2007 Grantmakers Information Technology Survey

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2007 Grantmakers Information Technology Survey


11/5/2013

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Survey Goals



To enable grantmaking organizations to make more informed, timely and cost
-
effective decisions based on information about what peer organizations are doing,
trends and future plans;



To determine, by grantmaker type and asset and staff size,
grantmakers’
information technology capacity and needs;



To inform the sector about its technology utilization;



To learn how grantmakers access and provide information and



To enable TAG to better meet its members needs.


Survey Background

Once again

the
survey will be conducted using

the
www.peerfocus.com


online survey
and benchmarking
site.
A
t the completion of the survey

period
,
survey participants

will
be able to do
thei
r own data analysis and comparisons usin
g the benchmarking tool. The
tool will
allow

you to create custom comparison groups based on survey demographics

such as the foundation’s asset size, number of staff, number of technology staff and
geographic region. Then, you can compare your foundation
’s data to the responses of
your peer

group.



You will not be able to see the individual responses of any other foundation
, with the
following exception: GMN and TAG members who participate in the survey can view
the names of the application software

used by other foundations
. Security and
confidentiality is protected by requiring a minimum of eight foundations in a
ny peer
comparison
group

you create.



We will continue to provide a summary report of the survey for non
-
participants.
However, the r
eport will not include snapshots by foundation type and size, since this
information will be available to participants through the benchmarking tool.



Directions



Please use 20
11

data to complete the survey. (If your fiscal year is not a calendar
year, enter data for the fiscal year ending in 20
11
.)



We anticipate your survey will take approximately 20 to 30 minutes to complete
the survey.


Demographic Questions

1.

How many

employee
s

(full time equivalents)
does your organization have?
(Please include full
-
time, part
-
time and unpaid staff. If you are a corporate
grantmaker, please indicate the number of employees in the corporate giving
unit/department.)


2.

How many
full time

equival
ents
does your organization have

in its information
technology department
?
(You can include fractions, such as 1.25). Do not include
consultants. If you are a corporate grantmaker, please indicate the number of
such full time equivalent professionals in y
our company that are dedicated to
serving you.)

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3.

How many additional
full time

equivalents have some responsibility for
technology within
your organizationt? (You can include fractions, such as 1.25).
Do not include consultants. If you are a corporate
grantmaker, please indicate the
number of such full time equivalent professionals in your company that are
dedicated to serving you.)


4.

How many consultants have some responsibility for technology within your
organization? (You can include fractions).


Note to Peerfocus: We would like to calculate the ratio of total staff to IT staff.
When doing this, include the outsourced technology professionals

& departmental
technologists

as part of the IT staff.


5.

What is your
grantmaking organization’s type
?

(1)

C
ommunity Foundation

(2)

Corporate Grantmaker

(3)

Family Foundation

(4)

Independent (Private) Foundation (does not include family
foundations)

(5) Public Foundation

(5)

Private Operating Only Foundation



6.

What were your
organization’s assets

as of 12/31/200
9

(or your most
recent fiscal
year end)?


7.

How would you describe your organization’s
technology adoption
?

(1)

Leading Edge/Early Adopter (makes decisions based on initial
availability and vendor information, participates in beta trials or
purchases within days of initial
release
, high risk tolerance and
has resources to invest
)

(2)


Fast Follower (make decisions based on initial reviews,
purchases when a first wave of positive reviews are available
,
tolerates risk
)

(3)


Lags Behind (makes decisions based on maturity of product
offerings and looks at market share of products, purchases based
on retaining a supportable/stable
environment, risk adverse
)

(4)


In Trouble!


(avoids decisions and delays until after support is n
o
longer readily available
, may be technology adverse
)


8.

How many
offices
does your foundation have? (
Incude domestic offices,
international offices and home offices for employees working exclusively from
home).


9.

Does your organization make grants outside
the United States? Y/N

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10.

How would you describe your foundation executives’ comfort and understanding
of technology?

a.

Totally gets it

b.

Supportive but not very knowledgeable

c.

Indifferent

d.

Does not see the value
/not a priority


Staffing Section


1.

How would you describe
the

primary

role of IT

with respect to the
organization?


(1)

Utility Provider


maintain minimal, low cost
service

(2)

Service Provider


deliver reliable, cost
-
effective
and largely static set of IT services to the
organization

(3)

Strategic
Partner



ability
to respond quickly to
changing user
requirements
and develop solutions
and plans
in close collaboration with business units


(4)

Strategic
Leader/Enabler


joint business
-
IT
research

and development initiatives lead to new
and innovative technology solutions for
imple
menting organization strategies.


2.

What are the
roles and responsibilities

of the IT function with the
organization? (Check all that apply.)

