HowTo Impact Non-Profits with WordPress, MS-
Access andTwilio
I’M AN ATTORNEY I’M NOT YOUR ATTORNEY
IT since 1998
• Acxiom Corp
• Arkansas Children’s
Hospital
• Phyzit, Inc.
• Chief Privacy
Officer
• Open Access Law
Firm, co-founder
• Certified Information
Privacy Professional
HARDWARD NIGHTMARE > TWILIO EXCELLENCE
DENVER DRUPAL DEVELOPER CONTEST
THE CHALLENGE:TWILIO + DRUPAL = EPIC MODULE
http://www.twilio.org/story/design-a-better-world-with-communications-2/
SAFEGUARD PRIVATE INFORMATION
Text Messaging to CommunicateWith Public Health Audiences:
How the HIPAA Security Rule Affects Practice
Hilary Karasz - Amy Eiden - Sharon Bogan
Am J Public Health American Journal of Public Health – 2013
http://www.ncbi.nlm.nih.gov/pmc/articles/PMC3673236/
FEDERAL LEGAL AID
Annual income
<=125% federal
poverty guidelines
2015
$14,713 individual
$30,313 family of 4
80% of America can’t
afford attorneys.
THE JUSTICE GAP
1 in 5
Americans
Qualify
For Legal Aid 63.6
Million
Americans
Qualify
+50%
Turned
Away
No Capacity +70%
Unrepresented
Litigants
By Case Type
DOMESTIC VIOLENCE
9
Seconds until a woman is
beaten
3rd
Cause of family
homeless
14.4
Calls per minute 24/7
+$37,000,000
Law enforcement, legal, medical/mental, lost
production
HOW CAN TECHNOLOGY HELP
“Legal aid technology IS hacking.”
-Vince Morris
NLADA 2014 Innovations in
Equal Justice Award Recipient; law professor, legal aid services and technology expert
:)
I WON!
ATTACK WHERE WE CAN
“…Microsoft Excel and Access are the backbone that power many
organizational processes in companies big and small…
Extending Office usingVBA … is approachable by non-developers, easy
to learn, and … add custom logic to Office applications.”
- Devin Rader,Twilio Evangelist
https://www.twilio.com/blog/2013/08/twilio-from-excel-and-access.html
https://github.com/devinrader/CallYourSpreadsheet
Published 2013; comments and code updates through April
2016
KEMPS CASEWORKS: MS-ACCESSWITHTWILIO INTEGRATION
Legal case management tool for legal aid offices
“Prime Office uses Microsoft SQL server to store data
and Microsoft Office Access as a source of forms, reports,
queries and menus.”
Legal Aidof Southeastern PALASP
APPOINTMENTS / COURT APPEARANCES/ CASE DOCUMENTS
Custom MS-Access forms:
 On-demand text-to-sms
 On-demand text-to-call
 Scheduled voice and/or SMS
 Meeting with Legal Aid Attorney
 Court appearance: date, time,
location
 You have missing
document(s)…
AZURE VM EXAMPLE OF PROJECTS
Text-to-SMS
Text-to-Voice
MS-Access
front-end
forms
AZURE VM EXAMPLE OF PROJECTS
Text-to-SMS
Text-to-Voice
MS-AccessVBA
AZURE VM EXAMPLE OF PROJECTS
SMS reminders
of missing
documents
WORDPRESS / WORLDWIDE / POPULAR IN NON-PROFIT
60%
Approximate
Numbe
rOf CMS Sites 26%
Approximate
Number
Of Websites
$0
Bucks
To
Get Started 409
Million
Monthly
Blog Readers
WORDPRESS TWILIO PLUG-INS: CURRENT
22
Repository
Plugins
Use Twilio
Recommend for learning
WP Core
A simple plugin to add SMS capability
Developer also sells ‘Vantage SMS’ theme
Joy Of Text
Send SMS and voice messages
“Lite” version is free
“Pro” version is $39 and well worth it
o Receive
Inbound SMS
Stand-alone / Free
RECEIVING INBOUND SMS
Signal Send/Receive SMS Plugin-in
 Basic plugin setup
 What is a plugin?
 Hooks
 Actions
 Filters
 Scripts and styles
 Settings page
 URL rewrite
RECEIVING INBOUND SMS
Created a separate, simple plugin
URL Rewrite
Tells WP “let my PHP file process requests to this
URL”
Note, for production applications be sure to add code
to protect against URL based attacks
PLUGINS ON GITHUB LATER TODAY 05/25/16
https://github.com/stewart-whaley/signal-silent-disco
stewart@openaccesslawfirm.com

Twilio Signal 2016 How to Impact Non-profits

  • 1.
