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See3 at Civi User Group at 10NTC
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See3 at Civi User Group at 10NTC

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Allan Burstyn, Director of Web Services at See3 speaks about the "Friends of the Family" case study using CiviCRM tools integrated with Drupal. …

Allan Burstyn, Director of Web Services at See3 speaks about the "Friends of the Family" case study using CiviCRM tools integrated with Drupal.

More info: http://www.see3.net/web-design-and-development

Published in: Technology

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Transcript

  • 1. Presented by Allan Burstyn, Director of Web Services, See3 Civi User Group Meeting Case Study: “Friends of the Family”
  • 2. Friends of the Family
    • Maryland-based nonprofit that provides services and educational programs to children and parents throughout the state
    • 30+ centers
    • 100’s of center employees
  • 3. Their Needs
    • New website design and content management system
      • Solution: new design and Drupal CMS
    • Donation forms, email management, manage fundraising events
      • Solution: CiviCRM
  • 4. Center Staff Training Needs
    • Emphasis on staff training
      • Training requirements based on position and tenure
      • Different types of event registration based on center: Director vs. employee
      • Administrative control over every step
    • Current System
      • Manual, fax-based registration process
  • 5. Training Solution
    • Custom build training application integrated with CiviCRM
    • Training Requirements
      • Ability to create and manage training requirements associated with positions and tenure
    • Employee Training and Positions Tracking
      • Manage and track employee positions and associated training requirements.
    • Centers
      • Center staff and center-specific registration rules
    • Training Events
      • Complex training event registration and notification process
  • 6. See3 Process
    • Business Analysis
      • Analyze current process and documentation
      • Model future functionality through use cases and functional specifications
    • Proof of Concept Development
      • Wireframes
    • Iterative Development with Milestones
  • 7.  
  • 8.  
  • 9. Administration Landing Page
  • 10. Center Directory
  • 11. Training Requirement Management
  • 12. Training Requirements Management
  • 13. Profile Custom Fields
  • 14. Positions and Trainings: Calculate and Manage Trainings
  • 15. Employee Training Administration
  • 16. Training Event Registration Flow
    • Event Creation: Session Type and Target Audience Definition
    • Center-Based Registration Process
      • Event email notification based center configuration
    • Center-Level Event Registration Approval
    • FOF Admin Review and Approval
    • Post Event Auditing: Validating attendance and updates to training records
  • 17. Training Events: Session Types and Audience Selection
  • 18. Event Administration
  • 19. CIVICRM + See3 Custom Development
    • We built a custom training management system leveraging CIVICRM
    • The solution combines the power of a training /events management system and the power of the CiviCRM tools
  • 20. 04/08/10 Questions? Allan Burstyn Email: [email_address] Phone: 773-784-7333 Web: www.see3.net + Slidedeck and resources will be available at www.see3.net/event/2010-nonprofit-technology-conference

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