2019 ELE Website RefreshCreate an Conversational, Role-based Online Experience

User Interface & High-level Design Concepts

Version--Jan 5, 2019 UpdateTrello https://trello.com/ele165 | WEBSITE

ELE’s IT

CURRENT:• Zoho-CRM: ELE client data , invoicing, sending monthly e-newsletter

• https://www.zoho.com/crm/help/api/v2/

• Internet Merchant: Evalon (Costco) www.convergepay.com/converge-webapp

• Website Host: www.learningexecutive.com (hosted at Fusion IT)* FTP server to access files – has some ELE Multi-media used in production

• Amazon AWS S3 – Primary cloud storage of ELE Multi-media (podcasts, PDF slides)• Microsoft Exchange for email & Office 365 suite• YouTube – ELE Videos Primary server www.youtube.com/user/LearningExecutive

NEW(Plan A/B) • WordPress

• Consider AARDVARK WP Theme ($60): https://aardvark.ghostpool.com/• Consider (editable) Open-source WP Plugin(s) for ELE Login, Membership Management, Registration, etc in WP• PHP API for customizing open-source WP plug-ins: https://www.zoho.com/crm/help/developer/server-side-sdks/php.html• 3rd-pary Plug-ins for WP/Zoho-CRM available but cant customize: https://automate.io/integration/wordpress/zoho-crm

• Website Host: Amazon AWS Lightsail-Wordpress (ELE-WP IP Address -> http://54.159.80.121/wp-admin/) • Mock-up of ELE Refresh User Interface: online PDF (on ELE’s Contact Us website)

Section 1ELE WEBSITE UPGRADES ENVISIONED

1. Connecting & Sharing: Modern look with conversational access

2. Enhance Event Registration to support new invite-only membership levels & All-Access-Pass (HR Execs with team size < 10)

3. NEW FEATURES: Playlists, ELE Insights/Exchange & WP Enhanced Blogging

4. Host website on Amazon-Lightsail (AWS Cloud server)

5. Integrate with Zoho-CRM ELE contact & invoicing data

ELE’s Target Customers are HR Executives with Teams < 5• Invite-only events• Resources for their Teams

1.1 Co-Design Project with ELE membersRefresh ELE as a Fresh “Conversational” Website

Current – LearningExecutive.com New – http://54.159.80.121/

1.1 Primary Audience: HR Executives (team size < 10)ELE Experiences: Resources for Purposeful Collaboration

Invite-only Events F2F(Face-to-Face)

Thought Leaders(Contributors)

InsightsEvidenced-based

CONNECT WITH

GREAT MINDSInvite-only

Cohorts

1.1 Modern, Conversational Website LookELE Experiences: High-Impact, Vendor Free, Cross-FunctionalF2F (In-person & Webcam), Multi-media Content, Ask an Expert

F2F: In-person

F2F: Webcam

Multi-media Content

Ask anExpert

• YouTube Videos• Audio podcasts &

Presentation Recordings• Playlists: Top 9 Focus Areas

Strategy Leadership Digital

Integrated Talent Mgmt

Curation of L&D Content

Engagement& Culture

Future of Work

Sales Training

Analytics

1.1 ELE Website Refresh: Navigation MenuCurrent: www.LearningExecutive.com

New Menu: Could map to…

Invite-only Events F2F(Face-to-Face)

Thought Leaders(Contributors)

InsightsEvidenced-based

CONNECT WITH

GREAT MINDSInvite-only

Cohorts

1.2 2019 Event CalendarTWO ANNUAL FULL-DAY EXCHANGES & ELE Quarterly Cohorts

Overview of ELE Invite-only Events NEW: ELE ALL-ACCESS-PASS

HR Executive access:

• ELE Cohort Events (4x)

• Full-Day Exchange (2x)• 4 Pre-paid tickets

• Discounted tickets

• $495 or $295 / ticket

• Learning Circle Events (4x)

• ELE Online (company-wide)

Invite-only Cohorts

1.2 2019 Proposed Event CalendarTWO ANNUAL FULL-DAY EXCHANGES & ELE Quarterly Cohorts

