simplify presentation

36
Benefits for All

Upload: bobbryant

Post on 16-Apr-2017

594 views

Category:

Technology


1 download

TRANSCRIPT

Page 1: Simplify Presentation

Benefits for All

Page 2: Simplify Presentation

Overview• History• What is Simplify?• How Data Sharing Works• RWJF Case Study• Standards Setting• Key Players• Why Funders Should Participate• Future • Questions?

2

Page 3: Simplify Presentation

Simplify History

2011 2012 2013

3

Nov. 2011: Project

streamline report

Idea for common database

2012TAG

committee formed

2012TAG member

survey of common data

2012Identify

TAG partners

Nov. 2012TAG board approves project

Nov. 2012TAG and

GuideStar agree to partner

Nov. 2013Simplify launched

Develop APIFundraisingBranding

Beta Testing API

Page 4: Simplify Presentation

What is Simplify?

Page 5: Simplify Presentation

What is Simplify?• Standards-setting Process• Data-sharing Process• Consistent Format for Core Organizational

Information• Central Database via GuideStar Exchange• Streamlined Application Process

– Nonprofits Enter Data Once– Funders Access Data via Application Program Interface

(API)

5

Page 6: Simplify Presentation

How Data Sharing Works

Page 7: Simplify Presentation

Data Sharing• First a grantee creates a profile in

the GuideStar Exchange using its EIN as the identifier– Grantees that already have their

information in the GuideStar Exchange do not need to enter it again

• Once the grantee has a profile, Simplify can access the data in multiple ways

7

Page 8: Simplify Presentation

SCENARIO 1

Funder has online application

Funder’s application automatically accesses

the GuideStar Exchange

Data Sharing

8

Grantee enters EIN into funder’s online application

GuideStar Exchange

Grantee’s profile data populates

application

Page 9: Simplify Presentation

SCENARIO 2 Funder uses Grant Management System

Funder’s GMS automatically accesses

the GuideStar Exchange

Funder enters grantee EIN into

grant management system (GMS)

Grantee’s profile data populates

application

Data Sharing

9

GuideStar Exchange

Page 10: Simplify Presentation

SCENARIO 3

Funder accepts application via email or paper (no GMS)

GuideStar Exchange provides grantee’s

profile

Funder enters EIN into Simplify

Directory of Grantee Profiles

Funder gets PDF of grantee’s profile

GuideStar Exchange

Data Sharing

10

Page 11: Simplify Presentation

Data Included in the Simplify API• Organization Information• Mission & Impact Statement• Some NTEE Codes• Financial Information• People/Contact Information• Uploaded Documents• IRS Information

11

Page 12: Simplify Presentation

RWJF Case Study

Page 13: Simplify Presentation

Application Home Page

13

Page 14: Simplify Presentation

The application section has an option to select information rather then enter it directly

14

Page 15: Simplify Presentation

Grantee provides EIN

15

Page 16: Simplify Presentation

Information from GuideStar Exchange automatically populates

16

Grantee selects organization

Page 17: Simplify Presentation

Information from GuideStar Exchangeautomatically populates

17

Page 18: Simplify Presentation

Grantee opts to pull contacts from GuideStar

18

Page 19: Simplify Presentation

Grantee selects contacts

19

Page 20: Simplify Presentation

Grantee continues this process for each person named in the application

20

Page 21: Simplify Presentation

Standards Setting

Page 22: Simplify Presentation

Standards Setting

22

Consistency,

consistency,

consistency

Open Transparent

Page 23: Simplify Presentation

Key Players

Page 24: Simplify Presentation

TAG’s Role

24

Page 25: Simplify Presentation

GuideStar’s Role

25

Page 26: Simplify Presentation

Funders

26

Page 27: Simplify Presentation

Why Funders Should Participate

Page 28: Simplify Presentation

Benefits to FundersWith Simplify, funders can:•Offer grantees the latest technology with the Simplify API•Help grantees save time and resources•Increase accuracy of grantee applications•Simplify the application process for themselves•Provide ability to share data sector-wide•Improve sector reporting

28

Page 29: Simplify Presentation

Costs

29

Grantees GMS Vendors

Funders

$0 Invest to modify

their software$750per year

Page 30: Simplify Presentation

Timeline

Simplify will be available beginning

Spring 2014

30

Page 31: Simplify Presentation

Participating GMS Vendors

Additional vendors to come

31

Page 32: Simplify Presentation

Simplify Future

Page 33: Simplify Presentation

Future

2014 2015 & Beyond

33

Vendors Modify SoftwareFoundations

Sign up for Simplify

Foundations Use Simplify Data

Nonprofits Enter Data into GuideStar Exchange

2014–2016 2017 & Beyond

GrantsGuideStar Self-sustainingFunding

Page 34: Simplify Presentation

Long-Term Vision• Set data standards for the sector• Expand beyond the initial core data• Establish an independent organization for

standards setting• Be a widely used, reliable source for data

34

Page 35: Simplify Presentation

Contact Us• To Implement Simplify, contact

[email protected] or [email protected]

• For technical questions - http://www.simplifynow.org

• For general questions– Lisa Pool, Executive Director, Technology Affinity Group,

[email protected] , 610.688.6832– Jim Dobrzeniecki, Vice President, Technology ,GuideStar,

[email protected], 757-941-1431

35

Page 36: Simplify Presentation

Questions?