Measure What Matters

Presenters: • Unmesh Sheth, Founder, President – SoPact

This webinar is part of a ongoing series “The Power of Poverty Assessment”

SoPact – Measure What Matters

Social change is difficult due to lack of efficient systems,

lack of communication and transparency, poor social

innovation and sector collaboration and data measurement.

SoPact is a comprehensive platform to address some of

these challenges. Developed in 2013, it is used for

measuring and managing financial and social impact.

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SoPact Solution

SoPact platform encompasses leading industry standards and yet

is easily customizable. Our innovative approach and vision is to

build a better social sector with their increasing need for more

effective financial + social measurement, reporting, and storytelling

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“Standardized” data

in funder reports Detailed data

about impact of

each program

Big Gap

Courtesy: Slides from Rick Jacobus

Measurement Gap

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Metric #PI3902: Health intervention completion rate

IRIS

CHMI

33% increase in immunization at $28 per fully immunized child (western India only)

RCT

Courtesy: Slides from Rick Jacobus

Funder Impact Measurement

Program Outcome Improvement

Measurement Approach and SoPact Focus

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LET’S TALK ABOUT WHO WE ARE

Section 01 – About Company / Team / And Services

What to look for in Measurement, Evaluation and Learning Systems

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Current Approaches

SoPact incorporates core functions from other technology platforms and tools and also provides additional levels of powerful capabilities. SoPact is a user-friendly (no coding required) yet low-cost comprehensive cloud and mobile first platform with excellent flexibility, measurement and

sharing capabilities.

Excel

Other cloud based products

B-Analytics

SoPact

Mobile / Form Survey based products

Social Solutions, ClientTrack, Blackbaud

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LET’S TALK ABOUT WHO WE ARE

Section 01 – About Company / Team / And

Services

Technology

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02 Collaborative Platform • Salesforce chatter

• Community integration

SoPact Technology Approach

03 SoPact = Force.com +

Data Science

• Metrics as a priority

01 Robust Platform • Built on Salesforce Force.com

platform

• Dramatically improved user

experience vs. standard

Salesforce

• Focused on rapid configuration

• Ability to replicate rapidly

• Short deployment time

• Mobile first

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SoPact is built for mobile workforce

Mobile first Application iPad & Android Application Desktop Application

• Build mobile apps

• No programming

• Easy data collection

• On-site or in the field data

collection

• Designed for side-by-side

comparison

• More data in fields

• Impact dashboards

• Streamlined communication

• Data collection

• In-depth analytics

• Charts and graphs

• Streamlined communication

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LET’S TALK ABOUT WHO WE ARE

Section 01 – About Company / Team / And

Services

Case Study

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Measurement is a First Mile Issue

• Millions of poor are simply not even counted *

• 400 million out of 500 million labors are in the unorganized

sector in India**

• My journey: the disabled in a developing country are often

at the bottom most of pyramid

• 70 million out of 1.2 B in India are disabled; fraction have

employment

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Best Ways To Change Impact Landscape

Case Study: Enable India

Partnership With

Thought Leaders

Poverty

Assessment

Framework

M & E Platform

Data and Impact

Analysis

Share

Partnership With Thought Leaders

Enable India for disability employment (and others

in different domains) who have developed practices

Poverty Assessment Framework

WDI graduate student intern will refine framework

and knowledge dissemination

Deploy M&E Platform SoPact deployment

Analysis

Data and impact analysis with broader

understanding of internal best practice

Share

Share results to like minded organizations in the

ecosystem

Advocacy and

sensitization are

perhaps the best

approach to social

breakthrough. Impact

learning designed

with impact

measurement is our

best option. Here is

how it works:

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LET’S TALK ABOUT WHO WE ARE

Section 01 – About Company / Team / And

Services

Design and User

Experience

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1. Improve Language Of Measurement

Powerful Standard Based Reference Objects

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02

03

04

Occupation, Job & Volunteer Profiles

3500+ Standard based (India), 8000+ (US)

Regions

10000+ Regions: Continents, Countries, State,

District, Taluka, Village etc.