To help everyone plan for 2019, our upcoming full-day exchanges are scheduled for:

1. 9th Annual SE-WI Learning & Talent Development Leaders Exchange @ GE (16-MAY-2019, Milwaukee)

2. 18th Annual Chicago Learning & Talent Development Leaders Exchange @ HU (17-OCT-2019, Chicago)

Preview our ELE Quarterly In-person and F2F Webcam Virtual Cohorts by clicking hyperlinks below:

• ELE Chicago Cohort (In-person): 1Q, 2Q, 3Q, 4Q

• ELE Wisconsin Cohort (In-person): 1Q, 2Q, 3Q, 4Q

• ELE Virtual Cohort (F2F Webcam): 1Q, 2Q, 3Q, 4Q

• Curation of L&D Content Learning Circle (F2F Webcam): 1Q, 2Q, 3Q, 4Q

• Future of Work (Virtual) Learning Circle (F2F Webcam): 1Q, 2Q, 3Q, 4Q

• Sales Training (Virtual) Learning Circle (F2F Webcam): 1Q, 2Q, 3Q, 4Q

• People Analytics (Virtual) Learning Circle (F2F Webcam): 1Q, 2Q, 3Q, 4Q

• ELE Chicago Meetup (In-person): Jan, Feb, Mar, Apr, May, Jul, Sep, Oct, Nov, Dec

F2F: In-person

F2F: In-person

F2F: In-person

F2F: Webcam

1.2 ELE 2019 CalendarTWO ANNUAL FULL-DAY EXCHANGES & Quarterly Cohorts

ELE Cohort (4x) 1 2

• ELE Chicago Cohort (In-person): 1Q, 2Q, 3Q, 4Q• ELE Wisconsin Cohort (In-person): 1Q, 2Q, 3Q, 4Q• ELE Virtual Cohort (F2F Webcam): 1Q, 2Q, 3Q, 4Q• 5th Annual CLO/CTO/CHRO Experiential Leadership Retreat at Discover (05-AUG-2019)

Learning Circles (4x) 1 2

• Curation of L&D Content Learning Circle (F2F Webcam): 1Q, 2Q, 3Q, 4Q• Future of Work (Virtual) Learning Circle (F2F Webcam): 1Q, 2Q, 3Q, 4Q• Sales Training (Virtual) Learning Circle (F2F Webcam): 1Q, 2Q, 3Q, 4Q• Analytics: Evidence-based Business Impact (Virtual) Learning Circle (F2F Webcam): 1Q, 2Q, 3Q, 4Q

ELE’s TWO 2019 full-day Exchanges: 1 2 3 Individual

1. 9th Annual SE-WI Learning & Talent Development Leaders Exchange at GE Healthcare Institute (16-MAY-2019) 2. 18th Annual Chicagoland Learning & Talent Development Leaders Exchange @ Hamburger University (17-OCT-2019)

Public (Open to Anyone)

• ELE Chicago Meetup (In-person): Jan, Feb, Mar, Apr, May, Jul, Sep, Oct, Nov, Dec

Membership Groups have 3 Role-levels:1. ELE Cohort Member – one per ELE member & Group Admin

(senior HR/Learning Executives that can register for any events: ELE Cohort, Learning Circles, Exchange, Public-meetups)

2. Team Leader(team leaders can register for events: ELE Cohort, Learning Circles, Exchange, Public-meetups)

3. Team Member(team members can register for events: Learning Circle, Exchange, Public-meetups)

WordPress Themes & Plugins to look at:• https://wordpress.org/plugins/the-events-calendar/ (700,000+)• Check out Events Calendar PRO and other add-ons

1.3 ELE Website Resources: Playlists

Strategy Leadership Digital

Integrated Talent Mgmt

Curation of L&D Content

Engagement& Culture

Future of Work

Sales Training Analytics

Learning "Playlists" To Organize and Share Your Learning Efforts

To facilitate Purposeful Collaboration, ELE plans to have 9 Focus Areas that F2F Events, Multi-media Ask an Expert Content will be organized. Each Playlist is envisioned to have * URLs: Start & End Timestamps for when to be active and a “Public/Preview” sample* Timestamp for when to make active (e.g., to pre-schedule postings that could be

pushed out as a blog posting)

