oa for membership organizations

Using Open Atrium in Membership Organizations

Wednesday, May 14, 14

EVP, Strategy

Email: kborchert@phase2technology.com

Karen Borchert

Twitter: @openatrium @karenborchert @phase2

Phase2

What is Open Atrium?

Open Atrium is open source collaboration software used to build intranets, portals, & collaboration

platforms for organizations.

Features!

Nonprofit Members Portal

public information

member discussions

public information

member discussions

social sharing

Collaboration for Coworking

events

discussions

events

discussionsmembers-only information

Collaborative Journalism & Learning Labs

group-level access

resource management

group-level access

public-facing news

resource management

Documentation & Intranet

site & section members

clear access control

media assets

pure Drupal

media assets

pure Drupal

Colleges and Universities

microsites for departments

public information

student portal

public information

student portal

faculty resources

public information

student portal

events

faculty resources

So, why membership organizations?

How to think about a member site

Groups are for people. Spaces are for work.“ ”

Within a section

Your OA site accommodates anyone from the anonymous internet user to collections of members on your site.

Open Atrium ships with the following types of content:

SITE Acme Intranet

S E C T I O N

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Discussions

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ACME HR

Open Atrium 2 Building Blocks

A Case Study

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D O C U M E N T S

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Control who has access to what content from the individual member to multiple groups of users.

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OA lets you build the information architecture that meets the need of your content.

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T E A M

M E M B E R

G R O U P

S E C T I O N

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Worktracker

Registered users of the ACME INTRANET

ACME's HR employees with access to multiple spaces

ACME's leadership with access to multiple spaces

G R O U P G R O U PM E M B E R S

Executives HR Department

Works on new policies in a restricted section

T E A M

Policy WritersEmployees

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Within a section

SITE Acme Intranet

S E C T I O N

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Events

Discussions

S E C T I O N

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S PA C ES PA C E

ACME HR

A Case Study

D O C U M E N T S

E V E N T S

P U B L I C

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M E M B E R

G R O U P

S E C T I O N

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Worktracker

T E A M

Within a section

SITE Acme Intranet

S E C T I O N

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Events

Discussions

S E C T I O N

6DODU\�,QIR

S PA C ES PA C E

ACME HR

A Case Study

D O C U M E N T S

E V E N T S

P U B L I C

P R I VAT E

T E A M

M E M B E R

G R O U P

S E C T I O N

S U B - S PA C E

S PA C E

Worktracker

T E A M

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi!s, volunteer for shi!s

• Tutor kids, report results

• Place to discuss; shared calendar

• Share a discussion forum and a calendar to coordinate volunteer needs and schedule shi!s

Title Text

sections!

Title Text

sections!

Title Text

sections

Title Text

sections

groups

Title Text

sections

groups

An alumni organization might be...

• Alumni, Alum board members

• Meet up, network, find jobs

• Engage alumni, raise funds

• Events calendar, Discussion, jobs board

• Meet up in person, Seek & pursue job opportunities, discuss

Get Started!

Give it a Try!

• Open Atrium is an open source distribution of Drupal code.

• It is free to download to anyone. (drupal.org/project/openatrium)

• Installing the code from Drupal requires technical knowledge and an understanding of Drupal.

• Less-technical teams can try out Open Atrium in a hosted environment, like on Pantheon. (getpantheon.com)

• A developer team can help you use or customize it.

Within a section

SITE Acme Intranet

S E C T I O N

&RPSDQ\�3ROLFLHV

Events

Discussions

S E C T I O N

6DODU\�,QIR

S PA C ES PA C E

ACME HR

A Case Study

D O C U M E N T S

E V E N T S

P U B L I C

P R I VAT E

T E A M

M E M B E R

G R O U P

S E C T I O N

S U B - S PA C E

S PA C E

Worktracker

T E A M

Atrium Docs & Videos

docs.openatrium.com

vimeo.com/phase2

slideshare.net/phase2technology

Read & Watch

Get Started with Open AtriumPhase2’s strategic consulting packages are built to provide you with the information and guidance necessary to put the Open Atrium tools to use for your organization.

Roadmap Jumpstart Igniter

1-day of consulting with a product and experience expert. Perfect for stakeholders, site owners, and site builders.

1-day of training for site builders with a technical expert.

Combine the Roadmap and Jumpstart programs for an in-depth 2-day strategy and implementation session for your organization.

You’ll Learn How to...

Use OA ‘s key features

Use the OA structure

Identify your audiences and key uses

Create groups, teams, spaces, and sections

Customize OA’s look and feel

Configure key features for your use

You’ll Get...

Working roadmap document

Course materials

Price $7,500 $7,500 $13,000 (you save $2K!)

To find out more, contact sales@phase2technology.com.

contact info@openatrium.com

Jumpstart!

oa for membership organizations

learning labs

anonymous

report results

mode control

oa site accommodates

volunteers

open atrium

intranet site

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