encompass project kickoff. agenda introductions overview of client team members overview of imodules...
DESCRIPTION
iModules Team Sales Katie Hudson Implementation Joe MathieuTRANSCRIPT
Encompass Project Kickoff
Agenda• Introductions
• Overview of Client Team Members• Overview of iModules Team Members
• Review Project Objectives• Review Implementation Process/Timeline• Next Steps
• Copy of Presentation• Follow-up Action Items
iModules Team• Sales
• Katie Hudson• Implementation
• Joe Mathieu
Project Objectives• Create a look and feel for your website that properly communicates
your organization’s mission, values, and spirit, while incorporating the functionality needed to engage your constituents.
• Increase participation and contributions to online giving.• Quickly and easily create and send targeted and personalized e-mail
communication.• Improve EHC’s event management to provide a better user
experience, increase attendance, improve promotion, and minimize administrative work.
• Provide an online environment for alumni, donors, mentors/mentees, clubs and chapters to network with each other and engage with your organization.
Project Objectives• Integration of data with Raiser’s Edge.• Share content from other departments/websites in order to
streamline processes, avoid duplication of efforts, and provide an engaging homepage for constituents.
• Empower your staff to easily maintain and update your website with the ability to create content and approve pages.
Implementation Methodology
Discovery Phase• Data collection – First couple weeks of the project
• -Identify project members to be added to Client Community• -Schedule date/time for data demonstration• -Global Configuration• -Design Form• -Identify URL(s) to be used• -Identify eCommerce provider• -Begin preparing marketing plan for launch of the site
Design Phase (Data) Data Design
• Data presentation with iModules data specialist and client data team (30-60 minutes)
→ Discuss import export process→ Discuss data mapping process
• Project Manager will deliver a sample data map prior to Data presentation call.
→ Client is responsible for returning completed data map and a corresponding csv data file within 2 weeks of presentation
Design Phase (Creative – iModules Design)• Creative design
• Custom (45-90 days)• Client fills out provided design book and returns to
iModules• 2 concepts delivered based on design book• Up to 2 rounds revisions possible on concepts• Requires client signoff on concept prior to iModules build
Design Phase (Global Config)• Global Configuration
• Define system configuration options to be setup in your Encompass site
→ Site name, login verbiage, email categories, etc…• Project Manager will send the Global Config document of
items covered.
Development Phase (Prototype)• Prototype
• Design created and applied to temporary URL → http://schoolname.imodules.com
• Database is built and data imported→ Verify all drop downs/multi-selects for correct values
• Profile/Login configuration built→ Verify login by going through as a test user to see the constituent experience.
• Community Configuration settings applied→ Verify all configuration options are set based on global configuration session.
• Build out solution with desired content/pages→ Build groups, email templates, events, news, etc…
• Finalize marketing plan for launch• Prepare for launch
Development Phase (Training/Build)• Training
• Modular ‘live’ training sessions are offered on the Client Community M-F.• Training tutorials on the Help Site (5-10 minute tutorials)
• Build Sessions at iModules Facility (KC)• Modular overviews • ** Modular and Tutorials should be done prior to coming for Build
Sessions• Hands on build time with application specialists and project manager
• Onsite Training/Build Sessions• Can be performed at Client location for an additional fee
Deployment Phase• Site Launch
• Verify all testing and changes are completed.• DNS Conversion
→ A-Record pointed to our IP Address• Site Announcement
→ Email Scheduled to be released→ Any additional announcements (print)
• Post Launch Support defined→ End user support for questions on login, etc.
Debrief Phase• Post Go Live
• Site announcement completed→Follow-up communication after launch
• Data import training scheduled
• Post Go Live Plan• Discuss support and account turnover process• Fill out and return Project Satisfaction Survey
Post Kickoff Call Action Items• Client Community
• Client identifies members to be added to iModules client community
→ First/Last Name, Title, Email Address• Project Plan
• Detailed project plan delivered with milestones/resources identified
• Project Checkpoints→ Design (Creative, Data and Community Configuration)
review→ Prototype and build session review
Contact Information• Implementation
• Project Manager→ Joe Mathieu, [email protected]→ 913-685-5258
• If I am out of the office: [email protected] • Post Implementation
• Application Support, [email protected]
Conclusion
• Questions?