1. Technology Trifecta: Mobile, Social Media, and The Cloud Andy Steggles Donna French Dunn Michael O’Brien

2. ENTERPRISE SOFTWARE STATS “The average effective usage rate of enterprise software is only 54%.” [ SOURCE: 2010 Software Success Survey ] “Only 14% of enterprise software deployments are rated as ‘very successful’ by the IT execs who own them.” [ SOURCE: TSIA, Neochange, Sand Hill Group 2009 Research ] 2

3. 2008 – THE PERFECT TRIFECTA The Economy Tanked Mobile and Social Took Off The Cloud Emerged RESULT: Smarter IT Purchasing 3

4. PROBLEMS WITH THE TRADITIONAL TECHNOLOGY MODEL High Implementation Costs Extreme Complexity Frustrated Users High Maintenance and Customization Costs Poor end-user adoption Difficult to measure ROI 4

5. IS THE TRADITIONAL MODEL FAIR? 5

6. AMAZON (RE)INVENTED CLOUD COMPUTING 6

7. SaaS vs. IaaS 7

8. SaaS RISK SHIFT 8

9. Amazon is asking itself: “How can we make Zynga more successful?” Will your AMS Provider proactively ask “How can we make you more successful?” 9

10. FINANCIAL OVERVIEW OF TRADITIONAL TECH MODEL Capital Investment Expenditure: $600k Capital Investments – CRM/AMS: $500k – Phone System: $50k – Email and Anti-Spam Server: $10k – Backup Server, Tape Drive etc.: $10k – Web Server: $10k – Accounting System: $10k – Switch/Router & Firewall: $10k Depreciation Period: 3 to 7 years 10

11. ANNUAL OPERATIONAL EXPENSES: $520K CRM/AMS: $80k license Phone System: $10k license Email and Anti-Spam: $2k Backup Server, Tape Drive: $2k Web server: $2k Accounting system: $2k Switch/Router & Firewall: $2k Depreciation Write-Off: $150k 1 * Network Admin: $70k 1 * Programmer: $100k Consulting/Customization: $100k 11

12. FINANCIAL OVERVIEW OF THE CLOUD MODEL Capital Investments: $0 Annual Operational Expenses: – CRM/AMS: $50k – Phone System: $10k – Email and Anti-Spam Server: $6k – File Sharing/Backup: $2k – Web Server: $6k – Accounting System: $10k – Member Community/Extranet: $18k – 0.5 * FTE (Cloud Admin): $35k – Misc. Consulting: $20k Total Annual Cost: $157k 12

13. Traditional vs. Cloud 13

14. PROS AND CONS OF THE CLOUD MODEL PROS – Standardized platform – Outsourced support – Predictable budget – Better data analytics from improved interoperability – Cost CONS – Lack of flexibility – Lack of customization – Cost 14

15. 15 Lightning Round 5 Minutes What do you think would get in the way of adopting cloud-based e-mail? How would you fix it?

16. CASE STUDY: 16 "Personally, I don't understand why anyone wants to keep a file server or an exchange server in house." CONTACT: Donna French Dunn, CAE, AYP Executive Director and Chief Executive Officer, 413.748.3884, donna@ayponline.org

17. 17 AYP Cost Comparison

18. CASE STUDY: 18 CONTACT: Sháni Bagley, Director of Information Services, 202.459.4801, sbagley@cleancoalusa.org SPECS AMS: Access Database Members: 40 Member companies & 200 individuals Staff: 23 Accounting: Intacct Online Email: Exchange Server in a Personal Cloud Staff do the admin themselves Hosted voip: Shoretel Sky Files: Sharepoint

19. CASE STUDY: 19 "The more things you put in the cloud, the lower the cost." Bob Panger CONTACT: Bob Panger, CTO, 312.542.9054, bpanger@ama.org SPECS AMS: Personify (TMA Resources) Hosted with TMAR: AMS, Website, Sharepoint, Community Platform Staff = 80 (7 are IT) Marketing System: Unica based IBM system eLearning: (SaaS) Digital Ignite Onsite: Financial System, MS Dynamics, eMail and Intranet

20. CASE STUDY: 20 CONTACT: Chris Parks MCP, MCTS, Director of Information Technology Infrastructure & Operations, 202.898.2835, cparks@AHCA.org SPECS 80 Staff Moved from Exchange 2003 on 2 servers Servers cost $14,500 per year They considered: Office365 and Google Mail Decided to go with Office365 due to Charity licensing ($8p/u p/m = $640 p/m) Community Website: Higher Logic

21. CASE STUDY: 21 CONTACT: Carey Goryl, CEO, 410.626.7805, careygoryl@iafn.org SPECS 8 FTE's plus 3 or 4 contractors Went from office to virtual AMS: Affiniscape Community Website: Higher Logic File Server: box.net Note: Carey spent significant time educating staff as part of her change management effort.