    HowTo Impact Non-Profitswith WordPress, MS- Access andTwilio
  • 2.
    I’M AN ATTORNEYI’M NOT YOUR ATTORNEY IT since 1998 • Acxiom Corp • Arkansas Children’s Hospital • Phyzit, Inc. • Chief Privacy Officer • Open Access Law Firm, co-founder • Certified Information Privacy Professional
  • 3.
    HARDWARD NIGHTMARE >TWILIO EXCELLENCE DENVER DRUPAL DEVELOPER CONTEST THE CHALLENGE:TWILIO + DRUPAL = EPIC MODULE http://www.twilio.org/story/design-a-better-world-with-communications-2/
  • 4.
    SAFEGUARD PRIVATE INFORMATION TextMessaging to CommunicateWith Public Health Audiences: How the HIPAA Security Rule Affects Practice Hilary Karasz - Amy Eiden - Sharon Bogan Am J Public Health American Journal of Public Health – 2013 http://www.ncbi.nlm.nih.gov/pmc/articles/PMC3673236/
  • 5.
    FEDERAL LEGAL AID Annualincome <=125% federal poverty guidelines 2015 $14,713 individual $30,313 family of 4 80% of America can’t afford attorneys.
  • 6.
    THE JUSTICE GAP 1in 5 Americans Qualify For Legal Aid 63.6 Million Americans Qualify +50% Turned Away No Capacity +70% Unrepresented Litigants By Case Type
  • 7.
    DOMESTIC VIOLENCE 9 Seconds untila woman is beaten 3rd Cause of family homeless 14.4 Calls per minute 24/7 +$37,000,000 Law enforcement, legal, medical/mental, lost production
  • 8.
    HOW CAN TECHNOLOGYHELP “Legal aid technology IS hacking.” -Vince Morris NLADA 2014 Innovations in Equal Justice Award Recipient; law professor, legal aid services and technology expert :) I WON!
  • 9.
    ATTACK WHERE WECAN “…Microsoft Excel and Access are the backbone that power many organizational processes in companies big and small… Extending Office usingVBA … is approachable by non-developers, easy to learn, and … add custom logic to Office applications.” - Devin Rader,Twilio Evangelist https://www.twilio.com/blog/2013/08/twilio-from-excel-and-access.html https://github.com/devinrader/CallYourSpreadsheet Published 2013; comments and code updates through April 2016
  • 10.
    KEMPS CASEWORKS: MS-ACCESSWITHTWILIOINTEGRATION Legal case management tool for legal aid offices “Prime Office uses Microsoft SQL server to store data and Microsoft Office Access as a source of forms, reports, queries and menus.” Legal Aidof Southeastern PALASP
  • 11.
    APPOINTMENTS / COURTAPPEARANCES/ CASE DOCUMENTS Custom MS-Access forms:  On-demand text-to-sms  On-demand text-to-call  Scheduled voice and/or SMS  Meeting with Legal Aid Attorney  Court appearance: date, time, location  You have missing document(s)…
  • 12.
    AZURE VM EXAMPLEOF PROJECTS Text-to-SMS Text-to-Voice MS-Access front-end forms
  • 13.
    AZURE VM EXAMPLEOF PROJECTS Text-to-SMS Text-to-Voice MS-AccessVBA
  • 14.
    AZURE VM EXAMPLEOF PROJECTS SMS reminders of missing documents
  • 15.
    WORDPRESS / WORLDWIDE/ POPULAR IN NON-PROFIT 60% Approximate Numbe rOf CMS Sites 26% Approximate Number Of Websites $0 Bucks To Get Started 409 Million Monthly Blog Readers
  • 16.
    WORDPRESS TWILIO PLUG-INS:CURRENT 22 Repository Plugins Use Twilio Recommend for learning WP Core A simple plugin to add SMS capability Developer also sells ‘Vantage SMS’ theme Joy Of Text Send SMS and voice messages “Lite” version is free “Pro” version is $39 and well worth it o Receive Inbound SMS Stand-alone / Free
  • 17.
    RECEIVING INBOUND SMS SignalSend/Receive SMS Plugin-in  Basic plugin setup  What is a plugin?  Hooks  Actions  Filters  Scripts and styles  Settings page  URL rewrite
  • 18.
    RECEIVING INBOUND SMS Createda separate, simple plugin URL Rewrite Tells WP “let my PHP file process requests to this URL” Note, for production applications be sure to add code to protect against URL based attacks
  • 21.
