Encompass Project Kickoff

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

iModules Team Sales Katie Hudson Implementation Joe Mathieu

Project Objectives Create a look and feel for your website that properly communicates your organization’s mission, values, and spirit, while incorporating the functionality needed to engage your constituents. Increase participation and contributions to online giving. Quickly and easily create and send targeted and personalized communication. Improve EHC’s event management to provide a better user experience, increase attendance, improve promotion, and minimize administrative work. Provide an online environment for alumni, donors, mentors/mentees, clubs and chapters to network with each other and engage with your organization.

Project Objectives Integration of data with Raiser’s Edge. Share content from other departments/websites in order to streamline processes, avoid duplication of efforts, and provide an engaging homepage for constituents. Empower your staff to easily maintain and update your website with the ability to create content and approve pages.

Implementation Methodology

Discovery Phase Data collection – First couple weeks of the project -Identify project members to be added to Client Community -Schedule date/time for data demonstration -Global Configuration -Design Form -Identify URL(s) to be used -Identify eCommerce provider -Begin preparing marketing plan for launch of the site

Design Phase (Data) D ata 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 – iModules Design) 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 Define system configuration options to be setup in your Encompass site → Site name, login verbiage, categories, etc… Project Manager will send the Global Config document of items covered.

Development Phase (Prototype) Prototype Design created and applied to temporary URL → 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, templates, events, news, etc… Finalize marketing plan for launch Prepare for launch

Development Phase (Training/Build) Training 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

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

Debrief Phase Post Go Live Site announcement completed → Follow-up communication after launch Data import training scheduled Post Go Live Plan 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, 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 → Joe Mathieu, → If I am out of the office: Post Implementation Application Support,

Conclusion Questions?