CMS Expo Learning &
Business Conference
  What About Plone CMS?

               Brett Wangman
President, The Center for As...
Topics We’ll Cover Today
• Who Am I, Who Are You, Why Are We Here?
• Definitions We Need To Start With
• Real World Usage ...
Who Am I?
• Work (Currently)
      – President, The Center for Association Growth (Association Management)
      – Founder...
Who Are You?
•                            •
    Content Administrator?       Systems Administrator?
•                     ...
Why Are We Here?
• Love for or Interest in Open Source
• Love for or Interest in Content Management
• Vested Interest in O...
Definitions
•   Associations
•   Association Management Company (AMC)
•   Association Technology Platform
•   Association ...
Associations
• Official definition by IRS: “In general, an association
  is a group of persons banded together for a speci...
Examples of 501(c)(6) Associations
• Legal Marketing Association (LMA)

• International Association of
  Rehabilitation Pr...
Why Do People Join Associations?
• Education / professional development
• Information, research, statistics
• Standards, c...
Association Management Company (AMC)

• AMCs are for-profit businesses that provide professional
  management and administ...
Association Technology Platform




 11
Association Management System
• An association management system (AMS) is a computerized
  system which provides a non-pro...
Open Source and/or Free Software
Services Used Within Associations
• Content Management
• LAMP (Linux, Apache, MySQL/mSQL ...
Association Opportunities for Plone




 14
Public Web site - Associations
•                         •
    Content pages             Event Registration
•             ...
Members Only Area - Associations
•                        •
  Member Directory           Collaboration Center
•           ...
Association Web Sites – Opportunities for Plone

• Small/Simple/Start-Up Associations
   – Plone can meet majority of requ...
Small Association – Case Study
•   Commission on Accreditation of
    Ambulance Services (CAAS)
    (www.caas.org)
•   Lau...
Extending and Reusing Content Types

• Plone makes it
  easy to extend
  a content type
  and then save
  it for future
  ...
Building “Mini-Apps” using Plone Add-Ons

• Using a Plone
  Add-On
  module, we
  built a very
  handy
  customer
  suppor...
Plone is very Search engine friendly

• Maintaining a
  simple industry
  events calendar
  on CAAS.org has
  dramatically...
Medium/Large Association – Case Study
• Legal Marketing
  Association (LMA)
  (www.legalmarketing.org)
• Launched August 2...
Medium/Large Association – Public Site
• Custom Skin/Template
• Custom news, events,
  member spotlight content
  types
• ...
Medium/Large Association – Public Site




• Customized Plone Job Board has generate a huge ROI for
  association
• Banner...
Medium/Large Association – Chapter Sites
• 19 Chapter Sites running
  on single Plone instance
• Chapters share template
 ...
Medium/Large Association – Members Only

•   Member Directory
•   Resource Library
•   Personalized Portlets
•   AMS integ...
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...
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
 ...
Workflow Intensive Application
• Without a
  significant
  investment
  of time,
  Plone
  allowed the
  students to
  “po...
Workflow Intensive Application
• Plone’s folder
  structure
  provided an
  easy to
  deploy, easy
  to
  understand
  str...
Workflow Intensive Case Study
• Plone’s
  “smart “
  folders made
  it easy to
  provide
  applicant
  agencies
  with a v...
Introducing
• Long Term Goal: Build a comprehensive Association
  platform using open source components
• Allow associatio...
Introducing




 38
Association-Related Opportunities
• Use and Extend the OPENAssociations platform
• Keep Your Eye Open for Key Areas of the...
Thank You!
To contact me:
brettw@tcag.com
www.tcag.com
http://openassociations.ning.com/
http://twitter.com/growassociatio...
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CMS Expo - What About Plone? April 2009

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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.

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CMS Expo - What About Plone? April 2009

  1. 1. CMS Expo Learning & Business Conference What About Plone CMS? Brett Wangman President, The Center for Association Growth brettw@tcag.com www.tcag.com
  2. 2. 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
  3. 3. 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
  4. 4. Who Are You? • • Content Administrator? Systems Administrator? • • Project Manager? UI Designer? • • Content Creator? Entrepreneur? • • Software Developer? Student? • • Art Director? Association Leader? • Writer? 4
  5. 5. 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
  6. 6. Definitions • Associations • Association Management Company (AMC) • Association Technology Platform • Association Management System (AMS) • Open Source within Associations 6
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. Association Technology Platform 11
  12. 12. 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
  13. 13. 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
  14. 14. Association Opportunities for Plone 14
  15. 15. 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
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. Extending and Reusing Content Types • Plone makes it easy to extend a content type and then save it for future reuse. 19
  20. 20. Building “Mini-Apps” using Plone Add-Ons • Using a Plone Add-On module, we built a very handy customer support application 20
  21. 21. Plone is very Search engine friendly • Maintaining a simple industry events calendar on CAAS.org has dramatically improved our Google search placement 21
  22. 22. 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
  23. 23. 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
  24. 24. Medium/Large Association – Public Site • Customized Plone Job Board has generate a huge ROI for association • Banner Advertising has created new revenue stream 24
  25. 25. 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
  26. 26. 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
  27. 27. Medium/Large Association – Members Only Member Directory 27
  28. 28. Medium/Large Association – Members Only Resource Center 28
  29. 29. Medium/Large Association – Members Only Edit Profile (AMS integration) 29
  30. 30. Medium/Large Association – Members Only Committee Team Spaces 30
  31. 31. 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
  32. 32. Workflow Intensive – Case Study • Workflow and permissions complexity made this perfect for Plone 32
  33. 33. Workflow Intensive Case Study • Plone made it easy to establish an extensive list of permission levels for our complex workflow requirements 33
  34. 34. Workflow Intensive Application • Without a significant investment of time, Plone allowed the students to “port” the current design to the new Portal 34
  35. 35. Workflow Intensive Application • Plone’s folder structure provided an easy to deploy, easy to understand structure for each of the accreditation standards 35
  36. 36. Workflow Intensive Case Study • Plone’s “smart “ folders made it easy to provide applicant agencies with a view of their progress to date. 36
  37. 37. 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
  38. 38. Introducing 38
  39. 39. 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
  40. 40. Thank You! To contact me: brettw@tcag.com www.tcag.com http://openassociations.ning.com/ http://twitter.com/growassociation http://www.linkedin.com/in/brettwangman 847.657.6700 ext 3060 40

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