DACdb Rotary Club Management
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Transcript of DACdb Rotary Club Management
DACdb Confidential
D6970 PresentationMay 2016
DACdb Confidential
Topics DACdb Background DACdb Team What is available in DACdb? Key things you should know as a PE Premium Modules Help Questions and Answers
DACdb Confidential
Where is DACdb?
73% USA
24% World
100+ Districts
6,500 clubs
Plus:-South Africa-India
DACdb Confidential
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
DACdb Confidential
The 2016 DACdb Team
DACdb Confidential
The DACdb Team 2014 – (at the time of purchase)
5 people (Mike, Connie, Mark, Jamie, Heather)
2016 165% growth since 2014* 13 team members
DACdb Confidential
A few things you “might” want to know
DACdb Confidential
Its all one Database !
MemberClub
Single point of data (e.g., phone number or email)
DACdb Confidential
Its all one Database !
MemberClub
Area
Single point of data (e.g., phone number or email)
DACdb Confidential
Its all one Database !
MemberClub
DistrictArea
Single point of data (e.g., phone number or email)
DACdb Confidential
Its all one Database !
MemberClub
DistrictZone
Area
Single point of data (e.g., phone number or email)
DACdb Confidential
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
DACdb Confidential
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)
DACdb Confidential
What’s Available in DACdb?
“What’s in it for you?”Club Management - Basics
DACdb Confidential
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
DACdb Confidential
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
DACdb Confidential
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
DACdb Confidential
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
DACdb Confidential
RI Integration• Member Compare• Club Officer Compare• Club Information Compare
DACdb Confidential
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
DACdb Confidential
Member Compare
DACdb Confidential
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
DACdb Confidential
Club Information Compare
DACdb Confidential
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
DACdb Confidential
Club Officer Compare
DACdb Confidential
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
DACdb Confidential
Status Changes require certification by RI The certification process is underway
DACdb ConfidentialDACdb Confidential
PMail (Personalized eMail)
Dear {%FName%};Means
Dear Mike;
DACdb Confidential
PMail TemplatesPMAIL
MENU
ofTemplates
DACdb Confidential
PMail – System template #1
DACdb Confidential
PMail can be scheduled – up to a week out
Pmail – can be Scheduled
DACdb Confidential
PMail – can be Tracked
DACdb Confidential
PMail Bounces can be Tracked
DACdb Confidential
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
DACdb Confidential
Reports
DACdb Confidential
Reports
DACdb
DACdb Confidential
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
DACdb Confidential
Membership Directory in 2-3 Clicks:
DACdb Confidential
DACdb Reports Business Card..
DACdb Confidential
DACdb ReportsCreate Name BADGES in a couple clicks:
DACdb Confidential
Weekly Attendance
DACdb Confidential
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
DACdb Confidential
Dues and Accounting
DACdb Confidential
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
DACdb Confidential
Websites
DACdb Confidential
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
DACdb Confidential
DACdb Mobile
DACdb Confidential
DACdb Mobile
DACdb Confidential
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
DACdb Confidential
Help
DACdb Confidential
Help
DACdb Confidential
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
DACdb Confidential
2016 User GroupWyndham Garden Lake Buena Vista Disney Springs Resort!When: Thursday, September 22nd, 2016Cost: $150 per person
DACdb Confidential
Q & ACome see us in the HOF!!
DACdb Confidential 55
Thanks for attending today.
Have a GREAT day!