1. E2 Migrations:
What, Why and How?
Zach

2. Implementation Director at CyberGrants
CyberGrants Bio Slide
Joined CyberGrants in 2015
Various roles in Project, Account and Product Management
Responsible for all aspects of the Implementation Process
Zach
Zach Gendron
Implementation Director at CyberGrants

3. Client Solution Architect at CyberGrants
CyberGrants Bio Slide
Joined CyberGrants in 2011
Various roles in Implementation, Project, and Account Management
Responsible for providing solutions for simple and complex grant making needs
Enjoys keeping Zach’s Team extremely busy
Erin
Get photo
Erin Doherty
Client Solution Architect at CyberGrants

4. What is E2? Zach New framework and layout for Employee Engagement site
Utilizes current programs and rules while updating appearance
Great opportunity to revamp and upgrade to today’s newest technology with minimal effort

5. Non-E2 vs E2? You Decide… Erin Show of hands which one is better
Keep hands up if not on E2
Get screenshots – possibly Verizon

6. Non-E2 vs E2? You Decide… Erin Show of hands which one is better
Keep hands up if not on E2
Get screenshots – possibly Verizon

7. Why Employees Love E2 100% Mobile Friendlya.
Modern, Streamlined Interface b.
Social Media Plugins c.
Calendar Integrations d.
Zach
Site responds automatically to different devices
Clean, easy to use UI
Stay connected outside of CG
Reminders for events drives participation rates

8. Why Admins Love E2
Empower Employees: Provide Employees with additional permissions and remove manual intervention
Featured Events: Spotlight your most important and strategic events so Employees can easily signup
Erin
Event Manager Roles
Employee searching
Ease of Use: Changes to the site are easier to manage which allows increased flexibility
Product Enhancements: Enable new product features with a few clicks

9. Recent E2 Enhancements
Zach

10. Featured and Recommended Events
Zach
Featured
Stared events display prominently
Recommended
Uses donor’s preferred event type, skills, interests to show nearby events
Falls back to geography if no preference matches
Get recommended events

11. Upcoming Events
Erin
Drives employee to the site more often to see what’s going
Option to share event on your social media page

12. Volunteer Profile Erin
Individualized profile allows for employee get creative
Avatar photo – what does it do?
Candid photo sharing
Allows employees to select what skills and interests they care about most
Allows employees to a one-time setup to curate events they are most interested in attending

13. Upcoming E2 Enhancements
Zach

14. What’s on the Roadmap for E2?
Goal Tracking: Personal, team and company wide.
“Gamification”: Badges, achievements ect.
Zach/Erin
What are we adding for skills based?
Skills Based Volunteerism: Connecting skillsets with opportunities.
Enhanced Mobile Functionality: Event check-ins, surveys and photo sharing.

15. How Do We Get E2?
Zach

16. Ready for E2? We’ve Got You Covered!
Review of current portal to strategize on which Programs and Customizations make the cut – Great opportunity to re-think and refresh site!
Streamlined Migration Process that has been performed with numerous Clients
Our Implementation experts will guide your team every step of the way!
Zach

17. “It (E2 migration) was truly transformational!”
- Karmalita Contee, PhD
Manager, Corporate Social Responsibility, Employee Engagement, Verizon

18. Next Steps
Step 1: Review this deck internally and get key stakeholders on board!
Step 2: Contact Zach and Erin to schedule a review of your current site
Step 3: Confirm Programs and Customizations via signed Statement of Work
Erin
Step 3: Straight cut and cleanup or update/add Programs
Step 4: Kickoff Project and start migrating!

19. Questions?

20. Thank you!