Version 2.0Tuesday, June 25, 13
VP of Strategic InitiativesEmail: kborchert@phase2technology.comKaren BorchertDrupal.org & Twitter: karenborchertTuesday, ...
James Carlson, Bucket BrigadeDan Adams, Layton Boulevard WestNeighborhoodsEmail: daniel@lbwn.orgOur Guests TodayTwitter: @...
Today’s Discussion• What is Open Atrium?• How do nonprofits use Open Atrium?• Getting Ready for your Open Atrium 2.0 Site•...
What is Open Atrium?Tuesday, June 25, 13
What is Open Atrium?Open Atrium is a collaboration platformdesigned to help organizations managetheir communications, team...
What does Atrium DO?Atrium has native features to support knowledge management,collaboration, and communication.But throug...
Features of Atrium 2.0• Security through access control for individuals, teams, and organizations• Discussions: moderated ...
Open Atrium Can Be Used To...• Manage projects and clients for a services company• Meet customers in a discussion forum• B...
How Do NonprofitsUse Open Atrium?Tuesday, June 25, 13
Who is Atrium For?Atrium 2.0 is for organizations withteams, clients, or affiliates who needa common platform to communicat...
Nonprofits can use Open Atrium to...• Manage multiple chapters or affiliates of the organization• Share best practices• Man...
An Atrium 2.0 Customer may have...• Multiple chapters, affiliates, franchises, or brands• Global, Regional, and Local commu...
like who?Tuesday, June 25, 13
Nonprofit Members PortalTuesday, June 25, 13
Nonprofit Members PortalpublicinformationTuesday, June 25, 13
Nonprofit Members PortalpublicinformationmemberdiscussionsTuesday, June 25, 13
Nonprofit Members Portalpublicinformationmemberdiscussionssocial sharingTuesday, June 25, 13
Collaboration for CoworkingTuesday, June 25, 13
Collaboration for CoworkingeventsTuesday, June 25, 13
Collaboration for CoworkingeventsdiscussionsTuesday, June 25, 13
Collaboration for Coworkingeventsdiscussionsmembers-onlyinformationTuesday, June 25, 13
Collaborative Journalism & Learning LabsTuesday, June 25, 13
Collaborative Journalism & Learning Labsgroup-levelaccessTuesday, June 25, 13
Collaborative Journalism & Learning Labsgroup-levelaccessresourcemanagementTuesday, June 25, 13
Collaborative Journalism & Learning Labsgroup-levelaccesspublic-facingnewsresourcemanagementTuesday, June 25, 13
Documentation & IntranetTuesday, June 25, 13
Documentation & Intranetsite & sectionmembersTuesday, June 25, 13
Documentation & Intranetsite & sectionmembersclear accesscontrolTuesday, June 25, 13
Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetsTuesday, June 25, 13
Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetspure DrupalTuesday, June 25, 13
Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetspure DrupalTuesday, June 25, 13
Colleges and UniversitiesTuesday, June 25, 13
Colleges and Universitiesmicrosites fordepartmentsTuesday, June 25, 13
Colleges and Universitiesmicrosites fordepartmentspublicinformationTuesday, June 25, 13
Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portalTuesday, June 25, 13
Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portalfacultyresourcesTuesday, June 25, 13
Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portaleventsfacultyresourcesTuesday, June 25, 13
Questions for our Guests• Why is collaboration so"ware important to your nonprofit?• What do you use Open Atrium to do?• W...
How to Set Up aNonprofit OpenAtrium SiteTuesday, June 25, 13
Step 1: Understand abit about the structureTuesday, June 25, 13
Spaces• A "Space" is a subset of contentwithin your Open Atrium instancethat is shared among a collectionof users (members...
Sections• A "Section" is a collection ofcontent within a specific "Space"that is tightly related, or private toa specific ...
Members• Spaces have Users assigned to themcalled “Members”.  • “Members” can have specialpermissions, such as Edit andCre...
Groups• A "Group" is a collection of userswith related roles or interests thanspan across multiple Spaces.  • A "Group" ca...
Teams• A "Team" is an ad-hoc collection ofusers within a specific Space thatshare a related purpose.  • "Teams" are used t...
