The document discusses how nonprofits can use Open Atrium, an open source collaboration platform. It describes Open Atrium's features for knowledge management, communication and collaboration. Examples are given of how nonprofits have used Open Atrium for member portals, coworking spaces, journalism and more. The document outlines a three step process for setting up a nonprofit Open Atrium site: mapping out users, work and needs; structuring spaces and sections; and implementing the design on Open Atrium.

1. Version 2.0
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2. VP of Strategic Initiatives
Email: kborchert@phase2technology.com
Karen Borchert
Drupal.org & Twitter: karenborchert
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3. James Carlson, Bucket Brigade
Dan Adams, Layton Boulevard West
Neighborhoods
Email: daniel@lbwn.org
Our Guests Today
Twitter: @laytonblvd
Email: james@bucketb.com
Twitter: @bucketb
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4. Today’s Discussion
• What is Open Atrium?
• How do nonprofits use Open Atrium?
• Getting Ready for your Open Atrium 2.0 Site
• Demo!
• How to Get Started
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5. What is Open Atrium?
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6. What is Open Atrium?
Open Atrium is a collaboration platform
designed to help organizations manage
their communications, teams, and
knowledge.
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7. What does Atrium DO?
Atrium has native features to support knowledge management,
collaboration, and communication.
But through its pluggable framework, can also be extended to
integrate with enterprise-level applications focusing on project
tracking (like JIRA), time tracking (like Harvest, AtTask, or OpenAir),
wikis (like Confluence), and asset management (like Alfresco and
Sharepoint).
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8. Features of Atrium 2.0
• Security through access control for individuals, teams, and organizations
• Discussions: moderated public and private
• Knowledge Management: file storage, collaboration, access
• Simple multi-site or “microsite” implementation
• Mobile ready: responsive themes and layouts
• Pluggable functionality to connect to enterprise-level applications
(custom work, but done as plugins)
• Customizable Layout
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9. Open Atrium Can Be Used To...
• Manage projects and clients for a services company
• Meet customers in a discussion forum
• Build an Intranet or manage knowledge with a wiki
• Engage and Inform through a web portal
• Create an extranet for sharing access-controlled information
for business to business knowledge management
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10. How Do Nonprofits
Use Open Atrium?
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11. Who is Atrium For?
Atrium 2.0 is for organizations with
teams, clients, or affiliates who need
a common platform to communicate,
collaborate, and manage knowledge.
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12. Nonprofits can use Open Atrium to...
• Manage multiple chapters or affiliates of the organization
• Share best practices
• Manage volunteer groups
• Engage community members in dialogue around needs
• Communicate (and REALLY collaborate!) with the board
• Manage events & organization calendars
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13. An Atrium 2.0 Customer may have...
• Multiple chapters, affiliates, franchises, or brands
• Global, Regional, and Local communication needs
• Multiple offices, teams, or branches
• Forums or networks of customers to engage
• multiple campaigns, projects, newsbeats, or aid efforts
• multiple project teams communicating with external clients
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14. like who?
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15. Nonprofit Members Portal
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16. Nonprofit Members Portal
public
information
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17. Nonprofit Members Portal
public
information
member
discussions
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18. Nonprofit Members Portal
public
information
member
discussions
social sharing
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19. Collaboration for Coworking
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20. Collaboration for Coworking
events
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21. Collaboration for Coworking
events
discussions
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22. Collaboration for Coworking
events
discussions
members-only
information
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23. Collaborative Journalism & Learning Labs
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24. Collaborative Journalism & Learning Labs
group-level
access
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25. Collaborative Journalism & Learning Labs
group-level
access
resource
management
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26. Collaborative Journalism & Learning Labs
group-level
access
public-facing
news
resource
management
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27. Documentation & Intranet
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28. Documentation & Intranet
site & section
members
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29. Documentation & Intranet
site & section
members
clear access
control
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30. Documentation & Intranet
site & section
members
clear access
control
media assets
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31. Documentation & Intranet
site & section
members
clear access
control
media assets
pure Drupal
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32. Documentation & Intranet
site & section
members
clear access
control
media assets
pure Drupal
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33. Colleges and Universities
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34. Colleges and Universities
microsites for
departments
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35. Colleges and Universities
microsites for
departments
public
information
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36. Colleges and Universities
microsites for
departments
public
information
student portal
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37. Colleges and Universities
microsites for
departments
public
information
student portal
faculty
resources
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38. Colleges and Universities
microsites for
departments
public
information
student portal
events
faculty
resources
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39. Questions for our Guests
• Why is collaboration so"ware important to your nonprofit?
• What do you use Open Atrium to do?
