October 11th 2011<br />OneCafé: The future of membership organisationsusing Dynamics CRM + SharePoint<br />
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />2<br />Damien ...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />3<br />Who is ...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />4<br />Our Ser...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />5<br />Create ...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />6<br />Orbit O...
Introduction<br />Today's challenges and needs<br />Solutions<br />(Break)<br />The future of membership organisations <br...
8<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />October 11th 2011<br />Today’s...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />9<br />Some tr...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />10<br />Some t...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />11<br />Some t...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />12<br />Conslu...
We initiate, they follow
Top-down approach</li></li></ul><li>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics ...
We listen and initiate
Bottom – up approach
Communication hub</li></li></ul><li>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics ...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />15<br />What d...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />16<br />Soluti...
Governance
Press releases
Events
Member database
Documents & papers
Social media
Through easy CMS
Groups & Commissions
Meeting mgmt
Documents sharing & collaboration
Sector Information
Self-service (my profile)
Easy access (1 user & password)
E-mail
Calendar
Documents
CRM
IM & webmeetings
Office tools
Membership mgmt
Correspondence
Question handling
Mass mailing
Campaigns
Event mgmt</li></li></ul><li>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + S...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />18<br />Advant...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />20<br />Advant...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />21<br />Additi...
October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />22<br />Bart V...
OneCafé – Orbit OneDynamics CRM & Sharepoint<br />October 11th 2011<br />23<br />
Who isBart Van Coile<br />- Accountant & tax-consultant of ‘Van Coile & Partners – Ghent’- Accountancy office with 25 year...
Presentation“Paperless office”<br />Accountancy = lots of paper<br />Estimateuse of paper in our field:approximately 2 bil...
Examples of paperlessapplications:<br /><ul><li>Taxdeclaration via the internet (Tax-on-Web / Biztax)
Intervat & VAT list
Belcotax-on-Web
Deposit of the annual account via internet
E-delivery of salary files
Digital databases
Sign-up/edit/delete data in the Business Office
…</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />26<...
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OneCafé: The future of membership organizations facilitated by CRM and collaboration tools

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Today, institutions and organizations are faced with new technological challenges to endorse the new communication methods their members are often already familiar with (email, social media, online payments and internet portals…). To help your organization to cope with this evolution, Orbit One wants to share its expertise in this branch:
• Centralized data management for members, events, correspondence such as emails and letters
• Allow your members to manage their own profile and data
• Facilitate collaboration and document exchange
• Automate membership fees and payments

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OneCafé: The future of membership organizations facilitated by CRM and collaboration tools

  1. 1. October 11th 2011<br />OneCafé: The future of membership organisationsusing Dynamics CRM + SharePoint<br />
  2. 2. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />2<br />Damien Braeckman<br />Team Lead / Sr. Project Manager<br />Certified project manager<br />PM for Recytyre, IAB, AISE …<br />CRM, SharePoint, Custom Dev projects<br />Contact<br /> Mail: damien@orbitone.com<br />Twitter: @damienbraeckman<br />LinkedIn: http://be.linkedin.com/in/damienbraeckman<br />
  3. 3. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />3<br />Who is Orbit One?<br />18 passionate web & IT professionals<br />Based in Ghent<br />Since1995<br />Strong believers of the New World Of Work<br />Mission: <br />“Optimizeyourcommunication & collaborationbyusing internet technologies.”<br />
  4. 4. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />4<br />Our Services<br />Advice, design, implementandmaintain:<br />Information websites<br />Self-Service portals, online forms, payments<br />Intranet & document management<br />Facebook for the enterprise<br />CRM - Contact Management<br />Unified Messaging<br />Socialintegration & e-mail marketing<br />Customdevelopment<br />Experts in<br />WEBSITE CMS<br />
  5. 5. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />5<br />Create added value by linking the building blocks <br />Orbit One links the building blocks into 1 fluent and coherent platform<br />What is the atomium without the links?<br />