Step 2: Map out yourwork & peopleTuesday, June 25, 13
Nonprofits should consider...Tuesday, June 25, 13
Nonprofits should consider...• Who are your people?Tuesday, June 25, 13
Nonprofits should consider...• Who are your people?• How do they interact?Tuesday, June 25, 13
Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?Tuesday, June 25,...
Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?• What is needed ...
Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?• What is needed ...
Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?• What is needed ...
Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?• What is needed ...
Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?• What is needed ...
Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?• What is needed ...
Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?• What is needed ...
Mapping it outTuesday, June 25, 13
Mapping it outTuesday, June 25, 13
Mapping it outTuesday, June 25, 13
Mapping it outTuesday, June 25, 13
Mapping it outTuesday, June 25, 13
Mapping it outspaceTuesday, June 25, 13
Mapping it outspacesections!Tuesday, June 25, 13
Mapping it outspacesections!groupsTuesday, June 25, 13
Mapping it outspacesections!groupsteamsTuesday, June 25, 13
Many Levels of Collaboration:Tuesday, June 25, 13
Many Levels of Collaboration:Tuesday, June 25, 13
Many Levels of Collaboration:Tuesday, June 25, 13
Many Levels of Collaboration:Tuesday, June 25, 13
Title TextTuesday, June 25, 13
Title TextspaceTuesday, June 25, 13
Title Textspacesections!Tuesday, June 25, 13
Title Textspacesections!Tuesday, June 25, 13
Title TextTuesday, June 25, 13
Title TextTuesday, June 25, 13
Title TextspaceTuesday, June 25, 13
Title TextspacesectionsTuesday, June 25, 13
Title TextspacesectionsgroupsTuesday, June 25, 13
Title TextspacesectionsgroupsteamsTuesday, June 25, 13
Step 3: Take it toOpen Atrium!Tuesday, June 25, 13
How to Get StartedTuesday, June 25, 13
Take it for a spin!getpantheon.comTuesday, June 25, 13
Email: openatrium@phase2technology.comConnect with us:IRC: #open-atriumTwitter: @openatriumTuesday, June 25, 13
PHASE2TECHNOLOGY.COMTuesday, June 25, 13
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Open Atrium 2.0: Powerful Tools for Nonprofits

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For nonprofits, trying to manage multiple teams, chapters or affiliates and sharing information among them is vital to achieving your mission. In our Open Atrium for Nonprofits webinar, you will learn how Open Atrium -- a powerful Open Source software platform -- can make collaboration easier and more effective for you and your teams by providing teams a place to discuss ideas, share documents, and coordinate meetings and events.
Tuesday June 25, the Open Atrium team from Phase2 hosted a webinar for nonprofits interested in Open Atrium 2.0. We were joined by long-time nonprofit Open Atrium users Dan Adams from Layton Boulevard West Neighborhoods in Milwaukee, Wisconsin, and James Carlson from Bucket Brigade. This presentation includes a demo of Open Atrium 2.0 and discussion about:
* How nonprofits have used Open Atrium to manage their teams and work collaboratively
* How Open Atrium 2.0 can help nonprofits create an intranet, member portal, or project management site
* How to get started trying out Open Atrium and making it work for your organization

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Open Atrium 2.0: Powerful Tools for Nonprofits

  1. 1. Version 2.0Tuesday, June 25, 13
  2. 2. VP of Strategic InitiativesEmail: kborchert@phase2technology.comKaren BorchertDrupal.org & Twitter: karenborchertTuesday, June 25, 13
  3. 3. James Carlson, Bucket BrigadeDan Adams, Layton Boulevard WestNeighborhoodsEmail: daniel@lbwn.orgOur Guests TodayTwitter: @laytonblvdEmail: james@bucketb.comTwitter: @bucketbTuesday, June 25, 13
  4. 4. 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 StartedTuesday, June 25, 13
  5. 5. What is Open Atrium?Tuesday, June 25, 13
  6. 6. What is Open Atrium?Open Atrium is a collaboration platformdesigned to help organizations managetheir communications, teams, andknowledge.Tuesday, June 25, 13
