Download - Keynote - Anil Patel - Bank on Openess
ALTUS ALLIANCE 2016
Bank On OpennessAnil Patel, Managing DirectorGrantBook
About GrantBook
We focus exclusively on the needs of grantmakers/impact investors and specialize in
matching them with vetted & right-sized technology solutions to run their organizations.
Our goal is to improve the flow of $100 billion in capital to drive catalytic social change.
GrantBook works with dozens of software companies, professional service firms and affinity groups.
About GrantBookWe recommend We ensure We support
Right-Sized Tools Ensure these Tools work Together Change Management
● Focus on the big-picture, digital strategy
● Audit & gap analysis of digital systems & processes
● Prepare solutions comparisons
● Provide impact reporting and data visualizations
● Eliminate the need for ‘shadow systems’ and workarounds
● Integrate/optimize new and existing systems
● Administer technology change management
● Transition legacy software and processes
● Drive technology adoption & remove impediments
GrantBook By The Numbers
Projects Stakeholder Technologies
Complete or Underway Interviews Reviewed or Tested
70 300 100+
Presentation
Scrum/agile methods
Interoperability
ChangeManagement
ALTUS ALLIANCE 2016
● Change Management
● Scrum/Agile
● Interoperability
Change Management
Change Management
“When I talk to business leaders about this [the accumulation of small actions], many of them have reexamined small initiatives that fundamentally transformed their organization” - Pg 28
“The culture of helpfulness is central to their organizations success” - 6:15 minute mark
“Conflict is frequent because candor is safe. And that is how good ideas turn into great ideas” - 10:28 minute mark
Change ManagementAudit Scope
1 Networks and infrastructure
2 Information management systems
3 Desktop and mobile hardware & applications
4 Telecommunications
5 Security
6 Staffing, support, structure & governance
1/6th
1/6th
1/6th
1/6th
1/6th
1/6th
1/6th
5/6th
Recommendation Focus
1 Networks and infrastructure2 Information management systems3 Desktop and mobile hardware and applications4 Telecommunications5 Security
6 Staffing, support, structure & governance
Change Management: Strategy is Critical
Today
Tomorrow
Change ManagementTake Survey http://bit.ly/altus-cm
View Results http://bit.ly/altus-cm-results
ACCURATE &TRUSTED DATA
Can staff access and trust critical data from a single source of truth? Is the information provided without heavy interaction from the user?
EFFICIENT &SCALABLE
Are you able to calculate your annual IT Systems costs and forecast future expenditures? Will your systems easily scale with your organization?
FLEXIBLE &RESILIENT
Does your organization have a culture where you can launch/wind down a program quickly?
MEASURABLEIMPACT
Has your organization established a culture and capabilities to efficiently report on its own impact?
OPEN & INNOVATIVE Is your organization is capable of failing fast and learning from doing?
SECURE & RELIABLE Do your systems meet your organizations’ needs for security and reliability of service?
STAKEHOLDERORIENTED
Do you know your stakeholders well? Are you making assumptions about their wants & needs?
ALTUS ALLIANCE 2016
● Change Management
● Scrum/Agile
● Interoperability
Waterfall vs Scrum
Requirements gathering
Design
Implementation
Verification
Launch & Maintenance
Waterfall vs Scrum - Is all about stories
Foundation Management
Foundation Staff
Finance &Accounting
“From within my email, I can add or update contact information into our
CRM solution so that critical correspondence is shared with my
team.”
“I am able log into our grants management system, duplicate an
existing form, and make modifications so that I can start
preparing for a new grant program.”
“I have the ability to add tags documents related to a grant so that I can make searching and retrieving of information and media files easier for
all staff users during the Impact Reporting phase ”
Scrum Method for Project Planning
“For scrum to really take off, someone in senior management needs to understand in
his bones that impediments are nearly criminal” - Pg 14
Scrum Method for Project Planning
“Previously, the bank took a ’waterfall approach’, with the business side
determining the needs and the tech side responding to them with product
development - a process that could have taken 18 months before consumer testing
even began.”Strategy Magazine. November 2015
Scrum Method for Project Planning
1. Agile isn’t one thing2. Agile is not a ‘pick’n mix’ methodology3. Embracing agile is a joint business IT Activity4. With agile, it is important to walk before you try running5. Embracing agile is embracing continuous learning6. Agile is about teams and teams of teams7. Eliminating technical debt is a core concept8. Working with 3rd party service providers requires care9. Other PM methodologies will still have a place in your portfolio
10. The impact of agile goes well beyond software teamshttp://www.gartner.com/newsroom/id/3085517
Prioritized User Story
Backlog
Present to team
Implementation Cycles
Regular Internal Communication
Release what works to users
Incorporatefeedback
Gather requirements
Configure/build/customize
B
C
DE
A
Scrum Fundamentals
Information Sharing
ProductBacklog
Tasksto do
Burndownchart
Completedtasks
In progress
Key Dates
Scrum/Agile
Take the survey:
http://bit.ly/altus-scrum
View the results:
http://bit.ly/altus-scrum-results
ALTUS ALLIANCE 2016
● Change Management
● Scrum/Agile
● Interoperability
Interoperability - Like a deck of cards�Interoperability between systems is critically important to capturing maximum value; on average,
interoperability is required for 40 percent of potential value across Internet of Thing (IoT) applications and by nearly 60 percent in some settings.” McKinsey Quarterly - June 2015
http://www.mckinsey.com/insights/business_technology/the_internet_of_things_the_value_of_digitizing_the_physical_world
Interoperability: Application Programming Interface (APIs)
Build Rent (Saas)
Custom development (Add on Store) Zapier/IFTTT/Workato
You can enlist your SaaS provider(s) or computer
programmers to create custom scripts, APIs and/or add-
ons
Growing list of API as a service platforms that are cost
effective and scalable
Can ensure highest level of security and data connections
as needed
You can have integrations up and running in minutes with
a credit card payment and security tokens
Can be costly. And once built, can be difficult to maintain
and may become obsolete quickly
Requires considerable IT policies to make sure that data
remains secure & reliable
Sum
mar
yPr
osC
ons
SurveyMonkey
Examples
Formstack → Zapier → GotoWebinar → Google Sheets/Salesforce/MailChimp
Excel Online PowerBI
Formstack Zapier
GotoWebinar
Google sheets
Salesforce
Conclusion
“Even today’s senior manager needs digital expertise to be able to locate knowledge, assess how valid it is, and then work with others to determine what to do with it.” - Business Wire October 2014
Resources
1. CIO Magazine Speaks to Jeff Sutherland - September 2015 (view article)2. Scrum/Agile methods - http://www.gartner.com/newsroom/id/30855173. Interoperability4. http://www.cio.com/article/2979855/agile-development/scrum-s-co-creator-talks-about-the-
framework-s-transformational-effect.html5. http://www.informationweek.com/strategic-cio/executive-insights-and-innovation/cios-need-to-
embrace-agile-gartner-finds/a/d-id/1321169
ALTUS ALLIANCE 2016
● Change Management
● Scrum/Agile
● Interoperability