1 aitp-sdCloud Computing Conference 2015www.resdc.net

2  Mark Nanzer – RESDC Executive Director  20 years experience in managing Non-Profits  Oversight of Federal, State and local grant funding  Board Governance support  Chuck Brown, CCP – RESDC Technology Committee Chair  45+ years in the IT industry  Public, Private & Non-profit Sectors  AITP Member since 1980

3  RESDC Background  Business – issues for a small non-profit  Technology – issues for a small non-profit  Options – business and technical choices  The “Ball Game” – from Issues to Solution  Solution – we found one!  Implementation – lots of preparation  Questions aitp-sdCloud Computing Conference 2015www.resdc.net

4 Founded in 1961, the Retired Employees of San Diego County is dedicated to advocating for retiree interests and providing pertinent information, social opportunities, and service for its members aitp-sdCloud Computing Conference 2015www.resdc.net

5 “Honoring Yesterday. Protecting Tomorrow.”  Advocacy. We are an active association working on behalf of all San Diego County retirees to watch over and protect their interests.  Representation. The 8th seat on the SDCERA Board of Retirement is our elected retiree representative who attends each meeting to voice and vote the opinion of the retirees. RESDC is the only retiree organization recognized by SDCERA.  SDCERA – San Diego County Employees Retirement Association aitp-sdCloud Computing Conference 2015www.resdc.net

6 We strive to protect vested benefits for all County retirees by…  Maintaining an open dialogue with our members and building relationships with decision makers, stakeholders and the community.  Working together as stewards of our members’ trust and resources with persistence and mutual respect. aitp-sdCloud Computing Conference 2015www.resdc.net

7  RESDC has over 6500 members and represents all San Diego County retirees  Each year RESDC hosts a summer “Flag Day” celebration, an autumn Health Fair/Picnic and a festive Holiday Luncheon  We also hold three annual general meetings highlighting relevant retiree issues through professional speakers aitp-sdCloud Computing Conference 2015www.resdc.net

8  Information. The NETWORK newsletter, keeps members informed of SDCERA Board of Retirement actions and legislation, upcoming meetings, retiree reunions and retirement related activities.  Benefits Programs. Supplemental benefits, such as competitive dental and vision programs, as well as plans for travel insurance, pet insurance and discounted home and vehicle insurance.  Scholarship Programs. Five scholarships, as well as the Theo and Evelyn Yakel Scholarships, are awarded annually to eligible family members.  Social Activities. In addition to a summer “Flag Day” celebration, an autumn Health Fair/Picnic and festive Holiday Luncheon, we host bimonthly meetings highlighting relevant retiree issues through professional speakers. aitp-sdCloud Computing Conference 2015www.resdc.net

9  Small Staff (4)  Augmented by member volunteers  Business Processes  Manual  Redundant  Error-prone  Increasing advocacy activity  Increasing member activity aitp-sdCloud Computing Conference 2015www.resdc.net

 The purpose of RESDC strategic plan is to integrate all the organization’s advocacy efforts, communications, and marketing  The IT strategic plan supports the organization’s strategic initiatives through the application of appropriate information technology tools. aitp-sdCloud Computing Conference 2015www.resdc.net

11  Refine Backup & Recovery Procedures (2011)  Replace Office PCs (2012)  QuickBooks – our first cloud project (2013)  Redesigned web site with expanded potential (2014)  Member Portal  Member Self-service  MS Access member database supported by one retiree  Content management, consolidation & archiving (2016) aitp-sdCloud Computing Conference 2015www.resdc.net

 Do nothing  Develop a more robust membership application  Buy a COTS product, installed locally  Find a cloud-based product aitp-sdCloud Computing Conference 2015www.resdc.net

13  Business Requirements Document  Comprehensive documentation of office procedures  Define areas for process improvement  Define new system requirements  Vendor Survey  Cloud or In-House  Product features that fit our requirements  Evaluation and Selection aitp-sdCloud Computing Conference 2015www.resdc.net

14  Membership Management  Consolidation of member data in one place  Elimination of redundant data entry steps  Improved Back Office data entry/management  Member Self-Service  Member Portal linked from the RESDC web site  Management  Easily Customizable  Excellent Documentation & Training aitp-sdCloud Computing Conference 2015www.resdc.net

15  Data conversion programming  Data review, preparation and cleansing  30-day trial – a big step toward implementation  Set up accounts  Custom data fields, web pages & reports  Upload data  Run test scripts  Collect data for final cost-benefit analysis  Go Live aitp-sdCloud Computing Conference 2015www.resdc.net

16 Mark Nanzer Chuck Brown, CCP Waterfront Park aitp-sdCloud Computing Conference 2015www.resdc.net