Industry insights: Leveraging technology at SecondBite

Summary

In this interview, Lucy Coward from SecondBite discusses how the organization has integrated technology to improve decision-making and operations. Over the past two years, they've implemented tools like Salesforce CRM, Microsoft SharePoint, and Power BI to streamline processes, manage stakeholder relationships, and ensure real-time collaboration. However, challenges remain, particularly with data accuracy and system rollouts. Lucy highlights the importance of a well-executed rollout plan, quality data, and effective training methods to ensure the successful adoption of new technologies.

Takeaways

• 🌟 Second Bite is relatively new to the digital space but has made significant progress in the last two years, leveraging technology to make better, faster, and more informed decisions.
• 🔗 The organization is implementing Salesforce, a CRM system, to enhance fundraising efforts, track budgeting versus fundraising, and manage stakeholder communications more effectively.
• 🚀 Vehicle trackers are being used to monitor driver safety, providing data to back up drivers' claims and ensure road safety.
• 💼 Microsoft systems, including SharePoint, are utilized to facilitate real-time collaboration across the dispersed national organization, streamlining document management and reducing version discrepancies.
• 📊 Power BI is employed as a visibility and real-time tool, allowing for collective and remote data monitoring, thus eliminating the need for manual paperwork.
• 💡 CRM (Customer Relationship Management) systems like Salesforce are crucial for maintaining records of interactions with stakeholders, planning sales calls, and tracking the progress of agency coordinators.
• 🚧 The major challenge in adopting new technology is data quality and the thoroughness of the initial data input, which dictates the effectiveness of the system post-implementation.
• 📈 A solid rollout plan, including Gantt charts and checkpoints, is essential for tracking the progress and success of technology adoption within an organization.
• 👨‍🏫 Training is a critical aspect of technology adoption, with the need for diverse learning methods to accommodate different user preferences and ensure effective technology utilization.
• 👥 The importance of having 'super users' who are proficient in the technology and can support others is highlighted, emphasizing the role of these individuals in the successful integration of new systems.

Q & A

What technological improvements has Second Bite implemented recently?

Second Bite has recently embraced technology, including the implementation of Salesforce as a CRM system and Microsoft tools like SharePoint for better collaboration. These technologies enable more informed and faster decision-making.

How does the Salesforce CRM system benefit Second Bite?

Salesforce helps Second Bite manage relationships with stakeholders, track fundraising, and keep records of key interactions. It also supports coordination efforts by keeping track of agency visits and other important data, ensuring continuity even when staff changes occur.

What role does vehicle tracking technology play at Second Bite?

Vehicle trackers are used to monitor driver safety. They provide data on whether a driver is following safety protocols, allowing Second Bite to defend drivers if necessary and improve overall road safety.

Why is SharePoint important for a dispersed organization like Second Bite?

SharePoint allows real-time collaboration across different locations, eliminating the need to send multiple versions of documents. This streamlines communication and ensures everyone is working from the same data.

What tools does Second Bite use to enhance decision-making?

Second Bite uses tools like Power BI to provide real-time visibility into various aspects of their operations. These tools help the organization avoid manual paperwork and make informed decisions more efficiently.

What challenges did Second Bite face with the adoption of new technology?

One of the main challenges was ensuring the quality of data entered into the new systems. If the initial data is inaccurate, it can create ongoing problems. Additionally, rolling out new systems requires a solid plan and time for proper data input.

How important is data quality when implementing new systems?

Data quality is crucial when implementing new systems. If incorrect data is inputted, it can affect all future decisions and operations. Taking extra time to ensure data accuracy at the start is essential for long-term success.

What strategies does Second Bite use to ensure a smooth rollout of new technology?

Second Bite focuses on having a detailed rollout plan, including timelines and milestones, to track progress. They also use tools like Gantt charts to ensure that the project stays on track and achieves the desired outcomes.

How does Second Bite handle training for new technology?

Second Bite recognizes that people learn in different ways, so they tailor their training programs to accommodate various learning styles. They also ensure that there are 'super users' who are highly proficient with the technology and can support others.

Why are 'super users' important in technology adoption at Second Bite?

'Super users' are essential because they deeply understand the technology and can help troubleshoot and support their colleagues. Their expertise ensures that the organization can effectively use the new systems on a daily basis.