How To: Reimage Business Processes for Software Implementation Success
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When: Thursday, May 21, 2020
1:00–2:00 pm ET
Where: via Webinar
United States
Contact: Chantal Forster

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How To: Reimage Business Processes for Software Implementation Success

Has your organization brought in new software with great promise and not achieved the desired results? Has the new software failed to improve the workflow? Has the implementation of new software damaged credibility?

Learn how some philanthropic organizations look at the process differently during their new system installation to increase their success. In this webinar, your colleagues will share their stories. We will also provide the results from our recent survey on “Process Redesign During Software Install.” In this session learn:

  • How successful organizations look at technology, people, and process to implement technology more successfully.
  • The best points to examine and redesign processes during new software installation.
  • How to convince your organization to fully use their new systems, which leads to a big return on investment.
  • How to measure the success of new software implementation.


  • Lee Kuntz provides process improvement coaching and training to philanthropic organizations. Organizations Lee has helped have implemented new software quickly, achieving more fully used software and delivered better foundation outcomes. One foundation cut their grants work steps from 125 to 45 better steps by zeroing in on in ineffectiveness and inefficiencies. This approach recaptured over 1,000 hours of work time and won the notice of the foundation’s board. Lee, a Certified Lean Six Sigma Black Belt, earned an MBA in Finance and Business Strategy. She founded Innovation Process Design and has led the organization for nearly a decade.
  • Amy Strom is Senior Manager of CRM Application for the Jewish Federation of North America. Previously she worked for The Saint Paul and Minnesota Foundations as the IT director. Amy has a bachelor’s degree in information technology with an emphasis in management improvement systems. Amy consistently leverages people, process and systems to improve philanthropic outcomes.
  • Patrick O’Sullivan is the Director, Information Technology for San Francisco Foundation. He supports staff and our external constituents to provide a reliable, secure, efficient and integrated technology environment. For over 30 years, he has managed varying sized teams, growing them to meet the business demands of the organization for both startup and mature environments. Patrick is passionate about researching and integrating new technologies and aligning IT with the business goals of an organization to ensure maximum productivity.
  • Amy Aughinbaugh is a business analyst for Communities Foundation of Texas (CFT). She manages and supports cross-departmental projects and contributes strategy consulting for program development and internal operations. Prior to joining CFT in 2016, Amy was a Teach for America corps member at an Uplift Education campus in Dallas’ Oak Cliff neighborhood. She is a partner with Social Venture Partners Dallas and is an alum of the SVP Dallas Dana Juett Residency Program. Amy holds a bachelor’s degree in art and art history from Rhodes College and an MBA and a master’s in arts management from Southern Methodist University.
  • Brad Furry is the chief information officer, overseeing all technology and technology vendors for CFT and Educate Texas. Brad has more than 36 years of technology experience, and prior to joining CFT in 2017 was the senior vice president and CIO of Zale/Signet Corporation. Prior to that, Brad was the vice president of enterprise systems at the Neiman Marcus Group. Brad holds bachelor's and master's degrees from Texas A&M University.



This is a Sponsored Webinar by Innovation Process Design, no charge to attend.

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The Technology Association of Grantmakers (TAG) is a 501(c)(3) non-profit membership organization that promotes the power of technology to advance the goals of the philanthropic sector.