Customer Integration Challenges
Trilogy Hub System
Vendor Integration Challenges
• Boutique online services for
small & medium nonprofits
• Strategy, design, development
• WordPress, Drupal, others
• SalsaLabs, Luminate, BSD,
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
• This is grossly inefficient for everyone involved,
including developers and nonprofits.
• Especially when you’re small.
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
Either way is costly, however you measure cost.
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?
• Drupal integration experts
• RedHen, a native Drupal CRM
• Engagement tools: events,
donations, volunteer signups
• Salesforce, MailChimp, etc.
• 50k sites running on our
• 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
• 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.
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
3. Serves strictly only progressive candidates/candidates/causes
4. Other: Please articulate
Make Your Voice Heard!
Help steer the specification
• Visit with Committee, Provide Feedback
• Support the cause!
• Participate in spec development committee meetings
• Have your say!
– Shape Table
– Technical Development
– Technical Consensus
• V1 Release at Netroots Nation (July 2014)
– Initial customer facing deployment
– Customer evangelism and endorsements
– V2 – updated based on V1 learnings
– Ready for 2016 election cycle
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
Tech Committee Developer
• Attend weekly committee calls (1hr)
– Good Standing: present for past 3 meetings
– Thursdays 3pm eastern / 12 noon pacific
– Avg 30 min action items / 2 weeks
• Coalition Visibility
– Your logo on our site
• Help with outreach and visibility
– As possible, conference sessions, webinars
• 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)
● General purposeRESTful resource
○ General purposeset of common
○ Moldable to virtually any scenario
● “Helper” Optimizations based on need
○ Common scenarios requiring
multiple operations or complexity
○ Reduced to simpler “helper”
● Junior dev or web dev friendly
• 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.
– 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