An article on Saba’s LMS playlists is here and another illustration: TEDtalk’s playlists online here

Here are an example current ELE content is organize:

Playlists: Top 9 Focus Areas (proposed)

YouTube VideosAudio podcastsPresentation Recordings

Plan A: One ELE cloud server• NEW ELE website using WordPress • Integrate ELE event and Thought Leader data with Zoho-CRM

Plan B: Two ELE cloud servers• Enhance current ELE website event registration with Zoho-CRM

integration and a new User Interface (“skin”) • a separate WordPress Knowledge Exchange & robust blog

• Note: Initial (soft) launch might have min. ELE data integration

1.4 & 1.5 Host website on Amazon-Lightsail (cloud servers)

ELE-WP: http://54.159.80.121/

Section 2Create an ELE/WordPress Sandbox on Amazon Lightsail to Experiment with

ELE Prototype using WordPress on AWS:

1. Set-up WordPress (Admin: http://54.159.80.121/wp-admin/)

2. Apply a Theme (Free) to play with to Build out revision: Ask An Expert 1.0• might be a free or 3rd-pary Theme to support ELE’s Knowledge Exchange & Enhanced Blogging• Kyle Swanson Forum coded with WP

3. Initial functionality should use:• ELE’s 9 Playlists (as primary Category)• Zoho-CRM API, create ELE member-login

4. If WP supports more complex coding, continue to build out rest of ELE Website 1. e.g. Thought Leader profiles

CONNECT WITH

GREAT MINDS

1.3 ELE Playlist Records

• Replaces Competency Area records in current website

• Initially start with 9 “Top-level” Playlist topic areas:

1. Strategy2. Leadership3. Digital4. Integrated Talent Management5. Curation of L&D Content6. Engagement & Culture7. Future of Work8. Sales Training9. Analytics

Strategy Leadership Digital

Integrated Talent Mgmt

Curation of L&D Content

Engagement& Culture

Future of Work

Sales Training Analytics

ELE current website uses “Competency Area”

WordPress 3rd-party Themes & Plug-ins

There are loads of Themes/Events/Registration/Membership plugins available.

Themes: • https://aardvark.ghostpool.com/ *** Suggested we review Aardvark ***• https://wordpress.org/themes/• https://themeforest.net/tags/knowledge%20base• https://colorlib.com/wp/wordpress-knowledge-base-themes/

Event/Registration:1. https://wordpress.org/plugins/events-manager/2. https://wordpress.org/plugins/wp-event-manager/3. https://wordpress.org/plugins/event-espresso-decaf/

Membership:• Restrict Content Pro: Membership Plugin for WordPress• https://wordpress.org/plugins/paid-member-subscriptions/

CONNECT WITH

GREAT MINDS

Section 3HIGH-LEVEL IT ASPECTS FOR ENHANCING

CURRENT ELE WEBSITE FOR INVITE-ONLY REGISTRATION

1. Move current ELE website to Amazon-Lightsail/EC2 (AWS Cloud servers)

2. Integrate with Zoho-CRM ELE contact & invoicing data • Plan A: One ELE cloud server

• Plan B: Two ELE cloud servers • Current ELE Website & new ELE-WP Knowledge Exchange

3.1 Move current ELE website to Amazon-Lightsail/EC2 (AWS Cloud servers)

ELE is already using AWS-S3 for cloud storage & prefers to have ELE’s websits hosted on AWS

ELE-WP cloud server IP Address is 54.159.80.121• Question: is it easier to move the current ELE to the same cloud server or a

cloud server with a different IP Address?

