0
Running a Small
Business with Plone
    Sally Kleinfeldt, Jazkarta
Jazkarta
• Open source technology web applications
• Hosted solutions, consulting services,
  training and support
• Plone...
Plone Is Our Business

• Our income is mostly from Plone-based
  products and services
• We use our own products and servi...
Aspects of
   Running a Business

• Operations
• Marketing/Sales
• Customers
Operations

• Finance, records
 • Quickbooks (traditional)
• Day to day work environment
 • Home offices, shared work space...
Work Environment
• Distributed work environment makes
  communication and collaboration key
 • Email
 • Chat
 • Calendars
...
Google Apps
• Jazkarta.com domain
• Gmail, chat, calendar, docs/spreadsheets,
  sites, start page
• Search across all pers...
Gmail:
Good UI, Great Search
Google Calendar:
Supports iCal Standard
Google Docs:
For Staff & Customers
Google Docs:
Collaborative Editing
Google Docs:
Spreadsheet to Form
Google Docs:
Offline with Gears
Dropbox:
Shared Filesystem
Google Start Page:
Personal Dashboard
Google Sites:
Company Intranet
Google Apps


• What does this have to do with Plone?
Google Apps + Plone

• Rich APIs for integration
 • Embed a Google Doc form on a page
 • Import Google Calendar to Plone
 ...
Marketing & Sales
• Internet plus word of mouth
 • Website
 • Ads
 • Emails
• Managing customer relations
• Managing sales
Website:
              Plone
• Full featured content management system
• Rich content with a marketing slant -
  products,...
Plone Hosting

• Requirements
 • Reliability
 • Scalability
 • Ease of management
Plone in the Cloud
• Hosted on Amazon EC2
• Buildout and fabric for deployment
• Data.fs and Apache logs use Elastic Block...
Advertising:
Google Adwords
Emails:
Vertical Response
CRM:
           Salesforce

• Best of breed hosted solution (SaaS)
• Powerful API that promotes integration
• Manage conta...
Salesforce
      Out of the Box
• Gmail - email Contacts
• Google Docs - associate proposals,
  contracts with Accounts
• ...
Salesforce + Plone

• Salesforce Connector
• PloneFormGen
• SalesForceAdapter
• For details see Andrew Burkhalter’s talk a...
Plone - Salesforce - VR
       Example
• Plone form to capture prospective
  customer’s interest
• Data goes into customiz...
Customers

• Flexible scope projects using agile
  methodologies
• Multiple customers, projects, developers,
  project man...
Project Management:
     ClueMapper
• Super-charged Trac across multiple projects
• Hosted on Amazon EC2
• Personal dashbo...
ClueMapper:
         Future Plans
• Integrate with 3rd party time tracking
  products
  • Harvest (Hosted solution)
  • Sl...
Conclusion

• Plone + Salesforce + Google Apps +
  ClueMapper makes a powerful combination
• Use Plone for the things it d...
Questions?


  sallly@jazkarta
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
Running a Small Business with Plone
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Running a Small Business with Plone

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Sally Kleinfeldt's presentation at the Plone Conference 2008 in Washington DC about using Plone, a leading open source content management system, to run a small business.

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Transcript of "Running a Small Business with Plone"

  1. 1. Running a Small Business with Plone Sally Kleinfeldt, Jazkarta
  2. 2. Jazkarta • Open source technology web applications • Hosted solutions, consulting services, training and support • Plone, Zope, Python experts • Three full time, 5+ part time staff • Staff distributed across multiple locations
  3. 3. Plone Is Our Business • Our income is mostly from Plone-based products and services • We use our own products and services to run our business
  4. 4. Aspects of Running a Business • Operations • Marketing/Sales • Customers
  5. 5. Operations • Finance, records • Quickbooks (traditional) • Day to day work environment • Home offices, shared work spaces (no bricks and mortar)
  6. 6. Work Environment • Distributed work environment makes communication and collaboration key • Email • Chat • Calendars • Document management
  7. 7. Google Apps • Jazkarta.com domain • Gmail, chat, calendar, docs/spreadsheets, sites, start page • Search across all personal content • Standard Edition free, Premier Edition $50/user/year • Education, non-profits get special deals
  8. 8. Gmail: Good UI, Great Search
  9. 9. Google Calendar: Supports iCal Standard
  10. 10. Google Docs: For Staff & Customers
  11. 11. Google Docs: Collaborative Editing
  12. 12. Google Docs: Spreadsheet to Form
  13. 13. Google Docs: Offline with Gears
  14. 14. Dropbox: Shared Filesystem
  15. 15. Google Start Page: Personal Dashboard
  16. 16. Google Sites: Company Intranet
  17. 17. Google Apps • What does this have to do with Plone?
  18. 18. Google Apps + Plone • Rich APIs for integration • Embed a Google Doc form on a page • Import Google Calendar to Plone Calendar • More examples later
  19. 19. Marketing & Sales • Internet plus word of mouth • Website • Ads • Emails • Managing customer relations • Managing sales
  20. 20. Website: Plone • Full featured content management system • Rich content with a marketing slant - products, services, news, team, case studies, newsletters, blog posts, etc. • Many add-ons • Secure, robust • Plone provides our public persona
  21. 21. Plone Hosting • Requirements • Reliability • Scalability • Ease of management
  22. 22. Plone in the Cloud • Hosted on Amazon EC2 • Buildout and fabric for deployment • Data.fs and Apache logs use Elastic Block Storage • Backups use S3 storage • 5 virtual servers: Apache/Pound/Varnish, ZEO, 3 clients
  23. 23. Advertising: Google Adwords
  24. 24. Emails: Vertical Response
  25. 25. CRM: Salesforce • Best of breed hosted solution (SaaS) • Powerful API that promotes integration • Manage contacts, leads, accounts, campaigns, business opportunities
  26. 26. Salesforce Out of the Box • Gmail - email Contacts • Google Docs - associate proposals, contracts with Accounts • Google Adwords - integrate with Campaigns • Vertical Response - email Leads • PayPal - pay for products
  27. 27. Salesforce + Plone • Salesforce Connector • PloneFormGen • SalesForceAdapter • For details see Andrew Burkhalter’s talk at 9:30 Thursday
  28. 28. Plone - Salesforce - VR Example • Plone form to capture prospective customer’s interest • Data goes into customized Salesforce Lead • Add Leads to Campaign • Send targeted information to Leads - training announcements, product announcements, newsletters
  29. 29. Customers • Flexible scope projects using agile methodologies • Multiple customers, projects, developers, project managers
  30. 30. Project Management: ClueMapper • Super-charged Trac across multiple projects • Hosted on Amazon EC2 • Personal dashboard showing all projects • Enhanced web-based management • AJAX UI for entering time • Lightning Talk today
  31. 31. ClueMapper: Future Plans • Integrate with 3rd party time tracking products • Harvest (Hosted solution) • SlimTimer (Trac plugin) • Integrate time tracking with QuickBooks
  32. 32. Conclusion • Plone + Salesforce + Google Apps + ClueMapper makes a powerful combination • Use Plone for the things it does well • Integrate other best of breed components • Choose the right tool for the task
  33. 33. Questions? sallly@jazkarta
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