1. SAMIEEE Bill Ratcliff Director, Region 3 Vera Sharoff MGA Staff Region 1 Meeting Albany, NY USA July 2008

2. SAMIEEE With the launch of the new Business Management System, the vehicle for accessing SAMIEEE was changed to Siebel Analytics

3. SAMIEEE - Basics What is it? –SAMIEEE is a web based ad-hoc query tool that provides IEEE volunteers with access to IEEE membership data.

4. SAMIEEE - Basics Who can access it? –Automatic access is granted to: Region Directors, Society Officers, Section Officers, Chapter Chairs and Student Branch Chairs & Counselors. –Designated

5. What is included? Data included in your view is data for your organizational unit only –IEEE members: Active, Arrears or Inactive (3yrs) –Society Affiliates: Active, Arrears or Inactive (3yrs) –IEEE Society memberships: Active or Inactive (up to three years)

6. What Data is Available? Member Name Contact Info –Home –Work/School Do Not Contact Flags –Postal Mail –Email –FAX Gender Email Address Education History Certifications IEEE Member Status IEEE Member Dates –Join Date (IEEE Membership creation date) –IEEE (membership) Last Paid Through Date –IEEE (membership) Years Of Active Service

7. What Data is Available? IEEE Member Current Grade & Grade History Geographic Assignment Volunteer information and position history Society Memberships Status Dates: Join Date, Cancel Date, Reinstate Date, Last Paid Through Date Society Years of Active Service Society Membership Current Grade (Life/Permanent)

8. What Data is Available? Other Memberships –Standards Association –Women in Engineering Member is a Graduate Of the Last Decade Y/N

9. What Data is Available? Publication Subscriptions Media type Subscription's Current Status –Active / Inactive for past 3 years Technical Interest Profile (TIP) Member's Line of Business (BPA) –Member's Job Function –Member's Job Responsibility –Member's Job Title

10. Explain the basic process The IEEE Business Management System (BMS) is located in Piscataway, NJ. Data is stored in a data warehouse that has been made available for your use and refreshed every two days IEEE uses Siebel Analytics to query and access the data Connect to the IEEE site, formulate a question or query and retrieve only the information that you need. The result of your query can be printed or downloaded directly into an Excel spreadsheet or saved as a comma separated value file or html The query can be saved and can be run again at a later time.

11. Reference Materials List of all available information in SAMIEEEList of all available information in SAMIEEE XLS List of all Sections and Geocdes in IEEE by Region List of all Sections and Geocdes in IEEE by Region PDF Audit InformationAudit Information (BPA) PDF Current TIP ListingCurrent TIP Listing PDF List of all Volunteer Position CodesList of all Volunteer Position Codes XLS List of Society Position Codes and DescriptionsList of Society Position Codes and Descriptions PDF List of Society Acronyms and DescriptionsList of Society Acronyms and Descriptions PDF

12. Shared Reports We have created reports for you – based on user feedback When run, these reports will produce results based on your access. These queries can be modified to meet your individual requirements.

13. System Availability 24 X 7 Refresh every two days –Tuesday 1:00 AM –Thursday 1:00 AM –Sunday 12:00 midnight

14. Expectations A simple query should take 1 -2 minutes A complex query could take longer

15. Conditions of Availability and Use What can you use it for? Can I create an email list? IEEE Privacy Policy Direct Link to Terms of Condition and Use can be found on the SAMI EEE home page.

16. Next Steps Tune and Improve We need your input –Where are we after one year? –What information is needed to complete the 360 degree of the member?

17. Next Steps Enhancements –Learn Analytics Capabilities Reporting/Charting/Charting –Training & Communication –Geographic Dashboard Use the SAMIEEE Online Community as communication vehicle –https://www.ieeecommunities.org/samieeehttps://www.ieeecommunities.org/samieee

18. Contacts –Helen Shiminsky (primary) Email: h.shiminksy@ieee.org; X5517h.shiminksy@ieee.org –Vera Sharoff (alternate) Email: v.sharoff@ieee.org; X5509v.sharoff@ieee.org

19. Questions?

20. URL: http://www.ieee.org/samieeehttp://www.ieee.org/samieee