  7. 7. What does Atrium DO?Atrium has native features to support knowledge management,collaboration, and communication.But through its pluggable framework, can also be extended tointegrate with enterprise-level applications focusing on projecttracking (like JIRA), time tracking (like Harvest, AtTask, or OpenAir),wikis (like Confluence), and asset management (like Alfresco andSharepoint).Tuesday, June 25, 13
  8. 8. 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 LayoutTuesday, June 25, 13
  9. 9. 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 informationfor business to business knowledge managementTuesday, June 25, 13
  10. 10. How Do NonprofitsUse Open Atrium?Tuesday, June 25, 13
  11. 11. Who is Atrium For?Atrium 2.0 is for organizations withteams, clients, or affiliates who needa common platform to communicate,collaborate, and manage knowledge.Tuesday, June 25, 13
  12. 12. 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 calendarsTuesday, June 25, 13
  13. 13. 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 clientsTuesday, June 25, 13
  14. 14. like who?Tuesday, June 25, 13
  15. 15. Nonprofit Members PortalTuesday, June 25, 13
  16. 16. Nonprofit Members PortalpublicinformationTuesday, June 25, 13
  17. 17. Nonprofit Members PortalpublicinformationmemberdiscussionsTuesday, June 25, 13
  18. 18. Nonprofit Members Portalpublicinformationmemberdiscussionssocial sharingTuesday, June 25, 13
  19. 19. Collaboration for CoworkingTuesday, June 25, 13
  20. 20. Collaboration for CoworkingeventsTuesday, June 25, 13
  21. 21. Collaboration for CoworkingeventsdiscussionsTuesday, June 25, 13
  22. 22. Collaboration for Coworkingeventsdiscussionsmembers-onlyinformationTuesday, June 25, 13
  23. 23. Collaborative Journalism & Learning LabsTuesday, June 25, 13
  24. 24. Collaborative Journalism & Learning Labsgroup-levelaccessTuesday, June 25, 13
  25. 25. Collaborative Journalism & Learning Labsgroup-levelaccessresourcemanagementTuesday, June 25, 13
  26. 26. Collaborative Journalism & Learning Labsgroup-levelaccesspublic-facingnewsresourcemanagementTuesday, June 25, 13
  27. 27. Documentation & IntranetTuesday, June 25, 13
  28. 28. Documentation & Intranetsite & sectionmembersTuesday, June 25, 13
  29. 29. Documentation & Intranetsite & sectionmembersclear accesscontrolTuesday, June 25, 13
  30. 30. Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetsTuesday, June 25, 13
  31. 31. Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetspure DrupalTuesday, June 25, 13
  32. 32. Documentation & Intranetsite & sectionmembersclear accesscontrolmedia assetspure DrupalTuesday, June 25, 13
  33. 33. Colleges and UniversitiesTuesday, June 25, 13
  34. 34. Colleges and Universitiesmicrosites fordepartmentsTuesday, June 25, 13
  35. 35. Colleges and Universitiesmicrosites fordepartmentspublicinformationTuesday, June 25, 13
  36. 36. Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portalTuesday, June 25, 13
  37. 37. Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portalfacultyresourcesTuesday, June 25, 13
  38. 38. Colleges and Universitiesmicrosites fordepartmentspublicinformationstudent portaleventsfacultyresourcesTuesday, June 25, 13
  39. 39. 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 yourorganization works?• What features do you hope to see in Open Atrium in thefuture?Tuesday, June 25, 13
  40. 40. How to Set Up aNonprofit OpenAtrium SiteTuesday, June 25, 13
  41. 41. Step 1: Understand abit about the structureTuesday, June 25, 13
  42. 42. Spaces• A "Space" is a subset of contentwithin your Open Atrium instancethat is shared among a collectionof users (members).  • A "Space" can be used for aProject, Department, Microsite orany other collection of relatedcontent and people.• It is an “Organic Group” contenttype. (no relation to Spacesmodule)Tuesday, June 25, 13
  43. 43. Sections• A "Section" is a collection ofcontent within a specific "Space"that is tightly related, or private toa specific set of users.  • A "Section" can be used forspecific working areas within aSpace, such as a Discussion orWiki.  • A "Section" can be assignedspecific access controls to limit itsvisibility.Tuesday, June 25, 13