• What are you hoping to do with Open Atrium 2.0?
• How has collaboration so"ware changed the way your
organization works?
• What features do you hope to see in Open Atrium in the
future?
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40. How to Set Up a
Nonprofit Open
Atrium Site
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41. Step 1: Understand a
bit about the structure
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42. Spaces
• A "Space" is a subset of content
within your Open Atrium instance
that is shared among a collection
of users (members).
• A "Space" can be used for a
Project, Department, Microsite or
any other collection of related
content and people.
• It is an “Organic Group” content
type. (no relation to Spaces
module)
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43. Sections
• A "Section" is a collection of
content within a specific "Space"
that is tightly related, or private to
a specific set of users.
• A "Section" can be used for
specific working areas within a
Space, such as a Discussion or
Wiki.
• A "Section" can be assigned
specific access controls to limit it's
visibility.
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44. Members
• Spaces have Users assigned to them
called “Members”.
• “Members” can have special
permissions, such as Edit and
Create access.
Space Members
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45. Groups
• A "Group" is a collection of users
with related roles or interests than
span across multiple Spaces.
• A "Group" can represent a specific
company or organization, or it can
represent a common role, such as
"project managers" or "developers".
• Groups are used to assign access
control to specific Sections within
Spaces.
• Groups are used for Notifications.
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46. Teams
• A "Team" is an ad-hoc collection of
users within a specific Space that
share a related purpose.
• "Teams" are used to assign private
access control to specific Sections
within Spaces.
• "Groups" extend beyond individual
Spaces whereas “Teams” are
specific to a particular Space.
• Teams are used for Notifications.
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47. Step 2: Map out your
work & people
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48. Nonprofits should consider...
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49. Nonprofits should consider...
• Who are your people?
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50. Nonprofits should consider...
• Who are your people?
• How do they interact?
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51. Nonprofits should consider...
• Who are your people?
• How do they interact?
• What is the work that you do?
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52. Nonprofits should consider...
• Who are your people?
• How do they interact?
• What is the work that you do?
• What is needed to do that work?
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53. Nonprofits should consider...
• Who are your people?
• How do they interact?
• What is the work that you do?
• What is needed to do that work?
• How do your people accomplish
that work?
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54. Nonprofits should consider...
• Who are your people?
• How do they interact?
• What is the work that you do?
• What is needed to do that work?
• How do your people accomplish
that work?
• Program managers, volunteers
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55. Nonprofits should consider...
• Who are your people?
• How do they interact?
• What is the work that you do?
• What is needed to do that work?
• How do your people accomplish
that work?
• Program managers, volunteers
• Plan shi"s, volunteer for shi"s
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56. Nonprofits should consider...
• Who are your people?
• How do they interact?
• What is the work that you do?
• What is needed to do that work?
• How do your people accomplish
that work?
• Program managers, volunteers
• Plan shi"s, volunteer for shi"s
• Tutor kids, report results
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57. Nonprofits should consider...
• Who are your people?
• How do they interact?
• What is the work that you do?
• What is needed to do that work?
• How do your people accomplish
that work?
• Program managers, volunteers
• Plan shi"s, volunteer for shi"s
• Tutor kids, report results
• Place to discuss; shared calendar
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58. Nonprofits should consider...
• Who are your people?
• How do they interact?
• What is the work that you do?
• What is needed to do that work?
• How do your people accomplish
that work?
• Program managers, volunteers
• Plan shi"s, volunteer for shi"s
• Tutor kids, report results
• Place to discuss; shared calendar
• Share a discussion forum and a
calendar to coordinate volunteer
needs and schedule shi"s
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59. Mapping it out
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60. Mapping it out
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61. Mapping it out
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62. Mapping it out
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63. Mapping it out
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64. Mapping it out
space
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65. Mapping it out
space
sections!
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66. Mapping it out
space
sections!
groups
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67. Mapping it out
space
sections!
groups
teams
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68. Many Levels of Collaboration:
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69. Many Levels of Collaboration:
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70. Many Levels of Collaboration:
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71. Many Levels of Collaboration:
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72. Title Text
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73. Title Text
space
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74. Title Text
space
sections!
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75. Title Text
space
sections!
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76. Title Text
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77. Title Text
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78. Title Text
space
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79. Title Text
space
sections
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80. Title Text
space
sections
groups
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81. Title Text
space
sections
groups
teams
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82. Step 3: Take it to
Open Atrium!
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83. How to Get Started
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84. Take it for a spin!
getpantheon.com
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85. Email: openatrium@phase2technology.com
Connect with us:
IRC: #open-atrium
Twitter: @openatrium
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86. PHASE2TECHNOLOGY.COM
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