# Optimisation - Tech

# 🟢 Well-developed diversified technology platforms & tools are used to both elicit and solicit audience/prospects & develop reports, analytics etc, manage all donations & donors

> ##### <span>Highly developed: <span>Advanced technology use in fundraising operations. </span></span>

### <span>Reflection:</span>

- <span><span><span>No response required.</span></span></span>
- <span><span><span>Others - </span></span></span>

### <span>Action:</span>

- <span>Have highly developed and future proof technology infrastructure and no actions are required.  
    </span>
- <span><span><span><span>Others - </span></span></span></span>

### <span>Notes for Development:</span>

1. <span><span>Advanced technology use in fundraising operations.  
      
    </span></span>
2. <span><span>All fundraising functional needs are covered by various types of tech tools.  
      
    </span></span>
3. <span><span><span>Strong cultural and conceptual awareness on the use of technology for greater and deeper social impact exist in the organisation </span></span></span>

# 🟡 Some technology platforms (like a grant management tool- e.g. Salesforce, Fluxx etc.) are operational to manage grants and run basic financial and program implementation reports only

> ##### <span>Developing: <span>High need areas are covered only.</span></span>

### <span>Reflection:</span>

- <span>Are we aware of some of the most urgent needs in this area; what can and must be met?</span>
- <span>What has impede tech growth-state of our mind or resources?  
    </span>
- <span><span><span>Others - </span></span></span>

### <span>Action:</span>

- <span><span><span><span><span>Conduct a comprehensive technology infrastructure assessment and create budget for new needs.</span></span></span></span></span>
- <span><span><span><span><span>Cultural alignment has to be stronger for technology related adaptation.  
    </span></span></span></span></span>
- <span><span><span><span>Others - </span></span></span></span>

### <span>Notes for Development:</span>

1. <span><span>High need areas are covered only.  
      
    </span></span>
2. <span><span>Conduct tech needs assessment for further developing systems and improving processes.  
      
    </span></span>
3. <span><span>Consider reviewing existing tech systems and identify if it is apt for future fundraising operations.</span> </span>

# 🟠 Technology platforms are used for both donor and financial management but the platforms require more development and automation

> ##### <span>Under developed: <span>Limited technology use for a few back office activities only. </span></span>

### <span>Reflection:</span>

- <span>Create an internal team to solve the problem; define scope clearly.</span>
- <span>Consult a specialist to quickly assess current state and develop a development plan.  
    </span>
- <span><span><span>Others - </span></span></span>

### <span>Action:</span>

- <span><span><span><span><span>Conduct a comprehensive technology infrastructure assessment and create budget for new needs.</span></span></span></span></span>
- <span><span><span><span><span>Cultural alignment has to be made stronger for technology related adaptation.  
    </span></span></span></span></span>
- <span><span><span><span>Others - </span></span></span></span>

### <span>Notes for Development:</span>

1. <span> <span>Limited technology use for a few back office activities only.  
      
    </span></span>
2. <span><span><span>Conduct tech needs assessment for further developing systems and improving processes.  
      
    </span></span></span>
3. <span><span><span><span>Consider reviewing existing tech systems and identify if it is apt for future fundraising operations.</span></span></span></span>

# 🔴 Most fundraising functions are managed in basic MS Word applications like- MS Excel, PowerPoint etc. and no specific fundraising management software is in use

> ##### <span>Poorly developed: <span>Technology is yet to be introduced as an optimiser in fundraising function and the team operates with basic tools.</span></span>

### <span>Reflection:</span>

- <span>What has impede tech growth- state of our mind or resources?</span>
- <span>Check-listing of existing tech infra. as against need- for various functions (HR, Finance, FR etc.).</span>
- <span>Consult a specialist to quickly assess current state and develop a development plan  
    </span>
- <span><span><span>Others - </span></span></span>

### <span>Action:</span>

- <span><span><span><span><span>Consult internal functions and determine new technology need.</span></span></span></span></span>
- <span><span><span><span><span>Based on identified need, scout for open tools that come at a very low or no cost.  
    </span></span></span></span></span>
- <span><span><span><span>Others - </span></span></span></span>

### <span>Notes for Development:</span>

1. <span><span>Technology is yet to be introduced as an optimiser in fundraising function and the team operates with basic tools.</span>  
      
    </span>
2. <span><span>Identify high needs asap and plan for tech system development.  
      
    </span></span>
3. <span><span><span>Technology system development is highly necessary. However, if you do not have a fundraising portfolio at all (meaning you do not have more than 1 or 2 funders), it might make sense for you to go slow on tech development and develop a fair portfolio first.</span></span></span>