(1)

Network administration

(2)

Ne
twork and information security

(3)

Voice communications


(4)

Research new technologies

(5)

Participate in organizational strategic planning
(1,3,5 yr)

(6)

Assess non
-
IT staff needs and translate into
technology recommendations

(7)

Provide strategic technical assistance and ad
vice to
grantees

(8)

Provide technical support to grantees and/or
partner organizations

(9)

Recommend solutions to grantees

(10)

Review technology grant applications

(11)

Share and disseminate knowledge with IT
staff in other organizations

(12)

Participate in nonprofit boards,
committees
and institutions

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(13)

Manage other office equipment (copiers,
mail machine, etc)

(14)

Ownership of internal web technology

(15)

Ownership of external web sites

(16)

Update
website

content

(17)

Manage video conferencing

(18)

Manage audio
-
visual equipment

(19)

Mobile device
support

(20)

Social media support


3.

new question
For each IT position in your organization, please indicate the
average
salary and tenure

for the position
.
If you don’t have dedicated IT
staff, indicate the
information for the person responsible for managing the
IT fu
nction.

(1)

Chief Technology/Information Officer

(2)

IT/Technology Director

(3)

Webmaster/Web Administrator

(4)

System/Network Administrator

(5)

Database Administrator

(6)

Programmer

(7)

Web Developer

(8)

PC Tech/IT Support Staff

(9)

Person responsible for managing IT function


Note to Da
vid


Need to explain confidentiality.
for tenure, can we use ranges:

Less than 1 year

1
-
3 years

3
-
5 years

5
-
10 years

More than 10 years


4.

What
motivates technology professionals

in your organization to stay at
the foundation?

(Check all that apply)

(1)

Strong social network

(2)

Passionate about the mission

(3)

Challenging work

(4)

Salary and benefits

(5)

Work/life balance

(6)

Strong manager

(7)

Good learning environment




5.

Who is the
primary person responsible

for your organization’s technology
systems and support?

(1)

In
-
house
technical staff (full or part time)

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(2)

Finance/administrative staff

(3)

Executive director/CEO

(4)

Consultant

(5)

Volunteer

(6)

Other
, please specify



6.

Who does the primary person responsible for the
technology function
report to

in your organization?

(1)

Executive director/CE
O/President

(2)

Finance

(3)

Operations (Administration/Human Resources)

(4)

Program

(5)

Other
, please specify



7.

new question
How would you describe your current IT staffing condition?

a.

Inadequately staffed

b.

Adequately staffed

c.

Overstaffed


8.

What is the standard process for
making

technology decisions within

your
organization?

(1)

Technology staff, with manager’s approval

(2)

Technology staff, with Executive or Board
approval

(3)

By a steering committee comprised of operations
staff

(4)

By a steering committee comprised of program and
opera
tions staff

(5)

Based on a pre
-
approved Technology Plan

(6)

Other


9.

How do your
in
-
house information technology professionals

re
ceive
technical training
each year? (Check all that apply.)

(1)

No IT staff

(2)

No training for IT staff

(3)

Off
-
site classes

(4)

Certification classes (
e.g., MCSE)

(5)

Self
-
paced e
-
learning

(
web or
computer
-
based)

(6)

Webinars

(7)

Attend a conference


10.

How do you provide
foundation staff with technical training
each year?
(Check all that apply.)

(1)

No training for foundation staff

(2)

On
-
site/Off
-
site classes via outside
trainer

(3)

On
-
site classes via internal IT department

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(4)

Self
-
paced e
-
learning

(
web or
computer
-
based)

(5)

Webinars

(6)

Attend a conference


Technology Management and Spending Section


11.

To what
extent are
new technologies
(i
.
e
.

consumer devices, social media,
cloud
computing, mobile devices and applications, etc.
) causing a
paradigm shift in your organization with respect to the following: (rank by
0 = no change, 1 = some change, 2 = transforming)

(1)

Leadership and vision

(2)

Communicating and w
orking externally with
gr
antees and constituents

(3)

Internal operations and management


12.

re
-
worded
W
hat are the
current barriers

(if any) that prevent your
organization from using or making effective use
of new technology

(i.e.

consumer devices, social media, cloud computing, mobile d
evices and
applications, etc.)

(Check all that apply.)

(1)

No current barriers

(2)

Cost

(3)

Lack of in
-
house support

(4)

Lack of training

(5)

Lack of leadership

(6)

Unreliable external support

(7)

Inadequate equipment

(8)

Lack of organizational commitment

(9)

Systems that are either
proprietary and/or don’t
adhere to industry standards

(10)

Difficulty in making informed decisions

(11)

Security

(12)

Not considered by management as
appropriate for foundation business purposes

(13)

Lack of organizational policy

(14)

Lack of Management’s understanding of
benefits
/risks of new technology

(15)

Other


13.

To what extent is your foundation’s technology operation still impacted by
the economic downturn


a.

More than recovered

b.

Fully recovered

c.

Somewhat recovered

d.

Mostly recovered

e.

Not recovered

f.


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14.

Please enter your
total
annual technolo
gy budget
. If you capitalize
hardware and software, please enter the actual amount spent for each line
item (versus the amount depreciated each year).


