A One-Stop Shop For Extension ReportingWende Nossaman, MicrosoftJennifer Levy, Coe SolutionsSarah Johnston, LSU AgCenter
The Brain: Are you ponderingwhat I’m pondering?Pinky: Well, I think so, Brain, but Icant memorize a whole opera inYiddish
MS CRM                 Other Universities                   Sage⁺ Super-flexible         ⁺ Extension Reporting-         ⁺ ...
Educational                                                  Incentives                        Microsoft                  ...
Pinky: Gee, Brain, what do youwant to do tonight?Brain: The same thing we doevery night, Pinky - try to takeover the world!
   Replace ineffective PARS system   Collect data necessary for NIFA reports   Combine multiple systems for single poin...
   Enter Coe Solutions    ◦ Data diagram and flow    ◦ Design recommendations    ◦ Process/Coding recommendations   Orga...
The Brain: Moo. We are a cow.Take us to China.
Started with CRM 2011Beta Documentation still being developed SDK Tools very minimalTechnologies: XRMScript Jquery C#...
   Start Easy: Planning    ◦ XRMScript & CRM API
   Get Difficult Fast: Reporting    ◦   XRMScript    ◦   CRM API    ◦   JQuery    ◦   C# Plug-ins
   Allow for grouped reporting• Less data entry• More flexibility• More opportunity    for confusion and    not-quite-rig...
   Whoops, we missed workflow!   Short Schedule (about 8 months)   Stick to what’s most familiar   Put off everything ...
   Outlook calendar training one year before    ◦ Push faculty in the direction of electronic records    ◦ Encourage more...
   Hands-on training via Live Meeting   Virtual Office Hours    ◦ Answer any questions    ◦ Help with specific scenarios...
Pinky: Egad. You astound me,Brain.The Brain: Thats a simpletask, Pinky.
• Beta testing with focus groups   • Faculty exposure   • Opportunities for faculty     feedback & buy-in• One main form t...
Things we didn’t do so well:• Supervisory Access problems• Rushed 4-H Enrollment• Not enough scenario-based or video train...
REALLY, REALLY IMPORTANTContributing Factors:• Administrative, TOP-DOWN support• Team players who THOROUGHLY understood   ...
The Brain: Quiet Pinky, Im gettingready for tomorrow night.Pinky: Why? What are we going to dotomorrow night?The Brain: [I...
   Event Registration   4-H Self-Enrollment   Volunteer Hours Reporting (i.e. Master    Gardeners)   Impact Reporting,...
   Microsoft Educational Sales Team    ◦ Invested in your success both before and after sale    ◦ Proof of concept   Mic...
MicrosoftWende Nossaman –wendeno@microsoft.comCoe SolutionsJennifer Levy –jennifer@coesolutions.comLSU AgCenterSarah Johns...
MS Dynamics CRM - One Stop Extension Reporting
MS Dynamics CRM - One Stop Extension Reporting
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MS Dynamics CRM - One Stop Extension Reporting

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Use Dynamics CRM (Xrm) to create a single reporting system for everyone's needs.

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MS Dynamics CRM - One Stop Extension Reporting

