open atrium 2.0: powerful tools for nonprofits

Version 2.0

Tuesday, June 25, 13

VP of Strategic Initiatives

Email: kborchert@phase2technology.com

Karen Borchert

Drupal.org & Twitter: karenborchert

Tuesday, June 25, 13

James Carlson, Bucket Brigade

Dan Adams, Layton Boulevard West NeighborhoodsEmail: daniel@lbwn.org

Our Guests Today

Twitter: @laytonblvd

Email: james@bucketb.com

Twitter: @bucketb

Tuesday, June 25, 13

Today’s Discussion

• What is Open Atrium?

• How do nonprofits use Open Atrium?

• Getting Ready for your Open Atrium 2.0 Site

• Demo!

• How to Get Started

Tuesday, June 25, 13

What is Open Atrium?

Tuesday, June 25, 13

What is Open Atrium?

Open Atrium is a collaboration platform

designed to help organizations manage

their communications, teams, and

knowledge.

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What does Atrium DO?Atrium has native features to support knowledge management,

collaboration, and communication.

But through its pluggable framework, can also be extended to

integrate with enterprise-level applications focusing on project

tracking (like JIRA), time tracking (like Harvest, AtTask, or OpenAir),

wikis (like Confluence), and asset management (like Alfresco and

Sharepoint).

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Features of Atrium 2.0• Security through access control for individuals, teams, and organizations

• Discussions: moderated public and private

• Knowledge Management: file storage, collaboration, access

• Simple multi-site or “microsite” implementation

• Mobile ready: responsive themes and layouts

• Pluggable functionality to connect to enterprise-level applications (custom work, but done as plugins)

• Customizable Layout

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Open Atrium Can Be Used To...

• Manage projects and clients for a services company

• Meet customers in a discussion forum

• Build an Intranet or manage knowledge with a wiki

• Engage and Inform through a web portal

• Create an extranet for sharing access-controlled information for business to business knowledge management

Tuesday, June 25, 13

How Do Nonprofits Use Open Atrium?

Tuesday, June 25, 13

Who is Atrium For?

Atrium 2.0 is for organizations with

teams, clients, or affiliates who need

a common platform to communicate,

collaborate, and manage knowledge.

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Nonprofits can use Open Atrium to...• Manage multiple chapters or affiliates of the organization

• Share best practices

• Manage volunteer groups

• Engage community members in dialogue around needs

• Communicate (and REALLY collaborate!) with the board

• Manage events & organization calendars

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An Atrium 2.0 Customer may have...

• Multiple chapters, affiliates, franchises, or brands

• Global, Regional, and Local communication needs

• Multiple offices, teams, or branches

• Forums or networks of customers to engage

• multiple campaigns, projects, newsbeats, or aid efforts

• multiple project teams communicating with external clients

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like who?

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Nonprofit Members Portal

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Nonprofit Members Portal

public information

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Nonprofit Members Portal

public information

member discussions

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Nonprofit Members Portal

public information

member discussions

social sharing

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Collaboration for Coworking

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Collaboration for Coworking

events

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Collaboration for Coworking

events

discussions

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Collaboration for Coworking

events

discussionsmembers-only information

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Collaborative Journalism & Learning Labs

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Collaborative Journalism & Learning Labs

group-level access

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Collaborative Journalism & Learning Labs

group-level access

resource management

Tuesday, June 25, 13

Collaborative Journalism & Learning Labs

group-level access

public-facing news

resource management

Tuesday, June 25, 13

Documentation & Intranet

Tuesday, June 25, 13

Documentation & Intranet

site & section members

Tuesday, June 25, 13

Documentation & Intranet

site & section members

clear access control

Tuesday, June 25, 13

Documentation & Intranet

site & section members

clear access control

media assets

Tuesday, June 25, 13

Documentation & Intranet

site & section members

clear access control

media assets

pure Drupal

Tuesday, June 25, 13

Documentation & Intranet

site & section members

clear access control

media assets

pure Drupal

Tuesday, June 25, 13

Colleges and Universities

Tuesday, June 25, 13

Colleges and Universities

microsites for departments

Tuesday, June 25, 13

Colleges and Universities

microsites for departments

public information

Tuesday, June 25, 13

Colleges and Universities

microsites for departments

public information

student portal

Tuesday, June 25, 13

Colleges and Universities

microsites for departments

public information

student portal

faculty resources

Tuesday, June 25, 13

Colleges and Universities

microsites for departments

public information

student portal

events

faculty resources

Tuesday, June 25, 13

Questions for our Guests

• Why is collaboration so"ware important to your nonprofit?

