Presentation at IFRC CIO Conference Workshop May 2016 Geneva, Switzerland Sonia Karkare – Head of Core business Operations (IT), The Global Fund
Agenda Technology as a strategic fundraising tool Purpose of slides Technology as a strategic fundraising tool Best practices and lessons learned from the American Red Cross International Services global portfolio management system
Technology as a fundraising tool Purpose of slides Technology is ubiquitous How we use it to change the way we work is key
Donor engagement Effective use of data CRM Technology as a fundraising tool Purpose of slides Donor engagement Effective use of data CRM
Technology as a fundraising tool Purpose of slides How a nonprofit employs knowledge can make or break its fundraising potential. Collecting and optimizing data on past and future donors, developing a deep understanding of what drives them to take action and what makes them tick is key. A customer relationship management (CRM) tool is a great first step. It can help organize your operations, including fundraising, email and mailing lists, online engagement, events, social advocacy and more. ~Huffington Post, Sara Hilware
Technology as a fundraising tool Purpose of slides Social media Mobile
Links to useful articles showing innovative use of technology in humanitarian aid Purpose of slides http://www.hsph.harvard.edu/news/hsph-in-the-news/hhi-report-technology/ https://app.icrc.org/e-briefing/new-tech-modern-battlefield/media/documents/36.-New-information-technologies-and-their-impact-on-the-humanitarian-sector.pdf http://www.aidforum.org/disaster-relief/top-solutions-that-are-saving-lives-in-humanitarian-response http://www.huffingtonpost.com/sarah-hillware/5-ways-technology-can-hel_b_7422752.html
American Red Cross – International Services, Portfolio Management System (ECOS, May 2014) May 2016 Geneva, Switzerland Sonia Karkare – Head of Core business Operations (IT), The Global Fund
Efficient Collaborative Operating System ARC – Why did we do this? Our challenges Global work Document management Diverse projects Challenging metrics Scattered storage Efficient Collaborative Operating System
Link to Project presentation: ARC – What did we use? Why Salesforce? Simplicity Link to Project presentation: https://www.youtube.com/watch?v=-jE-0ZsRojk
Features Proposal Partner/Donor Agreements reports Logframe Workplans Risk log Indicator tracking Design Decision log Budget Tasks Issue log Performance Status GIS Approvals
User adoption challenges ARC – Challenges User adoption challenges Nuances vs. standards Messaging and communication Offline to online
User adoption support ARC – Best practices and lessons learned Leadership buy-in Data entry Online support Monthly lunches EVO team
Questions?