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- ⁺ 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
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 point of entry Begin to collect client data (no requirement yet)
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
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-right data
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
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
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
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 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
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!!)
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
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.
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
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
MicrosoftWende Nossaman –email@example.comCoe SolutionsJennifer Levy –firstname.lastname@example.orgLSU AgCenterSarah Johnston –email@example.com