1 aitp-sdcloud computing conference 2015

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Cloud Computing StrategiesIn A Non-Profit Organization

Retired Employees of San Diego CountyOctober 29, 2015

aitp-sd Cloud Computing Conference 2015 www.resdc.net

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PRESENTERS


Mark Nanzer – RESDC Executive Director

20 years experience in managing Non-Profits

Oversight of Federal, State and local grant funding

Board Governance support

Chuck Brown, CCP – RESDC Technology Committee Chair

45+ years in the IT industry

Public, Private & Non-profit Sectors

AITP Member since 1980

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PRESENTATION

RESDC Background

Business – issues for a small non-profit

Technology – issues for a small non-profit

Options – business and technical choices

The “Ball Game” – from Issues to Solution

Solution – we found one!

Implementation – lots of preparation

Questions


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R E S D C

Founded in 1961, the Retired Employees of San Diego County

is dedicated to advocati ng for retiree interests and

providing pertinent information, social opportunities, and service for its members


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PURPOSE

“Honoring Yesterday. Protecting Tomorrow.”

Advocacy.We are an active association working on behalf of all San Diego County retirees to watch over and protect their interests.

Representation.The 8th seat on the SDCERA Board of Retirement is our elected retiree representative who attends each meeting to voice and vote the opinion of the retirees. RESDC is the only retiree organization recognized by SDCERA. SDCERA – San Diego County Employees Retirement Association


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We strive to protect vested benefits for all County retirees by…

Maintaining an open dialogue with our members and building relationships with decision makers, stakeholders and the community.

Working together as stewards of our members’ trust and resources with persistence and mutual respect.

VALUES


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RESDC has over 6500 members and represents all San Diego County reti rees

Each year RESDC hosts a summer “Flag Day” celebrati on, an autumn Health Fair/Picnic and a festi ve Holiday Luncheon

We also hold three annual general meeti ngs highlighti ng relevant reti ree issues through professional speakers

MEMBERS


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SERVICES

Information.The NETWORK newsletter, keeps members informed of SDCERA Board of Retirement actions and legislation, upcoming meetings, retiree reunions and retirement related activities.

Benefits Programs.Supplemental benefits, such as competitive dental and vision programs, as well as plans for travel insurance, pet insurance and discounted home and vehicle insurance. Scholarship Programs.Five scholarships, as well as the Theo and Evelyn Yakel Scholarships, are awarded annually to eligible family members.

Social Activities.In addition to a summer “Flag Day” celebration, an autumn Health Fair/Picnic and festive Holiday Luncheon, we host bimonthly meetings highlighting relevant retiree issues through professional speakers.


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BUSINESS ISSUES

Small Staff (4)

Augmented by member volunteers

Business Processes

Manual

Redundant

Error-prone

Increasing advocacy activity

Increasing member activity


www.resdc.net

STRATEGIC PLANNING

The purpose of RESDC strategic plan is to integrate all the organization’s advocacy efforts, communications, and marketing

The IT strategic plan supports the organization’s strategic initiatives through the application of appropriate information technology tools.


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TECHNOLOGY ISSUES

Refine Backup & Recovery Procedures (2011)

Replace Office PCs (2012)

QuickBooks – our first cloud project (2013)

Redesigned web site with expanded potential (2014)

Member Portal

Member Self-service

MS Access member database supported by one retiree

Content management, consolidation & archiving (2016)


OPTIONS

Do nothing

Develop a more robust membership application

Buy a COTS product, installed locally

Find a cloud-based product


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THE “BALL GAME”

Business Requirements Document

Comprehensive documentation of office procedures

Define areas for process improvement

Define new system requirements

Vendor Survey

Cloud or In-House

Product features that fit our requirements

Evaluation and Selection


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Membership Management

Consolidation of member data in one place

Elimination of redundant data entry steps

Improved Back Office data entry/management

Member Self-Service

Member Portal linked from the RESDC web site

Email Management

Easily Customizable

Excellent Documentation & Training


SOLUTION

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Data conversion programming

Data review, preparation and cleansing

30-day trial – a big step toward implementation

Set up accounts

Custom data fields, web pages & reports

Upload data

Run test scripts

Collect data for final cost-benefit analysis

Go Live


IMPLEMENTATION

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Mark Nanzer

[email protected]

619.688.9229

Chuck Brown, CCP

[email protected]

619.212.0221

Waterfront Park THANK YOU


mailto:[email protected]

mailto:[email protected]

http://www.sandiegocounty.gov/parks/Waterfrontpark.html

1 aitp-sdcloud computing conference 2015

Documents

retiree organization

retiree interests

relevant retiree issues

cloud computing strategiesin

county retireeswe host

sdcera board of retirement

elected retiree representative

vested benefits