Running a Small Business with Plone
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Running a Small Business with Plone

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Sally Kleinfeldt's presentation at the Plone Conference 2008 in Washington DC about using Plone, a leading open source content management system, to run a small business.

Sally Kleinfeldt's presentation at the Plone Conference 2008 in Washington DC about using Plone, a leading open source content management system, to run a small business.

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Running a Small Business with Plone Presentation Transcript

  • 1. Running a Small Business with Plone Sally Kleinfeldt, Jazkarta
  • 2. Jazkarta • Open source technology web applications • Hosted solutions, consulting services, training and support • Plone, Zope, Python experts • Three full time, 5+ part time staff • Staff distributed across multiple locations
  • 3. Plone Is Our Business • Our income is mostly from Plone-based products and services • We use our own products and services to run our business
  • 4. Aspects of Running a Business • Operations • Marketing/Sales • Customers
  • 5. Operations • Finance, records • Quickbooks (traditional) • Day to day work environment • Home offices, shared work spaces (no bricks and mortar)
  • 6. Work Environment • Distributed work environment makes communication and collaboration key • Email • Chat • Calendars • Document management
  • 7. Google Apps • Jazkarta.com domain • Gmail, chat, calendar, docs/spreadsheets, sites, start page • Search across all personal content • Standard Edition free, Premier Edition $50/user/year • Education, non-profits get special deals
  • 8. Gmail: Good UI, Great Search
  • 9. Google Calendar: Supports iCal Standard
  • 10. Google Docs: For Staff & Customers
  • 11. Google Docs: Collaborative Editing
  • 12. Google Docs: Spreadsheet to Form
  • 13. Google Docs: Offline with Gears
  • 14. Dropbox: Shared Filesystem
  • 15. Google Start Page: Personal Dashboard
  • 16. Google Sites: Company Intranet
  • 17. Google Apps • What does this have to do with Plone?
  • 18. Google Apps + Plone • Rich APIs for integration • Embed a Google Doc form on a page • Import Google Calendar to Plone Calendar • More examples later
  • 19. Marketing & Sales • Internet plus word of mouth • Website • Ads • Emails • Managing customer relations • Managing sales
  • 20. Website: Plone • Full featured content management system • Rich content with a marketing slant - products, services, news, team, case studies, newsletters, blog posts, etc. • Many add-ons • Secure, robust • Plone provides our public persona
  • 21. Plone Hosting • Requirements • Reliability • Scalability • Ease of management
  • 22. Plone in the Cloud • Hosted on Amazon EC2 • Buildout and fabric for deployment • Data.fs and Apache logs use Elastic Block Storage • Backups use S3 storage • 5 virtual servers: Apache/Pound/Varnish, ZEO, 3 clients
  • 23. Advertising: Google Adwords
  • 24. Emails: Vertical Response
  • 25. CRM: Salesforce • Best of breed hosted solution (SaaS) • Powerful API that promotes integration • Manage contacts, leads, accounts, campaigns, business opportunities
  • 26. Salesforce Out of the Box • Gmail - email Contacts • Google Docs - associate proposals, contracts with Accounts • Google Adwords - integrate with Campaigns • Vertical Response - email Leads • PayPal - pay for products
  • 27. Salesforce + Plone • Salesforce Connector • PloneFormGen • SalesForceAdapter • For details see Andrew Burkhalter’s talk at 9:30 Thursday
  • 28. Plone - Salesforce - VR Example • Plone form to capture prospective customer’s interest • Data goes into customized Salesforce Lead • Add Leads to Campaign • Send targeted information to Leads - training announcements, product announcements, newsletters
  • 29. Customers • Flexible scope projects using agile methodologies • Multiple customers, projects, developers, project managers
  • 30. Project Management: ClueMapper • Super-charged Trac across multiple projects • Hosted on Amazon EC2 • Personal dashboard showing all projects • Enhanced web-based management • AJAX UI for entering time • Lightning Talk today
  • 31. ClueMapper: Future Plans • Integrate with 3rd party time tracking products • Harvest (Hosted solution) • SlimTimer (Trac plugin) • Integrate time tracking with QuickBooks
  • 32. Conclusion • Plone + Salesforce + Google Apps + ClueMapper makes a powerful combination • Use Plone for the things it does well • Integrate other best of breed components • Choose the right tool for the task
  • 33. Questions? sallly@jazkarta