jeff hendy
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Jeff HendyUTAC Member
SCORE VolunteerSacramento SCORE
Chapters Used for InputAtlantaDetroitHoustonNew YorkOrange CountySeattle
AshevilleAustinFort LauderdaleKansas CitySacramentoTucson
AndersonLittle RockOklahoma CityPasco-HernandezSanta Cruz
2012 SCORE
Leadership Conference
Jim Gephart, Vice President of Technology, SCORE National
Review of the Technology Strategy for the SCORE Association
Ensuring Industry Standards• Take time to test new technology• Manage projects from every angle and
consider alternatives• Review the long term use and the needs of the
chapter regarding day-to-day usability• Communicate effectively and often• Utilize Drupal code (PHP language) to expand
future systems
Overall Technology Strategy• Adapt to your chapter and
individual needs • Provide easy access to accurate
and up-to-date client information • Easily report data you find useful • Support your relationship with
your clients
Flexible SCORE Systems
We have the capacity to consider, evaluate, and make changes within our systems and
websites as deemed necessary.
Flexible SCORE Systems
Moving ForwardWorking closely with volunteers on the UTAC group to better understand end-user needs for a valuable CRM to include:• Simplicity in every task• Ease of use for volunteers and clients • Adequate support for volunteers, leaders, and
clients • Build on your existing knowledge and familiarity our
volunteers have with systems • More effective and efficient reporting and metrics
tracking
Moving Forward
Implementation of email mentoring on new SugarCRM system is the first priority; doing extensive testing with volunteers to ensure day-to-day usability
Lets Take a Look….
Email mentoring (inbox) area in SugarCRM
Email mentoring (inbox) area in SugarCRM
Email mentoring Clients Screen in SugarCRM
Email mentoring - mentoring requests Screen in SugarCRM
Email mentoring - profile update screen in SugarCRM
Moving Forward
Improvements to Volunteer Center to better facilitate learning, communication and usage through better menu structure, navigation, and search capabilities.
Moving Forward
Roll out of the face-to-face mentoring solution will be done at a speed that works for your chapter–
integrating only a few chapters at a time. The total rollout to all chapters will occur over a six month
period (not overnight)
Moving Forward
Better communication using support.score.org site
Enhanced support staff quality through staff changes, the implementation of IT Best Practices (ITIL), using service-level agreements (SLAs) to manage customer needs
Your Support TeamAmanda Capozio – Webmaster
Tony Cook – Manager of Software Support
Michael Gilman – Software Support Analyst
Stephanie Holmes – Software Support Analyst
Sean Kushner – DBA/BI Support
Antonnete Namai - Software Support Analyst
Moving Forward: Timeline
Feb Mar Apr May Jun Jul
Email Mentoringscreen design
using PHP/SugarCRM
Use ETL toolto sync WebIT with SugarCRM
Testing then launch Avectra replacement
using SugarCRM
Screen development for volunteer data
(Avectra)
Screen design of Volunteer Center
using PHP/SugarCRM
Testing then launch Beta
Volunteer Center
Amazon hosting
setup
Test Email Mentoring
screens
Screen design of Face 2 Face for
CRM
Deploy Email Mentoring
Aug Sept Oct
Testing then launch new hosting on
Amazon
BI Reporting tool
implement
Stop using Salesforce
Important Milestones*
August 2012: Email Mentoring Training BeginsSeptember 2012: Email Mentoring ImplementedApril – December 2012: CRM Testing (face to face)
(not including scheduling)January 2013: CRM Conversion BeginsJuly 2013: CRM Conversion Complete (WebIT off)
*all deadlines are estimates and may not be met if the systems are not meeting your needs
Questions?
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