At the Sho-Net Systems voluntary sector workshop on Smarter Fundraising yesterday I talked about the need to understand As Is processes and how to identify value before considering To Be processes and automation.
At the start of my session I asked if any of the audience had done any work on their processes and was surprised that nobody had even got as far as process mapping. Most also said they don’t have documented procedures for how things should be done. I guess that’s a reflection of the small size of the organisations present, but it also suggests there are likely to be some significant improvement opportunities. There were also nods of recognition when I introduced the “7 Wastes”.
My slides are available at Slideshare.net and my colleagues at Sho-Net will be making the full set of workshop slides available on their website. Sho-Net provides case management and fundraising solutions, implementation and training of Salesforce.com, training and support in fundraising. I work with Sho-Net to help their clients understand where they can get value from automating their processes.