Using Technology to Reinvent & Reinvigorate your Program Delivery Presented by: Dean Rosenberg Abaris Technologies

2Confidential Technology is not just for Fortune 500 companies anymore! Big budgets, big staff, and “big iron” not required Non-profits have unprecedented access to technology In this session we will “unlock the secrets” to leveraging technology in your program delivery

3Confidential Reinvent & Reinvigorate… Using new tools Using new technology But most of all, using new ideas!

4Confidential Today’s Session Learn the tools and technologies available to nonprofits Hear from real NPOs how they leveraged technology to reinvent and reinvigorate How to apply what you have learned to your own organization

5Confidential About your Session Host Dean Rosenberg Executive Vice President Abaris Technologies Phone: x125

6Confidential Abaris Mission “To apply technology solutions that help organizations perform more effectively”

7Confidential Special Guests Marjorie Fox, Human Development Foundation Terry Wilcox, Council of Community Clinics

8Confidential Today’s Agenda Overview of tools and technologies available to non-profits [20 minutes] Real-world case studies [30 minutes] Session participation [20 minutes]

9Confidential Tools and Technologies How will you reinvent & reinvigorate your program delivery? –Improved customer care and service –Knowledge management –Collaboration and communication –Fund development –New revenue opportunities –Expand reach –Increase exposure/press –Reduce cost

10Confidential Tools and Technologies Tools to get you there… –Software –Web sites, services, and hosting –Consultants

11Confidential Tools and Technologies - Software First, start by leveraging what you already have –Most organizations use 5% of their software’s features and functions –There’s a goldmine in the other 95% Groupware Advanced “Office” - Mail merge, form automation, etc.

12Confidential Tools and Technologies - Software Next, you are a NPO… exploit it! –Take advantage of special pricing – Finally, consider open source and shareware – – –

13Confidential Tools and Technologies - Web Use the web to reinvent and reinvigorate –Expand customer service –Enhance Fund development –Collaborate and communicate –Generate revenue –Reduce costs

14Confidential Tools and Technologies - Web Hosting and ASPs – you don’t have to do it all – marketing –Payment processing –Example:

15Confidential Tools and Technologies - Consultants Let the experts help. It’s less expensive than you might expect –CompuMentor –InfoTap –Local consultants

16Confidential Case Study Human Development Foundation Marjorie Fox, Executive Director

17Confidential Case Study Council of Community Clinics Terry Wilcox, Manager of Data Warehouse and Business Analytics

18Confidential Case Study – Council of Community Clinics Consortium of 20 non-profit health centers in San Diego County Initial mission was advocacy and group purchasing Launched the “Technical Services Organization” (TSO) to provide centralized hosting and support of clinic systems Parlayed the TSO into a $1.4 million HCAP grant

19Confidential Case Study – Council of Community Clinics About the Diabetes Registry… –Primary purpose is to improve care and outcomes of uninsured and underinsured patients –Key component is registry software –We needed a way to support data collection and analysis of diabetes care data across all participating clinics

Central Diabetes Registry Plans

21Confidential Case Study – Council of Community Clinics Enterprise system on a NPO budget –Leverage public domain registry software –Modify the software as needed –Test and train –Deploy! –Next step is building out the data warehouse

22Confidential Case Study San Diego-Tijuana Border Initiative Veronica Baeza, Coordinator

23Confidential Case Study – Border Initiative The San Diego-Tijuana Border Initiative is a bi- national coalition whose mission is to encourage closer collaboration among social and community service providers in the region with the specific intent of promoting institution building and policy development for issues of equal importance to both sides of the border.

24Confidential Case Study – Border Initiative The Binational Prevention Information Clearinghouse (BPIC) project is a web-based binational substance abuse information database and clearinghouse –Public –Bilingual –Increases knowledge sharing among professionals –Enhances the core mission

25Confidential Session Participation – Let’s talk about you… How will you reinvent and reinvigorate your program delivery? –Improved customer care and service –Knowledge management –Collaboration –Fund development –New revenue opportunities –Expand reach –Increased exposure/press –Reduce costs

26Confidential Session Participation Questions, Answers, Thoughts, and Comments

27Confidential Thank you for your participation Using technology to reinvent and reinvigorate your program delivery It has never been easier!

28Confidential AIRSIS Contact Information AIRSIS, LLC 6215 Ferris Square, Suite 120 San Diego, CA Phone: Fax: Web: