Associated Builders and Contractors, Inc. Personify Update February 2014

Personify Rollout – Addressing Key Concerns Does it work? Yes. Customization is 98% complete. Chapters are reporting that it meets their database needs and will work for the association. Is there training? Yes. National IT staff (all) has completed Personify Training. Chapter Services staff (7) will complete Personify training 2/19-2/21. Training manuals and webinars are being added and updated regularly. Chapters will be able to select from a variety of training options at different price points moving forward.

Personify Rollout – Addressing Key Concerns Customer Service / Communication IT Director on board to coordinate all IT activity and ensure superior customer service to all chapters. Chapter Services staff will be assisting with the project. They will: – send monthly s to all chapters. – make weekly/ bi-weekly calls to Personify chapters to support them through roll-out. – support training side by answering basic questions on the database. – serve as resource to identify differences in chapters existing operations that need to fit into the locked down system. Expectations for chapters and national will be defined pre-rollout with a commitment letter developed by National staff and existing Personify chapters. Tech.abc.org will house ongoing status updates for all to access in addition to training resources and ticketing system.

Personify Rollout Milestones Milestone Deliverable Keyst one VANor Cal Chesap eake Shores Hous ton FL East FL Gulf Dela ware W Mich Databas e Set Up Discovery Access Data Prepared for Transfer100 Data Conversion Training Excel - Staff Proficiency Core User Acceptance Training End User Training Staff Super User ID's as Proficient Staff IDs as Proficient Database Usage Membership Use Dues Submittal Managing Prospects Renewal Invoices Managing Events Managing Sponsorships Managing Committees Using Opt In Groups* Use for Directory Creation* Utilize Basic Reports Utilize Data Analyzer* Off Access Database No50 Not Yet Availa ble Synced with WebsiteN/A Synced with Accounting SoftwareN/A

CONFIDENTIAL WORKING DOCUMENT