An Open Civic Engagement Platform: Plone, Salesforce and Friends

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A presentation from NTC 2009 by Jon Stahl, Christopher Johnson and Steve Andersen. Demonstrates real-world integration of Plone, Salesforce and other supporting apps to create flexible, powerful …

A presentation from NTC 2009 by Jon Stahl, Christopher Johnson and Steve Andersen. Demonstrates real-world integration of Plone, Salesforce and other supporting apps to create flexible, powerful online engagement solutions for nonprofits.

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  • 1. An Open Civic Engagement Platform A New Generation of Tools That Play Nice Together Jon Stahl - ONE/Northwest Chris Johnson - ifPeople Steve Andersen - ONE/Northwest Tuesday, May 5, 2009
  • 2. Agenda 1.Intros/warmup 2.Throatclearing 3.Demostrations 4.Discussion 5.Questions Tuesday, May 5, 2009
  • 3. Software Evolution Parallel and complimentary trends: 1) Software that lives online Desktop --> Client/Server --> quot;Software as a servicequot; +Web APIs 2) Software that shares Programs that do everything and share with nobody --> Programs that do one thing well and assume they need to play nice with others. Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 4. Monolithic software Questions: http://is.gd/tVgk Tuesday, May 5, 2009 Monolithic software does many things moderately well, but few components are quot;best of breed.quot; No choice. Tends to be all-or-nothing. Rarely communicates well with others. Raisers Edge is a classic example.
  • 5. Alternative: Hybrid vigor (Our friend the Goldendoodle) Tuesday, May 5, 2009 An alternative vision: multiple pieces that are independent. Each is chosen because it best fits your needs. The play nicely together because they all assume they are part of a larger system. Allows for each piece to evolve independently (and thus more rapdily). Allows you to not spend money on elements you don't need. Leverage great work that the market is providing. Mix open-source, closed-source, custom software and services.
  • 6. ...and many more! Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 7. Small pieces, loosely joined can be very powerful Tuesday, May 5, 2009
  • 8. Tuesday, May 5, 2009
  • 9. API - Application Programming Interface. An element of a software system that allows other products to exchange data. Open API an API that is publicly documented and available without cost to its intended audiences. Web Services API a generic term for APIs that are built to be used quot;over the internetquot; -- by software systems on entirely separate servers. SOAP - Simple Object Access Protocol. A widely used standard for building web services APIs. REST - REpresentational State Transfer. Another widely used standard for building web services APIs. Simpler than SOAP but less powerful in some ways. CRM - Constituent Relationship Management. A database of people. CMS - Content Management System. A database-driven website. Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 10. Demos Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 11. 11 Tuesday, May 5, 2009
  • 12. Oregon Environmental Council Eco-Healthy Child Care Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 13. Goals • Build a database of eco-healthy childcare providers who’ve completed a certification checklist • Connect parents with eco-healthy child care providers Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 14. A quot;reverse mulletquot; web app A fancy front-end, but all business in back. : A Plone website presents data stored in Salesforce.com Tuesday, May 5, 2009
  • 15. Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 16. Finding childcare providers on a Google map, by state and city. Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 17. Finding childcare providers on a Google map, by state and city. Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 18. New childcare providers can request a certification packet. Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 19. Questions: http://is.gd/tVgk Provider information flows directly into Salesforce Tuesday, May 5, 2009
  • 20. Inquiry Handling System Plone + Salesforce Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 21. Van Jones Tuesday, May 5, 2009
  • 22. Problem: 200+ requests per month Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 23. Goals • Allow efficient “team coverage” of speaking, information and media requests. • Accumulate a database of interested people for long term organizing & followup. • Track and report on all of this activity Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 24. Plone and Salesforce to the rescue Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 25. All requests come in through a form • Built in Plone • Easy to edit • Dumps directly to Salesforce Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 26. Request dashboard in Salesforce Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 27. A single request Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 28. Send a templated email response - fast! Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 29. Online Donations Plone + Salesforce Tuesday, May 5, 2009
  • 30. Goal: Grow online revenue • Connect donors more intimately with impact their contribution has • Make the giving process easier • Make tracking and reporting on giving easier Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 31. Tuesday, May 5, 2009
