Merging Models with the Epsilon Merging Language - A Decade Later
E-Merging: the Way Ahead for the Third Sector
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Transcript of E-Merging: the Way Ahead for the Third Sector
E-MergingThe Way Ahead for the Third Sector
Managing a merger successfullyFay Heatley
A case study: Disability Rights UK
ALWAYS THINKINGFay HeatleyProject ManagerTelephone 0751 [email protected]
Business and IT Solutions
AVAILABLE FUNDING / DEMAND FOR SERVICES
SISTER “NOT FOR PROFIT” ORGS
LITTLE OVERLAP = SHARED SERVICES?
SOME OVERLAP = COOPERATIVE COMMISSIONING?
SUBSTANTIAL OVERLAP = MERGER!
The Scale of the Project
Legal assistance: Taylor WessingDue diligenceInterior Designers: Ghost ProjectsConsultants (KPMG)Recruitment (Prospectus)IT4Comunities (me!)Esmee Fairbairn FoundationFidelity TrustComic ReliefDept of Health
iT4Communities.org.uk
3 years, 30 pro bonos, £300,000 funding
NFP Technology Conference
2008/2009
AGM
AGMAGM
FUND RAISING/COMMISSIONING
SYNCHRONISED AGMS APPROVAL
JOINT WORKING/MERGER EXPLORATION AGREED
PLANNING PROCESS AGREED Ceased Trading but Functions
Saved
Branding, premises, Finance, HR, CRM & Web
Very tight deadlines
RADAR DISABILITY ALLIANCE SKILL
TRANSFORMATION PROJECTS
NCIL
INFRASTRUCTURE ELEMENTS – ACCOMMODATION, NEW FINANCE SYSTEM, FULL SUPPORT FOR HRIT – MUST BE SECURE, REMOTE ACCESS
Mem
bers
Staff and
Volunteers
Online Advice
FundraisingCam
paignsPublications &
SalesKEY BUSINESS
PROCESSES should be
interactive and fully supported
INFRASTRUCTUREAccessible, easy to use and a smaller proportion of total budgets
IT Systems Review: What was the brief?
Brief criteria
Efficiency: to reach more disabled people, to be able to scale up servicesJoined up systems, where customer/funder/corporate name can be linked to all previous contacts and conversations
Simplicity: Existing systems had very little automation, no integrationMust support modern fundraisingIntegrated customer contact system crucialTo ensure effective and simple working for the new charity
Innovation: Innovative ways to reach more disabled peopleMarket segmentationTailoring of responses
EPOS to encourage access to guides
Accessibility: Must be accessible for people with visual impairment
The Plan
1. Involve staff: set up panels for evaluation of new systems (one for Finance and one for CRM)
2. Establish 'long list' of possible systems3. Agree specification + business processes to be supported4. Request for Information to suppliers5. Agree shortlist for testing/prototyping6. Testing/prototyping7. Due Diligence (take up references)8. Procurement decision9. ContractImplementation
www.sayervincent.co.uk/
Essential Applications Identified
INTERACTIVE WEB SITE
CUSTOMER RELATIONSHIP
MANAGEMENT
FINANCE MANAGEMENT
INTERACTIVE WEB SITE
INTERACTIVE CRM DATABASE
FINANCE MANAGEMENT
The Market and The OutcomeThere is a wide range of CRM products available/suitable for the NFP/charity sectorAim was 'best of breed' off the shelf, for example IRIS Donor StrategyCRM's are now part of Web 2.0: the days of selecting 'back end databases' that are not integrated with the web site are overParticularly for membership, subscriptions, private social networks, and sales of products.
civicrm.org
The most innovative are Open Source led from America:CiviCRM and DrupalDisability Rights UK have gone with CiviCRMAdvantages are low cost of ownership, scalability, massive international user community My output was a successful process and the outcome of the process was a successful procurement. Implementation is the next stage.
Putting it all together
Next steps: Phase 3 Implementation
Disability Rights UK will start trading in January and be launched in Spring 2012
• Systems work• Staff recruitment• Re-branding• Accommodation: co-location of RADAR, NCIL and DA in
December 2011
"This stage is actually making it happen“ (Richard Gutch)
More mergers predicted in the sector, large national (group structures or mergers to form new charities)Or bigger national charities taking on smaller local ones (take overs)Will all mergers be as well resourced?Are there any shortcuts?Collaboration/consortia/co-ops?Shared services? (IT, Finance, HR, shared business processes)Questions?