Prepared For:

The 2019 GCAA Annual Conference By: Patricia Wilson-Smith, Online Media Interactive

Driving Operational Effectiveness with Digital Technologies

• Owner,Online Media Interactive, LLC

• Writer• Mother• Tech Entrepreneur

A Little About Me: Patricia Wilson-Smith

And actually…My new name is

Mrs. Patricia Morgan

Agenda

• Why You Need A Social Media Strategy

• Driving Awareness, or “Customer Acquisition”

• Effective Social Media Campaigns

• Reporting and Measuring Results

Agenda.

• What it Means, Why It Matters• Operational Effectiveness:

Getting Started• Data-Driven Decision Making• Exploring Digital Technologies

Driving Operational Effectiveness with

Digital Technologies

Agenda

• Why You Need A Social Media Strategy

• Driving Awareness, or “Customer Acquisition”

• Effective Social Media Campaigns

• Reporting and Measuring Results

Driving Operational Effectiveness Using Digital Technology:

What it Means,Why it Matters

“Driving operational effectiveness using digital technology means striving to

leverage the kinds of tools that integrate processes across functional areas, to both improve your ability to meet the goals of your organization and to achieve better

outcomes.”

–Patricia Wilson-Smith, CEO – Online Media Interactive

What it Means, Why it Matters

Outcomes? What Outcomes?

• Fundraising• Donor Engagement• Service Delivery• Brand Awareness

You get better outcomes when your efforts are supported by an integrated, cohesive ecosystem of tools and technologies!

What it Means, Why it Matters

When Managing/Storing Donors, You Use:

For Awareness Campaigns, You Use:

To Process Payments, You Use:

We’ve gotten pretty used to using technology to gather and process data…

In simpler terms…

What it Means, Why it Matters

..and it’s all stored and managed digitally

…but nothing is connected!

What it Means, Why it Matters

1. Make it harder for you to know what’s going on in your organization

2. Make it more difficult for you to automate key processes

3. Cost you time and money!

Disconnected Systems:

What it Means, Why it Matters

Driving Operational Effectiveness Using Digital Technology:

Getting Started

So how do we get rid of disconnected

systems so we can be, you know – efficient?

Getting Started

1. Lose your fear of technology

2. Put a hyper-focus on automating activities that have the greatest impact/time savings

3. Choose tools that facilitate automation

Driving Operational Effectiveness Using Digital Technologies Requires That You:

What it Means, Why it Matters

Lose Your Fear of Technology…c

It’s Not Going Anywhere

Getting Started

• Learn What Other Non-Profits Are Doing (don’t be afraid to spy on the Big Boys)

• Take advantage of free training and workshops offered by solution providers

• Explore the free and nearly free tool options available to small organizations and non-profits

Getting StartedLose Your Fear of Technology…c

Automate Activities for ImpactGetting Started

Start Simply With Things Like:Prospect List ManagementReceipts & Communication

Program ManagementApplication/Forms Management

Getting StartedAutomate Activities for Impact

Choose Tools That Facilitate Automation…Getting Started

• Makes it easier for you to manage the campaigns that help you drive revenue

• Makes it easier and faster to engage with your constituents and donors

Getting StartedChoose Tools That Facilitate Automation…

What Do We Mean By “Automation”?

The Easy Test

To evaluate any software, simply ask these three easy questions:

• Does the tool help us do our work faster?• Does the tool help drive higher revenue? Or higher

efficiency?• Does the tool enable us to build stronger relationships with

our supporters?

If your answer to these three questions is “yes” and the price is right, you’re on the path to making a good decision!

Getting Started

Driving Operational Effectiveness Using Digital Technology:Data-Driven Decision Making

Question:

• Are you targeting the right kind of donors?• Are your programs meeting objectives?• Was your last awareness campaign successful?• Do you have a cash-flow problem?• Are you communicating effectively?• Are your constituents happy with your

services?

Oh yeah? Prove it!

Data-Driven Decision Making

Data-Driven Decision Making

Data-Driven Decision Making

What Data-Driven Decisions Do YOU Make Everyday?

