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See3 at Civi User Group at 10NTC
 

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

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    See3 at Civi User Group at 10NTC See3 at Civi User Group at 10NTC Presentation Transcript

    • Presented by Allan Burstyn, Director of Web Services, See3 Civi User Group Meeting Case Study: “Friends of the Family”
    • 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
    • Their Needs
      • New website design and content management system
        • Solution: new design and Drupal CMS
      • Donation forms, email management, manage fundraising events
        • Solution: CiviCRM
    • 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
    • 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
    • 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
    •  
    •  
    • Administration Landing Page
    • Center Directory
    • Training Requirement Management
    • Training Requirements Management
    • Profile Custom Fields
    • Positions and Trainings: Calculate and Manage Trainings
    • Employee Training Administration
    • 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
    • Training Events: Session Types and Audience Selection
    • Event Administration
    • 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
    • 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