Outsourcing Your IT MAY 7, 2012

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1 Outsourcing Your IT MAY 7, 2012

2 Panelists Amy Karson Program Manager, Nonprofit Outsourcing Clearinghouse, NPCC Molly Knol Program Manager, Cloud Computing Technology, NPCC Ari Bustin President, Need IT Now Joe Baskin Vice President, Consulting Services, ALLSector Technology Group 2

3 Outsourcing Definition Role of IT Professionals Outsourcing Benefits Vendor Vetting Agenda Developing Successful Outsourcing Arrangements Outcome Tracking Nonprofit Outsourcing Clearinghouse (NOC) 3

4 Outsourcing Definition Action: Delegate key management areas, especially repeatable back-office services, to outside contractors/vendors for a relatively long term Must satisfy at least 1 of the following goals: Increase net revenue Improve operational efficiency Improve organizational performance Organizations of all shapes and sizes outsource 4

5 Role of IT Professionals Role varies based on scope of engagement g Teacher Strategic partner Implementer Clients may engage in short-term or long-term contracts 5

6 Areas to outsource Role of IT Professionals Strategic technology planning IT audit management Procurement Server installation and management Network installation and management Desktop/laptop installation and management Mobile device support Cloud services Server back-up and maintenance Systems monitoring Network system upgrades Networking across multiple sites (WAN) Virtual Private Networking (VPN) Network security Software updates Website Creation 6

7 Areas to outsource (cont) Role of IT Professionals Website maintenance and uploads Development and maintenance of intranet Development and maintenance of extranet Development and maintenance of web-based applications Database creation Database maintenance Cabling Moves and expansions Setup and maintenance of virtual infrastructure Installation and maintenance of phone system Training Services On-site emergency assistance Off-site emergency assistance 24/7 support/help desk Scheduled support Disaster recovery services 7

8 Raise net revenue Higher revenue Lower costs in the long-term Outsourcing Benefits Improve operational efficiency 8 Increase access to technology, skills and insights not otherwise available or affordable Improve management effectiveness and flexibility Increase organizational impact Focus on mission Set clear organizational goals

9 Interview Vendor Vetting See attachment entitled, Vendor Questions 3 comparable references Vendor website Online resources such as BBB and NOC database 9

10 Successful Outsourcing Arrangements Clear expectations and goals Work-plan is key Staff and board support Ability to pay Long-term commitment 10

11 Outcome Tracking Key IT performance metrics Increased net revenue Decrease in time spent on IT tasks Decline in organizational i ldisruptionsi Improved access to IT tools and services 11

12 Key NOC Features NOC Program Overview Customized assessments for 50 nonprofits 12 Pro bono legal services via Lawyers Alliance for New York, Pro Bono Partnership and New York Lawyers for the Public Interest Exploring future fee-for-service consulting program Built free, publicly searchable database of NYC-area outsourcing providers with hfcny Focus and information sessions with 50+ nonprofits Nonprofit Guide to Outsourcing Services (May 1, 2012) Nonprofits and Outsourcing report with recommendations (Draft August 31, 2012)

13 NOC Database 13

14 Key CCT Features CCT Program Overview Provided 30 participating organizations with: Onsite evaluation of current technology environment and workflow efficiency 14 Customized technology plans with 2-4 cloud computing recommendations One-on-one one implementation support for top-priority priority technology needs Key lessons learned will be shared via cases studies Monthly technology workshops open to all NYC nonprofits, e.g. Technology Planning for Small Nonprofits, Introduction to Google Analytics, and Video 101 for Nonprofits

15 Questions?? 15 Please feel free to contact us with any questions or comments. Amy Karson Molly Knol Program Manager, NOC Program Manager, CCT , ext 29 Ari Bustin Joe Baskin President VP, Consulting Services Need IT Now ALLSector Technology Group