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Dasra Philanthropy Week 2025

CFO - COP

Welcome to

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The 3 x 3 Matrix

@dasraindia

Brasstacks

1. Alignment to goals of the organisation?

2. Helps in improving efficiency?

3. Increases the impact footprint of the organisation

Pre-requisites

1. Is there org level buy in ?

2. Is it sustainable?

3. Is it scalable ?

Commitment

1.Do we have the budget?

2. Do we have the resources?

3. Do we have the expertise?

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Sample Tech Assessment/Roadmap

@dasraindia

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Functionality

The 3 Layer Cake

Visibility

Capability

Data Collection tools

Communication tools

Outreach tools

Dashboards

Grant Management tools

Project Management Tools

M&E Software

Alerts and Triggers

HR

Finance

Recruitment

Data Security

Compliance

L&D

CRM

Data Pipelines

Data Storage

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Functionality

Finance

Zooming into Finance

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Zooming into Finance

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Rapid fire questions?

Most NGOs have operations so unique that most of them need a completely customised set of software tools - True or False ?�

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In order to have proper reporting, all data collection must be on the same tool - True or False ?��

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It is the safest option to keep your data on premises with hardware and software locks in place - True or False ?��

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Open source solutions don’t work for the NGO space - True or False ?

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