Salaries & benefits


Staff training


Staff travel & meeting expenses


Hardware

purchases


Software

purchases


Hosted software or cloud services


Project consulting fees & expenses


Consulting fees for maintenance & support


Maintenance
/Support

fees & contracts


Warranty and license fees


Telecommunications

&

Internet hosting fees


Telecommunications
/mobile device

equipment

purchases


AV
/Videoconferencing equipment

purchases


Supplies


Miscellaneous


Total

(calculate
d
)



15.

What
is your
organization’s total
annual non
-
program budget
?


For
private foundations, enter column
d line 24
on your 2011 990PF
. For
community foundations,
use part 9 column b line 25 from y
our
2011
990
.

Note to Peerfocus: Calculate percentage of IT budget to annual non
-
program budget.



16.

Which of the following

policies
has your organization
publishe
d and
disseminated

to all staff?

(Check all that apply).

(1)

No expectation of privacy


all data can be viewed
by management and disclosed to law enforcement
or other third parties

(2)

Information protection (e.g., personal information,
ids, passwords, credit c
ard and account numbers)

(3)

Public representation of the foundation on the
Internet (e.g.
social media,
discussion groups, chat
groups, blogs)

(4)

Installing and/or using unapproved
, unlicensed

and/or unsupported
software


(5)

Protection and security of hardware

(6)

Rep
orting security breaches and suspected
problems

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(7)

Personal use of computers (e.g. e
-
mail, Web
browsing, political activism, business)

(8)

Personal use of telephones for long distance calls

(9)

Requirement for all data to be stored and backed
up to network drives

(10)

Limits on the size of e
-
mail and personal
network folders

(11)

Prohibition on downloading specified file
types (e.g. EXE files)

(12)

Non
-
business related use of streaming audio
and video

(13)

File deletion and archiving

(14)

No outside equipment on foundation
network

(15)

Distribution and service cost policy
for
Smart
phones

(16)

Distribution policy for laptops

(17)

.
Distribution and service cost policy for
tablet devices

(18)


(19)

Social Media



17.

How do you
currently
staff

and what are your plans for the next 18 months
for
the following
technical services
?

Check all that apply.



With In
-
House
Employees

Partially
Outsourced

Fully
Outsourced

N/A

Planning
to
Outsource
in the
next 18
months

Desktop support






LAN administration






WAN administration






Web hosting






E
-
mail






Application software
hosting






Database administration






Server administration






Security






Back office/check
processing operations






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Intranet hosting






Voice/telecommunication
systems






Videoconferencing






Audio
-
Visual equipment






Mobile device
administration

Business continuity/disaster
recovery administration

Virtual descktop
administration







David
-

Move the above question to the staffing section.


18.

How do you
measure the success
of your
technology projects? (Check all
that apply).

(1)

In
-
house staff surveys

(2)

Routinely analyze web and/or email statistics

(3)

Calculate return on investment

(4)

Compare project budgets to actual costs

(5)

Survey grantees and/or constituents

(6)

Assess relationship between
strategic plan progress
and tech
nology

projects

(7)

Other

(8)

We haven’t done this so far

(9)

Post
-
project implementation review



19.

What are the
top three technology
challenges

that you see coming but are
not currently prepared to address?



20.

Respondents to the
20
10

IT

sur
vey identified the following
issues

as
priority challenges. Has your organization addressed any of these issues
in the last two years? (Check all that apply)


(1)

Online grantmaking/online donor
services

(2)

Social media/social networking

(3)

Cloud computing

(4)

Do
cument/records management

(5)

Security

(6)


(7)



21.

Do you have a
written
strategic plan for
technology
?

(1)

Yes


our plan
has been updated within the last
year


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(2)

Yes


but our plan
has not been updated within the
last year

(3)

No


22.

How frequently does your organization have independent
technology
audits by outside auditors
?

(1)

Never

(2)

Annually

(3)

Every other year

(4)

No set Schedule

(5)

We would like to conduct one but don’t know
where and how to arrange for one


23.

What plans do you have for
business
continuity/
disaster recovery

(BC/DR)
? (Check all that apply)

(1)

Nothing

(2)

Documented but not up
-
to
-
date disaster recovery
plan

(3)

Documented up
-
to
-
date disaster recovery plan

(4)

Documented and tested disaster recovery plan as
part of organization’s business continui
ty plan

(5)

Contract with a hot or cold site

(6)

Contract for email continuity service

(7)

Real time off
-
site replication

(8)

Informal agreement with another
organization/location

(9)

Remote access to BC/DR site



Application Software

(Enterprise)


24.

Which
office application su
ite(s)

are currently being used regularly?
(Check all that apply)

(1)

Microsoft Office 2010

(2)
Microsoft Office 2007

(
3
) Microsoft Office 2003


(
4
) Google Applications (e.g. Gmail, Google Doc, Google Spreadsheet, Google
Calendar)

(5) Microsoft 365

(online)

6
OpenOffice

(
7
) Sun StarOffice

(
8
) Other


25.

What is the primary
accounting software or service

that your organization
uses?

