OA for membership organizations

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  • 1. Using Open Atrium in Membership Organizations Wednesday, May 14, 14
  • 2. EVP, Strategy Email: kborchert@phase2technology.com Karen Borchert Twitter: @openatrium @karenborchert @phase2 Phase2 Wednesday, May 14, 14
  • 3. What is Open Atrium? Wednesday, May 14, 14
  • 4. Open Atrium is open source collaboration software used to build intranets, portals, & collaboration platforms for organizations. Wednesday, May 14, 14
  • 5. Features! Wednesday, May 14, 14
  • 6. Nonprofit Members Portal Wednesday, May 14, 14
  • 7. Nonprofit Members Portal public information Wednesday, May 14, 14
  • 8. Nonprofit Members Portal public information member discussions Wednesday, May 14, 14
  • 9. Nonprofit Members Portal public information member discussions social sharing Wednesday, May 14, 14
  • 10. Collaboration for Coworking Wednesday, May 14, 14
  • 11. Collaboration for Coworking events Wednesday, May 14, 14
  • 12. Collaboration for Coworking events discussions Wednesday, May 14, 14
  • 13. Collaboration for Coworking events discussions members-only information Wednesday, May 14, 14
  • 14. Collaborative Journalism & Learning Labs Wednesday, May 14, 14
  • 15. Collaborative Journalism & Learning Labs group-level access Wednesday, May 14, 14
  • 16. Collaborative Journalism & Learning Labs group-level access resource management Wednesday, May 14, 14
  • 17. Collaborative Journalism & Learning Labs group-level access public-facing news resource management Wednesday, May 14, 14
  • 18. Documentation & Intranet Wednesday, May 14, 14
  • 19. Documentation & Intranet site & section members Wednesday, May 14, 14
  • 20. Documentation & Intranet site & section members clear access control Wednesday, May 14, 14
  • 21. Documentation & Intranet site & section members clear access control media assets Wednesday, May 14, 14
  • 22. Documentation & Intranet site & section members clear access control media assets pure Drupal Wednesday, May 14, 14
  • 23. Documentation & Intranet site & section members clear access control media assets pure Drupal Wednesday, May 14, 14
  • 24. Colleges and Universities Wednesday, May 14, 14
  • 25. Colleges and Universities microsites for departments Wednesday, May 14, 14
  • 26. Colleges and Universities microsites for departments public information Wednesday, May 14, 14
  • 27. Colleges and Universities microsites for departments public information student portal Wednesday, May 14, 14
  • 28. Colleges and Universities microsites for departments public information student portal faculty resources Wednesday, May 14, 14
  • 29. Colleges and Universities microsites for departments public information student portal events faculty resources Wednesday, May 14, 14
  • 30. So, why membership organizations? Wednesday, May 14, 14
  • 31. Wednesday, May 14, 14
  • 32. How to think about a member site Wednesday, May 14, 14
  • 33. Groups are for people. Spaces are for work.“ ” Wednesday, May 14, 14
  • 34. Your OA site accommodates anyone from the anonymous internet user to collections of members on your site. Open Atrium ships with the following types of content: Open Atrium 2 Building Blocks DOCUMENTS EVENTS DISCUSSIONS WORKTRACKER ContentPermissionsStructurePeople PUBLIC PRIVATE MIXED-MODE + Control who has access to what content from the individual member to multiple groups of users. OA lets you build the information architecture that meets the need of your content. TEAM MEMBER GROUP SECTION SUB-SPACE SPACE Wednesday, May 14, 14
  • 35. Your OA site accommodates anyone from the anonymous internet user to collections of members on your site. PermisStructurePeople PUBLIC PRIVATE MIXED-M + Control who has acces the individual member users. OA lets you build the information architecture that meets the need of your content. TEAM MEMBER GROUP SECTION SUB-SPACE SPACE Your OA site accommodates anyone from the anonymous internet user to collections of members on your site. PeStructurePeople + Control who the individua users. OA lets you build the information architecture that meets the need of your content. TEAM MEMBER GROUP SECTION SUB-SPACE SPACE Wednesday, May 14, 14
  • 36. So, a chapter-based organization... Wednesday, May 14, 14
  • 37. So, a chapter-based organization... • Who are your people? Wednesday, May 14, 14
  • 38. So, a chapter-based organization... • Who are your people? • How do they interact? Wednesday, May 14, 14
  • 39. So, a chapter-based organization... • Who are your people? • How do they interact? • What is the work that you do? Wednesday, May 14, 14
  • 40. So, a chapter-based organization... • Who are your people? • How do they interact? • What is the work that you do? • What is needed to do that work? Wednesday, May 14, 14
  • 41. So, a chapter-based organization... • 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? Wednesday, May 14, 14
  • 42. So, a chapter-based organization... • 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 Wednesday, May 14, 14
