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CUSTOMER PROBLEM
SOLUTION
EXECUTION VALUES, STRATEGY AND
BRANDING
{ http://opensupporter.org }
Example Integrated App
R74 “Marriage Hero” Dashboard
Unified Events
• Single place to find events
• Finance events in Salsa
• Ticket Pricing
• Volunteer Events in VAN
• Vol Tr...
Fundraising
Hobnob, ActBlue, Salsa
Many data sources to aggregate
Friends. Who’s Voted? Who Hasn’t?
Customer Integration Challenges
Marriage Hero
Integration System
Salsa
CRM
Amicus
Voter
Data
VAN
Facebook
Events
VAN/Salsa...
Contribution
Integration
Social Networks
Hub
DB
Google
Facebook
Twitter
NGP
VAN
Silverpop
ActBlue
Trilogy
Ektron
Mobile
Co...
• Boutique online services for
small & medium nonprofits
• Strategy, design, development
• WordPress, Drupal, others
• Sal...
Welcome to the tower of Babel
• You don’t need complicated needs or ideas to
encounter this problem.
• Whether you've got ...
Why it stinks for nonprofits
To get an integration done, you need to either:
1. Pay an agency/developer you know and trust...
Why it stinks for agencies like us
1. It’s impossible to speak every language, though
there are efficiencies at scale (whi...
• Drupal integration experts
• RedHen, a native Drupal CRM
• Engagement tools: events,
donations, volunteer signups
• Sale...
Current Integration Approach
With OSDI
• Colorado Fair Share works to provide
every Coloradan with a fair shot at a
good job, a secure future and a strong
voice ...
SOLUTION
A Common API
Solution: Common API!
Customers, digital and tech
directors, technology
consultant
Application Developers
Platform Vendors
Progressive Innovation Principles
Big Business Fears Democratic Administrations
Level Playing Field
Who can innovate is determined by customers not market
power
Microsoft’s control over Windows can’t li...
Shared Control
The interop surface is defined democratically.
HTML Tags, attributes on a person
Standard will evolve to specialize and enhance
“Base Classes” for common objects
Vendor Differentiation
Vendors can add differentiated features and
innovation without disconnecting from baseline
standard...
What other areas do standards help innovation
and competition?
Where does a lack of standards cause problems?
Audience Pro...
Example Demo(s)
• Unified Signup Form (multiple CRMs)
– Video Option
• Canvasser (platform agnostic tool)
Breakout Groups
• Each group come up with one example to reportback to the
entire group
– Highlight their own integration ...
ORG, VALUES AND BRANDING
Customer/Cause Segments
Which best characterizes your customer segments regarding political,
cause based ideals?
1. Serves...
Make Your Voice Heard!
Help steer the specification
–Customer Coalition
• Visit with Committee, Provide Feedback
• Support...
Roadmap
• 2013
– Shape Table
– Technical Development
• 2014
– Technical Consensus
• V1 Release at Netroots Nation (July 20...
Customer Coalition
Help us help you
• Help us
– is a good idea and something vendors should prioritize in resourcing
– Hel...
Tech Committee Developer
• Attend weekly committee calls (1hr)
– Good Standing: present for past 3 meetings
– Thursdays 3p...
Technical Overview
• Core RESTfulProtocol
• JSON payload, HAL Hypermedia
• User friendly exploration
• CRUD ResourceAccess...
Org Structure
• Governance Committee
– set the rules of the overall organization. That includes the structure, and approva...
Officers
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
Demographic Data Collection Implications and Opportunities
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Demographic Data Collection Implications and Opportunities

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Demographic Data Collection Implications and Opportunities with Yee Won Chong

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Demographic Data Collection Implications and Opportunities