Short-term goal: Support new ELE invite-only membership options and ALL-ACCESS-PASS

Long-term goal: ELE is open to move entire ELE website to WP (but not a requirement)

Plan A: One ELE cloud server• NEW ELE website using WordPress • Integrate ELE event and Thought Leader data with Zoho-CRM

Plan B: Two ELE cloud servers• Enhance current ELE website event registration with Zoho-CRM

integration and a new User Interface (“skin”) • a separate WordPress Knowledge Exchange & robust blog

• Note: Initial (soft) launch might have min. ELE data integration

Plan : Host website on Amazon-Lightsail (cloud servers)Plan B: Two ELE cloud servers

ELE-WP: http://54.159.80.121/

3.2 Integrate with Zoho-CRM ELE Membership, Members & Invoicing data

• Accounts (Zoho-CRM)• Currently ELE has 276 companies identified in Zoho-CRM

• Actually ELE Member-companies is about 70

• ADD: : ELE

• Contacts (Zoho-CRM)• Currently ELE has about 800 contacts identified in Zoho-CRM

• A mix of current ELE Member-companies, Strategic Partners & non-members (e.g., vendor companies, consultants and misc).

• ADD: ELE Cohort Membership Status & track pre-paid tickets by primary ELE Contact

• Notes: • with ELE’s new All-Access-Pass (teams < 5), more than one HR Executive might be paying ELE separately ELE

membership

• Legacy ELE Enterprise Membership have a HR Executive as ELE Primary Contact and $295 discount for > 4 pre-paid tickets

• Sales Orders (Zoho-CRM)• Pre-step (required by Zoho-CRM) to create invoices.

• Would have Active Dates for Current Membership (e.g., 1/1/19 – 12/31/19)

• Invoices (Zoho-CRM)• Used for ELE Billing

• Zoho-CRM Fields can be added, deleted and renamed to support ELE Business Flow

3.2 Accounts (Zoho-CRM)Integrate Current ELE website with Zoho-CRM Integrate ELE-WP Knowledge Exchange Login with Zoho-CRM

• Accounts in Zoho-CRM • Currently ELE has 276 Companies

identified in Zoho-CRM• Actually ELE Member-companies is

about 70

• Fields can be added, deleted and renamed to support ELE Business Flow ELE Online Access

Could be used as a quickCheck of an email to seeIf they can login to ELE Resources

* Not Active – default value

* Active-Enterprise* Active-AllAccessPartner* Active-StratPartner* Prospect* Friend of ELE

Account NameEquivalent to “Company” field in current ELE Memberships

Email DomainEquivalent to “Email Domain” field in current ELE Memberships

3.2 Contacts (Zoho-CRM)Integrate Current ELE website with Zoho-CRM Integrate ELE-WP Knowledge Exchange Login with Zoho-CRM

• Contacts in Zoho-CRM • Currently ELE has about 800

Contacts identified in Zoho-CRM• About 50% would be contacts with ELE

Member-companies• Description (Zoho-CRM Contact) could

be renamed to “Area of Expertise” used in ELE Thought Leader Profile

• ADD New Contact Fields:1. ELE Cohort Status2. YouTube (ID to ELE channel)3. Group Coupon Code

(e.g., ACE4U)4. Available Coupon Codes

(e.g., 4)5. ELE Exchange Discount

(e.g., $295, $495, no discount)

ELE Membership StatusThis could be used to support ELE Registration Group Registration’s Coupon Codes:* Chicago Cohort* Wisconsin Cohort* Virtual Cohort* N/A– default value

Account NameEquivalent to “Company” field in current ELE Memberships

LinkedIn & PictureVarious fields in this Contact record could be used for ELE Thought Leader profiles

ELE Group Coupon Code (Pre-paid tickets)ELE Cohort Members (HR Executives) are assigned a unique coupon code for 4 pre-paids and ELE discounted registration ($295, $495, no discount)

