Connecting the Information Dots

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Connecting the Information Dots

A Webinar Series for International

Not-For-Profit Organizations

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Webinar Series

Date/Time

Topic

Tues, Feb 11th_{@ 11:30AM - 12:45PM}

EST

Creating an M&E Custom Solution – a Case Study

Tues, Mar 11th_{@ 11:30AM - 12:45PM}

EST

Knowledge Management / Content

Management / Publishing and Workflow

Tues, Apr 8th_{@ 11:30AM - 12:45PM}

EDT

Cloud Based Solutions For Better Managing Projects And Data In International

Development – A DevResults Case Study

Tues, May 13th_{@ 11:30AM - 12:45PM}

EDT

Best Of Breed: Bringing Together Financial, Grant, and Donor Management Systems

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Questions

• Type your questions in the

QUESTIONS box of the control

panel. We’ll ask the presenters to

respond to timely questions during

their presentation. We’ll address

the rest of the questions at the

end of webinar.

• By default, your microphone is

muted. Because we have so many

attendees, we’ll keep everyone

muted throughout the webinar.

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Webinar Recording

• We’ll be recording the webinars in our series

• We’ll make these recordings available to those

who attended the webinars first, and

eventually to the general public

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Today’s Webinar

Executive Summary:

Analysis of

InsideNGO’s Annual

Software Survey

Marie McNamee, Director of Programs, HR, IT & Legal, InsideNGO

Brooke Kassner, Program Associate, InsideNGO

Elizabeth Pope, Director of Research and Operations, Idealware

William Lester, Executive Director, NPOKI

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Let’s Take a Quick Poll!

• We want to learn about your organization

• We want to learn your role within your

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InsideNGO’s 2013

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Overview of Survey &

Profile of Participants

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Survey Format



7 Different topical areas

 Accounting

 People Management

 Grants & Contracts

 Various Management Software

 Technology Tools

 Communication & Phone Systems

 Strategic Tools



Could select multiple responses

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Overview of Participation

Participating Agencies Organizational Budgets

Budget Size # of Orgs % of Total

Less than $10 million 12 18%

$10 million -$24 million 10 15% $25 million - $49 million 10 15% $50 million - $99 million 17 26% $100 million - $249 million 11 17% $250 million+ 6 9% Survey Overview: - 66 Participating Organization

- Equal distribution of budgets, staff sizes, mission, etc. - Responses collected for both HQ and Field

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Overview of Participation

62 out of 66 organizations responded to IT (HQ) Staff Size Average number below based on budget size*

Operating Budget Range

Average Dedicated IT Staff (HQ)

Average Staff Size at HQ

Reporting Organizations

Less than $10 Million .75 28 12

$10 - $24 Million 2 69 9

$25 -$49 Million 2 79 9

$50 - $99 Million 5.26 166 17

$100 - $249 Million 8 162 10

$250 Million + 14.6 290 5

*Note that these averages do not reflect the amount of global IT responsibility for each incumbent or the average staff size on a global scale

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Accounting Software

 General Ledger

 HQ: Blackbaud Financial Edge & QuickBooks: 17%  Field: 50%+ utilize QuickBooks

 Financial Reporting

 HQ: Varied, 41% use Excel with other tools  Field: Excel and/or QuickBooks primarily

 Budgeting

 HQ: 44 out of 60 use Excel  Field: 40 out of 51 use Excel

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Accounting Software-

General Ledger

General Ledger Headquarters Field Office

Blackbaud- Financial Edge 10 4

Deltek Cost Point 8 2

Financial Force (Salesforce.com) 2 1

FundEZ 3 2

Intacct 1 0

Microsoft Dynamics GP (Great Plains) 4 1

Microsoft Dynamics SL 4 0

Oracle Financial 2 1

QuickBooks 10 30

Sage MIP Fund Accounting 6 2

Sage Peachtree 0 1

Serenic Navigator 6 5

Sun Systems 2 3

Unit 4 Agresso (ERP) 4 3

None or n/a 1 3

Other, check box and specify below... 5 5

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People Management Software

 Human Resources Information System (HRIS)

 HQ: 18 out of 64 orgs use Excel in some form

 Field: 50%+ use Excel  Performance

Management/Appraisal Software

 HQ: 40% have no tool, 13% Excel

 Field: 49% have no tool  Benefits Administration

 HQ: 29% ADP, 17% Excel  Field: 44% use Excel

 Payroll

 HQ: 50% + use ADP

 Field: 12 use Excel and 12 use other resources (out of 43)

 Electronic Timesheet  HQ: No common tool  Field: 50%+ use Excel  Travel Expense Reporting

 HQ & Field: 50%+ use Excel  Applicant Tracking

 HQ & Field: 23% and 39% (respectively) have no

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People Management Software-

HRIS

HRIS Headquarters Field Office

ADP 18 4

Ceridian 6 1

Excel 16 23 Epicor HR 3 3 FairSail (Salesforce.com) 1 0 Lawson HR 2 0 PayChex 6 3 UltiPro 3 1 WorkDay 1 1 None or n/a 6 10

Other, check box and specify

below... 10 8 Total Reporting Organizations 64 51

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People Management Software

Travel & Expense Reporting

Travel & Expense Reporting Headquarters Field Office

Concur 6 3 Custom 5 5 Deltek 3 2 Excel 35 36 Oracle 1 1 Replicon 3 2 None or n/a 3 6

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Grants & Contracts Software

 Grants & Contracts Management

 HQ: Excel (24), Custom Application (12) and Salesforce (10)  Field: 35% use Excel

 Sub-Awards

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Grants & Contracts Software-

