databases navca chief officers conference stratford-on-avon april 2009 pete read – champion for...
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Databases
NAVCA Chief Officers Conference
Stratford-on-Avon
April 2009
Pete Read – Champion for ICT in West Midlands
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Pete Read - IlluminateICT
• West Midlands ICT Champion
Background
• IT Training
• Project Management
• Open source Web site development
• Voluntary sector
Email : [email protected]
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Database implementationPeople
OrganisationApplication
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Skills framework for the information age
Set Strategy
Initiate, Influence
Ensure advise
Enable
Apply
Assist
Follow
Each role within an organisation spans one or more of these bands
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RolesSet strategy
Initiate, influence
Ensure, advise
Enable
Apply
Assist
Follow
Board
CEO
Man
Info
Admin
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Strategy vs operational
Set strategy
Initiate, influence
Ensure, advise
Enable
Apply
Assist
Follow
Board and CEO Set Strategy
CEO & Management translate strategy into
operational objectives
Team complete operational Objectives
Feedback
Feedback
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Database radarContact
Info
Projectcontacts
Projecttargets
affiliates
Mail list
Committeelist
Staff
Newsletter
Committeelist
Committeelist
Committeelist
Consortiamembers
Nationallist
Common Database in LIOs
Database radar
ProjectContacts
ProjectTargets
Affiliates
Mail ListCommitteeList
Staff
CommitteeList
CommitteeList
CommitteeList
ConsortiaMembers
NationalList
ContactInfo
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Types of data• Two key types
• Standard data – names, addresses, contact details etc.
• Transactional data – communication records, financial records, meetings etc.
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RolesSet strategy
Initiate, influence
Ensure, advise
Enable
Apply
Assist
Follow
Board
CEO
Man
Info
Admin
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Who uses the databasesSet strategy
Initiate, influence
Ensure, advise
Enable
Apply
Assist
Follow
ContactInfo
ProjectContacts
ProjectTargets
Affiliates
Mail list
Staff
Newsletter
CommitteeList
CommitteeList
CommitteeList
ConsortiaMembers
NationalList
CommitteeList
Board
CEO
Man
Info
Admin
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Customer Relationship Management (CRM)
• In business one of the biggest costs is finding new customers
• Finding out more about your customer’s needs means you can potentially sell more to existing customers
• By profiling successful customers you can identify potential customers
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CRM Use in the sector• Measure activity of workers on projects (how many groups
contacted, when, etc.)
• Status of relationships with groups
• Develops organisational knowledgebase
• Reduced risk of critical staff members leaving/ end of project
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Hosting optionsServer
Workstations / Laptops /PDAs / smartphones
Server in house
Shared server with other LIOs
Hosted server space
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Digital World• Natives
• Immigrants
• Pioneers
• Refugees
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Barriers to Change
For
Against
Influence No Influence
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Change Management
The psychologist Abraham Maslow famously said, “When the only tool you have is a hammer, everything looks like a nail.”
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Cost/benefits
Licenses
Hosting
Training
Customising
Project Management Training
ManagementEfficiency
Gains-
New services-
New opportunities
Return on Investment
Set up costs On costs
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Project Manager
ChangeManagement
CreateTender
document
Benefits&
Risks
Identify suppliers
DevelopSOR
IdentifyBudgets
Identify needs
IdentifyExistingDbases
SelectDatabase
Train users
Trainmanagers
TrainSuper users
IdentifyRoles
Agreeprotocols
ProjectManager
DeployDatabase
Select and deploy
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Eeny meeny miny moe• What information do you need to get out of a system
today?
• What information will you need to get out tomorrow?
• Who will keep the data up-to-date?
• How many users will you need?
• Consider your existing systems?
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Sample suppliersGraham Hewittemail: [email protected] phone: 0 1509 235544 website: http://www.esit.co.uk/
Massimo Giannuzzi email: [email protected] phone: 0 1364 649290 website: http://www.itsorted.org.uk
Dave Rushton email: [email protected] phone: 0 208 390 8899 website: http://www.centrepoint.uk.com
Oliver GibsonEmail: [email protected] Phone: 0161 277 1028Website: http://www.gmcvo.org.uk
Here are some suppliers working in the sector, who would welcome the opportunity to respond to your Statement of Requirements. There are other suppliers and this list does not constitute a recommendation
Volbase email: [email protected] phone: 01509 808181 website: http://www.volbase.co.uk
Annette Crook email: [email protected] phone: 0114 253 6612 website: http://www.vcconnect.org.uk
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GM2 Online Data Project
• Joint project between Greater Manchester and Greater Merseyside ChangeUp Consortia
• Manages contacts, events, membership, grants, newsletters, interventions, monitoring / reporting
• Also provides a public website with online searchable directory of organisations
• Open Source so replicable by other LIOs / consortia
• Developed within the sector with strong economies of scale
• Aligning with NAVCA Sector Profiles / Quality Standards
Contact:
[email protected] / 0161 277 1028
Using the CiviCRM database as a standardised solution for generic LIOs
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Extranet
Officesystems
Online servicesContent
Management
CENTRALDATABASE
BusinessApplications
Fundraising
Membership
Eve
nts
Ed
uc
atio
n
eTarget® Integration
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Finally• This presentation is available on-line at
www.wmictchampion.org.uk
• Databases in the third sector
www.ictknowledgebase.org.uk/databasemarket
• A sample Statement of Requirement (SOR)
www.wmictchampion.org.uk
• Database planning guide
www.ictknowledgebase.org.uk/planningyourdatabase
• Database development case study (Medical Women’s Federation)
www.ictknowledgebase.org.uk/databasedevelopment
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Pete Read
Illuminate ICT
West Midlands ICT Champion
http://www.wmictchampion.org.uk/welcome
024 7664 2022