See3 at Civi User Group at 10NTC

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

http://www.see3.net	15
http://net2.netivism.tw	3
http://nettuesday.tw	2

See3 at Civi User Group at 10NTC

by See3 Communications on Apr 12, 2010

Accessibility

Categories

Tags

Upload Details

Usage Rights

3 Embeds 20

Statistics

See3 at Civi User Group at 10NTC — Presentation Transcript