The state of M&E in SA charities 24 May 2011 Sam Vos

1. The state of M&E in SA charities24 May 2011Sam Vos

2. Agenda • SA M&E: Where are we? • What is DELSTAT (vs Salesforce) • Demo M&E capabilities of DELSTAT • Costs • Impact on Donor relations • Future Development plans • Where to from here

3. SA M&E – Can you tell me: • What services you gave to your clients in Jan? • How many clients have you served since the beginning of the year? • What counselling topics are spoken about most by your clients? • What changes are you producing in our clients? • What did our donors get for their money? • Does your M&E results influence your staff training decisions?

4. SA M&E – typical systems: • None at all • Loose papers • Hard copy books • Excel spreadsheets • Custom built in house systems • Difficult to change South African Charities do not benefit from the information age yet!

5. SA M&E : Results : • we spend ages trying to answer basic questions • we duplicate services that others are already doing = waste money & resources • we cannot quantify the difference that we make or if we do, it takes us a very LONG ti`me. Our clients suffer unnecessarily Why should donors support us?

6. What is ? • DELSTAT stands for Delivery Statistics Database • DELSTAT is a record keeping system that U-turn developed since 2008 on the Salesforce CRM platform • Salesforce.com = The world’s leader in customer relationship management (CRM) & cloud computing • In short: • DELSTAT is an online database that allows users to capture their Service delivery statistics

7. Salesforce& DELSTATrelationship: Salesforce : U-turn : Requires Salesforce CRM platform DELSTAT Product: Ability to analyse Counselling activities Ability to track Service delivery to clients Ability to quantify Change produced in clients Share efficiently with other users Includes Data set-up (From CSV) Includes Training of users Optional consulting: Fundraising best practice on SF Customisations • 10 CRM licenses: • Fundraising lifecycle • Client Relationship Mgt • No data setup • Online training • SA User group (run by U-turn) • Service cloud • Managing call centres • Normally paid for • AppExchange • 1000’s of custom applications (eg DELSTAT) • Some free, some paid for

8. DEMO • Client record • Services attended • Client notes • Classifications of sessions • Alerts to staff • Focus area report • Annual analysis • Frequency analysis • Client notes analysis

9. Impact on our organisation: • Allow us to: • Evaluate effectiveness of our interventions • Shape staff training • Quantify impact • Justify investment to donors

10. DELSTAT enabled collaboration: • Services delivered in your Municipality • Similar services in SA • Enables learning, specialisation & effective partnership

11. Planned future developments • Pls remember Safe harbour Statement • Google Mash-ups • Quarterly Service Delivery newsletters • Biometric readers • Linking service delivery data with other platforms eg • Greater Good SA, ForGood website, Prodder etc

12. A word about costs: Why sell it? Years of development costs If you don’t pay for it you don’t appreciate it Why annual license fees? • So that we can continue to maintain and develop it further. Why different prices for different size orgs? • Bigger orgs are more complex • We want to help smaller organizations U-turn rates vs Commercial rates? • Commercial rates = R6000 p day for consulting • R400 000+ dev quote

13. What are the Costs : Contact U-turn: sam@homeless.org.za for pricing

14. Typical implementation journey: • Interested? Email sam@homeless.org.za • Set up a meeting with your decision makers • Sign up • Data analysis, Configuring and set-up • U-turn Upload data (from CSV format) • U-turn Trains for your staff • Go Live!