Section 4HIGH-LEVEL IT ASPECTS FOR ENHANCING

CURRENT ELE WEBSITE FOR INVITE-ONLY REGISTRATION

ELE Business Logic & Data/Content Assets

1. Enhance Event Registration to support 1. new invite-only membership levels &

2. All-Access-Pass (HR Execs with team size < 5)

2019 Invite-Only ELE Membership Levels

• [NEW 2018] ELE an ALL-ACCESS-PASS Membership Level• Team size 1-5: access to member-only online resources • Senior Leader access to an ELE Cohort (CHI, WI or Virtual) Quarterly F2F In-person • A Team Leader access to an ELE (virtual) Learning Circle – Quarterly Webcam• Includes 4 pre-paid tickets to either May or Oct (full-day) Exchange (not both) can purchase add’l for $495 each• Price: $4,999

• ELE Enterprise Membership Level• Team size 6-20: access to member-only online resources • Senior Leader access to an ELE Cohort (CHI, WI or Virtual) Quarterly F2F In-person• A Team Leader access to an ELE (virtual) Learning Circle – Quarterly Webcam• Includes 4 pre-paid tickets to either May or Oct (full-day) Exchange (not both) can purchase add’l for $295 each (or 10-packs)• Price: $4,999

• [NEW 2019] ELE Individual Exchange • Individual access to member-only online resources • Includes ONE pre-paid ticket to either May or Oct (full-day) Exchange (not both)• Price: $1,899

What’s Included by ELE Membership LevelIndividual All Access Pass (Level 1) Enterprise (Level 2)

Team Size 1 1-5 1-20

Online member resources 1 1-5 ELE Group Size

1-20ELE Group Size

ELE Cohort (4x) 1 2 N/A 1 Subscription3: ELE Cohort Member &

Role: Group Admin 1

1Subscription3: ELE Cohort Member &

Role: Group Admin 1

Learning Circles (4x) 2 N/A 1 Subscription: ELE Cohort or Team Leader

1-2 participants per eventSub: ELE Cohort or Team Leader

Pre-paids (May or Oct) 3 1 4 (either May or Oct not both)

Sub: HR Exec, Team Leader, or Team Member

4 tickets (either May or Oct not both)

Sub: HR Exec, Team Leader, or Team Member

Add’l Pre-paids (May or Oct) 3 N/A $495 each $295 each or 10-pack

Price $1,899 / year $4,999 / year $7,500 / year

1. ELE Groups & Group Admin• Each ELE member company logins will be managed as an “ELE Group”• A Group Admin is the primary active ELE Cohort member (unless their admin is assigned these credentials)

2. Membership Groups have 3 Role-levels:1. ELE Cohort Member – one per ELE member & Group Admin

(senior HR/Learning Executives that can register for any events: ELE Cohort, Learning Circles, Exchange, Public-meetups)2. Team Leader

(team leaders can register for events: ELE Cohort, Learning Circles, Exchange, Public-meetups)3. Team Member

(team members can register for events: Learning Circle, Exchange, Public-meetups)3. Registration Disc Codes (ELE Cohort, Team Leader, Team member) should be available to register to a event as a special guest ($295 or $495 Exchange discount)

3rd-party plug-in: https://docs.restrictcontentpro.com/article/1591-set-up-discounts-for-subscriptions & https://docs.restrictcontentpro.com/article/1557-how-do-access-levels-work

4. Event Registrations are either “Public” or “ELE-Member”; Member events are restricted to ELE Logins for with certain ELE Group Member Roles5. Event Cancellations/Transfers: If someone wants to cancel their event registration, the should be able to either transfer their registration or transfer to a peer

ELE Event Records

• If possible, would like to rework the event registration to be support ELE membership levels

Membership Groups have 3 Role-levels:

1. ELE Cohort Member – one per ELE member & Group Admin(senior HR/Learning Executives that can register for any events: ELE Cohort, Learning Circles, Exchange, Public-meetups)

2. Team Leader(team leaders can register for events: ELE Cohort, Learning Circles, Exchange, Public-meetups)

3. Team Member(team members can register for events: Learning Circle, Exchange, Public-meetups)

• Currently, ELE Event records fields are:Event Title, Associated Reg Rec, Host Company, 5 Featured Thought Leaders, Playlist area, Description, Location, Date, Time, Length, Max #, RSVP URL, FAQ URL, Disclaimer (text), Meta data

