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Data strategy and cake
3 February 2016
@AdaptaforNFP #DataStrategy
Adapta Consulting
We are: – A specialist information systems consultancy – We only work with membership organisations, charities,
associations, trusts and others in the NfP sector – We are completely supplier-independent – Our consultants have held senior positions in a broad range of
different organisations – Our advice and guidance is based on practical experience gained
over many years.
Programme 14.00 Arrival and welcome
Iain Pritchard – Adapta Consulting
Welcome to the event, introductions and overview of the agenda for the
afternoon.
14:15
The landscape for the sector in 2016
Iain Pritchard, Adapta Consulting
A summary view of the key data strategy issues – and opportunities – facing the
sector
14:30 Case studies
Short stories from speakers
Short practical case studies from speakers who have been addressing the data
strategy challenges in their organisations
15:45 Discussion and feedback
All
A round table discussion and feedback.
16.30 -
17.00
Review and close
Iain Pritchard – Adapta Consulting
Processes, people and technology
Roles and people
Resources (funding, facilities, and technology)
Activities (processes and culture)
Entity Model
© Fairtrade 2011
Moving data from
challenge to strategy
Tim Gutteridge
Fairtrade Foundation
Chief Operating Officer
© Fairtrade 2011
Fairtrade
Summary
© Fairtrade 2011
© Fairtrade 2011
© Fairtrade 2011
Small
Producer
Organisation
Trader
Exporter
Processor
Brand
Name or
Retailer
The Challenge
Impact
Needed
Power
© Fairtrade 2011
Small
Producer
Organisation
Trader
Exporter
Processor
Brand Name
or Retailer
The Challenge
Ensure
compliance
with required
Standards
Ensure compliance
with required
Standards
And
Payment of at least
the
Fairtrade
Minimum Price and the additional
Social Premium
© Fairtrade 2011
• Commodity sold
• Price Received
• Premium Received
• Impact of Premium
Small
Producer
Organisatio
n
Trader
Exporter
Processor
Brand
Name or
Retailer
Data needed to
ensure compliance
• Product Name
• Product Recipe
• Supply chain of Fairtrade Ingredients
• Ingredient Volumes Purchased
(& Premiums Paid)
• Product Sales Volumes
(to ensure compliance and calculate licence fee)
© Fairtrade 2011
Inconsistent Definitions (Language and Data)
PRODUCT
© Fairtrade 2011
Inconsistent Definitions (Language and Data)
PRODUCT PRODUCT
© Fairtrade 2011
Inconsistent Definitions (Language and Data)
PRODUCT PRODUCT
PRODUCT
?
© Fairtrade 2011
COMMODITY PRODUCT (or SKU)
SKU (stock keeping unit)
Inconsistent Definitions (Language and Data)