(1)

Blackbaud Financial Edge

(2)

Blackbaud
FundWare

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(3)

MicroEdge FIMS

(4)

MicroEdge

FoundationPower

(5)

Microsoft Dynamics
GP
(Great Plains)

(6)

Microsoft
Dynamics

NAV

(Navision)

(7)

Sage
MIP
Fund
Accounting

(8)

Oracle Financials

(9)

Peachtree

by Sage

(10)

Intuit
Quickbooks

(11)

Quicken

(12)

Sage
Accpac ERP

(13)

SAP

(14)

Serenic Navigator

(15)

Stellar Technology
Solutions iPhi Core
Enterprise

(16)

Financial Force

(17)

NetSuite

(18)

Intuit
Quickbooks Online

(19)

Lawson
Accounting

(20)

Other


(21)

None at this time


26.

What is the primary
grants management software or service

that your
organization uses?

(1)

A
ltum

Easy
G
rants

(2)

Altum proposalCENTRAL

(3)

Bromelkamp
Akoya

(4)

Bromelkamp Akoya

(5)

ChesterCAP Dotche

(6)

CloserWare Grantmaker

(7)

CyberGrants

(8)

Dulles
Technology Partners WebGrants

(9)

Foundant Technologies Grant Lifecycle Manager
(GLM)

(10)

Foundation Source

(11)

Fusion Labs
G
rantedGE

(12)

Good Done Great Grant Management
System

(13)

Grantium

G3

(14)

GrantStream GrantRight

(15)

JK Group Grants Management

(16)

MicroEdge GIFTS

(17)

MicroEdge GIFTS
Online


(18)

MicroEdge

FIMS

(19)

MicroEdge

FoundationPower

(20)

Oceanpeak Common Grant Application

(21)

NPower Foundation
Connect

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(22)

PhilanTech PhilanTrack

(23)

SmartSimple GMS

(24)

Solpath Fluxx

(25)

Stellar
Technology Solutions i
P
hi

(26)

WESTAF GrantsOnline

(27)

WizeHive Grant Manager

(28)

Zoomgrants

(29)

Othe
r commercial

(30)

Custom developed in
-
house

(31)

None at this time

(32)

Planned within the next 18 months


27.

What is the primary
online grant application software or service

that your
organization uses?

(1)

A
ltum

Easy
G
rants

(2)

Altum proposalCENTRAL

(3)

Bromelkamp eGrant.net

(4)

Ocean
P
eak
Common Grant Application

(5)

CyberGrants
Dulles Technology Partners
WebGrants

(6)

Foundant Technologies Grant Lifecycle Manager
(GLM)

(7)

Good Done Great Grant Management System

(8)

Fusion Labs GrantedGE
JK Group
eGrant

(9)

MicroEdge

I
nternet Grant Application
Module
(IGAM)

(10)

NPower Foundation
Connect

(11)

PhilanTech PhilanTrack

(12)

SmartSimple GMS 365

(13)

Solpath Fluxx

(14)

Other Commercial

(15)

Custom developed in
-
house

(16)

None at this time

(17)

Planned within the next 18 months



28.

Has your foundation’s grantmaking software changed since 20
10

or are
you planning to change your grantmaking software vendor within the next
18 months?

a.

No change since last survey

b.

Yes, changed since last survey

c.

Plan to change within 18 months


29.

What are your

t
hree

highest priority improvements

or enhancements to
your

grants/gifts management system?

a.

Access to the system via iPads

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b.

Online grant application

c.

Online donor portal

d.

Move to the cloud

e.

ACH
or EFT
payments

f.

CRM

g.

Data export to free mapping services

h.

Electronic signatures

i.

Online grantee reporting

j.

Branching grant eligi
bility quiz

k.

Electronic workflow

l.

Document/records management

m.

Integration to other software

n.

Reporting

o.

Dashboards

p.

Measuring grant outcomes

q.

Automated OFAC checking

r.

Automated charity checking

s.

Other, please specify


30.

What is the primary
document/records
management software

that your
organization uses?


(1)

CA Record Manager

(2)

EMC Documentum

(3)

IBM
FileNet

(4)

HP TRIM

(5)

Iron Mountain Accutrac

(6)

Autonomy
Interwoven

(7)

Laserfiche

(8)

Microsoft Share
P
oint

(9)

OnBase

(10)

Oracle Universal Content Management

(11)

Open Text

Vignette

(12)

PaperSave

(13)

Stellant

(14)

Xerox

DocuShare

(15)

Other Commercial

(16)

None at this time

(17)

Planned within the next 18 months



31.

What is the primary
Patriot Act
/OFAC

verification software

that your
organization uses?

(1)

Attus OFAC Watchdog

(2)

ChoicePoint Bri
dger Insight

(3)

Equifax OFAC Alert

(4)

MicroEdge
Watchlist Plus

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(5)

Oasis Group OFACSearch

(6)

Regulatory Data Corporation GRID

(7)

Other Commercial

(8)

Custom in
-
house solution

(9)

None at this time

(10)

Planned within the next 18 months


32.

What
online information services
does your organization use? (Check all
that
apply)?

