Vincennes University Encompass Project Kickoff

Agenda Introductions Review Project Goals/Objectives Overview of Client Team Members Overview of iModules Team Members Review Project Goals/Objectives Review Implementation Process/Timeline Next Steps Copy of Presentation Follow-up Action Items

iModules Team Sales Implementation Account Manger Michael Lisson Amy Horton – Project Manager Courtney Nichols – Project Manager Account Manger TBA

Project Goals/Objectives Increase Data Integration Increase Alumni Interaction to drive data collection Integration with Current Systems Increased Communication with Alumni to provide campus updates and to promote services available to alumni and students Enhance Giving Experience Increase promotion of services available for alumni and students

Discovery Phase Data collection Identify project members to be added to Client Community Schedule dates/times for additions sessions Data demonstration Global Configuration Identify URL(s) to be used Identify eCommerce provider Begin preparing marketing plan for launch of the site

Design Phase (Data) Data Design Data presentation with iModules data specialist and client data team (30-60 minutes) Discuss import export process Discuss data mapping process Project Manager will deliver a sample data map prior to Data presentation call. Client is responsible for returning completed data map and a corresponding csv data file within 2 weeks of presentation

Design Phase (Creative - Custom) Creative design Custom (45-90 days) Client fills out provided design book and returns to iModules 2 concepts delivered based on design book Up to 2 rounds revisions possible on concepts Requires client signoff on concept prior to iModules build

Design Phase (Global Config) Global Configuration Session Configuration presentation with iModules Project Manager and client (30-60 minutes) Each site will need to have a configurations session. Define system configuration options to be setup in your Encompass site Site name, login verbiage, email categories, etc… Project Manager will send the Global Config document of items covered in this session.

Development Phase (Training/Build) Modular ‘live’ training sessions are offered on the Client Community M-F. Training tutorials on the Help Site (5-10 minute tutorials) Build Sessions at iModules Facility (KC) Modular overviews ** Modular and Tutorials should be done prior to coming for Build Sessions Hands on build time with application specialists and project manager Onsite Training/Build Sessions Can be performed at Client location for an additional fee

Development Phase (Prototype) Design created and applied to temporary URL http://schoolname.imodules.com Database is built and data imported Verify all drop downs/multi-selects for correct values Profile/Login configuration built Verify login by going through as a test user to see the constituent experience. Community Configuration settings applied Verify all configuration options are set based on global configuration session. Build out solution with desired content/pages Build groups, email templates, events, news, etc… Finalize marketing plan for launch Prepare for launch

Deployment Phase Site Launch Verify all testing and changes are completed. DNS Conversion A-Record pointed to our IP Address Site Announcement Email Scheduled to be released Any additional announcements (print) Post Launch Support defined End user support for questions on login, etc.

Debrief Phase Site announcement completed Post Go Live Site announcement completed Follow-up communication after launch Data import training scheduled Handle end user support issues/feedback Post Go Live Plan Identify additional projects Discuss support and account turnover process Fill out and return Project Satisfaction Survey

Post Kickoff Call Action Items Client Community Client identifies members to be added to iModules client community First/Last Name, Title, Email Address Project Plan Detailed project plan delivered with milestones/resources identified Project Checkpoints Design (Creative, Data and Community Configuration) review Prototype and build session review

Contact Information Implementation Project Manager Courtney Nichols, cnichols@imodules.com 913-685-5285 Amy Horton, ahorton@imodules.com 913-685-5278 Director of Project Services Bob Owens, bowens@imodules.com 913-685-5283 Post Implementation Application Support, Applicationsupport@imodules.com

Conclusion Questions?