See3 at Civi User Group at 10NTC
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Transcript of See3 at Civi User Group at 10NTC
Presented by
Allan Burstyn, Director of Web Services, See3
Civi User Group MeetingCase Study: “Friends of the Family”
Friends of the Family
• Maryland-based nonprofit that provides services and educational programs to children and parents throughout the state
• 30+ centers
• 100’s of center employees
Their Needs
• New website design and content management system– Solution: new design and Drupal CMS
• Donation forms, email management, manage fundraising events– Solution: CiviCRM
Center Staff Training Needs
• Emphasis on staff training– Training requirements based on position
and tenure– Different types of event registration
based on center: Director vs. employee – Administrative control over every step
• Current System–Manual, fax-based registration
process
Training Solution
• Custom build training application integrated with CiviCRM
• Training Requirements
– Ability to create and manage training requirements associated with positions and tenure
• Employee Training and Positions Tracking
– Manage and track employee positions and associated training requirements.
• Centers
– Center staff and center-specific registration rules
• Training Events
– Complex training event registration and notification process
See3 Process
• Business Analysis– Analyze current process and
documentation–Model future functionality through use
cases and functional specifications
• Proof of Concept Development–Wireframes
• Iterative Development with Milestones
Administration Landing Page
Center Directory
Training Requirement Management
Training Requirements Management
Profile Custom Fields
Positions and Trainings: Calculate and Manage Trainings
Employee Training Administration
Training Event Registration Flow
• Event Creation: Session Type and Target Audience Definition
• Center-Based Registration Process– Event email notification based center
configuration
• Center-Level Event Registration Approval
• FOF Admin Review and Approval
• Post Event Auditing: Validating attendance and updates to training records
Training Events: Session Types and Audience Selection
Event Administration
CIVICRM + See3 Custom Development
We built a custom training management system leveraging CIVICRM
The solution combines the power of a training /events management system and the power of the CiviCRM tools
04/08/10
Questions? Allan Burstyn
Email: [email protected]: 773-784-7333Web: www.see3.net
+ Slidedeck and resources will be available at
www.see3.net/event/2010-nonprofit-technology-conference