CMS Expo - What About Plone? April 2009 - Presentation Transcript
CMS Expo Learning &
Business Conference
What About Plone CMS?
Brett Wangman
President, The Center for Association Growth
brettw@tcag.com
www.tcag.com
Topics We’ll Cover Today
• Who Am I, Who Are You, Why Are We Here?
• Definitions We Need To Start With
• Real World Usage of Plone within Associations
– Small associations built entirely on Plone
– Large associations using Plone for public web site and
members only area
– Workflow intensive applications
• OPENAssociations
• Looking Forward
2
Who Am I?
• Work (Currently)
– President, The Center for Association Growth (Association Management)
– Founder, OPENAssociations (Technology Solution Provider)
• Work (Previously)
– VP Communications, OutStart (e-Learning)
– VP Marketing, Participate Systems (Online Community Management)
– VP Marketing, Neodesic (CRM and Online Community)
– Advertising Director, Andrew Corporation (Wireless Infrastructure Mfg)
– Account Director, Zylke and Associates (Business to Business Marketing Agency)
• Education
– BA, English, University of Michigan
– MS, Managerial Communications, Northwestern University
• Personally
– Married, father of 2, live in Chicago
– Reading: 1) eMyth Revealed 2) Team of Rivals 3) Walking the Bible
3
Who Are You?
• •
Content Administrator? Systems Administrator?
• •
Project Manager? UI Designer?
• •
Content Creator? Entrepreneur?
• •
Software Developer? Student?
• •
Art Director? Association Leader?
• Writer?
4
Why Are We Here?
• Love for or Interest in Open Source
• Love for or Interest in Content Management
• Vested Interest in One or More of the Leading
Open Source Content Management Systems
• Love for or Interest in Associations/Non-Profits
• Looking for New Markets and New Customers
for Our Unique Skills
5
Definitions
• Associations
• Association Management Company (AMC)
• Association Technology Platform
• Association Management System (AMS)
• Open Source within Associations
6
Associations
• Official definition by IRS: “In general, an association
is a group of persons banded together for a specific
purpose.”
• Two main types
– Section 501(c)(6)
• trade associations, and individual membership organizations or
professional societies
• 86,054 trade and professional associations
– Section 501(c)(3)
• philanthropic organizations
• 1,010,365 philanthropic or charitable organizations
7
Examples of 501(c)(6) Associations
• Legal Marketing Association (LMA)
• International Association of
Rehabilitation Professionals (IARP)
• Association of Strategic Alliance
Professionals (ASAP)
• Commission on Accreditation of
Ambulance Services (CAAS)
8
Why Do People Join Associations?
• Education / professional development
• Information, research, statistics
• Standards, codes of ethics, certification
• Forum (face-to-face or virtual) to discuss common problems
and solutions
• Service / mission oriented – volunteerism and community
service
• Provide a community, network, “home”, identity, participation
* Benefits from ASAE web site
9
Association Management Company (AMC)
• AMCs are for-profit businesses that provide professional
management and administrative services to associations.
• An AMC provides a centralized office that serves as the client
association’s headquarters.
• All overhead costs are then shared between the AMC's
various clients, increasing each association's resources and
capabilities without major capital investment.
• Due to the shared resources, specialists are drawn from the
personnel pool and are assigned on an as-needed basis.
10
Association Technology Platform
11
Association Management System
• An association management system (AMS) is a computerized
system which provides a non-profit organization basic
database features to run its operations, such as member
services, dues, event management, communications, product
databases and fundraising.
• Typically, an AMS will be linked to an association's public-
facing website so that members and customers may interact
with the association. These interactions may include
purchasing memberships, products, events, and more.
*Definition from Wikipedia
12
Open Source and/or Free Software
Services Used Within Associations
• Content Management
• LAMP (Linux, Apache, MySQL/mSQL and
Perl/PHP/Python)
• Google Analytics
• Google Docs
• Email
• Others???
