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Presented by   Allan Burstyn, Director of Web Services, See3 Civi User Group Meeting Case Study: “Friends of the Family”
Friends of the Family <ul><li>Maryland-based nonprofit that provides services and educational programs to children and par...
Their Needs <ul><li>New website design and content management system </li></ul><ul><ul><li>Solution: new design and Drupal...
Center Staff  Training Needs <ul><li>Emphasis on staff training </li></ul><ul><ul><li>Training requirements based on posit...
Training Solution <ul><li>Custom build training application integrated with CiviCRM </li></ul><ul><li>Training Requirement...
See3 Process <ul><li>Business Analysis </li></ul><ul><ul><li>Analyze current process and documentation </li></ul></ul><ul>...
 
 
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 <ul><li>Event Creation: Session Type and Target Audience Definition </li></ul><ul><li>Ce...
Training Events: Session Types and Audience Selection
Event Administration
CIVICRM + See3  Custom Development <ul><li>We built a custom training management system leveraging CIVICRM  </li></ul><ul>...
04/08/10 Questions?  Allan Burstyn Email:  [email_address] Phone:  773-784-7333 Web:  www.see3.net + Slidedeck and resourc...
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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.

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

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Transcript of "See3 at Civi User Group at 10NTC"

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