1. Electronic Collaboration Introduction to Basecamp

2. Method determined and controlled by each ASHRAE group History

3. Default was email

4. More tech savvy utilized free web based tools, usually Google Groups ASHRAE had no input regarding T&C – loss of document ownership History

5. Common repository for business documents Revision control Discussion groups Email groups Archive Improved use of volunteer and staff time Protection of intellectual property Why Electronic Collaboration?

6. 2013 SY Research EC options: programs, features, cost Conducted survey of select members on EC use, needs, obstacles Electronic Communication Committee

7. Made recommendation, received funding for one year trial across representative committee types. 2014 SY started trial Electronic Communication Committee

8. Web based – no software to install

9. Project access limited and controllable Single platform for members and staff with multiple committee assignments

10. Features meet most needs from survey Scalable Reasonable cost

11. Archive for knowledge retention No T&C issues re ownership of posted content

12. Group email – some or all Discussion groups Interested parties – controlled access Basecamp Features Action items Document posting Calendar Reminders

13. Basecamp2 - Designed for single “project” not subcommittee structure utilized by ASHRAE. The flat structure required using discussion strings to categorize and group files in order to find them easily later. Basecamp3 – Capable of having a more vertical structure similar to other commonly used applications. Addresses the major concern expressed by trial users. Roster control by staff with input from committee chair – always current Archiving by staff – regular interval Basecamp Application

14. Basecamp Features – Latest Activity

15. Basecamp Features – Basecamps

16. Basecamp Features – Pings

17. Basecamp Features – Hey!

18. Basecamp Features – Campfires

19. Basecamp Features – Reports

20. Basecamp Features – Calendar

21. Basecamp Features – Everything

22. Basecamp Features – Progress

23. Basecamp Features – Everyone

24. Basecamp Features – Me

25. Basecamp Features – Me > Update your personal info

26. Basecamp Features – Me > Your Basecamp settings

27. Basecamp Features – Projects Page

28. Basecamp Features – Projects Page > Invite more people

29. Basecamp Features – Projects Page > All Upcoming Events

30. Basecamp Features – Projects Page > Catch up

31. Basecamp Features – Projects Page > Navigation

32. Basecamp Features – Projects Page > Discussions

33. Basecamp Features – Projects Page > To-do Lists

34. Basecamp Features – Projects Page > Files

35. Basecamp Features – Projects Page > Text Documents

36. Basecamp Practices Utilize Discussions similar to the way folders are used in other applications. Categorize Discussions by using subcommittee designation first in discussion title. Don’t send every discussion to all members. Edit your email preferences. Get familiar with the application and give some thought to how your committee works to develop specific best practices.

37. Basecamp Examples ECC Text Documents –Subcommittee and mentor assignments –Backlog list –Basecamp Site Index

38. Basecamp Examples GPC 36 Discussions –Each reviewer comment is a discussion string –Developed a standard designator to allow discussions to be easily sorted. –Utilizing to develop consensus as to how to address each comment. –The commenters have been invited to the Basecamp project.

39. Basecamp Examples ASHRAE TC Websites –Utilized to revamp the ASHRAE standard TC website –Members included ASHRAE Staff, TAC members, ECC members and outside consultant. –Utilized Clients feature. –Project will be archived when complete early next year.

40. Electronic Collaboration Questions?