1

Microsoft Dynamics SL 4 0

Oracle Financial 2 1

QuickBooks 10 30

Sage MIP Fund Accounting 6 2

Sage Peachtree 0 1

Serenic Navigator 6 5

Sun Systems 2 3

Unit 4 Agresso (ERP) 4 3

None or n/a 1 3

Other, check box and specify below... 5 5

Total Reporting Organizations 58 53

People Management Software

Human Resources Information System (HRIS)

HQ: 18 out of 64 orgs use Excel in some form

Field: 50%+ use Excel

Performance Management/Appraisal Software

HQ: 40% have no tool, 13% Excel

Field: 49% have no tool

Benefits Administration

HQ: 29% ADP, 17% Excel

Field: 44% use Excel

Payroll

HQ: 50% + use ADP

Field: 12 use Excel and 12 use other resources (out of 43)

Electronic Timesheet

HQ: No common tool


Travel Expense Reporting

HQ & Field: 50%+ use Excel

Applicant Tracking

HQ & Field: 23% and 39% (respectively) have no system

People Management Software-

HRIS

HRIS Headquarters Field Office

ADP 18 4

Ceridian 6 1


Excel 16 23

Epicor HR 3 3

FairSail (Salesforce.com) 1 0

Lawson HR 2 0

PayChex 6 3

UltiPro 3 1

WorkDay 1 1

None or n/a 6 10

Other, check box and specify

below... 10 8


People Management Software

Travel & Expense Reporting

Travel & Expense Reporting Headquarters Field Office

Concur 6 3

Custom 5 5

Deltek 3 2

Excel 35 36

Oracle 1 1

Replicon 3 2

None or n/a 3 6


below... 9 4


Grants & Contracts Software

Grants & Contracts Management

HQ: Excel (24), Custom Application (12) and Salesforce (10)

Field: 35% use Excel

Sub-Awards

HQ & Field: 40%+ do not have a system

Grants & Contracts Software-

Management

Grants & Contracts Management Headquarters Field Office

Access 5 0

Custom Application 12 9

Deltek 4 0

Excel 24 16

MS Office Suite 5 3

Raisers Edge 3 1

Sage MIP 5 3

Salesforce 10 2

Serenic 5 3

None or n/a 3 10



Various Management Software

Project Management

HQ: Out of 63, 35 use Excel, 20 Microsoft Project, 13 Microsoft SharePoint, 11 Google Docs, 9 Smart Sheet, and 8 BaseCamp


Inventory/Commodities Management

HQ & Field: 50%+ use Excel

Customer Relationship Management (CRM)

HQ: 1/3 use Salesforce

Field: 50%+ do not have/use a CRM tool

Donor Management/Fundraising

HQ: Out of 59, 20 use Raiser’s Edge, 15 Salesforce and 12 Black Baud

Field: Almost 60% no tool

Learning Management (LMS)

HQ & Field: 45%+ have no LMS, at HQ 30% use LINGOs and 25% in Field

Video Tutorial Software

HQ & Field: 50%+ no tool

Various Management Software–

Project Management

Project Management Headquarters Field Office

Access 1 1

Asana 1 1

Basecamp 8 4

Custom Application 6 5


Excel 35 26

Filemaker Pro 1 0

Google Docs 11 6

Microsoft Project 20 12

Microsoft SharePoint 13 9

Sage 2 2

SmartSheet 9 5

None or n/a 8 12



Various Management Software–

Customer Relationship

Management

Customer Relationship Management Headquarters Field Office

Access 1 0

Blackbaud 9 3

Convio 7 3

Excel 4 4

Microsoft CRM 3 2

Outlook 8 5

RaisersEdge 12 3

Sage 2 1

SalesForce 20 7

None or n/a 7 22



Technology Tools

Virus Protection

HQ: 50% Symantec

Field: 34% Symantec, 25% Kaspersky

Spam Filter

HQ: 36% Postini, 30% Symantec

Field: Variety

Cloud Storage

HQ: Top three out of 57: DropBox (30), Google (23) and SkyDrive (Office 365) (12)