(1)

AIP Charity Watch

(2)

BBB Wise Giving Alliance (Give.org)

(3)

Charity Navigator

(4)

GuideStar
DonorEdge

(5)

Factiva

(6)

Foundation Center (Foundation Directory Online,
Philanthropy InSight,
FC Search, 990 Finder)

(7)

Foundation Search

(8)

Good Done Great Grantr

(9)

GuideStar (Bas
ic, Select, Premium, Charity Check,
Analyst Reports, Grant Explorer)

(10)

GuideStar Charity Check

(11)

GuideStar Financial SCAN

(12)

InfoPlex DataPlace

(13)

LexisNexis

(14)

Tax Analysts

(15)

Regional Association of Grantmaker
nonprofit database

(16)

Other


33.

What is the primary
e
-
mail active
archiving

software that your
organization uses?


(1)

CA Message Manager

(2)

EMC
Source One

(3)

Postini Archiving Service

(4)

Symantec Enterprise Vault

(5)

Symantec Enterprise Vault
-

Service

(6)

Autonomy
Zantaz Enterprise Archive Solution

(7)

Microsoft

Exchange

(8)

Other Commercial

(9)

None
at this time

(10)

Planned within the next 18 months


34.

What Customer Relationship Management (CRM)
software
is your
organization currently
using?

a.

We’re using our grants management system

b.

Civi
CRM

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c.

Dotch
e

d.

InterAction

e.

Microsoft CRM

f.

Blackbaud
Raiser’s Edge

g.

Sage

ACT

h.

Salesforce

i.

Other commercial

j.

None


35.


How would you best describe your foundation’s grants management
process?

a.

Entire process is paperless

b.

We’re a hybrid between paper and paperless

c.

Entire process is paper
-
based



36.

Does your foundation use
dashboards and sco
recards

to monitor
/
measure
operational performance (cash flows, grantmaking process, program staff
workload) and/or program impact (grantee outcomes)? (please check all
that apply)

a.

We have an operational dashboard/scorecard

b.

We have a programmatic dashboard
/scorecard

c.

We plan to develop an operational dashboard/scorecard in the next 18
months

d.

We plan to develop a programmatic dashboard/scorecard in the next 18
months

e.

None
/not planned

at this time


37.

What
software does

your organization use

for
operational
dashb
oards and
scorecards
?

(1)

Office Suite (Word, Excel, PowerPoint)

(2)

Business intelligence/data visualization tools (ie
Tableau Software)

(3)

Reporting tools b
uilt into grants management
software

(4)

Custom developed, based on SQL Reporting

(5)

Custom developed, based on
Crystal Reports

(6)

SharePoint Reporting Services

(7)

Sharepoint Performance Point

(8)

Other

(9)

None


38.

What software does
your foundation
use to
measure grantee outcomes
?

(1)

Office Suite (Word, Excel, PowerPoint)

(2)

Business intelligence/data visualization tools (ie
Tableau Sof
tware)

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(3)

Reporting tools built into grants management
software

(4)

Custom developed, based on SQL Reporting

(5)

Custom developed, based on Crystal Reports

(6)

SharePoint Reporting Services

(7)

Sharepoint Performance Point

(8)

Other

(9)

None


39.

What software tools does your organizati
on recommend for tablet users?
Check all that apply

(1)

Clickview

(2)

Citrix

(3)

Concur

(4)

Directors Desk

(5)

DocstoGo

(6)

Dropbox

(7)

Evernote

(8)

Flipboard

(9)

GoodReader

(10)

Keynote

(11)

iAnnotate

(12)

Instapaper

(13)

Kuity

(14)

Numbers

(15)

OneNote

(16)

Pages

(17)

Quickoffice

(18)

Reminders

(19)

ToodleDo

(20)

TaskTask

(21)

TripIt

(22)

VMWare View

(23)

Wyse

(24)

X
m
arks

(25)

Other, please specify


40.

What software does your organization use to create an electronic board
book?

a.

Adobe Acrobat

b.

Boardbooks

c.

BoardEffects

d.

BoardVantage

e.

Brainloop

f.

Diligent Boardbooks

g.

Other, please specify

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h.

None


41.

What software does your foundation

use for .pdf commenting?

(1)

None

(2)

iBooks

(3)

GoodReader

(4)

iAnnotate pdf

(5)

PDF HD

(6)

Other
, please specify

42.

Are you currently using or
planning to use within the next 18 months

Software as a Service for

any of the following applications?
(Check all
that apply in grid
for Using, Plan to Use)

(1)

Accounting

(2)

Benefits/personnel management

(3)

Customer/grantee relationship management

(4)

Data backup

(5)

Electronic board books

(6)

E
-
mail

(7)

E
-
mail Security

(8)

Extranet

(9)

Grants management

(10)

Online applications

(11)

Donor services

(12)

Mapping grantee
location/geographic area
served

(13)

Payroll

(14)

Website

(15)

Sharepoint

(16)

Office Productivity Suite

(17)

Other

(18)

None


43.


