case study: sugarcrm helps promote the australian film industry
DESCRIPTION
Australia actively markets and promotes Australia’s film making locations, expertise and capabilities worldwide to attract international film and television production opportunities. Through an industry association and web site, information can be disseminated and distributed widely to support the industry and help Australian production companies win new work. In this session, Mark Tallis, founding partner of Loaded Technologies, will walk attendees through a number of web portal/SugarCRM integration solutions. He will touch on the business benefits that can be gained from connecting SugarCRM to a web site and talk briefly about the technologies used. Loaded Technologies has developed a number of these online solutions consisting of Dotnetnuke(DNN) or Drupal web site platforms, a web portal and SugarCRM. All information is maintained via SugarCRM and using a custom build modules, Loaded connects the two applications seamlessly across technologies and hosting environments.TRANSCRIPT
Agenda
• Integrating SugarCRM into your web site
– Film Industry.– Medical Training company– IT company
SugarCon 2010San Francisco, CA
Case Study - Film Industry
• An organisation promoting the Australian Film industry
– Charter of the organisation to promote Australian film and TV production services to the world.
– The organisation has members– Information services are provided to members– Extensive data collection, dissemination and distribution amongst
members.
Case Study - Film Industry
• What problems were we attempting to solve
– Duplication of Member Data in multiple systems
– Information distributed via manual processes eg email and mail outs
– Information updates frequent and ad -hoc
Case Study - Film Industry
• Proposed solution
– Store all information in SugarCRM
– Create an online portal for members.
– Members login to retrieve information
Case Study - Film Industry
• Solution - SugarCRM Customisations
– SugarCRM is the central hub of information
– New modules created to match structure of data
AccountsAccounts MembersMembers
ProductionProduction ContactsContacts LocationLocation
Case Study - Film Industry
• Solution – Web site and Member’s portal
– Web Site built using open source DotNetNuke CMS platform
– Members portal created to restrict access to restricted content
• Built a DNN Module calling the Core SugarCRM API.• .net technology integrating with PHP• Login authentication via SugarCRM contacts
Case Study - Film Industry
• Demo
Case Study - Film Industry
• Solution – Key features
– Access to both Members information and production opportunities
– Rich text editing within Sugar fields (Tiny MCE)
– Tick boxes in Sugar to control fields that go in the portal
– Turn off access via a contact type
Case Study - Film Industry• Possible feature enhancements
– Synchronisation of login credentials against DNN to provide more control of user experience
– Workflow - Email notifications triggered on changes to data based on members preferences
– Self updating of member information
– Events module
Case Study - Film Industry
Costs and benefits from the solution
• Costs– SugarCRM – DNN Solution – 70 hrs– Web site build – 150hrs
• Benefits– ROI of around 3 mths – Based on estimated labour savings– More timely distribution of information– Extends SugarCRM reach without incurring additional licensing costs
Case Study – Events
• Medical training organisation – McCarthy Psychology
– Provides courses for the medical profession
– Required a better solution to manage the booking of courses
Case Study – Events
• Solution Overview
– Store all information in SugarCRM
– Create an online portal for members.
– Members login to browse and book training courses
Case Study – Events
• Solution – SugarCRM Customisations
– SugarCRM is the central hub of information
– New modules created to match structure of data
AccountsAccounts
EventEventContactsContacts
RegistrationsRegistrations VenuesVenues
Case Study – Events• Solution – Web portal
– Web Site built using open source Drupal/Ubercart CMS platform
– Drupal Module calling the Core SugarCRM API.
– Login authentication via SugarCRM contacts
– Events browsed and searched via the web site
– Registrations• Paid for on line• Pushed back into Sugar• Contact records updated.
Case Study – Events• Event Listings
Case Study – Events• Event Booking
Case Study – Job System
• IT company providing technical support
– Functionality for clients to log jobs via company web site
– Fully integrated with company’s core work management system
– Workflow to manage communication• Client gets emails acknowledging successful loggin of a job• Account manager gets an email• Production team sees the new work request in their queue• Updates send to the client as the work is actioned.
Case Study – Job System• Log work requests (cases)
Case Study – Job System• View work requests (Cases)
Summary• 3 Cases studies presented
– Film industry– Events management– Job system management
• Demonstrated the power of connecting SugarCRM with your web site
• Inspired you to think creatively about how your organisation extend the use of SugarCRM
Loaded Technologies• Software development company with 22 people
• Specialist SugarCRM integrator and partner since 2006
• SugarCRM services include:– Scoping and requirements consulting– SugarCRM implementation and configuration– Customizations– Training– Hosting
Loaded TechnologiesContact Details:
Address: Level 10, 80 Arthur St, North Sydney, NSW 2060
Email: [email protected]
Phone: 61 2 99547272 or +61 411 484251
SugarCon 2010San Francisco, CA