Anil Patel is Managing Director of GrantBook. At GrantBook, he is leading the development of their Real-time Impact Reporting and Data Visualization practice area. In developing this practice area, Anil spends considerable time searching for useful trends in other creative industries. Industries that make use of human-centered design, 21st management practices and action-learning. Anil is also a co-founder and current board member of Framework, a charity he started with friends over a decade ago. Framework’s marquee program is the Timeraiser. To date, it has generated over 150,000 volunteer hours, invested over $1 million to the careers of emerging artists and supported over 500 nonprofits volunteer programs. Anil is an Ashoka Fellow and Action Canada Fellow

1. ALTUS ALLIANCE 2016
Bank On Openness
Anil Patel, Managing Director
GrantBook

2. About GrantBook
We focus exclusively on the needs of
grantmakers/impact investors and specialize in
matching them with vetted & right-sized
technology solutions to run their organizations.
Our goal is to improve the flow of
$100 billion in capital to drive catalytic social
change.
GrantBook works with dozens of
software companies, professional
service firms and affinity groups.

3. About GrantBook
We recommend We ensure We support
Right-Sized Tools Ensure these Tools work Together Change Management
● Focus on the big-picture,
digital strategy
● Audit & gap analysis of digital
systems & processes
● Prepare solutions
comparisons
● Provide impact reporting and
data visualizations
● Eliminate the need for
‘shadow systems’ and
workarounds
● Integrate/optimize new and
existing systems
● Administer technology
change management
● Transition legacy software
and processes
● Drive technology adoption &
remove impediments

4. GrantBook By The Numbers
Projects Stakeholder Technologies
Complete or Underway Interviews Reviewed or Tested
70 300 100+

5. Scrum/agile
methods
Interoperability
Change
Management

6. ALTUS ALLIANCE 2016
● Change Management
● Scrum/Agile
● Interoperability

7. Change Management

8. Change Management
“When I talk to business leaders about this [the accumulation of small
actions], many of them have reexamined small initiatives that
fundamentally transformed their organization” - Pg 28
“The culture of helpfulness is
central to their organizations
success” - 6:15 minute mark

9. Change Management
Audit Scope
1 Networks and infrastructure
2 Information management systems
3 Desktop and mobile hardware & applications
4 Telecommunications
5 Security
6 Staffing, support, structure & governance
1/6th
1/6th
1/6th
1/6th
1/6th
1/6th
1/6th
5/6th
Recommendation Focus
1 Networks and infrastructure
2 Information management systems
3 Desktop and mobile hardware and applications
4 Telecommunications
5 Security
6 Staffing, support, structure & governance

10. Change Management: Strategy is Critical
Today
Tomorrow

11. Change Management
Take Survey http://bit.ly/altus-cm
View Results http://bit.ly/altus-cm-results
ACCURATE &
TRUSTED DATA
Can staff access and trust critical data from a single source of truth? Is the information provided without heavy
interaction from the user?
EFFICIENT &
SCALABLE
Are you able to calculate your annual IT Systems costs and forecast future expenditures? Will your systems easily scale
with your organization?
FLEXIBLE &
RESILIENT
Does your organization have a culture where you can launch/wind down a program quickly?
MEASURABLE
IMPACT
Has your organization established a culture and capabilities to efficiently report on its own impact?
OPEN & INNOVATIVE Is your organization is capable of failing fast and learning from doing?
SECURE & RELIABLE Do your systems meet your organizations’ needs for security and reliability of service?
STAKEHOLDER
ORIENTED
Do you know your stakeholders well? Are you making assumptions about their wants & needs?

