NFP sector Technology Trends 2009

My colleagues at Iris hosted a workshop to discuss Technology Trends for 2009 in the NFP sector. Delegates came from charities, associations, membership organisations as well as consultants specialising in NFP technology and fundraising. Sadly I could not be there as it looked like a good lunch, but thankfully Howard Lake covered it on UK Fundraising so I got to see the top six trends agreed on the day which were as follows:

1. Social networking/blogging will continue to increase and become more relevant to the NFP community


2. More demand for data integration – "what we have already must work better together"


3. Software as a Service (SaaS) will become more prominent


4. Virtualisation and hardware will need to support 24/7 working


5. @ Home - more work and leisure time will be spent at home which will pose technological challenges and business opportunities


6. People will want 'more for less' from their software vendors

If I had written my own list it would surely have contained items 1, 3, and 5. The unspoken slogan of the Obama campaign was after all 'It's the Internet, stupid' and now charities and their consultants everywhere are playing catchup, as nptech blogs bear witness every day.

Virtualisation is a good way to make your hardware budget go even further but let's not think about 24/7 working. I see a lot of Twitter posts from the wee small hours and think, really people, come on, you should be asleep or you will be no good in the morning. Home working is definitely on the up and if it means the motorways are clearer on the days when we do travel than I am all for saving expenses budgets and the planet.

Its the remaining two items that interest me most and on reflection they are even more closely linked than 1,3 and 5. The sentence "People will want 'more for less' from their software vendors" would surely never have come from the pen of a supplier, but it is a fact of life that those of us in the software business have recognised for some time. As an increasing number of sophisticated software tools are made available to one and all online for free, we have to keep providing services that you cannot just download.

One such area is data migration and data integration. This has always been an issue and the fact that data can now be captured through Facebook, Twitter and the rest just gives us a whole load of new variations. The reasons for doing it are the same as the old ones: Data quality, avoiding duplicate effort, avoiding duplicate contacts, understanding the donor in the round, co-ordinating fundraising approaches, exploiting cross marketing opportunities. Its time-consuming getting this stuff right though, so the technical challenge for us is how to enrich and simplify the integration tools so that users can do more of it without recourse to consultancy.

Was there anything missing from the list? Well I was surprised not to see the word 'mobile'. Increasingly we interact with donors as they are out and about, face to face or on the phone. Hand held devises for fundraisers, Twitter on your mobile, text appeals and responses, - its all about the technology in your pocket and finding imaginative ways to use it. One example I saw recently was from Woodland Trust. In this pilot experiment, a post at the entrance to the wood tells you to send a text to a given number. In reply you get a number to dial. When you dial the number you get a guided tour of the woodland on your phone. The text from the visitor opens up all sorts of opportunities for the Trust such as asking for a text donation or even comparing the number with those on its database to get a picture of member activities. It's the kind of example that should make us question whether there are other ways we haven't though of to use technology to interact with supporters.

Well, that's enough of my reactions to the list. What do you think?

How safe is your Donor Data?

Had just sent off a piece to our marketing department on data security when I received my invitation from the Institute of Fundraising Technology Group to attend their session on this very topic (Sign up here)- so seems this is an issue on a few people's minds. I had started my piece by describing a cartoon I saw in a national paper recently, which showed one commuter saying to another ‘I never buy the Times anymore – there’s always those secret papers to read on the train these days’.

I sometimes wonder if stories of data loss is like those shocking crime statistics, that when you investigate them a bit further, you find out it was always going on but just not reported in the same way. Surely, in the days before the Data Protection Act we were always leaving large volumes of personal data lying around in some form or other? Well, maybe so, but actually we were constrained by the technology. For my first ten years in this business, all our client data was stored in Oracle databases on Unix platforms. Its not easy to leave that kind of stuff around on the train.

However, data sticks with Excel spreadsheets are a totally different proposition, especially now Excel 2007 has the 64000 row limit removed. We should not be surprised by the spate of recent embarrassments. The MOD, the HMRC, and the DVLA have all been in the news for the wrong reasons - I dread the day when a national charity features in one of these stories because the knock on effect for donor confidence could be severe.

So how do we minimise the risk of that happening? The key is to ensure that users can access their data, and move it around without removing it from the network. Let’s look at some scenarios. If data needs to go outside the organisation, perhaps to a mailing house or database supplier, there are two safe routes – you can encrypt it using a tool such as Private Crypto before emailing it, or you can copy it to an FTP site with a secure user-friendly utility like Filezilla. If you need to use data at a branch for a local event or mailing, most database packages will allow browser-enabled access to your central database across the Internet. If you need to share a report which contains thousands of rows of name and address data, and you don’t have a database with easy remote access, or it is not appropriate to grant access to the target audience, why not upload it to a secure document sharing site such as Microsoft’s Windows Office Live which is a freely available cut down version of Sharepoint? The IT For Charities site also has a number Internet Resources for UK Charities which should give you a few more ideas.

Of course as with all IT issues, the management side is just as important as the technical aspect. Database packages now make it easy to export data to spreadsheets, and from there to data sticks. Guidelines should be clearly set then, so everyone understands that when dealing with large volumes of personal data, leave it on the network or the Internet where it can easily be secured, not on the train next to the MI5 secret papers!