1. Technology Roadmap 2017 Graham Covington

2. what we delivered, and what got deferred
2016 Review
what we delivered, and what got deferred

3. Big Tickets Page Builder Events Marketing Automation
Peer-to-Peer (2.0)

4. Other Items
UI changes (constituent data import, default account record, job monitor, receipt templates, import transaction data); batch annual receipting; engagement scoring; payment processors (Payflow Pro, Neteller, PayPal recurring); reporting (additional graphs); manage supporter gadgets (constituent data rollback); adding ‘reply to’; and more….

5. Page Builder
Additional page types: advocacy, e- cards, Twitter advocacy
Hooking into permission groups , manage supporters
More advanced features

6. Marketing Automation Intuitive interface for creating workflows
Templates to save time and simplify choices
Additional communication channels to include social and text messages

7. planning for the year ahead
2017
planning for the year ahead

8. Improve what we need now
Improving current workflows
Raising the bar (e.g. mobile wallets)
Platform expansion
declining levels of donor retention. lower open rates on . there are exception: Charity Water engaging donors in a well. P2P social networks.

9. The Engagement Project The Deep Learning Project
Think about what is needed down the road
The Engagement Project
The Deep Learning Project

10. The Year Ahead create a ‘hub’ new reporting telemarketing
new dashboard
master dashboard

11. Reporting
UI changes
new report formats
report services

12. Display Widgets drag and drop element in page-builder
new design templates
aggregating data sources

13. Display Widgets

14. Hub Space for greater engagement Space for managing practical tasks
Space for connection and organizing

15. Hub

16. Master Dashboard
aggregate reporting
content sharing
data management

17. Other Items
CRM functionality (origin source, household records, organization records; marketing automation (cont’d from 2016); templating revised; reporting update (custom reports, report builder, s); rest services expansion; dynamic asking strings; page builder (cont’d from 2016); permission group revisions; and more….