What
open source software

are you currently using

or planning to use
within the next 18 months
?
(Check all that apply in grid for Using, Plan to
Use)

(1)

CRM

(2)

De
sktop operating systems

(3)

Server operating systems

(4)

E
-
mail

(5)

Grants management

(6)

Knowledgebase

(7)

Office productivity applications

(8)

Web services (e.g., Apache,
website

content
management)

(9)

Other


(10)

None

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Communications and Collaboration
Software


44.

For what purposes does your organization
currently
use

or plan

to use
within the next 18

months

its
public

Website
?
(Check all that apply in
grid for Using, Plan to Use)

(1)

Do not have a
Website

(2)

Publish non
-
searchable grant list

(3)

Provide a searchable grants
database

(4)

Provide graphical representation (
e.g.,
pie, bar,
map) of grant data

(5)

Grant eligibility quiz

(6)

Accept online letters of inquiry

(7)

Accept online proposals and scholarship/grant
applications

(8)

Accept online grantee reports

(9)

Allow grantees to update their ow
n contact
information

(10)

Enable users to subscribe/unsubscribe to

E
-
newsletter

(11)

Provide grantees with a portal to share
information with each other online

(12)

Social networking


45.

What are the primary components of your digital communications
strategy
?

(1)

Web site

(2)

Fac
ebook

(3)

Twitter

(4)

Youtube

(5)

None





46.

What is the primary Content Managed
Website

(CMS) software or service
that your organization uses?


(1)

Blackbaud Net Community

(2)

Bridgeline Digital

(3)

Ektron

(4)

Foundation Center Foundation Folder

(5)

Microsoft SharePoint

(6)

Stellar Technologies
Neulogic

(7)

Zope

(8)

Other Commercial

(9)

Custom developed in
-
house

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(10)

Drupal

(11)

Plone

(12)

Joomla

(13)

Site Core

(14)

Hot Banana

(15)

Wordpress

47.

To what extent is your foundation using social media for foundation
-
related business?

a.

None

b.

Used by very few staff periodical
ly

c.

Used by few staff

d.

Used by some staff

e.

Significantly used by staff


48.

Why isn’t your foundation using social media? (check all that apply)(skip
to end of section)

a.

Resistance from management

b.

Concerns about lack of control

c.

Concerns about security

d.

Concerns

that it’s not appropriate for foundation communications

e.

Not enough time

f.

Not interested

g.

Insufficient technical bandwidth


49.

Which social media sites do
es your foundation staff

use

as part of their
job
? (check all that apply)

a.

Facebook

b.

Flickr

c.

Friendster

d.

Google Plus

e.

Itunes

f.

LinkedIn

g.

Meetup


h.

Myspace

i.

Pinterest

j.

Plaxo

k.

Second Life

l.

Social Cost

m.

Twitter

n.

Yahoo Groups

o.

Yammer

p.

You

T
ube

q.

Other proprietary system


50.

For what purpose does your foundation use social media? (check all that
apply)

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a.

Connecting grantees with each
other

b.

Sharing information

c.

Staying informed on relevant issues (following others’ tweets,
blogs, etc)

d.

Increase
transparency

e.

Encourage discussion/collaboration

f.

Communicating with the press

g.

Collaborating with other foundations

h.

Working with reviewers




51.

Who in

your foundation is using social media? (check all that apply)

a.

IT staff

b.

Communications staff

c.

Program staff

d.

Executive staff

e.

Don’t know


52.

For
what purposes

does your organization
provide web
Portals
(Intranets/Extranets)
? (Check all that apply.)

(1)

Do not
provi
de web Portals

(2)

Provide general administrative policy
and benefits

information (e.g., HR,
leave policy
)

(3)

Web links to useful references

(4)

Online forms (e.g., travel expenses, petty cash
reimbursement, vacation requests)

(5)

Board of Trustees materials

(6)

Share
information with working committees

(internal & external)

(7)

Staff
Directory
(incl
uding

photo, staff
expertise
,
etc.)

(8)

Issue
-
based knowledge management

(9)

Manage collaborative work processes

(10)

Job announcements and postings

(11)

Internal
thought
blogs

(12)

Posting meeting
minutes

(13)

Serving as a Portal (e.g.

to launch internal
applications)

(14)

G
rantee to grantee
collaboration

(15)

F
oundation to grantee

knowledge
sharing

(16)

Project coordination

(grantees)

(17)

Consultant
project information

(18)

Donor portal

(19)

Donor advisor

portal to suggest grant

53.

How do you provide meeting materials to your committees and board?

(1)

Mail hard copy

(2)

Email documents

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(3)

Foundation web site

(4)

Foundation file sharing site (ie box.net,
BoardVantage)

(5)

Foundation branded iPad app

(6)

Foundation custom developed iPad app

(7)

Choice of paper
or electronic delivery


54.

In addition to email and the telephone, which of the following tools do you
use to communicate/collaborate with individuals outside your
organization? (check all that apply)

(1)

Webinar software (ie WebEx, Go to Meeting,
Ready Talk)

(2)

Ded
icated video conferencing (ie Polycom,
Tanberg)

(3)

Instant messaging/chat

(4)

Software
-
based video conferencing (ie Skype)

(5)

None

(6)

Other, please specify


55.