Field: Top two out of 52: DropBox (31) and Google (21)

Back Up Software

HQ: 15 out of 55 Symantec Backup Exec

Field: 33% no tool

Web Content Management

HQ: Top three out of 55: Drupal (21), WordPress (19) and SharePoint (13)

Field: Top three out of 37: WordPress (11), SharePoint (9) and Drupal (6)

Technology Tools- Cloud

Storage

Cloud Storage Headquarters Field Office

Amazon S3 7 2

Box.net 9 6

DropBox 30 31

Google 23 21

Microsoft Live 3 1

SkyDrive (Office 365) 12 7

SugarSync 1 0

None or n/a 8 7


below... 11 6


Technology Tools-

Web Content Management

Web Content Management Headquarters Field Office

Drupal 21 6

ExpressionEngine 2 0

IBM Web Sphere 1 0

Joomla 3 2

SharePoint 13 9

WordPress 19 11

None or n/a 6 11



Communications and Phone Systems

Content Management (CMS)

HQ: Top three out of 55: SharePoint and Drupal (17) and WordPress (15)

Field: 40% have none

Web/Video Conferencing

HQ: Top three out of 63: GoToMeeting/Webinar (30), Skype Business (24) and WebEx (22)

Field: Top three out of 51 Skype Business (17),

Voice Over IP (VOIP)

HQ: Out of 64: Skype (26) and Cisco (19)

Field: 50% use Skype

Smart Phones- Company Provided Operating Systems

HQ: 25% give stipend and allow BYOD; 15% do not support, remaining support iPhone, Blackberry & Android

Field: 27% give stipend and allow BYOD; 19% do not support; remaining support iPhone, Blackberry & Android

Online Community Platforms (Internal/External)

HQ: 60%+ Facebook

Field: 45% Facebook

Communications & Phones-

Content Management (CMS)

Content Management (CMS) Headquarters Field Office

Alfresco 1 0

Convio 4 3

Custom 2 0

Drupal 17 6

Joomla 2 1

Plone 3 0

SharePoint 17 10

WordPress 15 9

None or n/a 8 16


below... 8 4


Strategic Tools

Business Intelligence & Data Analysis

HQ & Field: Excel most popular

Enterprise Resource Planning

HQ & Field: 66% and 73%, respectively, no ERP

Firewalls

HQ & Field: Cisco & sonicWall

Document Management

HQ & Field: ShareDrives/File Server common & SharePoint, DropBox & GoogleDocs

Knowledge Management

HQ & Field: 43% and 59% no KM tool, SharePoint 30%+

M&E Tools

HQ & Field: Split – did not have M&E tool or had custom

Strategic Tools- Document

Management

Document Management Headquarters Field Office

Alfresco 1 0

Box.net 10 6

Dropbox 22 21

Google Docs 19 19

Logical Shares 4 6

Shared Drives/File Server 44 37

SharePoint 26 18

None or n/a 3 6


below... 4 4


Strategic Tools-

Knowledge Management

Knowledge Management Tools Headquarters Field Office

Drupal 5 5

SharePoint 20 13

None or n/a 23 26



Elizabeth Pope Idealware’s Director of Research

and Operations

Tech Can Increase Efficiency

Software Can Help!

A CRM for Everyone

Confidence in the Cloud

Mobile Everywhere

Internal and External Collaboration

Do What’s Most Logical

Marie McNamee: [email protected]

Brooke Kassner [email protected]

Elizabeth Pope [email protected]

Igal Rabinovich: [email protected]

Bill Lester: [email protected]

Contact Information:

mailto:[email protected]







Connecting the Information Dots

A Webinar Series for International

Nonprofit Organizations

Connecting the Information Dots - NPOKI · 2014-01-15 · Project Management HQ: Out of 63, 35 use...

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