open atrium 2.0: powerful tools for nonprofits

Version 2.0

Tuesday, June 25, 13

VP of Strategic Initiatives

Email: [email protected]

Karen Borchert

Drupal.org & Twitter: karenborchert


mailto:[email protected]


James Carlson, Bucket Brigade

Dan Adams, Layton Boulevard West NeighborhoodsEmail: [email protected]

Our Guests Today

Twitter: @laytonblvd


Twitter: @bucketb


http://lbwn.org/

http://lbwn.org/

http://lbwn.org/

http://lbwn.org/









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


What is Open Atrium?


What is Open Atrium?

Open Atrium is a collaboration platform

designed to help organizations manage

their communications, teams, and

knowledge.


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).


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


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


How Do Nonprofits Use Open Atrium?


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.


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


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


like who?


Nonprofit Members Portal



public information



public information

member discussions



public information

member discussions

social sharing


Collaboration for Coworking



events



events

discussions



events

discussionsmembers-only information


Collaborative Journalism & Learning Labs



group-level access



group-level access

resource management



group-level access

public-facing news

resource management


Documentation & Intranet



site & section members




clear access control





media assets





media assets

pure Drupal


Colleges and Universities



microsites for departments




public information




public information

student portal




public information

student portal

faculty resources




public information

student portal

events

faculty resources


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?


How to Set Up a Nonprofit Open

Atrium Site


Step 1: Understand a bit about the structure


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)


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.


Members• Spaces have Users assigned to them

called “Members”.

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

Space Members


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.


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.


Step 2: Map out your work & people


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











• Place to discuss; shared calendar

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


Mapping it out


Mapping it out

space


Mapping it out

spacesections!


Mapping it out

spacesections!

groups


Mapping it out

spacesections!

groups

teams


Many Levels of Collaboration:


Title Text


Title Text

space


Title Text

space

sections!


Title Text


Title Text

space


Title Text

space

sections


Title Text

space

sections

groups


Title Text

space

sections

groups

teams


Step 3: Take it to Open Atrium!


How to Get Started


Take it for a spin!

getpantheon.comTuesday, June 25, 13


Connect with us:

IRC: #open-atrium

Twitter: @openatrium








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open atrium 2.0: powerful tools for nonprofits

Technology

features of atrium

nonprofitsuse open atrium

collaboration soware

multiple chapters

documentation intranettuesday

multiple oices

multiple campaigns

private knowledge management