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

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Presentation on theme: "Associated Builders and Contractors, Inc. Personify Update February 2014."— Presentation transcript:

1 Associated Builders and Contractors, Inc. Personify Update February 2014

2 Personify Rollout – Addressing Key Concerns Does it work? Yes. Customization is 98% complete. Chapters are reporting that it meets their database needs and will work for the association. Is there training? Yes. National IT staff (all) has completed Personify Training. Chapter Services staff (7) will complete Personify training 2/19-2/21. Training manuals and webinars are being added and updated regularly. Chapters will be able to select from a variety of training options at different price points moving forward.

3 Personify Rollout – Addressing Key Concerns Customer Service / Communication IT Director on board to coordinate all IT activity and ensure superior customer service to all chapters. Chapter Services staff will be assisting with the project. They will: – send monthly emails to all chapters. – make weekly/ bi-weekly calls to Personify chapters to support them through roll-out. – support training side by answering basic questions on the database. – serve as resource to identify differences in chapters existing operations that need to fit into the locked down system. Expectations for chapters and national will be defined pre-rollout with a commitment letter developed by National staff and existing Personify chapters. Tech.abc.org will house ongoing status updates for all to access in addition to training resources and ticketing system.

4 Personify Rollout Milestones Milestone Deliverable Keyst one VANor Cal Chesap eake Shores Hous ton FL East FL Gulf Dela ware W Mich Databas e Set Up Discovery100 75100 Access Data Prepared for Transfer100 Data Conversion100 75100 Training Excel - Staff Proficiency100 752550 75 10075100 Core User Acceptance Training100 2550100 50100 End User Training100 2550100 50100 Staff Super User ID's as Proficient200 10075 100 7510075100 Staff IDs as Proficient755025 75 2575 100 Database Usage Membership Use100 75100250 0 Dues Submittal100 7501000751000 Managing Prospects010000 50255025100 Renewal Invoices100 05075 0 1000 Managing Events100 075 501000 Managing Sponsorships100 000 750500 Managing Committees100 5001007501000 Using Opt In Groups*0000 000250 Use for Directory Creation*100 000 7500250 Utilize Basic Reports100 7550100 251005025 Utilize Data Analyzer*0000 000025 Off Access Database100 50100 50No50 Not Yet Availa ble Synced with WebsiteN/A Synced with Accounting SoftwareN/A

5 CONFIDENTIAL WORKING DOCUMENT


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