encompass project kickoff. agenda introductions overview of client team members overview of imodules...

Encompass Project Kickoff

Agenda• Introductions

• Overview of Client Team Members• Overview of iModules Team Members

• Review Project Objectives• Review Implementation Process/Timeline• Next Steps

• Copy of Presentation• Follow-up Action Items

iModules Team• Sales

• Katie Hudson• Implementation

• Joe Mathieu

Project Objectives• Create a look and feel for your website that properly communicates

your organization’s mission, values, and spirit, while incorporating the functionality needed to engage your constituents.

• Increase participation and contributions to online giving.• Quickly and easily create and send targeted and personalized e-mail

communication.• Improve EHC’s event management to provide a better user

experience, increase attendance, improve promotion, and minimize administrative work.

• Provide an online environment for alumni, donors, mentors/mentees, clubs and chapters to network with each other and engage with your organization.

Project Objectives• Integration of data with Raiser’s Edge.• Share content from other departments/websites in order to

streamline processes, avoid duplication of efforts, and provide an engaging homepage for constituents.

• Empower your staff to easily maintain and update your website with the ability to create content and approve pages.

Implementation Methodology

Discovery Phase• Data collection – First couple weeks of the project

• -Identify project members to be added to Client Community• -Schedule date/time for data demonstration• -Global Configuration• -Design Form• -Identify URL(s) to be used• -Identify eCommerce provider• -Begin preparing marketing plan for launch of the site

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

Design Phase (Creative – iModules Design)• 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

Design Phase (Global Config)• Global Configuration

• Define system configuration options to be setup in your Encompass site

→ Site name, login verbiage, email categories, etc…• Project Manager will send the Global Config document of

items covered.

Development Phase (Prototype)• Prototype

• Design created and applied to temporary URL → http://schoolname.imodules.com

• 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, email templates, events, news, etc…

• Finalize marketing plan for launch• Prepare for launch

Development Phase (Training/Build)• Training

• 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

Deployment Phase• Site Launch

• Verify all testing and changes are completed.• DNS Conversion

→ A-Record pointed to our IP Address• Site Announcement

→ Email Scheduled to be released→ Any additional announcements (print)

• Post Launch Support defined→ End user support for questions on login, etc.

Debrief Phase• Post Go Live

• Site announcement completed→Follow-up communication after launch

• Data import training scheduled

• Post Go Live Plan• Discuss support and account turnover process• Fill out and return Project Satisfaction Survey

Post Kickoff Call Action Items• Client Community

• Client identifies members to be added to iModules client community

→ First/Last Name, Title, Email 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

Contact Information• Implementation

• Project Manager→ Joe Mathieu, jmathieu@imodules.com→ 913-685-5258

• If I am out of the office: projectmanagers@imodules.com • Post Implementation

• Application Support, Applicationsupport@imodules.com

Conclusion

• Questions?