  44. 44. Members• Spaces have Users assigned to themcalled “Members”.  • “Members” can have specialpermissions, such as Edit andCreate access.Space MembersTuesday, June 25, 13
  45. 45. Groups• A "Group" is a collection of userswith related roles or interests thanspan across multiple Spaces.  • A "Group" can represent a specificcompany or organization, or it canrepresent a common role, such as"project managers" or "developers". • Groups are used to assign accesscontrol to specific Sections withinSpaces. • Groups are used for Notifications.Tuesday, June 25, 13
  46. 46. Teams• A "Team" is an ad-hoc collection ofusers within a specific Space thatshare a related purpose.  • "Teams" are used to assign privateaccess control to specific Sectionswithin Spaces.  • "Groups" extend beyond individualSpaces whereas “Teams” arespecific to a particular Space. • Teams are used for Notifications.Tuesday, June 25, 13
  47. 47. Step 2: Map out yourwork & peopleTuesday, June 25, 13
  48. 48. Nonprofits should consider...Tuesday, June 25, 13
  49. 49. Nonprofits should consider...• Who are your people?Tuesday, June 25, 13
  50. 50. Nonprofits should consider...• Who are your people?• How do they interact?Tuesday, June 25, 13
  51. 51. Nonprofits should consider...• Who are your people?• How do they interact?• What is the work that you do?Tuesday, June 25, 13
  52. 52. 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?Tuesday, June 25, 13
  53. 53. 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 accomplishthat work?Tuesday, June 25, 13
  54. 54. 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 accomplishthat work?• Program managers, volunteersTuesday, June 25, 13
  55. 55. 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 accomplishthat work?• Program managers, volunteers• Plan shi"s, volunteer for shi"sTuesday, June 25, 13
  56. 56. 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 accomplishthat work?• Program managers, volunteers• Plan shi"s, volunteer for shi"s• Tutor kids, report resultsTuesday, June 25, 13
  57. 57. 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 accomplishthat work?• Program managers, volunteers• Plan shi"s, volunteer for shi"s• Tutor kids, report results• Place to discuss; shared calendarTuesday, June 25, 13
  58. 58. 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 accomplishthat 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 acalendar to coordinate volunteerneeds and schedule shi"sTuesday, June 25, 13
  59. 59. Mapping it outTuesday, June 25, 13
  60. 60. Mapping it outTuesday, June 25, 13
  61. 61. Mapping it outTuesday, June 25, 13
  62. 62. Mapping it outTuesday, June 25, 13
  63. 63. Mapping it outTuesday, June 25, 13
  64. 64. Mapping it outspaceTuesday, June 25, 13
  65. 65. Mapping it outspacesections!Tuesday, June 25, 13
  66. 66. Mapping it outspacesections!groupsTuesday, June 25, 13
  67. 67. Mapping it outspacesections!groupsteamsTuesday, June 25, 13
  68. 68. Many Levels of Collaboration:Tuesday, June 25, 13
  69. 69. Many Levels of Collaboration:Tuesday, June 25, 13
  70. 70. Many Levels of Collaboration:Tuesday, June 25, 13
  71. 71. Many Levels of Collaboration:Tuesday, June 25, 13
  72. 72. Title TextTuesday, June 25, 13
  73. 73. Title TextspaceTuesday, June 25, 13
  74. 74. Title Textspacesections!Tuesday, June 25, 13
  75. 75. Title Textspacesections!Tuesday, June 25, 13
  76. 76. Title TextTuesday, June 25, 13
  77. 77. Title TextTuesday, June 25, 13
  78. 78. Title TextspaceTuesday, June 25, 13
  79. 79. Title TextspacesectionsTuesday, June 25, 13
  80. 80. Title TextspacesectionsgroupsTuesday, June 25, 13
  81. 81. Title TextspacesectionsgroupsteamsTuesday, June 25, 13
  82. 82. Step 3: Take it toOpen Atrium!Tuesday, June 25, 13
  83. 83. How to Get StartedTuesday, June 25, 13
  84. 84. Take it for a spin!getpantheon.comTuesday, June 25, 13
  85. 85. Email: openatrium@phase2technology.comConnect with us:IRC: #open-atriumTwitter: @openatriumTuesday, June 25, 13
  86. 86. PHASE2TECHNOLOGY.COMTuesday, June 25, 13
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