Download - See3 at Civi User Group at 10NTC
![Page 1: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/1.jpg)
Presented by
Allan Burstyn, Director of Web Services, See3
Civi User Group MeetingCase Study: “Friends of the Family”
![Page 2: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/2.jpg)
Friends of the Family
• Maryland-based nonprofit that provides services and educational programs to children and parents throughout the state
• 30+ centers
• 100’s of center employees
![Page 3: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/3.jpg)
Their Needs
• New website design and content management system– Solution: new design and Drupal CMS
• Donation forms, email management, manage fundraising events– Solution: CiviCRM
![Page 4: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/4.jpg)
Center Staff Training Needs
• Emphasis on staff training– Training requirements based on position
and tenure– Different types of event registration
based on center: Director vs. employee – Administrative control over every step
• Current System–Manual, fax-based registration
process
![Page 5: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/5.jpg)
Training Solution
• Custom build training application integrated with CiviCRM
• Training Requirements
– Ability to create and manage training requirements associated with positions and tenure
• Employee Training and Positions Tracking
– Manage and track employee positions and associated training requirements.
• Centers
– Center staff and center-specific registration rules
• Training Events
– Complex training event registration and notification process
![Page 6: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/6.jpg)
See3 Process
• Business Analysis– Analyze current process and
documentation–Model future functionality through use
cases and functional specifications
• Proof of Concept Development–Wireframes
• Iterative Development with Milestones
![Page 7: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/7.jpg)
![Page 8: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/8.jpg)
![Page 9: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/9.jpg)
Administration Landing Page
![Page 10: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/10.jpg)
Center Directory
![Page 11: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/11.jpg)
Training Requirement Management
![Page 12: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/12.jpg)
Training Requirements Management
![Page 13: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/13.jpg)
Profile Custom Fields
![Page 14: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/14.jpg)
Positions and Trainings: Calculate and Manage Trainings
![Page 15: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/15.jpg)
Employee Training Administration
![Page 16: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/16.jpg)
Training Event Registration Flow
• Event Creation: Session Type and Target Audience Definition
• Center-Based Registration Process– Event email notification based center
configuration
• Center-Level Event Registration Approval
• FOF Admin Review and Approval
• Post Event Auditing: Validating attendance and updates to training records
![Page 17: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/17.jpg)
Training Events: Session Types and Audience Selection
![Page 18: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/18.jpg)
Event Administration
![Page 19: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/19.jpg)
CIVICRM + See3 Custom Development
We built a custom training management system leveraging CIVICRM
The solution combines the power of a training /events management system and the power of the CiviCRM tools
![Page 20: See3 at Civi User Group at 10NTC](https://reader035.vdocuments.mx/reader035/viewer/2022081505/554abda7b4c90524738b47eb/html5/thumbnails/20.jpg)
04/08/10
Questions? Allan Burstyn
Email: [email protected]: 773-784-7333Web: www.see3.net
+ Slidedeck and resources will be available at
www.see3.net/event/2010-nonprofit-technology-conference