12. ALTUS ALLIANCE 2016
● Change Management
● Scrum/Agile
● Interoperability

13. Waterfall vs Scrum
Requirements gathering
Design
Implementation
Verification
Launch & Maintenance

14. Waterfall vs Scrum - Is all about stories
Foundation
Management
Foundation
Staff
Finance &
Accounting
“From within my email, I can add or
update contact information into our
CRM solution so that critical
correspondence is shared with my
team.”
“I am able log into our grants
management system, duplicate an
existing form, and make
modifications so that I can start
preparing for a new grant program.”
“I have the ability to add tags
documents related to a grant so that I
can make searching and retrieving of
information and media files easier for
all staff users during the Impact
Reporting phase ”

15. Scrum Method for Project Planning
“For scrum to really take off, someone in
senior management needs to understand in
his bones that impediments are nearly
criminal” - Pg 14

16. Scrum Method for Project Planning
“Previously, the bank took a ’waterfall
approach’, with the business side
determining the needs and the tech side
responding to them with product
development - a process that could have
taken 18 months before consumer testing
even began.”
Strategy Magazine. November 2015

17. Scrum Method for Project Planning
1. Agile isn’t one thing
2. Agile is not a ‘pick’n mix’ methodology
3. Embracing agile is a joint business IT Activity
4. With agile, it is important to walk before you try running
5. Embracing agile is embracing continuous learning
6. Agile is about teams and teams of teams
7. Eliminating technical debt is a core concept
8. Working with 3rd party service providers requires care
9. Other PM methodologies will still have a place in your portfolio
10. The impact of agile goes well beyond software teams
http://www.gartner.com/newsroom/id/3085517

18. Prioritized
User Story
Backlog
Present
to team
Implementation
Cycles
Regular Internal
Communication
Release what
works to users
Incorporate
feedback
Gather requirements
Configure/build/customize
B
C
DE
A
Scrum Fundamentals

19. Information Sharing
Product
Backlog
Tasks
to do
Burndown
chart
Completed
tasks
In
progress
Key
Dates

20. Scrum/Agile
Take the survey:
http://bit.ly/altus-scrum
View the results:
http://bit.ly/altus-scrum-results

21. ALTUS ALLIANCE 2016
● Change Management
● Scrum/Agile
● Interoperability

22. Interoperability - Like a deck of cards
Interoperability between systems is critically important to capturing maximum value; on average,
interoperability is required for 40 percent of potential value across Internet of Thing (IoT) applications
and by nearly 60 percent in some settings.” McKinsey Quarterly - June 2015
http://www.mckinsey.com/insights/business_technology/the_internet_of_things_the_value_of_digitizing_the_physical_world

23. Interoperability: Application Programming Interface (APIs)
Build Rent (Saas)
Custom development (Add on Store) Zapier/IFTTT/Workato
You can enlist your SaaS provider(s) or computer
programmers to create custom scripts, APIs and/or add-
ons
Growing list of API as a service platforms that are cost
effective and scalable
Can ensure highest level of security and data connections
as needed
You can have integrations up and running in minutes with
a credit card payment and security tokens
Can be costly. And once built, can be difficult to maintain
and may become obsolete quickly
Requires considerable IT policies to make sure that data
remains secure & reliable
SummaryProsCons

24. SurveyMonkey
Examples
Excel Online PowerBI
Formstack Zapier
GotoWebinar
Google sheets
Salesforce

25. Conclusion
“Even today’s senior manager needs digital expertise to be able to locate knowledge, assess how valid it
is, and then work with others to determine what to do with it.” - Business Wire October 2014

26. Resources
1. CIO Magazine Speaks to Jeff Sutherland - September 2015 (view article)
2. Scrum/Agile methods - http://www.gartner.com/newsroom/id/3085517
3. Interoperability
4. http://www.cio.com/article/2979855/agile-development/scrum-s-co-creator-talks-about-the-
framework-s-transformational-effect.html
5. http://www.informationweek.com/strategic-cio/executive-insights-and-innovation/cios-need-to-
embrace-agile-gartner-finds/a/d-id/1321169

27. ALTUS ALLIANCE 2016
● Change Management
● Scrum/Agile
● Interoperability