13
Association Opportunities for Plone
14
Public Web site - Associations
• •
Content pages Event Registration
• •
News Content Purchase
• •
Events Vendor Directories
• •
Leadership Featured content
• •
Education Offerings Advertising
• •
Membership Feeds
• •
Member Join Process Chapter sites
• •
Job Bank Search
• Audio and Video
15
Members Only Area - Associations
• •
Member Directory Collaboration Center
• •
Document Repository Featured content
• •
Member Renewal Advertising
• •
Member Profile Feeds
• •
Committee Areas Chapter sites
• •
Members Only content Search
access
• Audio and Video
16
Association Web Sites – Opportunities for Plone
• Small/Simple/Start-Up Associations
– Plone can meet majority of requirements
• Medium-Large/Established Associations
– Plone can deliver Public web site and private members
only area
– Plone can also provide Chapter sites
• Work Flow Intensive Applications
– Plone is the ideal platform for workflow and permissions
intensive requirements
17
Small Association – Case Study
• Commission on Accreditation of
Ambulance Services (CAAS)
(www.caas.org)
• Launched July 2006
• Serves up all public pages
• Added Plone features include:
– Custom Skin/Template
– Custom content types
• News, Events, and
Agency Spotlight
– Plone Form Gen – Ask CAAS
– Google-powered Agency
Map
– SEO friendly pages
18
Extending and Reusing Content Types
• Plone makes it
easy to extend
a content type
and then save
it for future
reuse.
19
Building “Mini-Apps” using Plone Add-Ons
• Using a Plone
Add-On
module, we
built a very
handy
customer
support
application
20
Plone is very Search engine friendly
• Maintaining a
simple industry
events calendar
on CAAS.org has
dramatically
improved our
Google search
placement
21
Medium/Large Association – Case Study
• Legal Marketing
Association (LMA)
(www.legalmarketing.org)
• Launched August 2006
• Serves public and
members only area
• Serves 19 chapter sites
• Integrates with leading
AMS, including Single Sign
On and nightly sync
• Integrates with leading
social networking app
22
Medium/Large Association – Public Site
• Custom Skin/Template
• Custom news, events,
member spotlight content
types
• Featured Content Portlets
• Plone Job Board
• Plone Get Paid
• Advertising delivery
system
• Vendor Directory
• Chapter Web sites
• News Feeds
23
Medium/Large Association – Public Site
• Customized Plone Job Board has generate a huge ROI for
association
• Banner Advertising has created new revenue stream
24
Medium/Large Association – Chapter Sites
• 19 Chapter Sites running
on single Plone instance
• Chapters share template
but feature region specific
photography
• Chapter leadership are
provided with
administrative rights to
their site only
• Real time Chapter
membership reports are
delivered directly through
the site
25
Medium/Large Association – Members Only
• Member Directory
• Resource Library
• Personalized Portlets
• AMS integration
• Edit Profile
• Renew membership
• Event registration
• Leadership Network
• Committee “Team
Spaces”
26
Medium/Large Association – Members Only
Member Directory
27
Medium/Large Association – Members Only
Resource Center
28
Medium/Large Association – Members Only
Edit Profile (AMS integration)
29
Medium/Large Association – Members Only
Committee Team Spaces
30
Workflow Intensive Case Study
• Challenge: Automate a completely paper-based accreditation
review process
– Ambulance agencies seeking prestigious CAAS accreditation must
document that they comply with more than 100 standards
– Applicant agencies currently send more than 2,000 pages of
documentation as proof (in triplicate)
– Three different teams of reviewers must examine documentation
– Extremely detailed process with constant interaction between applicant
agencies and review teams
• Commission Accreditation Submission Portal (CASP)
– Built in 10 weeks by 5 students from University of Illinois at Chicago
– Students had no prior experience in Plone
31
Workflow Intensive – Case Study
• Workflow
and
permissions
complexity
made this
perfect for
Plone
32
Workflow Intensive Case Study
• Plone made
it easy to
establish an
extensive list
of permission
levels for our
complex
workflow
requirements
33
Workflow Intensive Application
• Without a
significant
investment
of time,
Plone
allowed the
students to
“port” the
current
design to the
new Portal
34
Workflow Intensive Application
• Plone’s folder
structure
provided an
easy to
deploy, easy
to
understand
structure for
each of the
accreditation
standards
35
Workflow Intensive Case Study
• Plone’s
“smart “
folders made
it easy to
provide
applicant
agencies
with a view
of their
progress to
date.
36
Introducing
• Long Term Goal: Build a comprehensive Association
platform using open source components
• Allow associations to download entire platform
• Also provide it as a hosted, managed solution
• Encourage developers to extend functionality and
contribute enhancements
• Short Term Goal: Combine open source with best-in-
class Software as a Service (SaaS) applications
37
Introducing
38
Association-Related Opportunities
• Use and Extend the OPENAssociations platform
• Keep Your Eye Open for Key Areas of the
Association Technology Platform that Could be
Served by a New Open Source Application
• Identify Workflow Intensive Applications
• Get Good at Skinning a Plone Application
• Remember, Chicago is the second largest home
to associations in the country
39
This presentation provides an overview of the Plone more
This presentation provides an overview of the Plone CMS and its use within associations. It also shows how Plone can serve an important role with a complete association technology stack/platform. less
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