© Fairtrade 2011
Computerised existing
Excel Spreadsheets
• Designed around existing
process and data needs
• Computerised paper based
systems without changes
• Bespoke system
has hindered future
development
© Fairtrade 2011
Small
Producer
Organisation
Trader
Exporter
Processor
Brand Name
or Retailer
Look at the Bigger
Picture
© Fairtrade 2011
Small
Producer
Organisation
Trader
Exporter
Processor
Brand Name
or Retailer
Look at the Bigger
Picture
© Fairtrade 2011
Small
Producer
Organisation
Trader
Exporter
Processor
Brand Name
or Retailer
Look at the Bigger
Picture
© Fairtrade 2011
What we did
© Fairtrade 2011
What we did
• Initiated and developed
International working group
• Understand processes and
data needs within each
business
• Aligned requirements where
possible
• Define a shared international
data dictionary
• Invested into international
projects rather than duplicate
effort
© Fairtrade 2011
What we did
• Initiated and developed
International working group
• Understand processes and data
needs within each business
• Align requirements where
practical and possible
• Define shared data dictionary
• Invested into international
projects rather than duplicate
effort in the UK
© Fairtrade 2011
What we did in the UK
© Fairtrade 2011
What we did in the UK
• Initiated internal working group
from across foundation, not just
IT,
• Develop detailed understanding
and document business
processes
• Develop detailed understanding
data requirements and usage,
and proactively identify any
anomalies
• Identify and resolve business
process blockages and correct
data anomalies
• Initiate Steering Group ensure
alignment to business strategy
© Fairtrade 2011
What we did in the UK
• Initiated internal working group
from across foundation, not just
IT,
• Develop detailed understanding
and document business
processes
• Develop detailed understanding
data requirements and usage,
and proactively identify any
anomalies
• Identify and resolve business
process blockages and correct
data anomalies
• Initiate Steering Group ensure
alignment to business strategy
© Fairtrade 2011
What we did in the UK
• Initiated internal working group
from across foundation, not just
IT, with remit to:-
• Develop detailed understanding
and document business
processes
• Develop detailed understanding
data requirements and usage,
and proactively identify any
anomalies
• Identify and resolve business
process blockages and correct
data anomalies
• Initiate Steering Group ensure
alignment to business strategy
© Fairtrade 2011
1. Align to the businesses strategic objectives?
• Efficient licensee engagement experience
• Improve access to better quality information
• Improve international collaboration
2. Define what you want to achieve
• Audit Data needs to ensure defined and explained
• Drive Data standardization and integration
• Improve licensee experience with easier processes and more practical data requirements
• Alignment of business processes with international partners
• Reduce international duplication and increase collaboration and data sharing
• Improve data quality and access to information
• Embed Data ownership and stewardship within day to day operations
• Ensure compliance with regulations
• Ensure security data by limiting access and work-arounds
3. Develop the plan and put it into action
4. Review and develop - Don’t just install and stop
Strategic Steps
© Fairtrade 2011
1. Align to the businesses strategic objectives?
• Efficient licensee engagement experience
• Improve access to better quality information
• Improve international collaboration
2. Define what you want to achieve
• Audit Data needs to ensure defined and explained
• Drive Data standardization and integration
• Improve licensee experience with easier processes and more practical data requirements
• Alignment of business processes with international partners
• Reduce international duplication and increase collaboration and data sharing
• Improve data quality and access to information
• Embed Data ownership and stewardship within day to day operations
• Ensure compliance with regulations
• Ensure security data by limiting access and work-arounds
3. Develop the plan and put it into action
4. Review and develop - Don’t just install and stop
Strategic Steps
© Fairtrade 2011
1. All UK business processes documented and many simplified
2. Rolling out shared licensees facing system with cohort of
International partners
• Designed around user experience and data needs.
• Reduces licensees data burden
• International data more easily shared
• Duplication of effort reduced
• System will provide more timely and more accurate data
3. International working group taking on data governance to
• Oversee data issues and ensure alignment to business strategy
• Consistent data dictionary and required standards developing
• Improving internal awareness of data standards required
• Data quality and access improving
Results
© Fairtrade 2011
Other Learnings
• Data is not an IT issue it’s core to business operations
• Technology is not the key to success - it is merely a supporting
element.
• Therefore pull together team from relevant business operations
staff, empower them to find workable business solutions
• Use ‘Out of the Box’ solutions where possible
• Adapt processes rather than adapt the software
• Develop systems with the external User’s needs front of mind
not as an afterthought.
Data strategy
34
Who do you think they are?
by Clare Bamberger
Insight
35
Know we know
Don’t know we
know
Know we don’t
know
Don’t know we
don’t know
THE KNOWLEDGE MATRIX
What is data for?
Data
Information
Knowledge
36
Data strategy
37
Who do they think
you are? by Clare Bamberger
38
Insight’s mission
The Insight team works on our supporters’
behalf to generate and share knowledge
within SPD, through gathering and
analysing evidence that will influence
effective decision-making and ways of
working.
39
Goal 1
Understand our whole
activity and performance
40
Goal 2
get people at all levels to see and use data
as an
objective
neutral
information aid
to good decision-making
41
Title
1/10 ratio
9 about ways of working
communication
confidence
1 about data
availability
quality
42
Can we do it?
43
MAUD
44
Supporters
CA driven media
Church relationships
Volunteers
R&N staff
Philanthropy
Individual Giving
Campaigns via SPD
Campaigns via PPD
CA support church
structure
CA support individual church to manage
relationship
CA support volunteers to manage
relationship
Notes: - Current overarching relationships and where driven from - Recognise that there is a lot of overlap, esp in the upper right section - Recognise Give-Act-Pray will feature across all relationships - Missing education/young people as unique relationships
46
5 Guiding principles
1. A whole relationship
2. Honesty
3. Local contact
4. Systems and processes
5. Respect for data
47
Clare Bamberger, Data and cake, 3rd February 2016
48
Clare Bamberger
https://uk.linkedin.com/in/clarebamberger
Discussion and feedback
Review and close