22. 22 Lightning Round 5 Minutes If you could have a systems do- over, what would you do to improve how your systems support your mission?

23. 23 Strategic Focus

24. 100 years ago…

25. CEOCEO

26. Chief E O

27. Chief Electricity O

28. Chief Electricity Officer

29. Technology Services have become a UTILITY Spend your time and energy strategically

30. 30 Experiment Often Fail Quickly

31. 31 70%

32. 32 Lightning Round 5 Minutes What are examples of cloud- based services that you think that you could experiment with that are low-risk?

33. 33 More Small Wins (and less risk)

34. 34 Fitbit MFP

35. 35 Greater Organizational Agility

36. 36 Lightning Round 5 Minutes How have you struggled with capacity problems and how has that affected your business?

37. 37 Better Business Continuity

38. 38 Greater Responsiveness

39. 39 Old: “The needs of the Many outweigh the needs of the few ” -Spock New: “There’s an app for that”

40. 40 In this quickly evolving space Cloud services are almost always current

41. 41 3-D Mobile, Holographic Smellovision

42. 42 Better Alignment Between Vendor and Customer

43. 43 At “go-live,” the customer has huge sunk costs in the project. The idea of switching to another supplier is almost laughable. That customer is locked in. JB Wood, Consumption Economics, The New Rules of Tech

44. 44 JB Wood, Consumption Economics, The New Rules of Tech The cloud represents the first large-scale model that shifts risk squarely from the customer to the supplier. Remember these simple words: “No usage, no money.”

45. 45 Best Practices Metrics for Success

46. 46 Better Alignment Between Budget and Programs

47. 47 OPEX vs CAPX

48. 48 Mobile

49. By 2013, mobile phones will overtake PC’s as the most common web access device worldwide. Are You Ready? 49 [ SOURCE: gartner.com/it/page.jsp?id=1278413 ]

50. 50

51. 51 Different Platforms, Different Uses

52. 52

53. 53 Sexy?

54. 54

55. 55 The Cloud helps fuel the mobile workforce The mobile workforce helps fuel the cloud Cloud and Mobile go hand-in-hand

56. 56 Lightning Round 5 Minutes How much is it worth to you to have guaranteed up-time, off- line access, and universal access for your file server? (assume you are paying $5k each right now)

57. How much is a particular business process worth to you? While technology should not necessarily dictate to the business, it should most definitely have a seat at the table and be a key consideration. 57

58. Impact of Social Business Distributed & Flexible Workforce Enhanced Communication Among Employees Next Generation Intranets/Extranets Need to Understand the Various Aspects of Social Opportunities 58

59. THE SOCIAL QUADRANTS 59

60. PUBLIC SOCIAL NETWORKS 60

61. SOCIAL CRM 61

62. SOCIAL SOFTWARE IN THE WORKPLACE (Social Business) 62

63. EXTERNALLY FACING SOCIAL SOFTWARE (Private Member Community) 63

64. 64

65. 65

66. 66

67. 67

68. 68 Risks / Considerations a.k.a. The Wet Blanket Talk

69. 69 Security Compared to what?

70. 70 Change Management Beware of Detractors Get board/staff buy-in

71. 71 What if you need to fire your IT person?

72. 72 CAPEX hit

73. 73 Contract Lock-In

74. 74 Lightning Round 5 Minutes Where do you think you could save money or increase effectiveness by adopting cloud technologies?

75. CLOUD QUESTIONS? 75 Leave Card to Receive List of Various Providers

76. ACTION PLAN 76 Understand what is on each server Evaluate core processes Assess the level of cloud you wish to adopt Perform financial analysis Hire an “independent” cloud consultant

77. WHAT BUSINESS ARE YOU IN? Technology or Membership? 77

78. 78 Thank You! Andy Steggles President, Higher Logic andy@higherlogic.com Donna French Dunn. CAE ED and CEO, Association of YMCA Professionals donna@ayponline.org Michael O’Brien mrobrien@gmail.com Michael-obrien.com