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This section of CFTech is dedicated to successful planning and implementation of customized technology roadmap software solutions. Therefore, it has nothing to do with software. Instead, the resources and information in this section will deal with the organizational issues around preparing, budgeting and implementing the software solutions that community foundations choose to fulfill their own technology roadmaps.
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Early Adopters Share Lessons
On October 16-17, 2006, representatives from 18 foundations gathered in Dallas for an Early Adopter Summit sponsored by the Technology Steering Committee (TSC) of the Technology Initiative. Early in the summit, participants were asked to give an assessment of their organization’s current status with regard to adopting and implementing technology solutions to meet their current and future business needs. Here is a brief analysis of their answers to the following questions:
1) What tools do you currently use?
|
System |
Number of foundations responding/Percent of whole |
Software in use |
Number/ Percent using software |
|
Integrated systems/Core accounting
|
17 / 94% |
Foundation Power
FIMS |
7 / 41%
10 / 59% |
|
CRM |
16 / 89% |
Donor Central
Crystal Reports
Foundation Power only
FIMS only |
9 / 56%
4 / 25%
2 / 13%
1 / 6% |
|
Online Grant Application |
5 / 28% |
Kintera
Community Impact System (CIS)
Dotche
Home grown system
ImpactMgr (in past) |
1 / 20%
1 / 20%
1 / 20%
1 / 20%
1 / 20% |
|
Seamless Processing |
6 / 33% |
AST/Foundation Partner
Excel import into FIMS |
5 / 83%
1 / 17% |
2) Where are you in your planning process?
|
Stage in Process |
Number responding/percent of whole |
|
Technology Implementation |
6 / 33% |
|
Gap Analysis |
2 / 11% |
|
Operational Implications |
5 / 28% |
|
Strategy |
5 / 28% |
3) What needs the most attention in your organization (Gap Analysis)?
|
Business Requirement |
Number responding/percent of whole |
|
Self Service |
9 / 50% |
|
Communications |
5 / 28% |
|
Community Knowledge |
4 / 22% |
|
Productivity |
7 / 39% |
|
Investment Accounting |
8 / 44% |
4) What new tools are you using ?
|
Genre |
Number responding/percent of whole |
Tool in use |
Number/Percent Using Tool |
|
Constituent Self-Serve |
6 / 33% |
Donor central
RaisersEdge/Net Community
Dotche/Donor Express |
4 / 67%
1 / 17%
1 / 17% |
|
Donor/Program Match |
1 / 5% |
Custom RaisersEdge/GrantEdge/Net Community |
1 / 100% |
|
Grant Impact Measurement |
4 / 22% |
Community Impact System
Custom RaisersEdge/GrantEdge/Net Community
None |
2 / 50%
1 / 25%
1 / 25% |
|
Grant Management-enhanced |
6 / 33% |
None
GrantEdge
FoundationPower/Dotche |
4 / 67%
1 / 17%
1 / 17% |
|
Other |
3 / 17% |
Scholarship
Automation of document management
Social networking tools |
1 / 33%
1 / 33%
1 / 33% |
|
Web Presence |
17 / 94% |
VisionMgr
3rd Party
Internal Development
|
10 / 59%
4 / 24%
3 / 18% |
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