  • 43. So, a chapter-based organization... • 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 Wednesday, May 14, 14
  • 44. So, a chapter-based organization... • 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 Wednesday, May 14, 14
  • 45. So, a chapter-based organization... • 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 Wednesday, May 14, 14
  • 46. So, a chapter-based organization... • 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 Wednesday, May 14, 14
  • 47. Title Text Wednesday, May 14, 14
  • 48. Title Text space Wednesday, May 14, 14
  • 49. Title Text space sections! Wednesday, May 14, 14
  • 50. Title Text space sections! Wednesday, May 14, 14
  • 51. Title Text Wednesday, May 14, 14
  • 52. Title Text Wednesday, May 14, 14
  • 53. Title Text space Wednesday, May 14, 14
  • 54. Title Text space sections Wednesday, May 14, 14
  • 55. Title Text space sections groups Wednesday, May 14, 14
  • 56. Title Text space sections groups teams Wednesday, May 14, 14
  • 57. An alumni organization might be... Wednesday, May 14, 14
  • 58. An alumni organization might be... • Who are your people? Wednesday, May 14, 14
  • 59. An alumni organization might be... • Who are your people? • How do they interact? Wednesday, May 14, 14
  • 60. An alumni organization might be... • Who are your people? • How do they interact? • What is the work that you do? Wednesday, May 14, 14
  • 61. An alumni organization might be... • Who are your people? • How do they interact? • What is the work that you do? • What is needed to do that work? Wednesday, May 14, 14
  • 62. An alumni organization might be... • 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? Wednesday, May 14, 14
  • 63. An alumni organization might be... • 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? • Alumni, Alum board members Wednesday, May 14, 14
  • 64. An alumni organization might be... • 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? • Alumni, Alum board members • Meet up, network, find jobs Wednesday, May 14, 14
  • 65. An alumni organization might be... • 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? • Alumni, Alum board members • Meet up, network, find jobs • Engage alumni, raise funds Wednesday, May 14, 14
  • 66. An alumni organization might be... • 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? • Alumni, Alum board members • Meet up, network, find jobs • Engage alumni, raise funds • Events calendar, Discussion, jobs board Wednesday, May 14, 14
  • 67. An alumni organization might be... • 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? • Alumni, Alum board members • Meet up, network, find jobs • Engage alumni, raise funds • Events calendar, Discussion, jobs board • Meet up in person, Seek & pursue job opportunities, discuss Wednesday, May 14, 14
  • 68. Get Started! Wednesday, May 14, 14
  • 69. Give it a Try! • Open Atrium is an open source distribution of Drupal code. • It is free to download to anyone. (drupal.org/project/openatrium) • Installing the code from Drupal requires technical knowledge and an understanding of Drupal. • Less-technical teams can try out Open Atrium in a hosted environment, like on Pantheon. (getpantheon.com) • A developer team can help you use or customize it. Wednesday, May 14, 14
  • 70. Within a section Your OA site accommodates anyone from the anonymous internet user to collections of members on your site. Open Atrium ships with the following types of content: + SECTION SECTION SECTION HTML Pages Events Discussions SECTION SECTIONSECTION e C n SUB-SPACE SPACESPACE e Re e SUB-SPACE ACME HR Open Atrium 2 Building Blocks A Case Study DOCUMENTS EVENTS DISCUSSIONS WORKTRACKER ContentPermissionsStructurePeople PUBLIC PRIVATE MIXED-MODE + Control who has access to what content from the individual member to multiple groups of users. OA lets you build the information architecture that meets the need of your content. TEAM MEMBER GROUP SECTION SUB-SPACE SPACE Worktracker Registered users of the ACME INTRANET ACME's HR employees with access to multiple spaces ACME's leadership with access to multiple spaces GROUP GROUPMEMBERS Executives HR Department Works on new policies in a restricted section TEAM Policy WritersEmployees + SUB-SPACE Atrium Docs & Videos docs.openatrium.com vimeo.com/phase2 slideshare.net/phase2technology Read & Watch Wednesday, May 14, 14
  • 71. Roadmap Jumpstart Igniter 1-day of consulting with a product and experience expert. Perfect for stakeholders, site owners, and site builders. 1-day of training for site builders with a technical expert. Combine the Roadmap and Jumpstart programs for an in- depth 2-day strategy and implementation session for your organization. You’ll Learn How to... Use OA ‘s key features Use the OA structure Identify your audiences and key uses Create groups, teams, spaces, and sections Customize OA’s look and feel Configure key features for your use You’ll Get... Working roadmap document Course materials Price $7,500 $7,500 $13,000 (you save $2K!) contact info@openatrium.com Jumpstart! Wednesday, May 14, 14
  • 72. Wednesday, May 14, 14