ALTUS ALLIANCE 2016

Bank On OpennessAnil Patel, Managing DirectorGrantBook

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.

About GrantBookWe 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

GrantBook By The Numbers

Projects Stakeholder Technologies

Complete or Underway Interviews Reviewed or Tested

70 300 100+

Presentation

Scrum/agile methods

Interoperability

ChangeManagement

ALTUS ALLIANCE 2016

● Change Management

● Scrum/Agile

● Interoperability

Change Management

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

“Conflict is frequent because candor is safe. And that is how good ideas turn into great ideas” - 10:28 minute mark

Change ManagementAudit 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 infrastructure2 Information management systems3 Desktop and mobile hardware and applications4 Telecommunications5 Security

6 Staffing, support, structure & governance

Change Management: Strategy is Critical

Today

Tomorrow

Change ManagementTake 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?

MEASURABLEIMPACT

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?

STAKEHOLDERORIENTED

Do you know your stakeholders well? Are you making assumptions about their wants & needs?

ALTUS ALLIANCE 2016

● Change Management

● Scrum/Agile

● Interoperability

Waterfall vs Scrum

Requirements gathering

Design

Implementation

Verification

Launch & Maintenance

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 ”

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

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

Scrum Method for Project Planning

1. Agile isn’t one thing2. Agile is not a ‘pick’n mix’ methodology3. Embracing agile is a joint business IT Activity4. With agile, it is important to walk before you try running5. Embracing agile is embracing continuous learning6. Agile is about teams and teams of teams7. Eliminating technical debt is a core concept8. Working with 3rd party service providers requires care9. Other PM methodologies will still have a place in your portfolio

10. The impact of agile goes well beyond software teamshttp://www.gartner.com/newsroom/id/3085517

Prioritized User Story

Backlog

Present to team

Implementation Cycles

Regular Internal Communication

Release what works to users

Incorporatefeedback

Gather requirements

Configure/build/customize

B

C

DE

A

Scrum Fundamentals

Information Sharing

ProductBacklog

Tasksto do

Burndownchart

Completedtasks

In progress

Key Dates

Scrum/Agile

Take the survey:

http://bit.ly/altus-scrum

View the results:

http://bit.ly/altus-scrum-results

ALTUS ALLIANCE 2016

● Change Management

● Scrum/Agile

● Interoperability

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

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

Sum

mar

yPr

osC

ons

SurveyMonkey

Examples

Formstack → Zapier → GotoWebinar → Google Sheets/Salesforce/MailChimp

Excel Online PowerBI

Formstack Zapier

GotoWebinar

Google sheets

Salesforce

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

Resources

1. CIO Magazine Speaks to Jeff Sutherland - September 2015 (view article)2. Scrum/Agile methods - http://www.gartner.com/newsroom/id/30855173. Interoperability4. http://www.cio.com/article/2979855/agile-development/scrum-s-co-creator-talks-about-the-

framework-s-transformational-effect.html5. http://www.informationweek.com/strategic-cio/executive-insights-and-innovation/cios-need-to-

embrace-agile-gartner-finds/a/d-id/1321169

ALTUS ALLIANCE 2016

● Change Management

● Scrum/Agile

● Interoperability