• What do you use Open Atrium to do?

• What are you hoping to do with Open Atrium 2.0?

• How has collaboration so"ware changed the way your organization works?

• What features do you hope to see in Open Atrium in the future?

Tuesday, June 25, 13

How to Set Up a Nonprofit Open

Atrium Site

Tuesday, June 25, 13

Step 1: Understand a bit about the structure

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Spaces• A "Space" is a subset of content

within your Open Atrium instance that is shared among a collection of users (members).  

• A "Space" can be used for a Project, Department, Microsite or any other collection of related content and people.

• It is an “Organic Group” content type. (no relation to Spaces module)

Tuesday, June 25, 13

Sections• A "Section" is a collection of

content within a specific "Space" that is tightly related, or private to a specific set of users.  

• A "Section" can be used for specific working areas within a Space, such as a Discussion or Wiki.  

• A "Section" can be assigned specific access controls to limit it's visibility.

Tuesday, June 25, 13

Members• Spaces have Users assigned to them

called “Members”.  

• “Members” can have special permissions, such as Edit and Create access.

Space Members

Tuesday, June 25, 13

Groups• A "Group" is a collection of users

with related roles or interests than span across multiple Spaces.  

• A "Group" can represent a specific company or organization, or it can represent a common role, such as "project managers" or "developers".  

• Groups are used to assign access control to specific Sections within Spaces. 

• Groups are used for Notifications.

Tuesday, June 25, 13

Teams• A "Team" is an ad-hoc collection of

users within a specific Space that share a related purpose.  

• "Teams" are used to assign private access control to specific Sections within Spaces.  

• "Groups" extend beyond individual Spaces whereas “Teams” are specific to a particular Space. 

• Teams are used for Notifications.

Tuesday, June 25, 13

Step 2: Map out your work & people

Tuesday, June 25, 13

Nonprofits should consider...

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

• What is the work that you do?

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi"s, volunteer for shi"s

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi"s, volunteer for shi"s

• Tutor kids, report results

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi"s, volunteer for shi"s

• Tutor kids, report results

• Place to discuss; shared calendar

Tuesday, June 25, 13

Nonprofits should consider...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi"s, volunteer for shi"s

• Tutor kids, report results

• Place to discuss; shared calendar

• Share a discussion forum and a calendar to coordinate volunteer needs and schedule shi"s

Tuesday, June 25, 13

Mapping it out

Tuesday, June 25, 13

Mapping it out

Tuesday, June 25, 13

Mapping it out

Tuesday, June 25, 13

Mapping it out

Tuesday, June 25, 13

Mapping it out

Tuesday, June 25, 13

Mapping it out

space

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Mapping it out

spacesections!

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Mapping it out

spacesections!

groups

Tuesday, June 25, 13

Mapping it out

spacesections!

groups

teams

Tuesday, June 25, 13

Many Levels of Collaboration:

Tuesday, June 25, 13

Many Levels of Collaboration:

Tuesday, June 25, 13

Many Levels of Collaboration:

Tuesday, June 25, 13

Many Levels of Collaboration:

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Title Text

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Title Text

space

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Title Text

space

sections!

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Title Text

space

sections!

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Title Text

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Title Text

Tuesday, June 25, 13

Title Text

space

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Title Text

space

sections

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Title Text

space

sections

groups

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Title Text

space

sections

groups

teams

Tuesday, June 25, 13

Step 3: Take it to Open Atrium!

Tuesday, June 25, 13

How to Get Started

Tuesday, June 25, 13

Take it for a spin!

getpantheon.comTuesday, June 25, 13

Email: openatrium@phase2technology.com

Connect with us:

IRC: #open-atrium

Twitter: @openatrium

Tuesday, June 25, 13

PHASE2TECHNOLOGY.COM

Tuesday, June 25, 13