measuring results and demonstrating value.v1
DESCRIPTION
Slides from the TechSoup Canada and SAP Business Objects Webinar on Measuring Results and Demonstrating Value webinar.TRANSCRIPT
Steve WilliamsDirector, Worldwide Community, SAP BusinessObjects
Jane Zhang, Program Director, TechSoup CanadaDonnie Claudino, Marketing Manager, TechSoup Canada
24 June 2008
Measuring Results and Demonstrating Value: Reporting & Analysis for Non-profits and Social Enterprises
About TechSoup Canada
• TechSoup Canada is a collaborative effort by:
– TechSoup Global,
– the Centre for Social Innovation,
– the Information Technology Association of Canada,
– made possible by a grant from the Ontario Trillium Foundation.
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Agenda
What are reports, analytics and dashboards?
How do you decide what to measure and how to show it?
Case Study: Potluck Café
More Examples
We care about Future sustainability. We invest in the Future through our focus on Children, Education and the Environment. We do this through:
• Using our technology to transform social
issues and build capacity in community
organizations
• Leveraging our talent to create
meaningful gifts to the community and
strengthen employees’ careers
• Community leadership that inspires
employee engagement and attracts top
talent
• Attracting partners and customers through
our reputation as a caring company and
corporate citizen
Community vision
How non-profits use our technology
Donor reporting
Board of Directors reports and dashboards
Operational reports
Managing volunteers
Fundraising
Communications
HR Reporting
Performance Management
State of the Art?
http://digitalroam.typepad.com/photos/uncategorized/2008/04/19/ledger.jpg
Reporting and Dashboards
Report Samples
Visual “What-if” Analysis
Lenses
Case Study: Potluck Café Society
Potluck Café Case Study
Potluck background Potluck’s vision is to improve the quality of life and economic
vitality in the Downtown Eastside (DTES) community of Vancouver by providing permanent, stable jobs and accessible, nutritious meals to residents
Potluck operates market-rate café and catering enterprises that generate revenues to support Potluck’s food related programs in the DTES
The Challenge Difficulty communicating value (impact) to funders Challenges engaging Board in strategic planning
What to measure?
Who needs to see it?
First drafts
© SAP 2009 / Page 20
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© SAP 2009 / Page 25
Results
▫“[The board] said ‘Wow! We do all that?’ The dashboard was a great way to communicate to the board both our breadth of programs and depth of impact.”
▫“the board asked: ‘Why do I care about that?’ This was an opportunity for me to use the information we had to hand to communicate the impact of our community involvement. For example, everyone knew the free meal program but was not aware of the community sponsored meal program.”
-- Heather O’Hara, Executive Director, Potluck Café & Catering
Examples
Interactive
© SAP 2008 / Page 32
Example: Mailing List Address Cleansing
Benefits Enable direct marketing with a cost-effective
solution for addressing cleaning Instantly and easily clean, validate, and
correct your customer addresses and mailing lists
Features Basic Data Validation and Cleansing Basic batch-mode address entry Summary-level Reporting Subscription pricing No setup, IT involvement or Capex required
Customers Fits organizations that have modest mailing
requirements (e.g. nearly all SMBs, departments larger firms)
Example: Marketing Campaign Analysis
Marketing Campaign Reporting•Measure and manage email, direct mail and phone campaigns, market and demographic research•Optimize results and maximize return on marketing spend•Integration with CRM systems (e.g. saleforce.com)
Example: Development Reporting
Donor Predictability Modeling•Optimize development and donor predictability•Apply sales pipeline methodology to development
Example: Interactive Stakeholder Communications
Embedded interactivity inside PDFWorld’s leading reporting
and data presentation solution
• Design, explore, visualize, and deliver reports via the web or embedded in enterprise applications
• Deliver personalized reports to thousands of users
Resources
Products TechSoup
http://www.techsoupcanada.ca SAP Business Objects Developer Community
http://diamond.businessobjects.com SAP Business Objects products
http://www.businessobjects.com
Reporting & Measurement Global Reporting Initiative
http://www.globalreporting.org/Home Stanford Social Innovation Review
http://www.ssireview.org/ Demonstrating Value Project
http://www.demonstratingvalue.org
Data Visualization Say It With Charts, Gene Zelazny Back of the Napkin, Dan Roam
Product Donations Program
Eligible charities and nonprofits can request from a selection of over 300 donated technology products from 25 donor partners
Register your organization today, to be eligible to request over 300 products from 25 donor partners!
www.TechSoupCanada.ca/getting_started
Step 1. Register with TechSoup Canada
Step 2. Submit qualification documents
Step 3. Request products
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Steve WilliamsDirector, WW CommunityEnvironment and Technology [email protected]+1-604-974-2232
Questions?