1. Information Systems help CI to be a High Performing Organization

2. Benefits of Centralized, Web-Based Systems Higher quality data: Systems handle multiple concurrent users, validate data during entry, and enforce data integrity Easier to manage: No need to synchronize regional data files with a central copy Security and storage: Global network provides regular backup and secure storage of data Integration: Enables integration with other key systems Communication: Provides ability to share data externally via web

3. Benefits of Centralized, Web-Based Systems Regional control, global reporting: Regions manage individual datasets, but data also available for global analysis and reporting – critical for answering our key questions Transparency: Global visibility to the data provides opportunities for learning Data availability: Reduced rate of ‘repeat requests’ – saves time for everyone, reduces tension Standardized workflows and approval processes: Helps to clarify roles, save time, get agreements in place, disbursements made, and other transactions completed more quickly

4. Systems Contributions Enabling CI to be a High Performing Org Support and coordinate our work around the world Safeguard critical information needed for business continuity Provide information to support strategic thinking, planning and decision making Demonstrate CI’s accountability, successes, and fine tune our business model

5. Define/Refine and Prioritize Among Conservation Outcomes Design/Refine Integrated Action Plan Covering Species, Area, and Corridor Scales Implement Action Plan Monitor and Evaluate Refine and Adapt Strategy Planning Framework and Handbook Organization CHAPTER 2 CHAPTER 1 CHAPTER 3

6. Systems Blueprint Outcomes Data System Planning + Reporting and Data Repository Oracle Financials & HR Incoming Grants Grant making (GEM, GW) External Data - IUCN Red List

7. Oracle Financials & HR Purpose: CI’s primary financials & human resource management tool i-Expenses -Expense reporting on line (including travel & credit card) eTimesheet - Electronic submission of time sheets Self Service - Allows managers & employees to see & change personnel information Efficiency: Robust system that incorporate certain types of electronic submission & approval thus moving towards a “paperless” environment Importing of data increase efficiency & accuracy, resulting in lower costs Elimination of duplicate entry Fewer errors Decrease in use of incorrect/closed account codes More robust and timely reporting Linkages: Automatic submission interface with GEM Business Owner: Finance, Barbara DiPietro and HR, Joy Gaddy

8. Grant making Architecture Outcomes Data System Planning Oracle Financials & HR Grant making - GEM partner data is used by Planning Database GEM Grant Writer - Vendor, payment and GL code data imported and referenced in GEM - Payment link under development – payments requested in GEM will be sent to Oracle and updated payment information will be sent back to GEM

9. Grant making: GEM Purpose: CI’s enterprise external grant/contract/loan portfolio management system Scalable & Flexible: Responsive to both enterprise and individual program needs Efficiency: Integrated tool that shares information across programs, facilitates reviews, etc. Linkages: Existing links with Oracle for accounting codes and payment information Links with Planning to share partner information Business Owner: IT, Kristanne Cornell

10. Grant making: Grant Writer Purpose: CEPF’s (soon to be expanded to all of CI) tool for partners to create grant applications and reporting kits in a standardized format Scalable & Flexible: Can be customized for individual program needs. Efficiency: Standard format to receive information Available as both on offline and online resource, depending on the internet connectivity at the partner location Linkages: Automatic submission interface with GEM Business Owner: CEPF

11. Systems Blueprint Outcomes Data System Planning + Reporting and Data Repository Oracle Financials & HR Incoming Grants Grant making (GEM, GW) External Data - IUCN Red List

12. Incoming Grants Background: Output of the FIPPS (Fundraising Issues, Policies, Processes and Systems) team, which has been tasked to identify fundraising process and policy improvements Purpose: Tool(s) for CI to manage the fundraising life cycle - final disposition of system(s) will depend on the content and how much of the fundraising process is captured in one/many systems Utility: Track grants in pipeline; facilitate reviews; proposal library Linkages: Linkages with other CI systems (Raiser’s Edge, Oracle, etc.)

13. Outcomes Architecture Planning WBDB Outcomes Definition WBDB Outcomes Monitoring GIS Outcomes Spatial Implementation Indicators, Calculations, & Reporting Outcomes Data System Planning & Reporting

14. Outcomes Definition Module Purpose: Joint partnership with Birdlife to provide a tool that defines conservation outcomes and IBAs. Efficiency: Single database for analysis and storage of the most up-to-date, quality controlled conservation outcomes data Facilitate regional and global scale analyses, planning and reporting Allow rapid sharing of information with donors, partners, government agencies Quickly updated with latest information from IUCN Red List and World Database of Protected Areas Linkages: Update Planning with the latest tabular data (and soon to include spatial data as well) Feed Monitoring to help establish a baseline to analyze impact Business Owner: Conservation Synthesis, Matt Foster

15. Outcomes Monitoring Module Purpose: Analyzes consolidated definition, planning and monitoring date to demonstrate outcome and accountability impact. Efficiency: Facilitates reporting status of conservation outcomes to multiple audiences (CI senior management and Board, partners, government agencies, donors, etc.) Facilitates data entry by CI Staff and partners Facilitates real-time data updates Supports spatial and tabular queries of data Allows fast access to all monitoring information by CI staff and defined partners Linkages: Updates repository with data to perform calculations and create reports. Business Owner: Conservation Monitoring, Elizabeth Kennedy

16. Planning Database Outcomes Data System Planning Database Oracle Financials & HR Grant making (GEM, GW) - Species, Sites, Corridor information sent from Outcomes to Planning - Monitoring data sent from Outcomes to Planning - Link between Planning and Financials through Strategy Code - Employee data used in Planning system, via Active Directory - GEM partner data is used by Planning Database - Strategic Outcomes - Outputs - Activities -Tasks + Project management features

17. Planning Database Purpose: Portfolio management tool for CI and its partners to develop and track comprehensive planning information. Efficiency: Transparency of the work that CI is and/or has been engaged in. Basic project management and collaboration capabilities. Creation of reports that can be customized to the needs of different users. Ability to standardize planning terminology – e.g. site, partner, and staff. Linkages: Receives tabular data (and soon to include spatial data as well) from WBDB Will send updates to Monitoring to help establish a baseline to analyze impact Links with GEM for partner data Links with Oracle for Strategy accounting codes Business Owner: RPS, Yves Pinsonneault

18. Outcomes, Planning & Monitoring Architecture Monitoring June: Outcome Monitoring Data Available for previous FY July: Baseline for upcoming FY established Outcomes Definition & GIS Data is continuously updated February & May: Data snapshots transferred to Planning Planning February – June: Workplan developed June: Data snapshot transferred to Monitoring Repository June: Outcome Report Available June: Outcome Indicator Report available July: Baseline for upcoming FY established using Outcomes & Planning data Ongoing: Reports pulling data from all three systems available

19. Outcomes & Planning Schedule FEBMARAPRMAYJUNJULAUGSEPOCTNOVDECJAN Outco mes Definiti on Initial pass of data to Plannin g Outcomes Definition Continuous updates made Outco mes Definiti on Final pass of data to Plannin g Outcomes Definition Continuous updates made Planning Workplans are developed Planning Workplan Implemented Outcomes Monitoring Data collection & analysis Outco mes Monitor ing Outcom es & Account ability Reports availabl e Outco mes Monitor ing Baselin e for FY establis hed Outcomes Monitoring Data collection & analysis

20. Planning – Home Page

21. Planning – Workplan Browse

22. Planning – Outcome Level

23. Planning – Output Level

24. Planning – Activity Level

25. Planning – Task Level

26. Planning – Search

27. Planning – Moore Report

28. Planning - Public Monthly Report

29. Planning - Confidential Monthly Report