Associated Builders and Contractors, Inc. AMS/Personify Update February 2014

Addressing Key Concerns Does it work? Yes. System Lock down is 94% complete. Chapters are reporting that it meets their database needs and will work for the association. May take time to get fluent in it. Not everyone thinks it’s user-friendly. Training Chapters will be able to select from a variety of training options moving forward. National IT staff (all) has completed Personify Training. Chapter Services staff will complete Personify training 2/19-2/21. Training manuals and webinars are being added and updated regularly. AMS UPDATE AND DRAFT IMPLENTATION PLAN

Addressing Key Concerns Customer Service / Communication IT Director on board to coordinate all IT activity and ensure solid customer service to all. Chapter Services staff will be assisting with the project. They will: – serve as resource to identify differences in chapters existing operations that need to fit into the locked down system. – send monthly s to all chapters with updates. – make weekly/bi-weekly calls to Personify chapters to support them through roll-out. – support training side by answering basic questions on the database. Expectations for chapters and national will be defined pre-rollout through a project kick off meeting and signed Letter of Understanding developed by National staff and existing Personify chapters. Tech.abc.org is the go-to place. It will house ongoing status updates for chapters in addition to training resources and ticketing system. We are driving all chapters to ticket system to track resolution of issues. AMS UPDATE AND DRAFT IMPLENTATION PLAN

CONFIDENTIAL WORKING DOCUMENT tech.abc.org

CONFIDENTIAL WORKING DOCUMENT tech.abc.org

Locked down system is a “standard” system that will be rolled out to all interested chapters. – What we thought was a standard system in the beginning became very customized for chapters. – Customized system isn’t affordable. Expected to meet 80% of a chapters core needs from the database. A stabilized database environment eases the migration process and user adoption. Future enhancements, expansion, and development will come down the road after Personify has replaced Access. Training chapters on Data Analyzer to build custom reports that are meaningful to individual chapters. What is a “locked down” system? AMS UPDATE AND DRAFT IMPLENTATION PLAN

Locked Down Personify Database Mission Critical Activities/ProcessesRelated Modules in PersonifyNumber of Related Reports Membership Dues Renewal, Billing and RemittancePersonify 360 CRM16 Customers Orders Meeting Set Up and RegistrationPersonify 360 CRM6 Products Analytics Marketing List GenerationAnalytics1 Member DirectoryPersonify 360 CRM9 Customers Analytics Financial and batch systemsAnalytics11 Products Locked Down System Includes AMS UPDATE AND DRAFT IMPLENTATION PLAN

Personify Costs AMS UPDATE AND DRAFT IMPLENTATION PLAN

60 chapters participating (Could be less) $1.486 M Budget (at 12/31/2013) Migration of only basic customer demographics for members Transactional, meetings, prospect and other customer data will be entered by the chapter end users Personify Rollout: Key Assumptions AMS UPDATE AND DRAFT IMPLENTATION PLAN

Locked down system. Changed implementation based on lessons learned. – Training options – Different data conversion strategy Involved Chapter Services to help with communication and thinking through chapter use and intricacies. – 3 of 4 chapter services staff came from chapters. Built an implementation plan that respects budget. – Currently reviewing workplan by the Steering Committee and existing chapters for feedback. Hope to begin rollout groups of three chapters beginning in early March. As soon as we can hire a business analyst to support a second group of three, that group will begin. Executive Committee has reviewed workplans for various rollout scenarios, talked in depth with chapters and staff, reviewed all spending on the project since inception, and given Management the green light to proceed. Executive Summary AMS UPDATE AND DRAFT IMPLENTATION PLAN