focusing on people, process, & technology: what it takes ... · the reality of digital...
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Focusing on People, Process, & Technology:What it takes to leave the legacy behind
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Paul Lundy
President & Co-founder, Fonteva
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Fourth Industrial Revolution
1st Industrial Revolution
Steam
2nd Industrial Revolution
Electricity
3rd Industrial Revolution
Computing
4th Industrial Revolution
Intelligence
Defining Legacy
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✓ Single instance of the software
✓ Narrow functionality
✓ Numerous point solutions
✓ Data Silos
✓ Integration issues
✓ Costly Upgrades
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Member ExpectationsMember Needs
✓ Training & Certification
✓ Professional Development
✓ Networking
✓ Job Search
✓ Industry News
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Shifting Demographics Data
Silos…No Centralised
Hub Increasingly High Member Expectations Rapid
Technology Advancement
No Shortage of Challengesto engage with your members and staff
The Reality of Digital Transformation
8McKinsey & Co.: Unlocking Success in Digital Transformation
Undergoing Digital
Transformation
Have a Clear Understanding of
Digital Transformation
88%
25% Succeed<30%
Get Out of the Legacy Association Software Cycle
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Executing on a Best in Class Platform Strategy
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Salesforce Microsoft
✓ Member Experience
✓ Member Community
✓ eCommerce
✓ Event registration
✓ Member collaboration
✓ Billing, invoicing & payments
✓ Call Center
✓ CRM
✓ Dashboards & Reports
✓ Omni channel communication (marketing automation)
✓ Microsoft 365
✓ Active Directory
✓ Desktop productivity tools
✓ Staff collaboration (MS Team)
✓ File management
✓ Document Storage
✓ Analytics/Data Warehouse
Member Experience Back Office Operations
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“Salesforce and the Fonteva
Platform proved to us that
we could be creative. Now, I
can say to my team, ‘Just tell
me what you need. What are
the requirements?’ And we can develop it.”Jane Moynihan, Membership and Data Manager, British Institute of Radiology
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“Fonteva has pushed us even
further in changing our culture.
It’s transformed the way our
organisation engages with
technology, and the future of
what’s coming. Digital competency
is no longer siloed within one department.”Emilio Arocho, Director of Technology and Digital Strategy, FDLI
The Reality of Digital Transformation
13McKinsey & Co.: Unlocking Success in Digital Transformation
Undergoing Digital
Transformation
Have a Clear Understanding of
Digital Transformation
88%
25%
Top Reasons for Failure
Lack of Leadership Alignment / Involvement
Lack Right Staff Mindset and Skills
Inward Focus of Initiatives
Focused Only on Technology
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2
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4Succeed<30%
The Platform Revolution
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Shifting Demographics Data
Silos…No Centralised
Hub Increasingly High Member Expectations Rapid
Technology Advancement
Platform Model
Member Experience
FocusAutomation
Hyper-Personalisation
to engage your community of stakeholders and drive value to all
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Salesforce Platform
Core Services Across the Platform
Schema BuilderAPIs Multi-language Identity Workflows Analytics Apex
Cloud Database
Data-level Security
Geolocation
Custom Actions
Public App Exchange
Mobile Notifications
Monitoring
Email Services
Private App Exchange4000+ Pre-Built Apps | Trusted and Secured by Salesforce | Reviewed and Rated by Peers| 4+ Million Installs
Platform & Ecosystem for Digital Transformation
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Four Keys to Your ‘Digital Evolution’ Success
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2Empower Your People
Digital Evolution requires committed staff…empower them with workshops and online courses to prepare staff for the digital journey
3Focus Initiatives on top priorities
It’s a journey…stay focused on top priorities and revenue generating change…the small stuff comes later
Align & Involve Leaders
1 Establish clear leadership alignment and involvement
Evolve People, Process & Tech
4Implement a flexible, adaptable approach to empowering people, improving processes and adopting technology that fuels digital evolution and innovation for decades
Thank You