"Investment in Technology" module lead by Savita Muley from ISB (Diffusion Pune - 2 day residential workshop for non-profit and social enterprises)

1. Sponsored by
Investments in
Technology
Savita Muley

2. Agenda
• Introduction & Expectation Setting
• Productivity Enablers
– Choosing a Technology Platform
– Technology use in
• Operations
• Finance & Accounting and Governance
• Messaging and Communication
• Fund Raising
• Impact Measurement
• Opportunities in Social Sector using Technology
• Resources

3. Choosing a Technology Platform
Architecture
• Proprietary/Custom
• Cloud-based
Platform
• Open Source
• Microsoft
• Unix/Linux
Management
• In-house on premises : Own team, own hardware
• Outsourced on premises : Subcontractor/Vendor team, own hardware
• SaaS-based: Vendor team, vendor hardware off premises

4. Criteria for Evaluation
Cost
Security Ease of Use
Evaluation
Compatibility Maintainability
Prioritize among the above trade-offs : not all can be met simultaneously !!

5. Approach to Adoption
• Adopt technology at small levels across all functions without
major process changes e.g. use of email across all teams
Incremental
• Then slowly add features and functions e.g. use of Google
docs
• Adopt technology only in selected areas e.g. social media
Prioritized marketing on Facebook/Twitter
• Adopt technology across all functions and change processes
Big-Bang e.g. Microsoft CRM
Choose based on simplest approach – Incremental or Prioritized works best when you have limited resources

6. Technology Enablers
Operations
Communication Finance/Accounting
Marketing Other functions

7. Operations
• Project Management or Task management including allocations and tracking
• Lists and contacts
• Forms/Legal Documents/other paperwork
Need • Process workflows
• Management tools such as word processor, spreadsheets etc (MS Office , OpenOffice,
Google Docs, Microsoft Dynamics CRM)
• Internal Email
Tools • Use of Wiki for information sharing
• Identify level of sophistication needed and volume of data expected
• Assess budgets available for investments (how much are you willing to spend?)
Approach • Identify the must-have features (prioritize what you want automated first)

8. Microsoft Dynamics CRM
http://crm.dynamics.com/en-in/on-demand
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9. OpenOffice
http://www.openoffice.org/download/
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10. Google Docs
Google Docs
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11. Wikispaces http://www.wikispaces.com/
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12. Accounting and Governance
• Accounting for individual as well as the organization.
• Budgetary planning for an organization.
Need • Incentive calculation and progress tracking for employees and the organization.
• Better analysis of reports and graphs and charts generation
• Professional Accounting Software
• Word, Excel spreadsheets
• GoogleDocs
Tools • Online/offline software
• Start record keeping as early as possible
• Identify all regulatory and governance requirements upfront
• Use simple tools to collect data first and later use more sophisticated software to generate reports/charts
as needed
Approach •

13. Accounting and Governance
http://www.tallysolutions.com/website/html/tallyerp9/ http://www.dotorg.ch/
tallyerp9-main.php

14. Accounting and Governance

15. Accounting and Governance
https://incometaxindiaefiling.gov.in/portal/companies.do
•

16. Messaging/Communication
Website
• Create your own website using online tools
• http://www.webdesigningahmedabad.com/free-website-for-ngo-and-non-profit-
organization.html
• http://www.webeden.net/?gclid=CPfPgrCes6sCFQl76wodv1OWdQ
• http://www.ewebtechno.net/ngo_special.html
• http://hosting.india.to/
Blogs
• Use Blogs to spread word about your work, it’s impact and future plans
• www.blogspot.com
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad

17. Messaging/Communication

18. Messaging/Communication

19. Messaging/Communication

20. Google Grants
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21. Tips : Online Marketing*
Get your story right. Start with a social capital or a network. Set your targets early.
Build a simple website or a blog where you can tell your story.
Make sure to put online payment mechanisms in place.
Get your own Facebook page and get your volunteers and their friends to follow you.
Tweet about your work and ask Celebrities and followers to support and spread your cause.
Make people come together for a cause. Keep it transparent.
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 21

