Time for change is here!

Over the past few weeks I have been busy with my new business partner (Alek Gokiert) setting up Morphate – the only Salesforce Partner that is focussed solely on driving transformation in the Not for Profit sector across Australia and New Zealand.


You may ask why – well I think the sector deserves a Salesforce partner that is focussed on delivering the best of breed products for Not for Profits. Regardless of your size or complexity we have a range of products in our toolbox that will meet your needs.

At our official launch this week, during Salesforce at CeBit, it was fantastic to see and speak with so many #NFP’s that attended CeBit to understand what new technologies are available and how they can be used in their organisations.

In case you missed it here is the presentation that we presented at the Salesforce Theatre sessions during Salesforce at CeBit which showcased some of the products available to help drive transformation in Not for Profits.

All the above products are built on the Salesforce platform allowing you to leverage Salesforce and other apps from the appExchange across your entire organisation.

But what if you missed CeBit or wanted a deeper dive into those products? Well you’re in luck, over the coming weeks we will be delivering regular Webinars about the products that are available to you, detailing how you can be using these in your organisation.

To ensure you get the most from the webinars I have included a poll below for you to vote on which sessions you are interested in attending. Your votes will determine the order the Webinars will be presented. We will publish the agenda for the webinars in a new post so be sure to follow our blog to stay in touch.


So jump in and let us know what you want to see and yes you can vote for more than one session. Voting will close by Wednesday 14th May with the Webinars commencing from the next week.

In the meantime if you want to know more about our products then check out morphate.com or give us a call on 61 2 8090 1478 and we will be happy to have a chat.

#FIAConf2014 – a reminder to focus on what’s important


This week I had the pleasure of attending #FIAConf2014, the Fundraising Institute Conference, in Melbourne. This was my first time that I have attended the conference and I found it an amazing experience. I’ve been to numerous conferences in my time and always take away something – this time the takeaway was a reminder about my personal goals and what drives me to do what I do.

During the conference I spent a lot of time talking to a people from a range of organisations – some small organisations and some very large. Their operational problems they are trying to resolve were all similar but the most interesting part was that their passion and drive was the same regardless of the size or purpose of the charity.

The highlight of the event was the Gala event and the awards. The one that touched me more than any other was the Volunteer of the Year – his story reminded me of the real values that we should uphold in our life and what we should keep front of mind every day of our life.

I’ve spent the majority of my working life working in or with Financial Services companies. I enjoyed my work but was never really satisfied with what I was doing. Over the past few years I have made a concerted effort to work with Not For Profit organisations.

I have walked away from the conference with a new sense of drive to focus on helping organisations become more effective through the use of great tools that allow them to focus on what they need to do rather than be tied up in operational ineffectiveness.

I’m already looking forward to #FIAConf2015 and I hope to see you there or talk beforehand if we can help you drive change in your organisation.

Not For Profits – tips to implement successful projects


Recently I asked what you would like to read and this topic received the most votes for my next blog.

I enjoy working with Not for Profits (NFP) and the passion in the sector cannot be matched by any other that I have been involved with in my working life. I have previously blogged about how NFP’s are seen as the poor cousins to other sectors, they fight hard for their funds, focus on spending any available operational funds in the right places all whilst keeping their eye on the main game of delivering on their core vision. Implementing projects with limited resources and expertise is a challenge. So how do they manage to implement successful projects? Here are my tips for implementing successful projects.

Project Direction


You’ve decided to implement a project. From this moment there is a need to manage the scope of the project to ensure you stay on track and deliver the project. Ensure the scope is defined and the success criteria is agreed at the commencement of the project and all internal stakeholders sign off before you engage with any external parties.

Avoid scope creep by utilising the scope and success criteria throughout the project to ensure any request that is outside of the scope stays outside of scope.

Project Team


Establish a project team at the beginning of the project. Typically most projects will impact several areas of an organisation and it is important to ensure every area helps drive the project. Establish a regular project meeting with a set agenda and deliverables. Appoint a chairperson who also documents minutes and track deliverables to ensure the project stays on track until go-live.

Steering Committee


Once your project has got the greenlight and your scope has been defined one of the best ways to ensure things stay on track is to establish a Steering Committee. The Steering Committee will ensure that any issues that cannot be resolved by the project team are addressed and the project stays on track for Go Live. The Steering Committee should be a mixture of the senior staff, project team and vendor representatives. Ensure recurring meetings are set throughout the project, minutes are captured and published and communicated to the wider team.



Utilise a collaboration tool such as chatter with the project team and the wider organisation. This is more effective than email as everyone in the team can get involved in the discussion within the same forum. Any project collateral should be shared in the same medium which means everyone will always have the correct version of any documentation. The collaboration tool can also be rolled out to the wider organisation to help drive change management that occurs in each project.



