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Getting the Most Out of a
            Technology Assessment
                    Adam Roth
                     May 22, 2012




A Service
   Of:                      Sponsored by:
Protecting and Preserving the     www.cjwconsulting.com
            Institutional Memories of
            Nonprofits Since 1993                     (866) 598-0430
                                              info@cjwconsulting.com



A Service
   Of:                                      Sponsored by:
Affordable collaborative data
             management in the cloud.

A Service
   Of:                     Sponsored by:
Today’s Speaker




                                  Adam Roth
                                 President and CEO,
                                 StreamLink Software
Assisting with chat questions:                                                      Hosting:
April Hunt, Nonprofit Webinars              Cheri J Weissman, CJW Consulting & Services, Inc.

A Service
   Of:                                       Sponsored by:
Mission Accelerated



www.streamlinksoftware.com
Pre-Engagement 70%



6   www.streamlinksoftware.com
Minefield of Dreams
Common Missed Assumptions
 We need a
  specific brand,
  product, or
  system.
 Software and
  hardware tools
  should integrate.
 Implementing a
  technology
  solution is
  enormously
  expensive
7   www.streamlinksoftware.com
No More Assumptions – Follow the Plan



    Resources
                       Identify Key Organizational Resources



    Strategy           Link Resources to Mission Strategies


    Prioritize         Identify the Top 5-10 Prioritize Technology


8    www.streamlinksoftware.com
Priority Mapping
                                          High




                                            Complexity
    Low                     Amount of Interaction        High




9    www.streamlinksoftware.com            Low
Engagement 30%



10   www.streamlinksoftware.com
Integration Definition


 Single System – Single
  Data Structure
 Separate Systems – Full
  Integration
 Separate Systems –
  Export/Import




11   www.streamlinksoftware.com
www.streamlinksoftware.com   12
   Single System – Single
    Data Structure
   Separate Systems – Full
    Integration
   Separate Systems –
    Export/Import
Turn the priority upside down
The 4 Questions to Avoid


     1          Can’t we build this ourselves?

     2          What do they use?

     3          Can’t you just tell us what we need?

     4          Don’t we need this on our servers?




13   www.streamlinksoftware.com
Reduce Cost – Increase Quality

 Have the
  priorities
  determined
 Build Integration
  from Bottom-up
  not Top Down
 Do not Get
  Hung-up on
  Specific Systems
 Don’t ask the 4
  Questions


14   www.streamlinksoftware.com
Find listings for our current season
          of webinars and register at:

            NonprofitWebinars.com


A Service
   Of:                     Sponsored by:

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Getting the Most Out of a Technology Assessment

  • 1. Getting the Most Out of a Technology Assessment Adam Roth May 22, 2012 A Service Of: Sponsored by:
  • 2. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.com A Service Of: Sponsored by:
  • 3. Affordable collaborative data management in the cloud. A Service Of: Sponsored by:
  • 4. Today’s Speaker Adam Roth President and CEO, StreamLink Software Assisting with chat questions: Hosting: April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc. A Service Of: Sponsored by:
  • 6. Pre-Engagement 70% 6 www.streamlinksoftware.com
  • 7. Minefield of Dreams Common Missed Assumptions  We need a specific brand, product, or system.  Software and hardware tools should integrate.  Implementing a technology solution is enormously expensive 7 www.streamlinksoftware.com
  • 8. No More Assumptions – Follow the Plan Resources Identify Key Organizational Resources Strategy Link Resources to Mission Strategies Prioritize Identify the Top 5-10 Prioritize Technology 8 www.streamlinksoftware.com
  • 9. Priority Mapping High Complexity Low Amount of Interaction High 9 www.streamlinksoftware.com Low
  • 10. Engagement 30% 10 www.streamlinksoftware.com
  • 11. Integration Definition  Single System – Single Data Structure  Separate Systems – Full Integration  Separate Systems – Export/Import 11 www.streamlinksoftware.com
  • 12. www.streamlinksoftware.com 12  Single System – Single Data Structure  Separate Systems – Full Integration  Separate Systems – Export/Import Turn the priority upside down
  • 13. The 4 Questions to Avoid 1 Can’t we build this ourselves? 2 What do they use? 3 Can’t you just tell us what we need? 4 Don’t we need this on our servers? 13 www.streamlinksoftware.com
  • 14. Reduce Cost – Increase Quality  Have the priorities determined  Build Integration from Bottom-up not Top Down  Do not Get Hung-up on Specific Systems  Don’t ask the 4 Questions 14 www.streamlinksoftware.com
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