DACdb Rotary Club Management

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DACdb Confidential D6970 Presentation May 2016

Transcript of DACdb Rotary Club Management

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DACdb Confidential

D6970 PresentationMay 2016

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Topics DACdb Background DACdb Team What is available in DACdb? Key things you should know as a PE Premium Modules Help Questions and Answers

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Where is DACdb?

73% USA

24% World

100+ Districts

6,500 clubs

Plus:-South Africa-India

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DACdb Background 2003

DG- Mike Thacker Rotary District 7710

July 2006 30+ Districts Mike Thacker / Mark Landmann Partnership Did business under Simply-the-Best, Inc.

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

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The 2016 DACdb Team

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The DACdb Team 2014 – (at the time of purchase)

5 people (Mike, Connie, Mark, Jamie, Heather)

2016 165% growth since 2014* 13 team members

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A few things you “might” want to know

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Its all one Database !

MemberClub

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

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Its all one Database !

MemberClub

Area

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

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Its all one Database !

MemberClub

DistrictArea

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

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Its all one Database !

MemberClub

DistrictZone

Area

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

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Zone 26

Zone 33-34

The “Big Picture”

Zone 33

Zone 34

District 5110District 5110District 6970

Area/Region 1Area/Region 1

Club 1 Club 2 Club N

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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 (DACdb Team)

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What’s Available in DACdb?

“What’s in it for you?”Club Management - Basics

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So what’s available for clubs?

Club Member Management Active, Honorary, Alumni, Interact, Rotaract Guests, Prospects

RI Direct Integration Member, Club Information Club Officer (coming soon)

Club Committees Monthly Attendance Unlimited PMail Event Calendar / Meetings Event Registrations

Reports - ~75+ reports Dashboard ezStory EzBulletins District Maps Photo Gallery Member Polls File Storage

Public and Secure DACdb Mobile Ignite Management

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What’s does it cost? District pays a fee – Districts are on DACdb Clubs pay: $0.00!!!

All the previous modules are available to all clubs to use atNO COST!!

Three (3) optional modules for clubs: Weekly Attendance – track member engagement Invoice / Accounting – invoices/statements, accounting,

check printing, budgets, bank reconciliation Website – Easy and Beautiful, Word Press, Custom

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Club Officers – President (elect)

In your club: Edit, Update and Delete all members, guests, friends PMail all members Create, edit, publish stories, ezBulletins (club

newsletters) Club Calendar Club Reports Submit, update Attendance RI Member Compare

In other clubs: Limited view of member information

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Key things you should know! RI Member Integration

Your RI Invoice should not be a surprise!

PMail (Personalized Mail) System Template #5 – Member Login Information System Template #15 – Member Verification

MyClub – New Member Form Online Proposed Member application

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RI Integration• Member Compare• Club Officer Compare• Club Information Compare

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RI Integration Changes Updated member compare New club information New club officers

Features: Faster performance (new APIs are faster) More information returned on member compare – less

guess work as to what is missing Adds are immediate and not via email Complete rewrite of interfaces

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Member Compare

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Member Compare More info is return allowing the initial compare

screen to detail what is wrong

Allow for bulk import of members not in DACdb Add new members into RI immediate Immediate Update

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Club Information Compare

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Club Information Compare New Compare Updates include:

Club Name Club Charter Date Club Sponsor Club Addresses Club Meeting Information Club Phone Numbers Club Emails Club Website

Immediate Update

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Club Officer Compare

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Club Officer Compare Six (6) positions synchronized:

Club President (P) Club Secretary (S) Club Executive Secretary / Director (CES) Club Treasurer (T) Rotary Foundation Chair (TRF) Rotary Membership Chair (M)

Current year and 2 years out Immediate update

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Status Changes require certification by RI The certification process is underway

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PMail (Personalized eMail)

Dear {%FName%};Means

Dear Mike;

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PMail TemplatesPMAIL

MENU

ofTemplates

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PMail – System template #1

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PMail can be scheduled – up to a week out

Pmail – can be Scheduled

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PMail – can be Tracked

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PMail Bounces can be Tracked

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PMAIL (Personalize Mail) can be sent to: Individuals Committees Club Members Members Registered for Event

(or Members Not Registered)

PMail

Effective Communications: between the District, Clubs and Members

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Reports

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Reports

DACdb

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Over 50 Reports Membership Directory Club Leadership

Directory Club Statistics Contact Mailing List Mailing Labels Birthday Anniversary New Member Term/Deceased

Members

Foundation Transmital

Attendance Sign-In Forms

Member Profile Data Extracts Business Card R85 Eligibility Club Photo Album Committee Members Member Retention

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Membership Directory in 2-3 Clicks:

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DACdb Reports Business Card..

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DACdb ReportsCreate Name BADGES in a couple clicks:

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Weekly Attendance

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Weekly Attendance Weekly meeting attendance entry – track

engagement Automatically calculate % for Rule of 85 and LOA members

Make-ups - “Banked” or directly applied Leave-of Absence management Attendance Reporting:

District monthly summary Club monthly/weekly Member attendance Meeting guests Meeting meals

Entry options: Manual, BarCode Scanner, Mobile Phone, RFID tags

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Dues and Accounting

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Dues and Accounting 12 Mouse-clicks to create and send Members Invoices!

Shared multi-user access to financial information Track charges and payments for members Maintain fiscal year budgets Online credit-card payments Integration with Weekly Attendance Export to QuickBooks Standard reporting options available:

Aging Balance Sheet Profit and Loss Budget Comparison General Ledger General Journal

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Websites

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Easy and Beautiful Dynamically updated pages from DACdb Easily edit the content without modifying the website Pages that look great on any device – mobile, tablet,

or desktop

Super-Easy to update – No coding knowledge necessary!

Point and click page layouts Maintained via Surreal CMS

WordPress Easy to setup, manage, and update Good for both blog and website Thousands of professionally designed themes DACdb plugin – standard with new website

Looks great on any device – mobile, tablet, or desktop

Mature world-class web publishing system Most popular web publishing tool

DACdb website offerings

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DACdb Mobile

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DACdb Mobile

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Install – Simple! You will not find DACdb in the phone stores DAC mobile – is in the "cloud", ready to be used

anytime, anywhere you have connectivity.

Use your browser: m.DACdb.com (no www)

Add ICON to Home screen

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Help

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Help

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Online On-Line Help

Online Help – now searchable Phone: (720) 504-7300 Email: [email protected] Support Tickets FAQ

Need to reach Mark: Skype: mlandmann1 Call Mark – 303-883-6196

Until mid-night – 7 days a week

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2016 User GroupWyndham Garden Lake Buena Vista Disney Springs Resort!When: Thursday, September 22nd, 2016Cost: $150 per person

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Q & ACome see us in the HOF!!

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Thanks for attending today.

Have a GREAT day!