  • 32. Example product page Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 33. Shopping cart and additional donations Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 34. Checkout = Valuable Information Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 35. User data 04/23/09 Tuesday, May 5, 2009
  • 36. data order payment 04/23/09 Tuesday, May 5, 2009
  • 37. data order payment  contact   opportunity  dona1on details 04/23/09 Tuesday, May 5, 2009
  • 38. Dumped into unverified contacts Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 39. Contact record with donation Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 40. Donation details include products Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 41. Verified Contacts Now in the Loop • Added to printed newsletter (managed by Conga) • Added to email list (managed by VerticalResponse) Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 42. All web donations roll up to campaign report Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 43. Strengths and Weaknesses Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 44. Strengths Platforms with a future: hosted apps constantly upgrading, open source has strong support. Low entry cost, pay only for what you eat. High end tools provide lots of headroom for growth Weaknesses Demands rigorous understanding of your processes Easy to underestimate implementation & learning effort Multiple moving parts require coordination Questions: http://is.gd/tVgk Tuesday, May 5, 2009 Chris
  • 45. What will it cost? Tuesday, May 5, 2009
  • 46. • Basic websites + simple integration: $10k-20k and up. 3-4 months. • Basic CRM database $8-15k and up. 3-4 months. o Wildcard: data migration • Email broadcasting & online activism: $1k-2k setup, plus ongoing costs ($50/month and up). 1-2 months. • Custom integration functionality: varies widely. Questions: http://is.gd/tVgk Tuesday, May 5, 2009 Steve + Chris
  • 47. Making engagement platform projects successful Stakeholders Articulating requirements Chunking/phasing Questions: http://is.gd/tVgk Tuesday, May 5, 2009 Stakeholder involvement: this will involve your whole organization! Be prepared to have to deal with o organizational change, challenges, and diplomacy (aka, the technology is the easy part!)  Product Owner: someone in the organization with authority to decide, point of reference to consultant(s) throughout project, determines priorities.  Stakeholders: cross-functional internal stakeholders; may also include external stakeholder. Involv throughout process.  This is hard! Good consultants will expect to help guide you through this. o Articulating your requirements  Know where you want to get to, but be open about the road  Avoid pre-maturely articulating requirements  Work with consultant to articulate what you really need  Focus on your goals, your mission, your business processes, and how you imagine new systems helping you improve your business processes.  Holistic projects often raise deep and uncomfortable questions about what your organization does, how it does it and why. Be prepared to grapple. o Chunking/phasing projects (web, CRM, etc.)  All things being equal (and sometimes they're not), try to start with your CRM and work outwards f there. (Why? Relationships with people are the heart of your work.)  Discovery scope  CRM  Website  Email broadcasting  Iterate - work back through elements and develop additional, discrete features and improvements or integrate new tools into your mix.  You have limited attention; try to focus on one thing at a time.  You will learn as you go! Allow time to consolidate your gains and learn from experience before introducing additional changes.
  • 48. A holistic approach can be uncomfortable. Tuesday, May 5, 2009
  • 49. Roles and Skills You Need Skills Roles • Project management • Executive • Ability to investigate & resources, leadership articulate your support & vision business requirements • Program staff who • Collaboration and will be using these negotiation systems daily • Operations & technical • Communications implementation • Organizers • Ongoing training/ • Fundraising support • IT Questions: http://is.gd/tVgk Tuesday, May 5, 2009
  • 50. Finding vendors who can balance and juggle. Tuesday, May 5, 2009 You need people who can juggle AND balance. Any vendors in the room?
  • 51. More information Plone: plone.org Consultants and example sites: plone.net Salesforce.com: http://salesforcefoundation.org (donations, info) AppExchange: http://sites.force.com/appexchange Plone-Salesforce Integration: http://groups.google.com/group/plonesf http://snurl.com/plonesfdoc (documentation) ONE/Northwest: http://onenw.org twitter: @onenw @jonstahl @gokubi ifPeople: http://ifpeople.net twitter: @nomadslounge Tuesday, May 5, 2009
  • 52. Thanks, Flickr users! http://www.flickr.com/photos/taylormiles/601779414/ http://www.flickr.com/photos/55079705@N00/2869549151/ http://www.flickr.com/photos/45238005@N00/129823044/ http://www.flickr.com/photos/senorwences/2366892425/ http://www.flickr.com/photos/69319106@N00/2925035414/ http://www.flickr.com/photos/greenery/3365081/ http://www.flickr.com/photos/51614546@N00/12877197/ http://www.flickr.com/photos/22384185@N08/2608411576/ http://www.flickr.com/photos/7159451@N02/420404675/ http://www.flickr.com/photos/18650097@N08/2323398662/ http://www.flickr.com/photos/11657252@N06/3007393167/ Tuesday, May 5, 2009
  • 53. Questions Tuesday, May 5, 2009