1. Technology Initiative
Date: April 21, 2017
Version: 1.00
Technology Initiative
Chapter Leader Summit • April 20-21, 2017 Sheraton Grand Chicago

2. Technology Planning Team
SIM expresses our appreciation to the Tech Planning Team members:
Don Brumfield- Chicago Chapter
Karen Calvert – Austin Chapter, RLF Representative
Kevin Dunn - Dallas Chapter
Dan Gorecki – NYC Chapter, Management Council
Steve Hufford - SIM Chief Executive
Shane Kilgore, Alabama Chapter
Matt Linderman, Capital Area Chapter
Jim Martin, Boston Chapter
Spase Miloseski, New Jersey Chapter
Sandi Phillips, NYC Chapter, Management Council
Nanci Schimizzi, SIM Program Manager, Management Council
Yashmin Shah, San Diego Chapter
Chris Spear, Arizona Chapter
Madeline Weiss, Capital Area Chapter, APC Representative, Management Council
Adam Wilburn, Detroit Chapter

3. Solutions Evaluation Team
SIM expresses our appreciation to the Solutions Evaluation Team members:
Karen Calvert – Austin Chapter, RLF Representative
Kevin Dunn - Dallas Chapter
Dan Gorecki – NYC Chapter, Management Council
Steve Hufford - SIM Chief Executive
Joe Kraus, Capital Area Chapter
Steve Lubowicz, NE Ohio Chapter
Jim Martin, Boston Chapter
Alex Maximov, Capital Area Chapter
Spase Miloseski, New Jersey Chapter
Brad Phillips, San Diego Chapter
Sandi Phillips, NYC Chapter, Management Council
Jeff Skulsky, Fairfield/Westchester Chapter, Management Council
Nanci Schimizzi, SIM Program Manager, Management Council
Jane Von Kirchbach, Chicago Chapter
Adam Wilburn, Detroit Chapter
Rick Pride, Memphis, Cybersecurity User Group
Bill Peterson, Philadelphia Chapter, Enterprise Architecture User Group

4. Tech Initiative Agenda
SIM Technology Initiative
Tech Initiative Agenda
Review Strategy and provide update on vendor evaluation and selection process
Breakout Sessions on key workflows/data analysis
Breakout 1 – “Day in the Life” of a chapter/program leader
Breakout 2 – “Day in the Life” of a member
Breakout 3 – Data review- custom fields, data anomalies
Note after breakouts - return to main room*
Breakout Report out
Implementation and roll-out planning
Next steps and Wrap up

5. Overall tech strategy 2017-2021
SIM Technology Initiative
Overall tech strategy
Develop a consolidated set of tools and technology that can be used by any Chapter or Program
Enable Chapters and Programs to use functionality independently and/or with assistance
Provide a scalable platform that can be modified, expanded, and extended as we implement our strategy
Identify technology as one of our key competencies and staff for it
Set the example for other associations to follow

6. SIM Tech Initiative – Tech Program at a Glance
Needs
Replace Legacy YM Platform with more robust technology platform
Support Event Management, Community and Collaboration for Chapters & Programs
Improve efficiency of overall chapter operations
Improve Member Experience including mobility
Approach
Canvas Association Management space for target technologies
Assemble a team of experts from the Chapters to assist in the evaluation and selection
Select a subset of vendors for deeper dive and recommendation on solution
Constituents
Chapter/Program leaders
National Staff
Members
Programs with unique needs (RLF, APC, Cybersecurity, ITPWG, SIM Women, etc.)
Status
Currently in due diligence with AIS – iMIS product and Fonteva – Member Nation product
Deep dive on functionality conducted with Fonteva/Member Nation
Implementation and roll-out planning has begun

7. SIM Tech Initiative – Timeline
Nov’16
Dec’16
Jan’17
Feb’17
Mar’17
Apr’17
May’17
Jun’17
3Q’17
4Q’17
2018…
Requirements development
11/16
Design & Vendor Evaluation
12/1/2016-1/30/2017
2/6 – 2/28/2017
Short-list vendors & Issue RFP
3/1-4/30/17
Vendor Deep Dive and selection
Contract negotiations
4/1-4/30/17
Summit
CL Summit Review
Implementation Planning
5/1/ /30/2017
6/1/ Q 2018
Platform Roll-out
Phased implementations

8. SIM Tech Initiative -High Level Requirements Priorities
Executive Summary
Priorities for the SIM Technology platform focus on improved navigation, ease of use, search engine optimization, self service, store/card management and building an online secure community.
These include:
Top 3 Priorities
Improving end-to-end Event Management capabilities including campaign management
Enhancing communication capabilities with members and prospective members, easy link to social media
Automating Membership processes including workflow capabilities
Additional Requirements capabilities include:
Chapter configurable CRM and Member Management functionality
Hosting collaboration/community/documentation management
Content management –
Chapters/Programs own their data and content
E-commerce capabilities and mobile enablement
Professional web presence

9. SIM Tech Initiative – Break Out sessions
Breakout Sessions 3 25 minutes (5 minutes transit to change rooms)
Breakout 1 – “Day in the Life” of a chapter and program leader – Facilitator: Nanci Schimizzi
Breakout 2 – “Day in the Life” of a member – Facilitator: Jim Martin
Breakout 3 – Data review- custom fields, chapter maintained data – Facilitator: Sandi Phillips
Instructions:
Pair up with someone that isn’t in your chapter
You will be given a set of workflows based on the Chapter Leader priorities
Each team should discuss and set a common priority for their uses cases
Will report out at end of breakout session
The workflow priorities are inputs to roll-out planning for the new platform

10. SIM Tech Initiative – Report Out
Breakout 1 – “Day in the Life” of a chapter and program leader – Facilitator: Nanci Schimizzi
Breakout 2 – “Day in the Life” of a member – Facilitator: Jim Martin
Breakout 3 – Data review- custom fields, chapter maintained data – Facilitator: Sandi Phillips

11. SIM Tech Initiative – Implementation Strategy
We will follow a phased chapter roll-out versus a Big Bang approach
YM will continue for a period of time
As much as possible, core data will be extracted and moved to the new platform
We will take a “train the trainer approach”. For those chapters with administrative support, chapter admins can participate as trainers based on bandwidth
If Chapter website is not maintained on YM, your chapter can choose to remain on current platform or migrate to the new platform after the system is live
Chapters will be asked to engage with the project team for the following:
Provide input for chapter specific system set-up and configuration
Review custom fields and data anomalies for chapter data
Handle disposition of chapter maintained data that’s external to YM

12. SIM Tech Initiative – Next Steps
Complete due diligence and finalize vendor selection
Enter into contract negotiations and execute vendor agreement
Engage additional project resources to assist with implementation planning and roll-out and data analysis and conversion
Begin implementation planning with vendor and develop roll-out plan to both National and Chapters
Schedule initial training for “Train the Trainers”