What
other
collaboration technologies

has your organization
implemented? (Check all that apply.)

(1)

Search engine f
or aggregated foundation
-
wide
information systems

(2)

Team workspaces/virtual communities

(3)

Google sites and tools

(4)

Blogs

(5)

Wiki

(6)

Tagging

(7)

GIS mapping

(e.g.
Foundation Directory Online,
Philanthropy In/Sight)

(8)

Podcasting

(9)

RSS Feeds

(10)

None

Networking/Infrastructure
Section


56.

How often do you typically
replace your desktop hardware
?

(1)

Every 1 year

(2)

Every 3 years

(3)

Every 4 years

(4)

Every 5 years

(5)

When it breaks


57.

What
computer
equipment do you provide to
most
program
/senior

staff?

David


change to check one

a.

D
esktop computer

b.

Laptop computer

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c.

Thin client/zero client

d.

Both desktop and laptop


58.

What computer equipment do you provide to most operations staff?

a.

Desktop computer

b.

Laptop computer

c.

Thin client/zero client

d.

Both desktop and laptop


59.

What mobile device equipment do you provide
to most program/senior
staff?

a.

Tablet computer (ie iPad)

b.

Regular cell phone

c.

Smartphone

d.

Tablet and cell phone

e.

Tablet and Smartphone

f.

None


60.

What mobile device equipment do you provide to most operations staff?

a.

Tablet computer (ie iPad)

b.

Regular cell phone

c.

Smartphone

d.

Tablet and cell phone

e.

Tablet and Smartphone

f.

None


61.

Which statements describe your cell phone/S
martphone policy?

(check all
that apply)

a.

Foundation provides
mobile device

b.

Foundation
has ‘bring your own device policy’

c.

Foundation limits personal use
of foundation
-
provided device

d.

Foundation requires ability to wipe personal mobile device

e.

Foundation requires email compatibility with Microsoft Exchange

f.

Foundation pays service provider the full monthly service charge
for
mobile device

g.

Foundation
reimburse
s employee for actual
mobile device

usage

h.

F
oundation reimburses
employee based on
a flat monthly rate

for
mobile device


62.

What percentage of the ongoing
service

cost does your foundation pay for
staff with
mobile devices?
Note to David


moved from further

in
survey

(1)

0%

(2)

1


25%

(3)

26


50%

(4)

51


75%

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(5)

76


99%

(6)

100%

(7)

100%


63.

Which Smartphone technologies

do you
provide technical
support

to staff
for
?

(check all that apply)

a.

Blackberry

b.

iPhone

c.

Android

d.

Windows phone

e.

Other

f.

None


64.

How would you best describe your
foundation’s infrastructure
environment?

a.

Physical servers on
-
site

b.

Physical servers off
-
site

c.

Virtual servers on
-
site

d.

Virtual servers off
-
site


65.

How
many physical servers
does your organization have

on
-
site?

66.

How
many physical servers
does your organization ha
ve off
-
site?


67.

How
many virtual servers
does your organization have

onsite
?


68.

How
many virtual servers
does your organization have onsite?

Note to David


can these 4 questions be a grid?


69.

Where is your web site physically located?

a.

In the foundation
’s
onsite

data center

b.

In the foundation’s offsite data center (collocation)


c.

Web hosting service provider

d.

Corporate data center

e.

Vendor data center


70.

How often do you typically
replace your servers
?

(1)

Every 1 year

(2)

Every 3 years

(3)

Every 4 years

(4)

Every 5 years

(5)

When it

breaks


71.

Which
server operating systems

are currently being used
? (Check all that
apply)

(1) Microsoft Windows Server 200
8

(2) Microsoft Windows Server 200
3

(3) Microsoft Windows Server 2000

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(4) Linux

(5) UNIX

(6) Other


72.

Which
workstation
/tablet

operating systems

are currently being used
? (Check
all that apply)

(1) Windows XP

(2) Windows Vista 32 bit

(3)

Windows Vista 64 bit

(4) Windows 7 32
-
bit

(5) Windows 7 64
-
bit

(6) Apple OS X

73.

(7)
Android Honeycomb

(
8
) Other

Which
web
browser software

is curr
ently being used

on
workstations/tablets
? (Check all that apply)

(1)

Internet Explorer v8 or below

(2)

Internet Explorer v9

(3)

Firefox v11

(4)

Firefox v12

(5)

Google Chrome

(6)

Safari

(7)

Opera

(8)

Other

74.

Wh
at are your
plan
s for
migrat
ing

to Windows 8?

a.

Migrate in
2012, as new
workstations are purchased

b.

Full migration in 2012

c.

Migrate in
2013, as new workstations are purchased

d.

Full migration in 2013

e.

No plans to migrate


75.

What software are you using or planning to use within the next 18 months
for
virtual desktop
?

(1)

VMWare

(2)

VDR

(3)

Citri
x Zen Desktop

(4)

Other

(5)

No plans for virtual desktop


76.

