Excellence Through Technology: Three Ways to Leverage Technology for Excellence United eWay ’05 NTCMarch 24, 2005

United eWay 2 Overview & Introductions Perfection vs excellence Evaluation and making the right choice Examples We welcome questions and comments both throughout and after the presentation Today’s Presentation

United eWay 3 Who’s with us today Ed Mishrell – Boys and Girls Club of America Heather Matson – Configuration & Support United eWay Rhonda Veugen – Director, eCommunity United eWay

United eWay 4 Mobilize Charitable Giving and Community Involvement Online Giving Community Connections Online Pledging Processing & Distribution Event Management Volunteer Solutions Matching Grants Online Auctions (powered by cMarket) BoardMatch GiftMatch United eWay

5 Statistics show that using technology not only improves efficiency but also can make you more relevant in a community. *Become knowledgeable *Get Connected *Great promotion opportunity

United eWay 6 Perfection vs Excellence – What does it Mean?

United eWay 7 Perfection is being right. Excellence is being willing to be wrong. _____ Perfection is fear. Excellence is taking a risk _____ Perfection is anger and frustration. Excellence is powerful _____ Perfection is control Excellence is spontaneous _____ Perfection is judgment Excellence is accepting _____ Perfection is taking Excellence is giving _____ Perfection is doubt Excellence is confidence _____ Perfection is pressure Excellence is natural _____ Perfection is the destination Excellence is the journey -Author unknown

United eWay 8 Perfection vs Excellence Deliver transparency to the community Ensure that systems, procedures and protocols are in place to efficiently maximize the engagement and mobilization of citizens in your community. Ensure that systems, procedures and protocols are in place to efficiently determine the impact of your efforts in a community. Maximize community impact by utilizing your resources in the most efficient and effective manner.

United eWay 9 Resource Development and Mobilization Back Office Direct Mail Messaging “Viral” Marketing Custom Website Campaign Product Developm ent Investment Guide Pledge Capture Processing & Distribution Donation Tracking Customer Relationship Mgt Campaign/ Donor Mgt System Community Engagement Impact Strategies Marketing & Solicitation Electronic Pledging Paper Pledging Auctions Matching Grants Gift Cards Sponsorship Product donation/ In-kind giving Bequests Agency Verification Check Processing Card Scanning Stock Processing EFT Float Management Credit Card Processing Receipting Acknowledgm ent Reporting Gift Status Receipting/ Acknowledg ment Cross-sell Giving History Contact Management Profile Analytics Workflow Segmentation/ Targeted Messaging Migratory Donor Info Call Center/Inquiry Management Contracts Prospecting Newsletter Trend Aggregate Campaign Results Integration with Financial System Volunteerism  Public  Board Match Assistance Programs Event Management Advocacy Campaign Voter Registration Issue Research and Education Outcome Measurement Reporting Allocations Eligibility Screening (e.g. Food stamps, etc).

United eWay 10 Technology is one of the answers for program delivery and operations challenges.  Give me examples of something that is draining resources and could be improved using technology. Horror Stories !!!!!

United eWay 11 Perfection isn't the goal but excellence is. Choosing the right technology is key to overall program excellence. Look hard at your programs, scrutinize and brainstorm which pieces of the job or program would benefit from using technology. Wish list time! Make a list of functionality you need before you start “shopping around”. Do your research. Make the vendors work for you (RFP) but also don’t choose a technology or vendor that doesn’t meet your needs. HUGE WASTE OF TIME FOR YOU AND THE VENDOR. Beta and roll out plan – test before you launch. Build in enough time. Build in the appropriate resources and staff to support. Note: Build or buy? Buy, Buy, Buy. Up keep, drain of resources, more cost then you think. It’s probably out there. Keep looking.

United eWay 12 3 Examples Boys and Girls Club Crises Response Solutions and/or Public Campaigns Event Management

United eWay 13  Rhonda Veugen  Ed Mishrell  Heather Matson Thank you!