Excellence Through Technology: Three Ways to Leverage Technology for Excellence

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Excellence Through TechnologyThree Ways to
Leverage Technology for Excellence
05 NTC March 24, 2005
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Todays Presentation

• Overview Introductions
• Perfection vs excellence
• Evaluation and making the right choice
• Examples
• We welcome questions and comments both
• throughout and after the presentation

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Whos with us today

• Ed Mishrell
• Boys and Girls Club of America
• emishrell_at_bgca.org
• Heather Matson Configuration Support
• United eWay
• heather.matson_at_uwa.unitedway.org
• Rhonda Veugen Director, eCommunity United eWay
• rhonda.veugen_at_uwa.unitedway.org

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United eWay
Mobilize Charitable Giving and Community
Involvement
Community Connections
Online Giving
Volunteer Solutions
Online Pledging
Event Management
BoardMatch
Processing Distribution
Online Auctions (powered by cMarket)
GiftMatch
Matching Grants
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Statistics show that using technology not only
improves efficiency but also can make you more
relevant in a community.

• Become knowledgeable
• Get Connected
• Great promotion opportunity

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• Perfection vs Excellence What does it Mean?

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• Perfection is being right.
• Excellence is being willing to be wrong._____
• Perfection is fear.
• Excellence is taking a risk_____
• Perfection is anger and frustration.
• Excellence is powerful_____
• Perfection is control
• Excellence is spontaneous_____
• Perfection is judgment
• Excellence is accepting_____
• Perfection is taking
• Excellence is giving_____
• Perfection is doubt
• Excellence is confidence_____
• Perfection is pressure
• Excellence is natural
• _____
• Perfection is the destination
• Excellence is the journey

-Author unknown
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Perfection vs Excellence

• Deliver transparency to the community
• Ensure that systems, procedures and protocols are
  in place to efficiently maximize the engagement
  and mobilization of citizens in your community.
• Ensure that systems, procedures and protocols are
  in place to efficiently determine the impact of
  your efforts in a community.
• Maximize community impact by utilizing your
  resources in the most efficient and effective
  manner.

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Back Office
Resource Development and Mobilization
Customer Relationship Mgt
Community Engagement
Impact Strategies
Pledge Capture
Processing Distribution
Donation Tracking
Campaign/ Donor Mgt System
Marketing Solicitation
Direct Mail Email Messaging Viral
Marketing Custom Website Campaign Product
Development Investment Guide
Electronic Pledging Paper Pledging Auctions Matchi
ng Grants Gift Cards Sponsorship Product
donation/ In-kind giving Bequests
Agency Verification Check Processing Card
Scanning Stock Processing EFT Float
Management Credit Card Processing Receipting Ackno
wledgment Reporting
Gift Status Receipting/ Acknowledgment Cross-sell
Giving History Contact Management Profile Analytic
s Workflow Segmentation/ Targeted
Messaging Migratory Donor Info Call
Center/Inquiry Management Contracts Prospecting Ne
wsletter
Trend Aggregate Campaign Results Integration with
Financial System

• Volunteerism
• Public
• Board Match
• Assistance Programs
• Event Management
• Advocacy Campaign
• Voter Registration

Issue Research and Education Outcome
Measurement Reporting Allocations Eligibility
Screening (e.g. Food stamps, etc)
.
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Technology is one of the answers for program
delivery and operations challenges.

• Give me examples of something that is draining
  resources and could be improved using technology.
• Horror Stories !!!!!

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Perfection isn't the goal but excellence is.
Choosing the right technology is key to overall
program excellence.

• Look hard at your programs, scrutinize and
  brainstorm which pieces of the job or program
  would benefit from using technology.
• Wish list time! Make a list of functionality you
  need before you start shopping around.
• Do your research. Make the vendors work for you
  (RFP) but also dont choose a technology or
  vendor that doesnt meet your needs. HUGE WASTE
  OF TIME FOR YOU AND THE VENDOR.
• Beta and roll out plan test before you launch.
  Build in enough time.
• Build in the appropriate resources and staff to
  support.
• Note Build or buy? Buy, Buy, Buy. Up keep,
  drain of resources, more cost then you think.
  Its probably out there. Keep looking.

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3 Examples

• Boys and Girls Club
• Crises Response Solutions and/or Public Campaigns
• Event Management

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Thank you!

• Rhonda Veugen rhonda.veugen_at_uwa.unitedway.org
• Ed Mishrell
• emishrell_at_bgca.org
• Heather Matson
• heather.matson_at_uwa.unitedway.org