Mozilla Universe - The Mozilla CRM Project

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Slides from my talk about the Mozilla Universe project at the Mozilla All-Hands on April 23, 2009.

Gave an overview of the CRM project and how we are trying to build an open community directory for Mozilla community members.

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Mozilla Universe - The Mozilla CRM Project

  1. 1. Mozilla
Universe
 The
Mozilla
CRM
Project
 h6ps://wiki.mozilla.org/Mozilla_CRM
 Jay
Patel
 Mozilla
Corpora0on
 2Q2009
All‐Hands

  2. 2. Background
 •  Project
started
by
Seth
Bindernagel
and
Rishi
 Mallik
in
2007
 •  Revived
in
late
2008
with
ChicagoTech
signed
 on
to
work
on
it,
but
didn’t
get
far
 •  Currently
working
with
Trellon
(trellon.com)
 and
making
good
progress

  3. 3. What
is
the
Mozilla
CRM?
 •  Public
community
directory
 of
Mozilla
contributors
and
 fans
(poten0al
contributors)
 •  CollaboraEon
tool
for
groups
 and
individuals
looking
to
 work
together

  4. 4. What
it
isn’t…
 •  A
tradi0onal
“Customer
RelaEonship
 Management”
system.
 •  A
replacement
for
legacy
 communicaEon
channels
like
IRC,
 mailman
lists,
newsgroups,
etc.

  5. 5. Why
do
we
need
it?
 •  Our
current
tools
make
it
difficult
to:
 –  Find
community
members
 –  Contact
select
groups
of
contributors
 –  Create
and
manage
dynamic
groups
 –  Help
new
people
connect
with
others
 –  Discover
community
ac0vi0es
and
events
 –  Capture the size and diversity of Mozilla in one  place to share with the world 
  6. 6. 1st
Step:
Centralize
Contact
Info
 CRM

  7. 7. Key
Stakeholders
(iniEally)
 •  Chofmann
–
Security
 •  David
Boswell
–
FoundaEon
 •  David
Tenser
–
SUMO
 •  Deb
Richardson
–
Evangelism
 •  Jay
Patel
–
Campus
Reps
 •  Kev
Needham
–
Partners
 •  Marcia
Knous
–
QMO
 •  Mary
Colvig
–
Events
 •  Rafael
Ebron
–
Messaging
 •  Rey
Bango
–
AMO
 •  Rhian
Gracey
–
Labs
 •  Seth
Bindernagel
–
L10N

  8. 8. CRM
Components
 •  Community
Dashboard
 –  Snapshot
of
current
ac0vity,
map,
feeds
(integrate
Lizard
Feeder?)
 •  Group
pages
 –  Updates,
forum,

mailing
lists,
manager/lead
contact
info
 •  Member
profiles

 –  Photo,
bio,
contact
info,
skills
&
ac0vi0es,
languages,
projects
 •  People
search
 –  Simple
or
advanced
forms
to
lookup/filter
by
any
profile
fields
 •  Events
calendar
 –  Dates
and
info
for
any
Mozilla
related
events,
meetups,
speakers,
par0es
 •  Mailing
lists
 –  Newsleaers,
marke0ng
campaigns,
on‐the‐fly
group
emails

  9. 9. Use
Cases
 •  Campus
Reps
 –  Students
can
update
their
profile
each
year
during
the
registra0on
 period
without
having
to
resubmit
all
their
info.
 •  L10N
 –  Localizers
and
their
community
leaders
can
manage
their
teams
from
a
 central
loca0on.
 •  Events
 –  Mozilla
can
reach
out
to
community
members
in
specific
ci0es
or
 countries
to
invite
them
to
events
or
recruit
help.
 •  Labs
 –  Designers
and
developers
can
find
each
other
through
people
search
 to
collaborate
on
their
projects.

  10. 10. Home

  11. 11. User
Dashboard

  12. 12. Groups

  13. 13. Profiles

  14. 14. Roadmap
 •  Requirements
&
Architecture
(March
–
April)
 –  Drupal
+
CiviCRM
UI
decisions
 –  Data,
privacy,
profile
fields,
page
layouts
 •  Development
(April
–
May)
 –  Dashboards,
profiles,
groups,
events
 –  People
search,
mailing
lists,
member
invites
 •  Early
Alpha
(May
25)
 –  Legal
and
security
review;
QA
tes0ng,
bug
fixing,
code
tweaking
 –  Community
leads
can
import
data
and
try
it
out
 •  Internal
Beta
(June
15)

 –  Invita0ons
can
go
out
to
select
community
members
 –  QA
verifica0on,
gather
feedback,
more
code
tweaking
 •  Public
Beta
(TBD:
June
–
July?)
 –  Integrate
mozilla.org
redesign
 –  Watch
the
Mozilla
Universe
expand!

  15. 15. Q
&
A
+
Discussion
 •  Open
QuesEons
Today
 –  Data
 •  How
much
do
we
want
to
know
about
each
other?
 •  What
data
should
we
enable
members
to
share
publicly?
 •  Who
plans
to
use
the
data
and
how?
 –  Social
Structure
 •  Who
should
have
manager/lead
or
admin
rights?
 •  When
do
we
promote
community
members
to
higher
levels
of
access?
 •  What
do
we
think
about
a
“Mozilla
Guides”
system?
 –  Security
 •  What
things
do
we
need
to
think
about
to
make
it
safe
and
secure?
 •  How
do
we
go
about
doing
a
security
audit
for
a
tool
like
this?
 •  Future
ConsideraEons
 –  Localiza0on
 –  Single
Sign‐on?
 –  Social
networking?

  16. 16. Thanks!
 •  Images
 –  Chris
Messina
for
the
Mozilla
Universe
diagram
 –  Happy
Cog
for
the
Dino
header
image
 –  Dan
Kultz
for
the
CRM
mockups
 •  Support
 –  Seth
Bindernagel,
David
Boswell,
Mark
Surman,
 and
many
others
for
helping
get
this
project
 started
up
again.


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