1. Presentation at IFRC CIO Conference Workshop
May 2016
Geneva, Switzerland
Sonia Karkare – Head of Core business Operations (IT), The Global Fund

2. 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

3. Technology as a fundraising tool
Purpose of slides
Technology is ubiquitous
How we use it to change the way we work is key

4. Donor engagement Effective use of data CRM
Technology as a fundraising tool
Purpose of slides
Donor engagement
Effective use of data
CRM

5. 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, and mailing lists, online engagement, events, social advocacy and more.
~Huffington Post, Sara Hilware

6. Technology as a fundraising tool
Purpose of slides
Social media
Mobile

7. Links to useful articles showing innovative use of technology in humanitarian aid
Purpose of slides

8. 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

9. 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

10. Link to Project presentation:
ARC – What did we use?
Why Salesforce?
Simplicity
Link to Project presentation:

11. Features Proposal Partner/Donor Agreements reports Logframe Workplans
Risk log
Indicator tracking
Design
Decision log
Budget
Tasks
Issue log
Performance
Status
GIS
Approvals

12. User adoption challenges
ARC – Challenges
User adoption challenges
Nuances vs. standards
Messaging and communication
Offline to online

13. User adoption support ARC – Best practices and lessons learned
Leadership
buy-in
Data entry
Online support
Monthly lunches
EVO team

14. Questions?