  1. 1. CUSTOMER PROBLEM SOLUTION EXECUTION VALUES, STRATEGY AND BRANDING { http://opensupporter.org }
  2. 2. Example Integrated App R74 “Marriage Hero” Dashboard
  3. 3. Unified Events • Single place to find events • Finance events in Salsa • Ticket Pricing • Volunteer Events in VAN • Vol Tracking • No web front end • Wanted email reminders
  4. 4. Fundraising Hobnob, ActBlue, Salsa Many data sources to aggregate
  5. 5. Friends. Who’s Voted? Who Hasn’t?
  6. 6. Customer Integration Challenges Marriage Hero Integration System Salsa CRM Amicus Voter Data VAN Facebook Events VAN/Salsa P2p $$ Pages qgiv $$ Salsa $$ NGP $$ Act Blue
  7. 7. Contribution Integration Social Networks Hub DB Google Facebook Twitter NGP VAN Silverpop ActBlue Trilogy Ektron Mobile Commons Vendors Mailers MailChimp Salsa Trilogy Hub System Vendor Integration Challenges
  8. 8. • Boutique online services for small & medium nonprofits • Strategy, design, development • WordPress, Drupal, others • SalsaLabs, Luminate, BSD, Salesforce, etc. • “agnostic”
  9. 9. Welcome to the tower of Babel • You don’t need complicated needs or ideas to encounter this problem. • Whether you've got 10 systems or just two, each integration requires a new, separate API “language.” • This is grossly inefficient for everyone involved, including developers and nonprofits. • Especially when you’re small.
  10. 10. Why it stinks for nonprofits To get an integration done, you need to either: 1. Pay an agency/developer you know and trust to learn the language (if they don’t already) 2. Find a new and perhaps totally unfamiliar agency/developer thathas expertise in the language Either way is costly, however you measure cost.
  11. 11. Why it stinks for agencies like us 1. It’s impossible to speak every language, though there are efficiencies at scale (which we lack) 2. It’s hard to confidently provideestimates and timelines to clients/superiors regarding LoE to master language and fulfill implementation 3. It weakens relationships when people have to get their needs met by someone else Wouldn’t it be great if we could just learn Esperanto? Is that even a thing?
  12. 12. • Drupal integration experts • RedHen, a native Drupal CRM • Engagement tools: events, donations, volunteer signups • Salesforce, MailChimp, etc. • 50k sites running on our contributions
  13. 13. Current Integration Approach
  14. 14. With OSDI
  15. 15. • Colorado Fair Share works to provide every Coloradan with a fair shot at a good job, a secure future and a strong voice in our democracy by standing up to the conservatives and Wall Street interests who block progress at every turn. • In 2014, ran comprehensive independent campaign in support of Sen. Mark Udall – Field, Phones, Digital and Campus. • Knocked on over 1 Million Doors, Ran 11 Field offices, and GOTV program on college campuses across the state.
  16. 16. SOLUTION A Common API
  17. 17. Solution: Common API! Customers, digital and tech directors, technology consultant Application Developers Platform Vendors
  18. 18. Progressive Innovation Principles Big Business Fears Democratic Administrations
  19. 19. Level Playing Field Who can innovate is determined by customers not market power Microsoft’s control over Windows can’t limit who builds Windows Apps Google, Apple, others??
  20. 20. Shared Control The interop surface is defined democratically. HTML Tags, attributes on a person
  21. 21. Standard will evolve to specialize and enhance “Base Classes” for common objects
  22. 22. Vendor Differentiation Vendors can add differentiated features and innovation without disconnecting from baseline standards interop
  23. 23. What other areas do standards help innovation and competition? Where does a lack of standards cause problems? Audience Prompt
  24. 24. Example Demo(s) • Unified Signup Form (multiple CRMs) – Video Option • Canvasser (platform agnostic tool)
  25. 25. Breakout Groups • Each group come up with one example to reportback to the entire group – Highlight their own integration challenges – Customers Discuss interop and innovation scenarios
  26. 26. ORG, VALUES AND BRANDING
  27. 27. Customer/Cause Segments Which best characterizes your customer segments regarding political, cause based ideals? 1. Serves any and all customers/causes regardless of where they sit on the progressive<-> conservative spectrum 2. Serves mostly progressive customers/causes unless the best way to serve a progressive goal requires supporting a conservative/republican 3. Serves strictly only progressive candidates/candidates/causes 4. Other: Please articulate
  28. 28. Make Your Voice Heard! Help steer the specification –Customer Coalition • Visit with Committee, Provide Feedback • Support the cause! –Technical Committee • Participate in spec development committee meetings • Have your say!
  29. 29. Roadmap • 2013 – Shape Table – Technical Development • 2014 – Technical Consensus • V1 Release at Netroots Nation (July 2014) – Initial customer facing deployment – Customer evangelism and endorsements • 2015 – V2 – updated based on V1 learnings – Ready for 2016 election cycle
  30. 30. Customer Coalition Help us help you • Help us – is a good idea and something vendors should prioritize in resourcing – Helps recruit additional vendors – Gives you committee access – PR – join us in PR • Help you – Invitations to education webinars and OSDI community – Visibility shows your organization's leadership in technical advancement – Reap lower costs and better choice in your technical and digital engagements
  31. 31. Tech Committee Developer • Attend weekly committee calls (1hr) – Good Standing: present for past 3 meetings – Thursdays 3pm eastern / 12 noon pacific • Homework – Avg 30 min action items / 2 weeks • Coalition Visibility – Your logo on our site • Help with outreach and visibility – As possible, conference sessions, webinars
  32. 32. Technical Overview • Core RESTfulProtocol • JSON payload, HAL Hypermedia • User friendly exploration • CRUD ResourceAccess • Data Model • People, Addresses, Emails, etc • Lists, Tags, Queries • Petitions, Forms, Survey Q&A • Events, RSVPS • Donations, Fundraising Pages • Futures (Canvassing, Social, etc) Design Strategy ● General purposeRESTful resource architecture ○ General purposeset of common patterns ○ Moldable to virtually any scenario ● “Helper” Optimizations based on need ○ Common scenarios requiring multiple operations or complexity ○ Reduced to simpler “helper” functions ● Junior dev or web dev friendly
  33. 33. Org Structure • Governance Committee – set the rules of the overall organization. That includes the structure, and approval of technical charter details (scope) created by the TC. – Approval of new members of the TC – NOT delve into technical details are to be left to the TC and PC. – The members of the governance committee will be published on our website. – Marketing, outreach, overall direction – Executive Committee • Technical Committee – Our current developer group will become the "Technical Committee" or TC – The job of this committee is to define the core functions of the specification. This provides functionality for the core scenarios and implementation will result in a useful interface. • ProgressiveCaucus – The progressive caucus (PC) is a self-selecting group of progressive entities and invited guests. It serves two functions – A private discussion to establish a progressive technical position on issues where needed. This discussion may include implementation details meant for progressive ears only. When a consensus position is achieved, this position will be brought back to the general TC. – To define extensions to the core spec that will be restricted to progressive or "progressive-friendly" entities. The definitions may or may not be published. • No Membership fees
  34. 34. Officers

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