Case Study: SugarCRM Helps Promote the Australian Film Industry
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Transcript of Case Study: SugarCRM Helps Promote the Australian Film Industry
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Agenda
• Integrating SugarCRM into your web site
– Film Industry.– Medical Training company– IT company
SugarCon 2010San Francisco, CA
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Case Study - Film Industry
• An organisation promoting the Australian Film industry
– Charter of the organisation to promote Australian film and TV production services to the world.
– The organisation has members– Information services are provided to members– Extensive data collection, dissemination and distribution amongst
members.
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Case Study - Film Industry
• What problems were we attempting to solve
– Duplication of Member Data in multiple systems
– Information distributed via manual processes eg email and mail outs
– Information updates frequent and ad -hoc
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Case Study - Film Industry
• Proposed solution
– Store all information in SugarCRM
– Create an online portal for members.
– Members login to retrieve information
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Case Study - Film Industry
• Solution - SugarCRM Customisations
– SugarCRM is the central hub of information
– New modules created to match structure of data
AccountsAccounts MembersMembers
ProductionProduction ContactsContacts LocationLocation
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Case Study - Film Industry
• Solution – Web site and Member’s portal
– Web Site built using open source DotNetNuke CMS platform
– Members portal created to restrict access to restricted content
• Built a DNN Module calling the Core SugarCRM API.• .net technology integrating with PHP• Login authentication via SugarCRM contacts
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Case Study - Film Industry
• Demo
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Case Study - Film Industry
• Solution – Key features
– Access to both Members information and production opportunities
– Rich text editing within Sugar fields (Tiny MCE)
– Tick boxes in Sugar to control fields that go in the portal
– Turn off access via a contact type
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Case Study - Film Industry• Possible feature enhancements
– Synchronisation of login credentials against DNN to provide more control of user experience
– Workflow - Email notifications triggered on changes to data based on members preferences
– Self updating of member information
– Events module
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Case Study - Film Industry
Costs and benefits from the solution
• Costs– SugarCRM – DNN Solution – 70 hrs– Web site build – 150hrs
• Benefits– ROI of around 3 mths – Based on estimated labour savings– More timely distribution of information– Extends SugarCRM reach without incurring additional licensing costs
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Case Study – Events
• Medical training organisation – McCarthy Psychology
– Provides courses for the medical profession
– Required a better solution to manage the booking of courses
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Case Study – Events
• Solution Overview
– Store all information in SugarCRM
– Create an online portal for members.
– Members login to browse and book training courses
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Case Study – Events
• Solution – SugarCRM Customisations
– SugarCRM is the central hub of information
– New modules created to match structure of data
AccountsAccounts
EventEventContactsContacts
RegistrationsRegistrations VenuesVenues
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Case Study – Events• Solution – Web portal
– Web Site built using open source Drupal/Ubercart CMS platform
– Drupal Module calling the Core SugarCRM API.
– Login authentication via SugarCRM contacts
– Events browsed and searched via the web site
– Registrations• Paid for on line• Pushed back into Sugar• Contact records updated.
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Case Study – Events• Event Listings
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Case Study – Events• Event Booking
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Case Study – Job System
• IT company providing technical support
– Functionality for clients to log jobs via company web site
– Fully integrated with company’s core work management system
– Workflow to manage communication• Client gets emails acknowledging successful loggin of a job• Account manager gets an email• Production team sees the new work request in their queue• Updates send to the client as the work is actioned.
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Case Study – Job System• Log work requests (cases)
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Case Study – Job System• View work requests (Cases)
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Summary• 3 Cases studies presented
– Film industry– Events management– Job system management
• Demonstrated the power of connecting SugarCRM with your web site
• Inspired you to think creatively about how your organisation extend the use of SugarCRM
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Loaded Technologies• Software development company with 22 people
• Specialist SugarCRM integrator and partner since 2006
• SugarCRM services include:– Scoping and requirements consulting– SugarCRM implementation and configuration– Customizations– Training– Hosting
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Loaded TechnologiesContact Details:
Address: Level 10, 80 Arthur St, North Sydney, NSW 2060
Email: [email protected]
Phone: 61 2 99547272 or +61 411 484251
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SugarCon 2010San Francisco, CA