22. Fund Raising
• Donor Management :
– Database for supporter details
– Spreadsheet based tracking
– Greenpeace uses a Custom tool to track donor details. Has integration with
bank payments etc
• Websites having Payment Gateways (Paypal)
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23. Impact Measurement
 Spreadsheet data can be processed into MIS reports to measure impact
 E.g. quantum of Loan given by Micro-finance organizations.
 Online portals
 Pulse
 IRIS
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24. Scaling IT up !
• Free tools have their limitations. Make sure your spreadsheets never become more than 20 Mb and
convert your data into multiple spreadsheets if need be.
• Always save your data in files/folders on the computer. Keep multiple copies to avoid losing data
preferably on different computers.
• When your organization size has grown where you need to track multiple donors across cities and
geographies , your volunteer base is substantial and you handle multiple high net worth projects it is time
to switch to an ERP ( e.g. http://www.acctech.biz/industries/ngo_1.html )
• It is also preferable to handle your customer relationship via a CRM system and use analytics to help you
understand the impact of your campaigns, your donor base , your volunteer schemes etc.
• Move it online…think about the cloud.
• Big or small - IT will always be a part of your strategy!
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 24

25. Opportunities in Social Sector
• GiveIndia
• Mobile Solutions
– Logistimo
– M-Pesa
– ITC e-Choupal
• Aadhar
– UID project
– NREGA and Cash Subsidies
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26. GiveIndia
• Enable every individual to easily take part in the act of giving
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27. GiveIndia
Connecting donors with NGOs Engaging donors
Maintaining
credibility
Enabling NGOs use IT
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28. GiveIndia
• Internal reports / access to
info. • Philanthropy Exchange
• Feedback Details • Connect donors and NGO’s
Informational Strategic
Transactional • 500 plus donation options
• Automatic receipt
generation for tax
Infrastructure deduction purpose
• Internal IT team now
• Volunteer driven
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29. 20 247 30,000
GiveIndia
22 247
Give India  8% 2010 -11
10,000 Credit card
Industry  2.7% 12.2 110
2009 -10
Mobile app
9.3
75 iGive 2006 -07
2.1
Funds raised 2004 -05
50 50 Rediff.com
# of listed NGO
# of listed PRG users
Payroll 2003 -04
1.1
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Constantly innovating in
0.97 Give - USA 2002 -03
9 technology…
Give-India 2001 -02
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30. Mobile Solutions
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 30

31. Mobile Solutions - Logistimo
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32. Mobile Solutions – Reuters Market Light
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33. Mobile Solutions - Reuters Market Light
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34. Technology Solutions – ITC e-Choupal
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35. Technology Solutions – ITC e-Choupal
• Weather updates
Farming Knowhow • Crop Information
• Real time access to market
prices – no middlemen
Market Information • Transparent and wider
market access
• Farm commodities out to
Two-way Delivery the market
channel • Essential FMCG , Durables,
Banking to rural areas
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36. Stanford Design School
http://dschool.stanford.edu/blog/category/extreme-affordability/
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37. Aadhar – UID Project
• World’s largest Biometric Identification Project
• UID links Passport No., PAN Card, Bank Accounts,
NREGA etc. under one unique 12 digit
identification number
• Will eliminate duplication of different forms of
identification
• UIDs assigned without taking into account caste,
creed, religion or nationality
• Looks to accommodate the estimated 120 million
migrant workers in India
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 37

38. Aadhar – UID Project
• Enrolment process digital, requires fast transmission of
data from remote areas
• Creates a digital database of 1.2B identities
• Digitized Biometrics key to prevention of duplicate /
shadow identities
• The “Know Your Resident” will suffice for the “Know
Your Customer” for Financial Inclusion
• UID Database online verification designed to allow
access through multiple vendors and platforms for
diverse uses
• Error Rate estimated at < 0.01%
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 38

39. Subsidies
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 39

40. Resources
• Government provide free computer education: AICSM
• NGOs provide computer education : Swarnimsawera , Uddami
• Connect with IT companies for training : NESTSOFT
• Many websites provide free tutorials : http://w3schools.org
• Approach IT companies for old PCs (& laptops)
• More sites to check -
– http://www.google.com/grants/details.html
– Tally (http://www.tallysolutions.com )
– Wings (http://www.wingsinfo.net )
– Zoho (http://www.zoho.com )
– Salesforce (http://foundation.force.com/home )
* © Olivia Mukhopadhyay | WCED, ISB | Diffusion 2011 | Hyderabad 40

41. Questions ?
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42. Thank You !
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