Management

Grants & Contracts Management Headquarters Field Office

Access 5 0 Custom Application 12 9 Deltek 4 0 Excel 24 16 MS Office Suite 5 3 Raisers Edge 3 1 Sage MIP 5 3 Salesforce 10 2 Serenic 5 3 None or n/a 3 10

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Various Management Software

 Project Management

 HQ: Out of 63, 35 use Excel, 20 Microsoft Project, 13

Microsoft SharePoint, 11

Google Docs, 9 Smart Sheet, and 8 BaseCamp

 Field: 50%+ use Excel

 Inventory/Commodities

Management

 HQ & Field: 50%+ use Excel

 Customer Relationship

Management (CRM)

 HQ: 1/3 use Salesforce

 Field: 50%+ do not have/use a CRM tool

 Donor

Management/Fundraising

 HQ: Out of 59, 20 use

Raiser’s Edge, 15 Salesforce and 12 Black Baud

 Field: Almost 60% no tool

 Learning Management

(LMS)

 HQ & Field: 45%+ have no LMS, at HQ 30% use LINGOs and 25% in Field

 Video Tutorial Software

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Various Management Software–

Project Management

Project Management Headquarters Field Office

Access 1 1

Asana 1 1

Basecamp 8 4

Custom Application 6 5

Excel 35 26 Filemaker Pro 1 0 Google Docs 11 6 Microsoft Project 20 12 Microsoft SharePoint 13 9 Sage 2 2 SmartSheet 9 5 None or n/a 8 12

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Various Management Software–

Customer Relationship

Management

Customer Relationship Management Headquarters Field Office

Access 1 0 Blackbaud 9 3 Convio 7 3 Excel 4 4 Microsoft CRM 3 2 Outlook 8 5 RaisersEdge 12 3 Sage 2 1 SalesForce 20 7 None or n/a 7 22

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Technology Tools

 Virus Protection

 HQ: 50% Symantec  Field: 34% Symantec, 25% Kaspersky

 Spam Filter

 HQ: 36% Postini, 30% Symantec  Field: Variety

 Cloud Storage

 HQ: Top three out of 57: DropBox (30), Google (23) and SkyDrive (Office 365) (12)

 Field: Top two out of 52:

DropBox (31) and Google (21)

 Back Up Software

 HQ: 15 out of 55 Symantec Backup Exec

 Field: 33% no tool

 Web Content Management

 HQ: Top three out of 55: Drupal (21), WordPress (19) and SharePoint (13)

 Field: Top three out of 37: WordPress (11), SharePoint (9) and Drupal (6)

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Technology Tools- Cloud

Storage

Cloud Storage Headquarters Field Office

Amazon S3 7 2 Box.net 9 6 DropBox 30 31 Google 23 21 Microsoft Live 3 1 SkyDrive (Office 365) 12 7 SugarSync 1 0 None or n/a 8 7

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Technology Tools-

Web Content Management

Web Content Management Headquarters Field Office

Drupal 21 6

ExpressionEngine 2 0

IBM Web Sphere 1 0

Joomla 3 2

SharePoint 13 9

WordPress 19 11

None or n/a 6 11

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Communications and Phone Systems

 Content Management (CMS)

 HQ: Top three out of 55: SharePoint and Drupal (17) and WordPress (15)

 Field: 40% have none

 Web/Video Conferencing

 HQ: Top three out of 63: GoToMeeting/Webinar (30), Skype Business (24) and WebEx (22)

 Field: Top three out of 51 Skype Business (17),

 Voice Over IP (VOIP)

 HQ: Out of 64: Skype (26) and Cisco (19)

 Field: 50% use Skype

 Smart Phones- Company

Provided Operating Systems

 HQ: 25% give stipend and allow BYOD; 15% do not support, remaining support iPhone, Blackberry & Android  Field: 27% give stipend and

allow BYOD; 19% do not support; remaining support iPhone, Blackberry & Android

 Online Community Platforms

(Internal/External)

 HQ: 60%+ Facebook  Field: 45% Facebook

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Communications & Phones-

Content Management (CMS)

Content Management (CMS) Headquarters Field Office

Alfresco 1 0 Convio 4 3 Custom 2 0 Drupal 17 6 Joomla 2 1 Plone 3 0 SharePoint 17 10 WordPress 15 9 None or n/a 8 16

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Strategic Tools

 Business Intelligence & Data

Analysis

 HQ & Field: Excel most popular

 Enterprise Resource

Planning

 HQ & Field: 66% and 73%, respectively, no ERP

 Firewalls

 HQ & Field: Cisco & sonicWall

 Document Management

 HQ & Field: ShareDrives/File Server common &

SharePoint, DropBox & GoogleDocs

 Knowledge Management

 HQ & Field: 43% and 59% no KM tool, SharePoint 30%+

 M&E Tools

 HQ & Field: Split – did not have M&E tool or had custom

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Strategic Tools- Document

Management

Document Management Headquarters Field Office

Alfresco 1 0

Box.net 10 6

Dropbox 22 21

Google Docs 19 19

Logical Shares 4 6

Shared Drives/File Server 44 37

SharePoint 26 18

None or n/a 3 6

below... 4 4

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Strategic Tools-

Knowledge Management

Knowledge Management Tools Headquarters Field Office

Drupal 5 5

SharePoint 20 13

None or n/a 23 26

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Elizabeth Pope

Idealware’s Director of Research

and Operations

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Marie McNamee: [email protected] Brooke Kassner [email protected] Elizabeth Pope [email protected] Igal Rabinovich: [email protected] Bill Lester: [email protected]