Post on 08-May-2015
description
An Open Civic Engagement Platform
A New Generation of Tools That Play Nice Together
Jon Stahl - ONE/Northwest
Chris Johnson - ifPeople
Steve Andersen - ONE/Northwest
Tuesday, May 5, 2009
Agenda
1.Intros/warmup2.Throatclearing3.Demostrations4.Discussion5.Questions
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Software EvolutionParallel and complimentary trends: 1) Software that lives online Desktop --> Client/Server --> "Software as a service" +Web APIs
2) Software that shares
Programs that do everything and share with nobody --> Programs that do one thing well and assume they need to play nice with others.
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Monolithic software
Tuesday, May 5, 2009Monolithic software does many things moderately well, but few components are "best of breed." No choice. Tends to be all-or-nothing. Rarely communicates well with others. Raisers Edge is a classic example.
Alternative: Hybrid vigor
(Our friend the Goldendoodle)Tuesday, May 5, 2009An alternative vision: multiple pieces that are independent. Each is chosen because it best fits your needs. They play nicely together because they all assume they are part of a larger system.
Allows for each piece to evolve independently (and thus more rapdily).
Allows you to not spend money on elements you don't need.
Leverage great work that the market is providing.
Mix open-source, closed-source, custom software and services.
Questions: http://is.gd/tVgk
...and many more!
Tuesday, May 5, 2009
Small pieces, loosely joined can be very powerful
Tuesday, May 5, 2009
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
API - Application Programming Interface. An element of a software system that allows other products to exchange data. Open API an API that is publicly documented and available without cost to its intended audiences. Web Services API a generic term for APIs that are built to be used "over the internet" -- by software systems on entirely separate servers.
SOAP - Simple Object Access Protocol. A widely used standard for building web services APIs. REST - REpresentational State Transfer. Another widely used standard for building web services APIs. Simpler than SOAP but less powerful in some ways. CRM - Constituent Relationship Management. A database of people. CMS - Content Management System. A database-driven website.
Tuesday, May 5, 2009
Questions: http://is.gd/tVgkDemos
Tuesday, May 5, 2009
11
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Oregon Environmental CouncilEco-Healthy Child Care
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Goals
• Build a database of eco-healthy childcare providers who’ve completed a certification checklist
• Connect parents with eco-healthy child care providers
Tuesday, May 5, 2009
A "reverse mullet" web app A fancy front-end, but all business in back.
: A Plone website presents data stored in Salesforce.com
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Finding childcare providers on a Google map, by state and city.
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Finding childcare providers on a Google map, by state and city.
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
New childcare providers can request a certification packet.
Tuesday, May 5, 2009
Questions: http://is.gd/tVgkProvider information flows directly into Salesforce
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Inquiry Handling System
Plone + Salesforce
Tuesday, May 5, 2009
Van Jones
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Problem:200+
requests per month
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Goals
• Allow efficient “team coverage” of speaking, information and media requests.
• Accumulate a database of interested people for long term organizing & followup.
• Track and report on all of this activity
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Plone and Salesforce to
the rescue
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
All requests come in
through a form• Built in Plone• Easy to edit• Dumps directly to
Salesforce
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Request dashboard in Salesforce
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
A single request
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Questions: http://is.gd/tVgk
Send a templated email response - fast!
Tuesday, May 5, 2009
Online DonationsPlone + Salesforce
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Goal: Grow online revenue
• Connect donors more intimately with impact their contribution has
• Make the giving process easier
• Make tracking and reporting on giving easier
Tuesday, May 5, 2009
Tuesday, May 5, 2009
Questions: http://is.gd/tVgkExample product pageTuesday, May 5, 2009
Questions: http://is.gd/tVgkShopping cart and additional donations
Tuesday, May 5, 2009
04/23/09
User data
Tuesday, May 5, 2009
04/23/09
payment
order
data
Tuesday, May 5, 2009
04/23/09
contact opportunity dona1on details
payment
order
data
Tuesday, May 5, 2009
Questions: http://is.gd/tVgkDonation details include products
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Questions: http://is.gd/tVgk
Verified Contacts Now in the Loop
• Added to printed newsletter (managed by Conga)• Added to email list (managed by VerticalResponse)
Tuesday, May 5, 2009
Questions: http://is.gd/tVgkAll web donations roll up to campaign report
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Questions: http://is.gd/tVgk
Strengths and Weaknesses
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Questions: http://is.gd/tVgk
Strengths Platforms with a future: hosted apps constantly upgrading, open source has strong support.Low entry cost, pay only for what you eat.High end tools provide lots of headroom for growth
Weaknesses Demands rigorous understanding of your processes Easy to underestimate implementation & learning effortMultiple moving parts require coordination
Tuesday, May 5, 2009Chris
What will it cost?
