1. Vincennes University Encompass Project Kickoff

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

3. iModules Team Sales Implementation Account Manger Michael Lisson
Amy Horton – Project Manager
Courtney Nichols – Project Manager
Account Manger
TBA

4. Project Goals/Objectives
Increase Data Integration
Increase Alumni Interaction to drive data collection
Integration with Current Systems
Increased Communication with Alumni to provide campus updates and to promote services available to alumni and students
Enhance Giving Experience
Increase promotion of services available for alumni and students

5. Discovery Phase Data collection
Identify project members to be added to Client Community
Schedule dates/times for additions sessions
Data demonstration
Global Configuration
Identify URL(s) to be used
Identify eCommerce provider
Begin preparing marketing plan for launch of the site

6. Design Phase (Data) Data 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

7. Design Phase (Creative - Custom)
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

8. Design Phase (Global Config)
Global Configuration Session
Configuration presentation with iModules Project Manager and client (30-60 minutes)
Each site will need to have a configurations session.
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 in this session.

9. Development Phase (Training/Build)
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

10. Development Phase (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

11. 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.

12. Debrief Phase Site announcement completed
Post Go Live
Site announcement completed
Follow-up communication after launch
Data import training scheduled
Handle end user support issues/feedback
Post Go Live Plan
Identify additional projects
Discuss support and account turnover process
Fill out and return Project Satisfaction Survey

13. 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

14. Contact Information
Implementation
Project Manager
Courtney Nichols,
Amy Horton,
Director of Project Services
Bob Owens,
Post Implementation
Application Support,

15. Conclusion
Questions?