  1. 1. A One-Stop Shop For Extension ReportingWende Nossaman, MicrosoftJennifer Levy, Coe SolutionsSarah Johnston, LSU AgCenter
  2. 2. The Brain: Are you ponderingwhat I’m pondering?Pinky: Well, I think so, Brain, but Icant memorize a whole opera inYiddish
  3. 3. MS CRM Other Universities Sage⁺ Super-flexible ⁺ Extension Reporting- ⁺ Large market share⁺ Microsoft Oriented ⁺ Non-profit solutions Technology ⁺ Potential for Partnership⁺ Hooks into Outlook₋ Expensive ₋ Different Platforms ₋ Expensive₋ Sales-Oriented ₋ Still required significant ₋ Sales-Oriented₋ Steep Learning Curve customization ₋ Steep Learning Curve ₋ No purchase/support ₋ Not very flexible model
  4. 4. Educational Incentives Microsoft Educational Division BusinessKnowledge Dynamics CRM LSU Coe AgCenter Solutions Technical Expertise
  5. 5. Pinky: Gee, Brain, what do youwant to do tonight?Brain: The same thing we doevery night, Pinky - try to takeover the world!
  6. 6.  Replace ineffective PARS system Collect data necessary for NIFA reports Combine multiple systems for single point of entry Begin to collect client data (no requirement yet)
  7. 7.  Enter Coe Solutions ◦ Data diagram and flow ◦ Design recommendations ◦ Process/Coding recommendations Organizational Development & Evaluation ◦ Communications Plan ◦ Identification of Beta Groups/Phases Information Technology ◦ Upgrade expected users to Office 2010 well in advance
  8. 8. The Brain: Moo. We are a cow.Take us to China.
  9. 9. Started with CRM 2011Beta Documentation still being developed SDK Tools very minimalTechnologies: XRMScript Jquery C# CRM API
  10. 10.  Start Easy: Planning ◦ XRMScript & CRM API
  11. 11.  Get Difficult Fast: Reporting ◦ XRMScript ◦ CRM API ◦ JQuery ◦ C# Plug-ins
  12. 12.  Allow for grouped reporting• Less data entry• More flexibility• More opportunity for confusion and not-quite-right data
  13. 13.  Whoops, we missed workflow! Short Schedule (about 8 months) Stick to what’s most familiar Put off everything that is not critical for training After training, add in those pieces Spend some time with the updated SDK Rework some functionality
  14. 14.  Outlook calendar training one year before ◦ Push faculty in the direction of electronic records ◦ Encourage more detailed record keeping/schedule making, prep for more detailed reporting ◦ Familiarize faculty with Outlook interface Onsite day-long hands on training ◦ Morning Session: Planning ◦ Afternoon Session: Reporting ◦ Not quite enough time, and too much info in one day
  15. 15.  Hands-on training via Live Meeting Virtual Office Hours ◦ Answer any questions ◦ Help with specific scenarios ◦ Get feedback Training Articles ◦ Always available ◦ Many people don’t use them, BUT ◦ Article text can be embedded in an email with a few button clicks
  16. 16. Pinky: Egad. You astound me,Brain.The Brain: Thats a simpletask, Pinky.
  17. 17. • Beta testing with focus groups • Faculty exposure • Opportunities for faculty feedback & buy-in• One main form that handles both minimal and extreme detail• Integration with Annual Evaluation• Lots of positive feedback, in spite of increased detail• On-Demand, Real-Time Reporting
  18. 18. Things we didn’t do so well:• Supervisory Access problems• Rushed 4-H Enrollment• Not enough scenario-based or video training• Still no calendar integration• Flexibility in reporting requires clear understanding by agents for correct numbers• Design decisions that would have been different, with more experience (Workflow!!)
  19. 19. REALLY, REALLY IMPORTANTContributing Factors:• Administrative, TOP-DOWN support• Team players who THOROUGHLY understood • Reporting Requirements • Agent Working Habits • Existing Application Requirements• Communication to agents early and often
  20. 20. The Brain: Quiet Pinky, Im gettingready for tomorrow night.Pinky: Why? What are we going to dotomorrow night?The Brain: [Irritated] Guess!Pinky: Oh, try to take over the world,right.
  21. 21.  Event Registration 4-H Self-Enrollment Volunteer Hours Reporting (i.e. Master Gardeners) Impact Reporting, tied to metric Public-facing reports tying it all together
  22. 22.  Microsoft Educational Sales Team ◦ Invested in your success both before and after sale ◦ Proof of concept Microsoft Partners like Coe Solutions ◦ Get a strong start ◦ Check for Incentives
  23. 23. MicrosoftWende Nossaman –wendeno@microsoft.comCoe SolutionsJennifer Levy –jennifer@coesolutions.comLSU AgCenterSarah Johnston –sjohnston@agcenter.lsu.edu

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