D-7610 Pre-PETS Presentation January 2015

Agenda Background / Overview A few things you should know Club Management Functions Future Plans

New UI DACdb Mobile Help / Support Q & A

Where is DACdb?

73% USA

24% World

100+ Districts

6,500 clubs

Plus:-South AfricaComing Soon:-India-England

DACdb Background Background

Started 11+ years ago – Rotary District 7710

July 2006 Mike Thacker / Mark Landmann Partnership Did business under Simply-the-Best, Inc.

Oct 2014 Mark purchased DACdb from Mike (Mike retired) DACdb, LLC.

2015 New User Interface DACdb University - Training Additional Documentation

DACdb Management Team Mark Landmann

DACdb Development / Sales and Support 35+ years, CIO Tanning, Chief Engineer Jeppesen, United Airlines

Jamie Lowery VP of Development and Operations

Peter Gallanis Technical Architect / Development

John Ramon / Mike Soden (custom websites) Websites

Ed Foster Support

Sylvia Soden Billing / Accounting

Heather Brandt Dues / Accounting Training Support, 1st level support on Dues and Accounting

Technology – Behind the scene

Adobe ColdFusion Microsoft MS SQL Microsoft IIS Windows Server 2008 jQuery / JavaScript PHP Over 1,400,000 lines of code ~15,000 pages of code Over 11 years of development

A few things you should know

Security Levels – 10 Levels 0 – Public (public websites – not logged in) 1 – Members 2 – Committee Chairs – Add/Delete members 3 – Event Moderators 4 – Club Officers 5 – Assistant Governors 6 – District Administrators 7 – District Communication Officer (DCO) 8 – Zone Administrators (zones, multi-districts) 9 – DACdb administrators (Mark)

Zone 26

Zone 33-34

The “Big Picture”

Zone 34

Zone 33

District 5110District 5110District 7610

Area/Region 1Area/Region 1

Club 1 Club 2 Club N

Its all one Database !

Member

Club

District

Zone

Area

Single point of data (e.g., phone number or email)

DACdb Terminology MemberID – RI Member Number UserID – DACdb internal member number MemberType – RI MemberType (Active, Honorary) OrgYear – Organizational Year (e.g., 2012-13) UserName – LastName, FirstName MidName Suffix MemberName – FirstName MidName LastName Suffix FName – Member First Name or Nick Name if there PartnerFName – Spouse/Partner FName DCO – District Communications Officer (Level-7) DLT – District Leadership Team (Committee/Council) PMail – Personalized Email uPages – User defined/written website pages RoleKey – a short abbreviation for a club position (e.g., P,S or

T)

How do I access DACdb? DACdb it’s in the “cloud” - it is a multi-user

SAAS web-based application

http://www.directory-online.com/Rotary - or –

http:/www.DACdb.com/Rotary

Test System http://www.directory-online.com/RotaryTest copy of yesterday’s data! No RI, No Emails

Club Management Functions

Club Management Members

Adding Updating Deleting

Club Positions Attendance Reporting RI Integration Reports ezStory ezBulletin

Club – Committee Positions

Club Positions – Club Level

President President-Elect Secretary Treasurer Club Director Membership Chair Rotary Foundation Chair Etc…

Committees – District Level

District Governor District Governor-Elect District Secretary District Treasurer Executive Director Membership Chair Rotary Foundation Chair Etc…

Club Positions -- ARE NOT the same as – Committee Positions

Adding a Position System makes assumption on dates Club positions (Roles) are checked from pop-up

Click Here

Click Roles Here

Role Progression One entry, can generate 5 positions with 1-click! Add only

Role progressions recognized: PN, PE, P, iPP, PP SE, S TE, T

RoleKey Relationship Club Position

District Committee

2012-13

President P

President-Elect PE

President-Nominee

PN

iPast President IPP

Past President PP

2013-14

President P

President-Elect PE

President-Nominee

PN

iPast President IPP

Past President PP

2014-15

President P

President-Elect PE

President-Nominee

PN

iPast President IPP

Past President PP

2015-16

President P

President-Elect PE

President-Nominee

PN

iPast President IPP

Past President PP

Why did I tell you this? If it is done, DACdb now becomes a powerful

communications and reporting tool for the District and Clubs

DACdb is the repository of information Elimination of manual lists, multiple databases, etc.

Club Positions (P, S, T, M, TRF, etc.) role-up to District Level committees automatically:

Members added at the club level are added into the district committees

Members deleted at the club level are removed from the district committees

This requires NO WORK on the part of the District to maintain these committee lists!!!!!!

Year End Conversions There is none!

Well… nothing that you need to do! *IF* you defined the club positions for next year!!!

Members in defined positions receive new rolls Officers without a position become members

*IF* you DO NOT defined the club positions for next year… We will make some educated guesses on the promotion

Future Plans

UI Changes Principles behind the design:

Clean / Consistent Appropriate use of white space and colors Things will behave as we expect Context in Reality – our knowledge of the world as we

know them

Tablet Support (Droid / iPad)

New User Interface (UI)Already found in:- Grants- Ignite- Backroom- AG Area- Files

Future Plans: PMail Rewrite New Event Management (add, edit calendar events) Registration Edit (new UI, tabs)

Reposition questions Add questions after starting event Allowing members to update registrations

Pre-Register Add Questions Come back and update registration

New Calendar Dues – Accounting Interface

FLEX/Flash to HTML5 (iPad support)

New Server (2x everything!)

PMail

DACdb Mobile

DACdb Mobile m.dacdb.com (no www)

Help On-Line Help

Support Tickets Training Resources FAQ

Email: Support@directory-

online.com

Skype: mlandmann1

Call Mark – 303-883-6196 Until mid-night – 7 days a

week

When its not there? DACdb success can largely be attributed to its

creative users. Numerous suggestions for new modules,

functional enhancements come in weekly (if not daily)

Each request is evaluated for its merits and usefulness to other users

Some requests can literally be done over night Some requests will be queued until development in

that area is scheduled As an owner, partner and developer of DACdb

We DO want to hear your ideas and suggestions

Q & A

What are:

-Your issues-Your concerns

-Your suggestions

31

Thanks for attending today.

Have a GREAT day!