ELE Company Records (Accounts in Zoho-CRM)

• Replaces Solution Providers records in current website

• ELE Contact should be a thought leader• Drop Accounting fields

(these are already in zoho)• Since EVERY ELE Event is hosted at a

company, there should be a new ELE database table for Company Host Venues (with a physical address for invites)• Two options: Replace SHIPPING ADDRESS in

either Accounts Or Contacts (Zoho-CRM)• A very few ELE companies have multiple

locations they can host an ELE event, it might be better to grab from Contact’s Zoho-CRM record

Data Relationships

New Company Office Locations for Hosting (table)

Table to look up CompanyTable to look up Thought Leader

Table to look up Playlist (topic area)

Table to look up Company Location for hosting event

Section 5DATA MIGRATION

AWS-S3 & Zoho-CRM Data for ELE Website Refresh

1. AWS-S3 Cloud Folder: LEE_Media• 2006 – 2019 folders: Mostly mp3 & PDF archives for presentations• images/logos - .jpg, .png & .gif logos (for Thought Leaders company logos)• images/pics - .jpg, .png & .gif logos (for Thought Leaders)

2. Zoho-CRM Data: Module & Fields

5.1 AWS-S3 Cloud Folder: LEE_MediaAWS-S3 & Zoho-CRM Data for ELE Website Refresh

• Move all the Thought Leaders pics & logos from FusionIT server note: a few years ago, Dirk tried to set-up in executivelearningexchagne S3 bucket but path is too long

• Sub-folder: images/pics • Note: would be cool if pics could be grabbed directly from contact’s Linkedin profiles

• Sub-folder: images/logos

• Archives & recordings from May & Oct Full-day Exchanges• Sub-folders: 2006-2019 (media is organized by year created)

5.2 Zoho-CRM Data: Modules & FieldsAWS-S3 & Zoho-CRM Data for ELE Website Refresh

• Accounts

• Contacts

• ELE Sales Orders

• Deals (will not likely be used by ELE website)

• Products (used to create invoices, not used by ELE website)

• Invoices (will not likely be used by ELE website)

• Events (might be able to repurpose for event calendar ???)

5.2 Zoho-CRM Data: ContactsAWS-S3 & Zoho-CRM Data for ELE Website Refresh

Standard Fields:• Account Name

• Contact Name

• Title

• Email

New ELE Fields: • LinkedIn (learningexecutive) Base URL: https://www.linkedin.com/in/

• ELE Thought Leader (Yes/No)

• Picture (TussingDirk.jpg) Base URL: https://s3.amazonaws.com/LEE_Media/images/pics/

• YouTube ID (OULM2vPB3Uo) Base URL: https://www.youtube.com/watch?v=

• Custom Coupon Code (e.g., ACE4U)

• Pre-Paids Available (e.g., 4)

• ELE Conf Discount ($295, $495, no discount per person)

• ELE Membership Status (Not Active, Active-Enterprise, Active-AllAccessPass, Active-StratPartner, Prospect, Friend of ELE)

• Start Membership Term (Jan 1, 2019)

• End Membership Term (Dec 31, 2019)

Renamed Standard Fields:• ELE Event Other Street (Other Street)

• ELE Event Other City (Other City)

• ELE Event Other State (Other State)

• ELE Event Other Zip (Other Code)

• ELE Event Other Country (Other Country)

5.2 Zoho-CRM Data: AccountsAWS-S3 & Zoho-CRM Data for ELE Website Refresh

Standard Fields:• Account Name

• Website

New ELE Fields: • ELE Online Access (yes/no)

• Email Domain (brunswick.com)

• Email Domain2 (mercurymarine.com)

• Logo (brunswick.jpg) Base URL: https://s3.amazonaws.com/LEE_Media/images/logos/

Renamed Standard Fields:• ELE Event Street (Shipping Street)

• ELE Event City (Shipping City)

• ELE Event State (Shipping State)

• ELE Event Zip (Shipping Code)

• ELE Event Country (Shipping Country)