  6. 6. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />6<br />Orbit One’s references in industry associations<br />AISE (the international Association for Soaps, Detergents and Maintenance Products )<br />ITUC (international trade union confederation)<br />ITUH (international trade union house)<br />EI (Education International)<br />Recytyre (Tyre Recycling)<br />IEC-IAB (Belgian Accountants institute)<br />IBR (Instituut voor bedrijfsrevisoren)<br />ICCI (informatiecentrum voor het bedrijfsrevisoraat)<br />Intermixt<br />World Steel<br />Living Steel<br />
  7. 7. Introduction<br />Today's challenges and needs<br />Solutions<br />(Break)<br />The future of membership organisations <br />Real-world examples using Microsoft technologies<br />Drinks, fingerfood & networking<br />Agenda<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />October 11th 2011<br />7<br />
  8. 8. 8<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />October 11th 2011<br />Today’s challenges and needs of membership organisations vs available solutions…<br />
  9. 9. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />9<br />Some trends: about members<br />More demanding (value for money)<br />How to cope with that?<br />Express opinions but also critisim about:<br />their sector <br />their expectations towards the organisation<br />Is there a medium to capture, store and re-use this?<br />Expose membership profiles<br />Use membership to promote their business<br />Quality labels, recongnition<br />Should the organisation <br />allow this?<br />facilitate this?<br />How to stay impartial?<br />
  10. 10. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />10<br />Some trends: about organisations<br />More and more information<br />Who else can access this information?<br />Is there a knowledge conflict between the organisation and the other media?<br />“Self-organising” groups<br />Are popping out (Think of internet groups/forums)<br />Should you ignore them, or cope with them?<br />Focus on internal processes<br />What’s in it for the members?<br />Is the added value clear for them?<br />Public expects social support and vision<br />Commitment is wider than in the past<br />
  11. 11. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />11<br />Some trends: about the staff<br />More tasks - same resources<br />How did the banks deal with that?<br />Submerged by information <br />From the outside world<br />From the members<br />And (administrative) questions<br />How do members react to info?<br />How to capture the feedback?<br />How to handle or act upon it?<br />Source: BSAE – zeppos special<br />
  12. 12. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />12<br />Conslusion – Inwards to outwards focus<br /><ul><li>We know our members
  13. 13. We initiate, they follow
  14. 14. Top-down approach</li></li></ul><li>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />13<br />Conslusion – Inwards to outwards focus<br />Government<br />Press<br />Relevant sector<br /><ul><li>We support our members
  15. 15. We listen and initiate
  16. 16. Bottom – up approach
  17. 17. Communication hub</li></li></ul><li>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />14<br />Good news - there is a solution (pack)!<br />Orbit One has developed a “quick-start” solution pack for membership organisations<br />Quick and very effective solution<br />For a affordable price<br />Based on flexible and expandable Microsoft technologies<br />The pack is developed based on<br />12+ years of experience<br />15 projects (Belgian, European and global membership organisations)<br />
  18. 18. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />15<br />What does the pack contains?<br />Building blocks<br />All blocks you need for a flexible professional solution<br />Training<br />Workshops with your staff<br />Documentation<br />For both end-users and IT<br />Basic Customization<br />Of the building blocks to your needs<br />This is the foundation for your organisation’s future<br />
  19. 19. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />16<br />Solution scheme<br />Members<br />Internal staff<br />Public<br /><ul><li>General information
  20. 20. Governance
  21. 21. Press releases
  22. 22. Events
  23. 23. Member database
  24. 24. Documents & papers
  25. 25. Social media
  26. 26. Through easy CMS
  27. 27. Groups & Commissions
  28. 28. Meeting mgmt
  29. 29. Documents sharing & collaboration
  30. 30. Sector Information
  31. 31. Self-service (my profile)
  32. 32. Easy access (1 user & password)
  33. 33. E-mail
  34. 34. Calendar
  35. 35. Documents
  36. 36. CRM
  37. 37. IM & webmeetings
  38. 38. Office tools
  39. 39. Membership mgmt
  40. 40. Correspondence
  41. 41. Question handling
  42. 42. Mass mailing
  43. 43. Campaigns
  44. 44. Event mgmt</li></li></ul><li>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />17<br />Solution scheme<br />Members portal<br />Internal staff<br />Public website<br />Single Sign-on<br />
  45. 45. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />18<br />Advantages<br />For internal staff:<br />Full e-mail, shared calendars, synchronization with mobile phones<br />25GB space per user<br />Office 2010 license<br />Collaboration and communication tool (Lync)<br />CRM system for member management<br />E-mail marketing solution (bulk and personlized e-mail)<br />Request tracking and follow-up system (e-mails, forms, letters)<br />Online forms and survey solution<br />Document management and collaboration solution<br /><ul><li>All systems are available from anywhere (cloud based)</li></li></ul><li>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />19<br />Advantages<br />For members<br />Secure online webplatform for documents and information<br />Easy access to information<br />Powerful search possibilities<br />Permission based<br />Easy management for user name and password<br />For workgroup and committees<br />Secure online portal for meeting documents and agendas<br />Contact details for workgroup members<br />Interactive collaboration platform (discussion and sharing)<br />Bulk e-mail tool to all workgroup members<br />
