D-7610 Pre-PETS Presentation January 2015

Agenda Background / Overview A few things you should know Club Management Functions Future Plans New UI DACdb Mobile Help / Support Q & A

Where is DACdb? 73% USA 24% World 100+ Districts 6,500 clubs Plus: -South Africa Coming Soon: -India -England

DACdb Background Background Started 11+ years ago – Rotary District 7710 July 2006 Mike Thacker / Mark Landmann Partnership Did business under Simply-the-Best, Inc. Oct 2014 Mark purchased DACdb from Mike (Mike retired) DACdb, LLC New User Interface DACdb University - Training Additional Documentation

DACdb Management Team Mark Landmann DACdb Development / Sales and Support 35+ years, CIO Tanning, Chief Engineer Jeppesen, United Airlines Jamie Lowery VP of Development and Operations Peter Gallanis Technical Architect / Development John Ramon / Mike Soden (custom websites) Websites Ed Foster Support Sylvia Soden Billing / Accounting Heather Brandt Dues / Accounting Training Support, 1st level support on Dues and Accounting

Technology – Behind the scene Adobe ColdFusion Microsoft MS SQL Microsoft IIS Windows Server 2008 jQuery / JavaScript PHP Over 1,400,000 lines of code ~15,000 pages of code Over 11 years of development

A few things you should know

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 (Mark)

Zone 26 Zone The “Big Picture” Zone 34 Zone 33 District 5110 District 7610 Area/Region 1 Club 1 Club 2Club N Levels 1-4 Security Level 5 Security Level 8 Security Levels 6-7

Its all one Database ! Member Club District Zone Area Single point of data (e.g., phone number or )

DACdb Terminology MemberID – RI Member Number UserID – DACdb internal member number MemberType – RI MemberType (Active, Honorary) OrgYear – Organizational Year (e.g., ) UserName – LastName, FirstName MidName Suffix MemberName – FirstName MidName LastName Suffix FName – Member First Name or Nick Name if there PartnerFName – Spouse/Partner FName DCO – District Communications Officer (Level-7) DLT – District Leadership Team (Committee/Council) PMail – Personalized uPages – User defined/written website pages RoleKey – a short abbreviation for a club position (e.g., P,S or T)

How do I access DACdb? DACdb it’s in the “cloud” - it is a multi-user SAAS web- based application - or – Test System copy of yesterday’s data! No RI, No s

Club Management Functions

Club Management Members Adding Updating Deleting Club Positions Attendance Reporting RI Integration Reports ezStory ezBulletin

Club – Committee Positions Club Positions – Club Level President President-Elect Secretary Treasurer Club Director Membership Chair Rotary Foundation Chair Etc… Committees – District Level District Governor District Governor-Elect District Secretary District Treasurer Executive Director Membership Chair Rotary Foundation Chair Etc… Club Positions -- ARE NOT the same as – Committee Positions

Adding a Position System makes assumption on dates Club positions (Roles) are checked from pop-up Click Here Click Roles Here

Role Progression One entry, can generate 5 positions with 1-click! Add only Role progressions recognized: PN, PE, P, iPP, PP SE, S TE, T

RoleKey Relationship Club Position District Committee PresidentP President-ElectPE President-NomineePN iPast PresidentIPP Past PresidentPP PresidentP President-ElectPE President-NomineePN iPast PresidentIPP Past PresidentPP PresidentP President-ElectPE President-NomineePN iPast PresidentIPP Past PresidentPP PresidentP President-ElectPE President-NomineePN iPast PresidentIPP Past PresidentPP

Why did I tell you this? If it is done, DACdb now becomes a powerful communications and reporting tool for the District and Clubs DACdb is the repository of information Elimination of manual lists, multiple databases, etc. Club Positions (P, S, T, M, TRF, etc.) role-up to District Level committees automatically: Members added at the club level are added into the district committees Members deleted at the club level are removed from the district committees This requires NO WORK on the part of the District to maintain these committee lists!!!!!!

Year End Conversions There is none! Well… nothing that you need to do! *IF* you defined the club positions for next year!!! Members in defined positions receive new rolls Officers without a position become members *IF* you DO NOT defined the club positions for next year… We will make some educated guesses on the promotion

Future Plans

UI Changes Principles behind the design: Clean / Consistent Appropriate use of white space and colors Things will behave as we expect Context in Reality – our knowledge of the world as we know them Tablet Support (Droid / iPad)

New User Interface (UI) Already found in: - Grants - Ignite - Backroom - AG Area - Files

Future Plans: PMail Rewrite New Event Management (add, edit calendar events) Registration Edit (new UI, tabs) Reposition questions Add questions after starting event Allowing members to update registrations Pre-Register Add Questions Come back and update registration New Calendar Dues – Accounting Interface FLEX/Flash to HTML5 (iPad support) New Server (2x everything!)

PMail

DACdb Mobile

m.dacdb.com (no www)

Help On-Line Help Support Tickets Training Resources FAQ Skype: mlandmann1 Call Mark – Until mid-night – 7 days a week

When its not there? DACdb success can largely be attributed to its creative users. Numerous suggestions for new modules, functional enhancements come in weekly (if not daily) Each request is evaluated for its merits and usefulness to other users Some requests can literally be done over night Some requests will be queued until development in that area is scheduled As an owner, partner and developer of DACdb We DO want to hear your ideas and suggestions

Q & A What are: -Your issues -Your concerns -Your suggestions

31 Thanks for attending today. Have a GREAT day!