How do you provide
remote access

to your systems? (Check all that apply)

(1)

Remote control software (ex. pcAnywhere or
Windows XP Remote Assistance)

(2)

Outlook Web Access

(OWA)

(3)

Virtual private network (VPN)

(4)

Wind
ows Terminal Services

(5)

Windows 7 Remote Desktop

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(6)

Go to my PC

(7)

Citrix
XenApp/
Metaframe
/Presentation Server

(8)

Secure Web browser

(SSL)

(9)

No remote access


77.

Which employees does your
foundation
allow to
work

from home
?


(1)

None

(2)

Exempt (executive, program staff, etc.)

(3)

Non
-
exempt (administrative support staff, etc.)

(4)

All


78.

Who are your foundations remote workers?(check all that apply)

(1)

Staff traveling

(2)

Staff working permanently from home

(3)

Staff working occasionally from home

(4)

Vendors/consultants

(5)

Other



79.

Please describe your
te
lecommunications environment



now and for next
18 months.
(Check all that apply)


(1)

Onsite PBX switch

(2)

Hosted PBX

(3)

Voice Over IP

(4)

Hosted Voice Over IP

(5)

Hybrid PBX/

Voice Over IP

(6)

Unified Messaging

(7)

Desktop
Video
Conferencing

(8)

Video Over IP


80.

What
maximum speed of
Internet bandwidth

do you provide to staff in
your main office? (Choose the closest)

(1) 1
-
2 Mbit/second (T
-
1)

(2) 3
-
5 Mbit/second

(3) 6
-
9 Mbit/second

(4) 10 Mbit/second (Ethernet)

(5) 45 Mbit/second (T3

(5) 100 or more Mbit/second (Fast Ethernet)


81.

Who p
rovides your Internet connectivity?

(1)

Cable company

(2)

Internet service provider

(3)

Other


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82.

Have you had to increase your bandwidth due to the foundation’s use of
cloud services?

(1)

Yes

(2)

No

(3)

Not using cloud services


83.

What
security measures

do you
currently
have in place

or plan to
implement within the next 18 months
? (Check all that apply
, with grid for
use or plan to use
)

(1)

None


(2)

Physical security
(e.g.
server room
locks)

(3)

Written security policy

(4)

Employee security training

(5)

Hardware firewall

(6)

Software firewall

(7)

Intrusion
detection system

(8)

Content filter

(9)

Spam blocking

(10)

Desktop virus protection

(11)

File server virus protection

(12)

E
-
mail gateway protection

(13)

Spyware blocking
/malware

(14)

E
-
mail file attachments blocked

(15)

Restricted local administrator rights

(16)

Microsoft automatic updates turned
on

(17)

Biometrics

(18)

Application white
-
listing

(19)

Proxy Internet access

(20)

Mobile device remote wipe


84.

What is the primary
Internet security software

that your organization uses?

(1)

Symantec Norton Internet Security

(2)

McAfee Internet Security

(3)

TrendMicro Internet Security

(4)

Pa
nda Internet Security

(5)

ZoneAlarm Internet Security

(6)

BitDefender Internet Security

(7)

Kaspersky Internet Security

(8)

Microsoft Security Essentials

(9)

Other Commercial

(10)

None at this time


85.

What is your network
backup strategy
? (Check all that apply)

(1)

None

(2)

Perform
verified (with compare)
backups daily

(3)

Perform unverified backups daily

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(4)

Test backup restoration process regularly

(5)

Take backups home or someplace other than your
office

(6)

Send backups off
-
site to a data storage facility

(7)

Have data management and document retent
ion
policy

(8)

Use online ASP service for backup process

(9)

Use co
-
location/managed services

(10)

Automatic backup of laptop data when
docked

(11)

No automated backup of laptop data


86.

What
primary backup method
does your organization use?

(1)

Backup to tape

(2)

Backup to
media

or

external drive

(3)

Backup disk to disk

(4)

Use Application Service Provider (ASP)

(5)

Replication

(6)

Hybrid (ie disk to disk and tape backup

(7)

Cloud
-
based solution, including application service
provider
_

(8)

None


87.

What do you use for
automatic software distribution
? (check

all that
apply)

(1)

None, users are on their own

(2)

None, IT
manually update
s

machines

(3)

Microsoft
System Center Configuration Manager

(replacement to Microsoft SMS)

(4)

Symantec
Altiris

(5)

Avocent
Landesk

(6)

HP Client Automation

(7)

KACE KBox

(8)

Other, please describe


88.

What
wireless security

do you have in place? (Check all that apply)

(1)

No wireless network

(2)

No wireless security implemented
-

unrestricted
access

(3)

Wireless network is separate from organization
network

(4)

Wireless WPA encryption

(5)

Wireless WEP encryption

(6)

Wireless Acc
ess points do not broadcast their
identifier

(SSID)


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Thank You Section


89.

Thank you for taking the TAG Technology Survey. We really appreciate
your participation

in this year’s survey
.