  46. 46. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />20<br />Advantages<br />For the general public <br />Clear and structured information<br />No gap between inside information and other media<br />Interactivity through social media<br />Clear and structured information<br />No gap between inside information and other media<br />Interactivity through social media<br />Link with internet groups (linkedin,…)<br />
  47. 47. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />21<br />Additional services offered by Orbit One<br />Public website creation<br />Data migration <br />Additional training & workshops<br />Helpdesk and support<br />Custom development<br />Online invoicing and payment<br />Self-service portals<br />Online signature (contracts)<br />Advice and consultancy on process optimalisation<br />
  48. 48. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />22<br />Bart Van Coile<br />Member of executive commity of IAB Instituut voor Accountants en <br /> Belastingsconsulenten<br />President of the VABF <br />Eastern Flamish federation for accountancy<br />Contact<br />LinkedIn: http://be.linkedin.com/pub/bart-van-coile/10/828/a47<br />
  49. 49. OneCafé – Orbit OneDynamics CRM & Sharepoint<br />October 11th 2011<br />23<br />
  50. 50. Who isBart Van Coile<br />- Accountant & tax-consultant of ‘Van Coile & Partners – Ghent’- Accountancy office with 25 years experience, of which 10 years, so–called ‘paperless ’- ISO-Certified -> the targets we set-up were « to become as digital as possible »<br />October 11th 2011<br />24<br />
  51. 51. Presentation“Paperless office”<br />Accountancy = lots of paper<br />Estimateuse of paper in our field:approximately 2 billon of sheets/ year = 10.000.000 kilos/year = pile of 200 km = 22x Mount Everest<br />Workingpaperlesssaves 50% paper -> 1 billion of sheets / year<br />October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />25<br />
  52. 52. Examples of paperlessapplications:<br /><ul><li>Taxdeclaration via the internet (Tax-on-Web / Biztax)
  53. 53. Intervat & VAT list
  54. 54. Belcotax-on-Web
  55. 55. Deposit of the annual account via internet
  56. 56. E-delivery of salary files
  57. 57. Digital databases
  58. 58. Sign-up/edit/delete data in the Business Office
  59. 59. …</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />26<br />
  60. 60. 3 points of view:<br />- Protect environment & nature- Easier access to information -> better search procedure -> less storage space- Saving time & increase quality<br />October 11th 2011<br />27<br />
  61. 61. How realising this challenge?<br />- Change the attitude Be ready -> be motivated -> make switch -> then work in several steps<br />October 11th 2011<br />28<br />
  62. 62. Work in several steps:<br />Example – 1 / by means of an all-in-one copier - scan incoming invoices - scan incoming & outgoing correspondence-> save this information in a digital way<br />October 11th 2011<br />29<br />
  63. 63. Conclusions of introducingan electronic file<br />+<br />-<br />Time-savingforus & client<br />Everyonecan consult everythingbymeans of screens<br />No more searching in huge files<br />Threats:<br />Spam<br />Phishing<br />Malware<br />Trojanhorses<br />Spyware<br />Viruses<br />Adware<br />Hacker<br />Browser hi-jacker<br />October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />30<br />
  64. 64. Work in several steps:<br />Example - 2 - 2 screens -> less printing documents -> easier checking and comparing figures<br />October 11th 2011<br />31<br />
  65. 65. Work in several steps:<br />Example - 3 - WebEx ->meetings with clients from a distance<br />October 11th 2011<br />32<br />
  66. 66. Work in several steps:<br />Example - 4 - Smartboard -> during a presentation data can be made, saved & changed<br />October 11th 2011<br />33<br />
  67. 67. Work in several steps:<br /> Example – 5- Training programs to clients -> management of clients’ bookkeeping through the internet<br />October 11th 2011<br />34<br />
  68. 68. Work in several steps:<br /> - Digitalizing -> NEED of veryclear structure + 1 vision of saving documents!!!« YYYY MM DD NC KD V… »YYYY MM DD -> day of document creationNC -> name of clientKD -> kind of documentV0.1, v0.2, … -> different versions of edited documents -> NEED of firewall!!! -> High quality standard -> Far better service<br />October 11th 2011<br />35<br />
  69. 69. E-Invoicing:<br />Example – 6<br />Total amount of invoicesnationally:<br />1.000.000.000<br />Total amount of electronicinvoices:<br />October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />36<br />
  70. 70. Who is Bart Van Coile<br />- Chairman of the local professional association for accountants, bookkeepers & tax consultants (V.A.B.F vzw) with approximately 250 members<br />October 11th 2011<br />37<br />
  71. 71. Who is Bart Van Coile<br />Example – 7- Attendees can be registered by the EID-registration <br />October 11th 2011<br />38<br />