Skills & Qualifications

Country based standards

Other Product Service Type

Crop Type

Live Stock

Sectors

Consistent standard and best practices based language

of measurement

Most IT System in Social Sectors are not designed

for data accuracy, aggregation and visualization

Creating garbage-in – garbage-out

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01 Beneficiary Lifecycle

• Beneficiaries: Candidates, Patients,

Employee, Clients, Suppliers,

Distributors

• Free Flow Workflow

• Intake Management

• Health & Human Resource Evaluation

• Job Profile Evaluation

• Training & Employment Assignment

2. Flexible Workflow & Beneficiary Lifecycle

02 Real-time Impact & Operation

• Dynamic charts reflecting filters

(below)

• Program Indicators

• Organization Indicators

• IRIS 3.0 Demographics Indicators

04 Powerful Data Management

• Mass Data Import

• Mass Data Editing

• Mass Email

• Convenient Case, Task

Management

03 Domain Service Pack

• Disability

• Low-Skill, Semi-Skill

Vocational Training

• Youth Education

• Adult & Homeless Jobs

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01 Training • Training, Classes, Enrollment and Trainers

• Real-time Enrollment Metrics by programs

and trainings

3. Capacity Improvement

02 Employment

• Manage Job Opportunities

• Innovative search to meet subjective

profiling, such as: Job Profile, Disability and

Groups

• Standard Match Criteria

• Simple Drag & Drop Job Seeker lifecycle

management

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01

Case • Manage program, candidate and

company case

• Rapidly identify performance

bottlenecks

4. Outcome Improvement

02

Program

• Manage program specific metrics

Programs

• Vocational Trainings

• Employment

• HIV/AIDS Prevention

• Immunization

• Family Planning

• Child survival

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5. Collaborative Shared Measurement

Social

Enterprises

+ Remote

Offices

CSR + Non-

Profits

Impact Data

Aggregators

Social

Ventures +

Social

Enterprises

• Build metrics sets based

on collaborative language

of metrics and data

collection within different

communities

• Improve internal outcome

within community and

sharing results with

external community using

Open Data APIs

Open API

External

Organizations

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6. Shared Outcome

DUE DILIGENCE 01 MANAGEMENT, M&E

04 REPORTS &

BENCHMARKING

METRICS &

SURVEYS

Benefit Org 1

Sector 1

Benefit Org 2

Sector 2

Benefit Org 3

Sector 3

Benefit Org

N

Sector N

01

02

03

04

Due Diligence

Evaluate scenarios based on contacts, leads,

due diligence, scorecard ratings, voting and

approval

Management, Monitoring &

Evaluation Systematic data collection and analysis allows

you to effectively monitor and manage your

portfolio

Metrics and Surveys

Perform surveys, plus generate ratings or scores

to be shared among sector peers

Reports and Benchmarking Quickly report and communicate social +

financial outcomes, variances and sector

benchmarking stats

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01 Auto Generated Web Page

• Single page design generated from

SoPact engine

• Quick organization summary

• Simple program reporting

• Powerful social impact data

visualization

7. Post-Investment Visualization & Reporting

02 Measure Return on Community

• Engage community by connecting

cause and skills

• Track time spent and calculate

impact volunteer time, donations,

acceleration program, hackathon,

local program, or social enterprise

startups/funds

• Reward sponsor, donors and social

points

Breadth of

Impact

Program

Impact

Depth of

Impact

Community

Impact

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Q & A

Concluding Statement

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Contact SoPact

Unmesh Sheth

280 Chantecler Dr

Fremont, CA 94539

Address

usheth@gmail.com

+1-510-226-8535

+1-510-676-9502

http://www.sopact.com

Contact

linkedin.com/in/unmeshsheth/

Facebook.com/sopactcom

Twitter.com/sopact

Social Media

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Contact information

Heather Esper: hmoehle@umich.edu or 1-734-764-6339 Yaquta Kanchwala Fatehi: yaquta@umich.edu Sandra Draheim: draheims@umich.edu or 734-615-7319

WDI Contact Information

Link to Current Webinar Series – The Power of Poverty Assessment:

http://wdi.umich.edu/research/bop/ppaseries

Link to Past Webinar Series – Assessing Multidimensional Poverty Impacts:

http://wdi.umich.edu/research/bop/webinar2014

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Annex

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Courtesy: Slides from Rick Jacobus

The social sector has no single value of return unlike “profit” in the business world. “Social Return On Investment” is not going to get a “bottom line” measurement like financial markets

To subscribe to Bloomberg you pay $24,000 per employee You can get access to Guidestar for only $1,500

Key takeaway: William Savedoff of the Center for Global Development and Ruth Levine from the Hewlett Foundation recently wrote that approximately $130 billion is spent each year in official overseas development assistance, compared to about $50 million for evidence—i.e., for rigorous evaluation of programs. That’s less than one percent. Would any private sector company that is serious about its products spend that little on R&D?

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