1. Distributed Scheduling and Client Management System BIS 412 Systems Analysis & Design Applications

2. Our Project How we came to know of the Capital Area Pregnancy Center (CAPC) CAPC Needs –Distributed Scheduling –Client Management –Donor Management Alternatives Explored eKYROS Centerpiece Fund Raising Implementation and Training Reflections on Project Student Website

3. CAPC Operation Difficulties Hand written & geographically separated scheduling Paper Client Forms Access Database Client management Hand counted statistics Redundant data and data entry No standardization of physical vs. electronic data

4. Distributed Scheduling Multiple sites needed to schedule Clients for not only their own site but sister sites Anytime, anywhere real-time access Camp HillCarlisleFuture Sites Web Based Connection

5. Client Management Client records and statistics from a single database Also incorporates services rendered via nurses & advocates Integrates with distributed scheduling system Significant client reporting requirements from CareNet and Focus on the Family –Related to funding & affiliation

6. Client File Appointment #1 Appointment #2 Appointment #3 General Data Contact Info Address Name Age Client Statistics Services Rendered (Nurses & Advocates) Reports Focus on the Family CareNet CAPC Monthly System View

7. Our Team Matt Anderson & Jared Neff –Responsible for Distributed Scheduling and Donor Management Brian Capozzi & Regie Simon –Responsible for Client Management Duane Lapp & Josh Everhart. –Responsible for the Reporting, Administration, and Resources

8. Alternatives Explored Open Source Rapla (rapla.sourceforge.net) –Web Based Distributed Scheduling Solution –Limited support for customized client management SugarCRM (sugarcrm.com) –Leading Web Based Open Source CRM –Allows for customization –Complex maintenance and lack of support Commercial Centerpiece Software (ekyros.com/pub) ekyros.com/pub –Web Based Client Information System –Distributed Scheduling –Donor Management –Extensive Reporting Client Information Systems for Windows (ciswin.com) ciswin.com –Windows based –Client Information system only –Extensive Reporting –No distributed schedulingOthers

9. Evaluation Area SugarCRMeKyros Client Mgt. Functions MedHigh Distributed Scheduling HighHigh Donor Management LowHigh ReportingLowHigh Price ~$500/year + hosting ~$700 Support Open source or fee-based 2 Hours Training + Support Web-basedYesYes Size of user base Large for CRM > 100 sites ExtensibilityGreat Limited, enhancement driven CareNet in Mind LowHigh Trial Period Indefinite Available Upon Request UsabilityMedHigh CAPC Preference LowHigh Time to production usage Med-LowHigh SecurityLow/MedMed-High OVERALL CRM not equal for CAPC CAPC optimized, Limited Flex. Key Product Evaluation

10. eKYROS Demonstration www.ekyros.com

11. CAPC BoD / Funding CAPC Board of Directors –Initial reaction to Centerpiece was mixed FinancesCustomization Fit – Satisfies Requirements? –Interacted with Several Board Members In class demos Interaction with Centerpiece –Reached Board Approval in Early April Pending $2,000 in Funds Fund Raising –BIS Gathering Dinner –Area Churches –Individual/Student Donations –Total Funds Raised in Excess of $2,000 in Three Weeks CAPC Signs Contract with eKYROS in Late April

12. Project Plan Into the Future Support & Training –Several member of our team will be available to the CAPC if any issues arise with the use of Centerpiece.

13. Reflections on Project Individual Student Testimonies

14. Student Website Project Site Project Site