  72. 72. Who is Bart Van Coile<br />- Council member in the Institute of certified accountants & tax consultants (since 2010)<br />October 11th 2011<br />39<br />
  73. 73. CertifiedAccountants and Tax ConsultantsThe pillars for a healthycompanyThe perfectfinancial and fiscal advisors<br />October 11th 2011<br />40<br />
  74. 74. Who we are<br /><ul><li>A public organisation
  75. 75. EstablishedbyBelgianlaw in 1985 (certified accountants)
  76. 76. Recognisedtaxconsultants in 1999</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />41<br />
  77. 77. What we do<br />Organizing a guidedtraineeship (3 years)<br />Providing a permanent formation<br />Supervising the professional activitieswhileguaranteeing:<br />Competence<br />Independency<br />Professionaly correct members<br />Ensuring a corps of specialists<br />October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />42<br />
  78. 78. Members<br />Individuals and Companies<br />October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />43<br />
  79. 79. Priorities 2010-2012<br /><ul><li>Specificdegree
  80. 80. Preferentialmatters
  81. 81. Permanent formation
  82. 82. Qualitycontrol
  83. 83. Communication</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />44<br />
  84. 84. Situation at present:<br /><ul><li>Data is everywheretoomany software systems
  85. 85. Lots of filingcabinetsdifficult to search data
  86. 86. Data is notexternallyavailable</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />45<br />
  87. 87. Target of digitalization<br /><ul><li>For the members:</li></ul> SELF SERVICE PORTAL<br /><ul><li>Advantage:</li></ul>* Follow up of ownevolution (check & adapt)<br />-> members & trainees are in control of theirown data<br />-> For the institute: IAB gets a perfect view ontheirnumbers of members and data withhistory<br />-> Advantage:<br />- Only 1 system is needed<br />October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />46<br />
  88. 88. Target of digitalization<br /><ul><li>More possibilitieswith the samemeans & team
  89. 89. Achieve more withlessadministration
  90. 90. A better service
  91. 91. Automation is the key!</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />47<br />
  92. 92. Specific data neededfor the future of the Institute<br /><ul><li>Extra informationaboutcompanies
  93. 93. Money launderinglegislation
  94. 94. Online quality reports</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />48<br />
  95. 95. What does an electronic fileneeds to contain<br /><ul><li>Basicinformation
  96. 96. History of the correspondence
  97. 97. Extra modulus</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />49<br />
  98. 98. Target groups of the electronic file<br />MEMBERS<br /><ul><li>Check ownpersonal file
  99. 99. Adaptpersonal info
  100. 100. Hand in newforms & reports
  101. 101. Check status of active files and queries
  102. 102. Check theircorrespondence</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />50<br />
  103. 103. Target groups of the electronic file<br />STAFF<br /><ul><li>Check total view on a specificmember’s file with all relateddocuments
  104. 104. Check overview of memberswiththeirhistory & enclosures
  105. 105. Link excel files fromoverviewtogetherwithsendingemails and drawingvisual reports & statistics</li></ul>October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />51<br />
  106. 106. Questions & answers<br />October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />52<br />
  107. 107. 53<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />October 11th 2011<br />Education International: <br />Membership fee & invoice automation using Dynamics CRM and SharePoint<br />IBR: <br />Single sign-on for transparent access to webapplications<br />Recytyre: <br />self-service portal and automatic declaration and invoicing <br />Real-life cases<br />
  108. 108. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />54<br />Demo<br />
  109. 109. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />55<br />SSO benefits<br />One password for all applications/websites<br />Central member management<br />Cost saving on all application development<br />No need for login screens and procedures<br />Industry standards & centralization<br />allowing several software partners to develop applications<br />All linked to central user management<br />KISS principle<br />Allows to build small and focused modules<br />Instead of one “all-in-one” complex website<br />Smaller modules are easy to maintain<br />
  110. 110. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />56<br />Demo<br />
  111. 111. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />57<br />Recytyre (www.recytyre.be)<br />Who is Recytyre?<br />The vzw Recytyre, the executing organism for recycling tyres, was founded on february 9th 1998 by the 6 most important tyre producers and importers together with a few other groups represented in Federauto.<br />Some figures<br />500+ members (new tyre import export companies)<br />50 operators<br />6516 collection points (garages, tyre centers)<br />144 container pickups per day<br />6 staff<br />Orbit One Customer since 2004<br />
  112. 112. October 11th 2011<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />58<br />Demo<br />
  113. 113. 59<br />OneCafé: The future of membership organisations using Dynamics CRM + SharePoint<br />October 11th 2011<br />

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