1. 913.888.0772 | imodules.com Recent Client Migrations Jason Roberts – VP Customer Success – iModules Sean Morrow – Muhlenberg College C. Chad Argotsinger - University of Massachusetts

2. Good Morning! Remember to connect with your CRM Today: Recent Harris to iModules Client Migration Examples – in their words – Muhlenberg College – University of Massachusetts Wednesday: Panel Discussion – Open forum for your questions

3. Joining us this morning: Sean Morrow Associate Director of Alumni Relations at Muhlenberg College smorrow@muhlenberg.edu C. Chad Argotsinger Director of Alumni Relations, University of Massachusetts cargotsinger@umassd.edu

4. Client Migration Experiences We are extremely honored to have these two clients here today to talk about their experience and perspective in having been Harris Connect users to now being iModules users. Please remember that each of you will have unique requirements, timing, and teams– your migration plan will be customized to you. Both of these clients had made the decision to migrate prior to the acquisition.

6.  Allentown, PA  Private Liberal Arts College  2,200 Students  22,000 Alumni

7. Why Switch to iModules?  Harris contract was set to expire the beginning of March, 2013  Started aggressive search in 2012  Looking for a “complete package” with room to grow  iModules quickly rose to the top  Client reference calls reinforced the final decision  Contract with iModules signed 11/29/12

8. Migration Goals  Alumni Relations pages, online directory and event registration live by February 15, 2013 – very accelerated implementation of 2½ months  Actual launch date March 20, 2012 – 3½ months  Full use of Encompass for email starting April, 2013  Development pages migration scheduled to be live in August, 2013

9. Before … Main Alumni Page

10. Before … Alumni Clubs

11. Before … Main Harris Page

12. Before … News

13. Before … Events

14. MuhlenbergConnect – Main Page

15. MuhlenbergConnect -- Clubs

16. MuhlenbergConnect -- News

17. MuhlenbergConnect -- Events

18. Highlights…  Complete Admin control over site map and all content; customized controls by staff login  Page access and even individual content blocks can be made visible to specific groups of constituents  LinkedIn data pull  Mobile tools look promising  Application Support very responsive

19. Suggestions/Advice…  Don’t do what we did! An 8-12 month implementation is much more realistic!  Try Jing! Free program that allows you to take screenshots and add notes, arrows, etc.  Google Analytics – Incorporate this during the design stage so you are ready from launch  Take full advantage of online tutorials and free training classes – you will need it!  Consider the three day onsite training/build sessions.

20. Contact Info  Sean Morrow ’91 Associate Director of Alumni Relations Muhlenberg College 484-664-3215 smorrow@muhlenberg.edu

21. Southeastern Massachusetts 9,000 students 53,000 alumni Alumni communities are shared across four UMass campuses

22. Harris client for 5 years Primarily used for emails, events, and online directory Limited ability to make modifications

23. Reason for the switch Admin sites were challenging Cost prohibitive Contract expired Launched our iModules site in June 2012

25. Implementation A big and small school UMass Dartmouth is a sub-community Big: Data matching was managed centrally Big: Common threads across all sites Small: Complete control over site design Small: Manage everything

26. Flexible timeline Designed to complement our university site Incorporated aspects from other clients Onsite build session kick started our build Simple punch sheets with prompt solutions

27. Amazing Support Client Manager Client Community Application Support Facebook Group

28. Favorite Features Very flexible Schedule and forget Email kickbacks Event templates

29. 913.888.0772 | imodules.com Questions?