    PLUGINS ON GITHUBLATER TODAY 05/25/16 https://github.com/stewart-whaley/signal-silent-disco stewart@openaccesslawfirm.com

Editor's Notes

  • #2  Erika balbuena = awesome resource, connected me with other great Twilio folks helped FINALLY get me here (AIRPLANE STORIES). Greg Bauges (bog-ess) Developer Evangelist – help get me find a topic and cheer me along the way. Emily Reilly welcome to the Twilio community and I look forward to seeing more Social Goodness Non-profits must be efficient – funding always a problem Using business process automation, re-design, iteration, technology innovation and hacking (duct tape style). Today we will look at how we've used Twilio to make tremendous improvements in legal services, with a nod to healthcare
  • #3 1998 Acxiom with data analysis, marketing, coding Visual Basic, UNIX, Oracle, marketing software 2002-2015 ACH .NET shop, became Team Leader in System Development Group 2004-2008 Law school at night. Judges know the law, technology is not the key! -started doing technology projects for legal aid Formed Open Access Law Firm 2016 – unbundled, full and automated services; legal tech; legal aid tech
  • #4 DRUPALCON 2012 Serendipity - Jeff Linwood, spoke at Signal last year: Twilio apps on Android and iOS - On stage showing iPAD customer service app - Twilio paused customer, passed number to Drupal for customer lookup info - - had your info when answered Took a second to click, but then I was like “OH MY GOD, I can replace Frankenstein! +1,000 outpatient visits per day, 20% NO-SHOW rate Terrible in-house hardware system for reminders - Twilio meeting ; 2% drop in NO SHOW first 3 months; 7 figures ancillary revenue like Radiology Tests, etc - super increase in utilization, more people helped, tremendously less expensive than vendors and much easier on ACH staff
  • #5 Whether it is regulated health data or not! Strong laws in many states, California for example is very protective of PII personally identifiable information FTC under the FTC Act: unfair deceptive trade practices “we protect data” and don’t. “ We don’t use your private data” but we do. Cookies, other “unique identifiers”
  • #6 Access to justice is a fundamental, Constitutional right, but….The “Justice Gap” Don’t know they have legal resource Don’t know where to go if they do Can’t afford it Economic loss can be devastating Choosing between food for kids and rent…who wins? Landlord-tenant laws… AR vs CA #1 case is domestic violence 14.4 calls per minute/ 24 hours per day to DV hotlines Housing and Foreclosure Cases. Consumer Issues Employment and Income Maintenance Helping Military Families Responding to Disasters Legal issue can be $$ devestating
  • #7 AR has 1 legal aid attorney per 18,000 qualified requests per year   That’s 50 clients per day 24/7/365 Hypotethical 52 weeks, 6 days/wk, 312 * 10 = 3,120 served…  What about the other 15,000?
  • #8 Domestic violence has a disruptive impact across the social, financial, medical and legal landscape. Miss work – less $$ Less $$ no other items Leave/lose: violence or $$ lost WordPress plugin project (later) is good example for outreach/help Most domestic violence incidents are not reported.
  • #9 Access to information barrier to legal information, processes, procedures stops most pro se Even terms – pro se fancy for self-represented Process efficiency Legal document automation Court appearance by phone or video Distribute information CMS Voice/SMS Studies show % of SMS-enabled phone users is high even at low income levels
  • #10 AS Devin says, Excel and Access are embedded Even in legal aid a switch, if desired, is slow Many tools already in use, why not plug Twilio into them?
  • #12 LSNV: Voice and SMS forms Presented this project at the 2015 Equal Justice Conference Reduced missed appointments/appearances by 20% first 2 months Success has them looking for other opportunities to use Developing text to donate for their upcoming annual fund raiser THE TIME TO ASK - describe LASP: SMS only Missing documents feature is really interesting. Fed Legal Aid categorizes case types by codes 03 = Debt Collection for example As atty updates the case, client is notified of missing documents 12/16/14 – 1,446 SMS that day, mostly missing document related
  • #13 MENTION SAFE PHONES DEFAULT = FAIL MENTION FAILSAFE LEVER
  • #14 Note sandbox code. Create functions, clean up the code before pushing to production Remember to check your comments… ;) LSNV also has mass dialer: “we are closed for weather, opening 2 hours late, etc.”
  • #15 PCODE list on the right hand side Message is built using canned text & document(s) Has proven to be a big hit They have different priorities for automated messages URGENT need reply in 24 hours or doesn’t matter Regular early notify Close-in-time notify Post notify
  • #16 No need to dump statistics, WordPress is f ree and everywhere. Huge dev community, support community, examples/tutorials, free plug-ins to tweak
  • #17 WP Core is free, extensible allows sending SMS messages. Good basic plugin to learn and extend your own plugin The example is largely based on WP Core. Joy Of Text Much more sophisticated feature set for free Pro version is inexpensive and provides a ton of features Easily worth $39 for using, learning, hacking, jQuery and Ajax