How To Get From A-to-Z Which Bills to Pay What To Wear

What Movies & TV to Watch

Where and What to Eat

Data-Driven Decision Making

You wouldn’t DREAM of making these decisions this day and age without data…

Why Would Your Non-Profit Organization Be Any Different?

Data-Driven Decision Making

Which Constituents to Engage

How to Leverage Scarce Resources

Which Programs to Implement or Continue

What Marketing to Execute

Which Fundraisers are Most Effective

What Data-Driven Decisions Does Your ORGANIZATION Make Everyday?

Driving Operational Effectiveness Using Digital Technology:

Exploring Digital Technologies

Agenda

• Why You Need A Social Media Strategy

• Driving Awareness, or “Customer Acquisition”

• Effective Social Media Campaigns

• Reporting and Measuring Results

Agenda.

• Why Does It Matter?• Operational Effectiveness: An

Example• Data-Driven Decision Making• Getting Started: The Audit

Exploring Digital Technologies

Goal…

Transition to an integrated system that helps you track the entire

donor/constituent lifecycle!

Remember These?

..and it’s all stored and managed digitally

…but nothing is connected (Boo!)

Exploring Digital Technologies

Managing/Storing Donors

Instead of Spreadsheets: A CRM (Customer Relationship Management System):

Exploring Digital Technologies

Awareness Campaigns

Instead of Outlook:An Integrated, Automated Email Marketing Solution:

Exploring Digital Technologies

Processing Donations

Instead of These: An Integrated Payment Solution:

Exploring Digital Technologies

DOEWDT: What it Means, Why it MattersExploring Digital Technologies

Benefits of an Integrated Solution

• All actions logged across all systems

• Facilitates intelligent marketing• 360 degree activity history of

donors and constituent activities

Exploring Digital Technologies

A Few Good Integrated Solutions

AplosAplos is a cloud-based system designed specially to serve the needs of nonprofit and church organizations. The Aplos platform includes fund accounting, online donation management, reporting functionalities, fundraising tools, membership, etc.

CharityproudCharityproud is a cloud-based nonprofit management solution suitable for small to midsize nonprofit organizations.

DonorPerfect Fundraising SoftwareDonorPerfect is the easy solution to keeping track of all fundraising efforts & donations. By collecting all incoming information in one location, the system allows users to easily communicate with volunteers and members.

Exploring Digital Technologies

A Few Good Integrated Solutions

EleoEleo is a cloud-based donor management solution designed to help nonprofits build donor databases, manage donor interactions, track fundings, plan events and more.

KeelaKeela from Networks for Change is a cloud-based nonprofit management solution that helps small and midsize nonprofits manage projects and events, measure donor engagement and send notifications to volunteers and members.

KindfulKindful is a cloud-based online fundraising and donor management solution designed specifically for growing nonprofit organizations. With this solution, nonprofits can manage core aspects of fundraising.

Exploring Digital Technologies

Operational Effectiveness: Getting Started

A Few Good Integrated Solutions

MobileCauseMobileCause is a cloud-based fundraising and communication management solution for nonprofits of all sizes. Key features include online giving, text-to-donate, event fundraising with live thermometer, peer-to-peer and crowdfunding.

Salsa CRMSalsa CRM is a cloud-based constituent relationship management platform that helps nonprofits track supporter relationships, manage online and offline fundraising, and intelligently report on everything.

VirtuousVirtuous is an integrated, cloud-based solution for small to large non-profit organizations. It assists with various aspects of a non-profit’s needs, from managing donors and fundraising, as well as marketing and outreach.

Lose Your Fear of Technology:

• Learn What Other Non-Profits Are Doing (don’t be afraid to spy on the Big Boys)

• Take advantage of free training and workshops offered by solution providers

• Explore the free and nearly free tool options available to small organizations and non-profits

Remember:

QUESTIONS?Patricia Wilson-Smith, Online Media Interactive

Driving Operational Effectiveness with Digital Technologies