E2 Migrations: What, Why and How? Zach

Implementation Director at CyberGrants CyberGrants Bio Slide Joined CyberGrants in 2015 Various roles in Project, Account and Product Management Responsible for all aspects of the Implementation Process Zach Zach Gendron Implementation Director at CyberGrants

Client Solution Architect at CyberGrants CyberGrants Bio Slide Joined CyberGrants in 2011 Various roles in Implementation, Project, and Account Management Responsible for providing solutions for simple and complex grant making needs Enjoys keeping Zach’s Team extremely busy Erin Get photo Erin Doherty Client Solution Architect at CyberGrants

What is E2? Zach New framework and layout for Employee Engagement site Utilizes current programs and rules while updating appearance Great opportunity to revamp and upgrade to today’s newest technology with minimal effort

Non-E2 vs E2? You Decide… Erin Show of hands which one is better Keep hands up if not on E2 Get screenshots – possibly Verizon

Non-E2 vs E2? You Decide… Erin Show of hands which one is better Keep hands up if not on E2 Get screenshots – possibly Verizon

Why Employees Love E2 100% Mobile Friendly a. Modern, Streamlined Interface b. Social Media Plugins c. Calendar Integrations d. Zach Site responds automatically to different devices Clean, easy to use UI Stay connected outside of CG Reminders for events drives participation rates

Why Admins Love E2 Empower Employees: Provide Employees with additional permissions and remove manual intervention Featured Events: Spotlight your most important and strategic events so Employees can easily signup Erin Event Manager Roles Employee searching Ease of Use: Changes to the site are easier to manage which allows increased flexibility Product Enhancements: Enable new product features with a few clicks

Recent E2 Enhancements Zach

Featured and Recommended Events Zach Featured Stared events display prominently Recommended Uses donor’s preferred event type, skills, interests to show nearby events Falls back to geography if no preference matches Get recommended events

Upcoming Events Erin Drives employee to the site more often to see what’s going Option to share event on your social media page

Volunteer Profile Erin Individualized profile allows for employee get creative Avatar photo – what does it do? Candid photo sharing Allows employees to select what skills and interests they care about most Allows employees to a one-time setup to curate events they are most interested in attending

Upcoming E2 Enhancements Zach

What’s on the Roadmap for E2? Goal Tracking: Personal, team and company wide. “Gamification”: Badges, achievements ect. Zach/Erin What are we adding for skills based? Skills Based Volunteerism: Connecting skillsets with opportunities. Enhanced Mobile Functionality: Event check-ins, surveys and photo sharing.

How Do We Get E2? Zach

Ready for E2? We’ve Got You Covered! Review of current portal to strategize on which Programs and Customizations make the cut – Great opportunity to re-think and refresh site! Streamlined Migration Process that has been performed with numerous Clients Our Implementation experts will guide your team every step of the way! Zach

“It (E2 migration) was truly transformational!” - Karmalita Contee, PhD Manager, Corporate Social Responsibility, Employee Engagement, Verizon

Next Steps Step 1: Review this deck internally and get key stakeholders on board! Step 2: Contact Zach and Erin to schedule a review of your current site Step 3: Confirm Programs and Customizations via signed Statement of Work Erin Step 3: Straight cut and cleanup or update/add Programs Step 4: Kickoff Project and start migrating!

Questions?

Thank you!