What is the right methodology for implementing projects. Some will argue Waterfall and others Agile, Lean, PRINCE2 or some other methodology is the right approach for every project. I prefer a blend of all types into what I classify as Nimble. Nimble is a mashup of the appropriate PM approach but focusses on delivering the right solution at the right time.

It may be appropriate to utilise a Waterfall approach if you are converting from one system to a new system and a “Big Bang” approach is required. But you can still utilise a phased approach with delivering a Go Live phase as soon as you can in the project providing as much functionality as you need to allow the organisation to operate from the new system.

Once you are live you should move to a phased approach where new iterations are delivered on a regular basis throughout the project. Ensuring these iterations are supported with the appropriate training and communications will mean that the project will be a success throughout the life of the project.



It is important that you have the necessary expertise you can call on throughout the project and it is becoming more difficult for organisations to have the necessary expertise internally. If you don’t have the expertise internally it is important to identify this early and where needed supplement this with external resources.

Remember to “lean on” the Steering Committee to help address this as you need throughout the project.

I have found that with projects involving Salesforce, as a technology solution, you can utilise the power of the community. There are fantastic resources at Salesforce Communities and a specific community for Not For Profits called the Power of Us Hub. Ensure you check the communities out, become involved and also help “pay it forward” with others that can use your expertise.

Common Sense

Common Sense

Above all else ensure common sense is maintained throughout the project. We all know that projects never run to plan and decisions will need to be made during the project that can change the direction and/or delivery date of the project.

If you stay focussed on the success criteria throughout the project and weigh up the pros and cons of any change you will make the right decision ensuring the project will be a success.



Yes there should be a celebration when you go live but there are many points throughout any project that you should ensure are celebrated. It may be appropriate to set up a formal reward program if your project includes a large element of change management. Keep the team motivated throughout will help keep the project on target and a happy and productive project team.



The above tips have not focussed on any particular technology as the approach is not technology dependant. My only recommendation is that whatever technology you choose needs to continue to grow with your organisation and this should be achievable without large upgrades or re-implementations.

Thanks for reading and I hope you found this blog interesting. Drop me a note and let me know what you thought.

Tell me what you would like to read about..


I was about to create a new blog and I want to ensure my blog is topical, current and delivering something that interests you. So I thought I would throw this open to you to tell me what you would like to read about.

I will write the blog in the next few days so I would appreciate your feedback.

Don’t be shy – vote away and let me know what you think and thanks for taking the time to help drive the focus of the appiPete blog.

Utilising Technology to change the face of Fundraising


Hi Everyone and welcome to the first blog on my new site. I thought my first blog should focus on providing some background on myself and how I got to where I am. I hope you enjoy my blog and stick around for my regular updates.

Over the past few years my career has moved from the commercial sector, particularly in Financial Services, to focussing on the Not For Profits vertical. It’s a place I love being involved with as I always find the most passionate people who are focussed on changing the world. This aligns with my own philosophies as I’m not only interested in social change but change within organisations to increase effectiveness.


Over the past few years I have been transforming  organisations by implementing new technologies, such as salesforce.com, to enable their teams to work more effectively and efficiently.

We have seen small and large organisations move from a myriad of disconnected systems including excel spreadsheets and dedicated fundraising systems towards a platform that provides one true view of the contributors and all their interactions with the organisation expanding their capabilities as most if not all of their requirements are delivered using that platform. This has been a massive step forward and has helped start the journey to transform the organisation.

As we know things never stop there and organisations continue to transform so shouldn’t their tools also evolve almost organically? Gone are the days where the focus of the organisation was almost dictated by the capabilities of the system. More so, the old concept of “upgrading”, which is sometimes effectively throwing out the old system, to the newest version of the system is no longer relevant. All organisations need a platform that can continue to evolve and be enhanced easily as the organisation changes.

This is the reason why I am involved in the salesforce.com space as they are the only tools I have seen and used that will keep ahead of the need for change and deliver the change rapidly.

So what’s next in the Fundraising and Not for Profit space?

I think the time is right for some fundamental change in the fundraising space. The Fundraising process hasn’t fundamentally changed over time. With the introduction of organisations such as Kiva, which is a micro-financing organisation driven by social interactions, will we see this type of model drive a change in how fundraising is operated? Is Peer to Peer fundraising, or as I prefer to call is social fundraising, the model that will be adopted as we move forward? Do the donors want to see the true impact of their donations and how effective they are? Regardless, as the model changes we need technology to adapt and keep ahead of the change to ensure we maintain the 360 degree view of our contributors.

Over the coming months I intend to blog about my views on the changing face of Fundraising and the impact on organisations and how this can be managed.

I encourage and welcome your feedback. Please leave me some comments and help drive the focus of the force Innovation blog.