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
• Basic websites + simple integration: $10k-20k and up. 3-4 months.
• Basic CRM database $8-15k and up. 3-4 months.
o Wildcard: data migration
• Email broadcasting & online activism: $1k-2k setup, plus ongoing costs ($50/month and up). 1-2 months.
• Custom integration functionality: varies widely.
Tuesday, May 5, 2009Steve + Chris
Questions: http://is.gd/tVgk
Making engagement platform projects successful
Stakeholders
Articulating requirements
Chunking/phasing
Tuesday, May 5, 2009o Stakeholder involvement: this will involve your whole organization! Be prepared to have to deal with
organizational change, challenges, and diplomacy (aka, the technology is the easy part!) Product Owner: someone in the organization with authority to decide, point of reference to
consultant(s) throughout project, determines priorities. Stakeholders: cross-functional internal stakeholders; may also include external stakeholder. Involved
throughout process. This is hard! Good consultants will expect to help guide you through this.
o Articulating your requirements Know where you want to get to, but be open about the road Avoid pre-maturely articulating requirements Work with consultant to articulate what you really need Focus on your goals, your mission, your business processes, and how you imagine new systems
helping you improve your business processes. Holistic projects often raise deep and uncomfortable questions about what your organization does,
how it does it and why. Be prepared to grapple. o Chunking/phasing projects (web, CRM, etc.)
All things being equal (and sometimes they're not), try to start with your CRM and work outwards from there. (Why? Relationships with people are the heart of your work.)
Discovery scope CRM Website Email broadcasting Iterate - work back through elements and develop additional, discrete features and
improvements or integrate new tools into your mix. You have limited attention; try to focus on one thing at a time. You will learn as you go! Allow time to consolidate your gains and learn from experience before
introducing additional changes.
A holistic approachcan be uncomfortable.
Tuesday, May 5, 2009
Questions: http://is.gd/tVgk
Roles
• Executiveresources, leadership support & vision
• Program staff whowill be using these systems daily
• Communications• Organizers • Fundraising• IT
Skills • Project management • Ability to investigate &
articulate your business requirements
• Collaboration and negotiation
• Operations & technical implementation
• Ongoing training/support
Roles and Skills You Need
Tuesday, May 5, 2009
Finding vendorswho can balance and juggle.
Tuesday, May 5, 2009You need people who can juggle AND balance.
Any vendors in the room?
More informationPlone: plone.org Consultants and example sites: plone.net Salesforce.com: http://salesforcefoundation.org (donations, info) AppExchange: http://sites.force.com/appexchange Plone-Salesforce Integration: http://groups.google.com/group/plonesf http://snurl.com/plonesfdoc (documentation)
ONE/Northwest: http://onenw.org twitter: @onenw @jonstahl @gokubi
ifPeople: http://ifpeople.net twitter: @nomadslounge
Tuesday, May 5, 2009
Thanks, Flickr users!
http://www.flickr.com/photos/taylormiles/601779414/http://www.flickr.com/photos/55079705@N00/2869549151/http://www.flickr.com/photos/45238005@N00/129823044/http://www.flickr.com/photos/senorwences/2366892425/http://www.flickr.com/photos/69319106@N00/2925035414/http://www.flickr.com/photos/greenery/3365081/http://www.flickr.com/photos/51614546@N00/12877197/http://www.flickr.com/photos/22384185@N08/2608411576/http://www.flickr.com/photos/7159451@N02/420404675/ http://www.flickr.com/photos/18650097@N08/2323398662/ http://www.flickr.com/photos/11657252@N06/3007393167/
Tuesday, May 5, 2009
Questions
Tuesday, May 5, 2009