1. talks! Is FileMaker Right for Your Organization? November 18, 2010 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

2. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Using ReadyTalk Chat & raise hand All lines are muted If you lose your internet connection, reconnect using the link emailed to you. If you lose your phone connection, re-dial the phone number and re-join. ReadyTalk support: 800-843-9166

3. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 You are being recorded… Streaming into Second Life This seminar will be available on the TechSoup website along with past webinar presentations: –www.techsoup.org/go/webinars You will receive a link to this presentation, material and links. After the webinar, you can ask follow-up questions in our Community Forum: –http://bit.ly/fmaker Twitter hashtags: #techsoup

4. talks! Is FileMaker Right for Your Organization? Presenter: Kevin Mullins & Glen Suarez Sponsored by

5. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 We are working toward a time when every nonprofit and social benefit organization on the planet has the technology resources and knowledge they need to operate at their full potential.

6. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392

7. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Today’s Speakers Kami Griffiths TechSoup Global Kevin Mullins Angelorum Pregnancy Services Assisting with chat questions: Kevin Lo, TechSoup Global & Glen Suarez, FileMaker

8. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Agenda What is FileMaker How to get started Developing a database Managing and maintaining data Staff Training Online access and security

9. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Do you currently use spreadsheets to track anything regularly? Yes No

10. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 What is FileMaker? Marketing Answer: Database management for Windows, Mac, and the web FileMaker Pro is powerful, easy-to-use database software that helps you and your team get any task done faster. Millions of people in business, government, and education use FileMaker Pro to manage all their information. In addition to the more than 30 built-in Starter Solutions that help you manage your important tasks, FileMaker Pro also has more easy-to-use tools to enable you to:Starter Solutions Create custom databases Produce Reports Publish data to the web Share data in a couple of clicks

11. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 What is FileMaker? Real World Answer: FileMaker is a tool that allows you to design solutions to your problems. Organize your data into logical groupings allowing for better reporting Create related links among your data Create process workflows Provide a system that enforces consistency of data

12. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Why FileMaker? FileMaker Pro is the ease of use champion Designed from the ground up for non-technical people Works on Macs or PCs, it is one of the best solutions for mixed OS companies PC Magazine named FileMaker its editors choice for databases. http://www.pcmag.com/article2/0,2817,2366797,00.asp http://www.pcmag.com/article2/0,2817,2366797,00.asp “.. It's an ideal way for those not well-versed in database design to create a database or ad-hoc report. With FileMaker Pro 11, small businesses can create powerful relational databases; easy-to-use does not translate into poor database development.”small businesses

13. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Auction Management – Building Catalog Item from Donations

14. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Auction Management – Save final Catalog to a PDF to send to Print Shop

15. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Auction Management – Bid Sheet Print Layout

16. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Auction Management – Final Checkout

17. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Auction Management – Invoice Print Out

18. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Contact Management – Detail View

19. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Contact Management – List View

20. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Contact Management – Print Out

21. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Contact Management – Another Free Example Detail Layout

22. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Contact Management – List View

23. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Donation Management – Free Solution from www.filemakerdonations.com

24. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Donation Management – Free Solution from www.filemakerdonations.com

25. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Donation Management

26. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Donation Management – Print Lables

27. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Built in Templates Inventory

28. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Built in Templates Inventory Expense Reporting

29. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Built in Templates Inventory Expense Reporting Purchase Orders

30. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Built in Templates Inventory Expense Reporting Purchase Orders Email Campaign Management

31. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Examples Built in Templates Inventory Expense Reporting Purchase Orders Email Campaign Management Music Library 25 More

32. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Getting Started from Excel Decide if a template will meet the basic needs or if you need to start from scratch. http://www.filemaker.com/solutions/st arter_solutions_descript.html http://www.filemaker.com/solutions/st arter_solutions_descript.html Select “Start from a Starter Solution” Then import your excel file using the import wizard OR With some simple excel files you can drop the excel file onto the FileMaker icon & it will use the file to start a basic database.

33. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Designing a Solution Define a Mission Statement and Mission Objective Analyze what you currently use Identify your Data Elements Separate your Elements (Entities) by type Identify your relationships. How do your entities relate to each other? Define the business rules & reporting needs of your data

34. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Multi-User Solutions FileMaker allows you to share your data with others in a few different ways. Personal Data Sharing –With another FileMaker user (9 users) –Via your internal network using Instant Web Publishing (5 users) FileMaker Server –Dedicated server on site (250 – 900 users) –Hosted File on 3 rd Party Server (250 users)

35. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Multi-User Considerations Security & Permissions Significance of Global Fields in a Mulit-user Solution Network Performance Number of users Data consistency

36. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 User Access Another copy of FileMaker

37. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 User Access Another copy of FileMaker Via Instant Web Publishing local network

38. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 User Access Another copy of FileMaker Via Instant Web Publishing local network FileMaker Go for iPad & iPhone

39. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 User Access Another copy of FileMaker Via Instant Web Publishing local network FileMaker Go for iPad & iPhone Web via PHP

40. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Review FileMaker is a tool that can help you solve many business problems. Start building by importing your existing excel files. With proper planning and design you can build a solid solution quickly with FileMaker. There are many resources available for learning FileMaker. FileMaker solutions can meet HIPAA & PCI Compliance standards.

41. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Resources Websites http://www.filemaker.com/ http://www.filemakerfree.com/ http://fmlayoutmode.com http://www.fmpug.com http://www.findfilemakerdevelopers.com/ http://http://fmforums.com/ Books FileMaker Pro 11: The Missing Manual Learn FileMaker Pro 10 Online Video Training Lynda.com - FileMaker 11FileMaker 11 VTC.com – FileMaker 11FileMaker 11 Other TechSoup Article: A Nonprofit’s Introduction to FileMaker Pro FileMaker Support

42. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Get FileMaker Through TechSoup Products Offered –FileMaker Pro 11 (single-user license) & FileMaker Server 11FileMaker Pro 11 FileMaker Server 11 Pricing –FileMaker Pro 11 is available for a $179 admin fee (a 40% discount off retail) –FileMaker Server 11 is available for a $599 admin fee (a 40% discount off retail) Rules & Eligibility –Available to all 501(c)3 nonprofit organizations based in the United States –Not available to organizations in U.S. Territories at this time. –Products may only be distributed to qualifying organizations, and not individuals. –FileMaker licenses may not be transferred or resold. –TechSoup customers may request up to four (4) licenses per FileMaker product per TechSoup fiscal year (July 1 – June 30)

43. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Other Ways to Purchase FileMaker Non-Profit Volume Licensing for those looking for larger quantities –https://store.filemaker.com/US/ENG/EDU/entry/form/https://store.filemaker.com/US/ENG/EDU/entry/form/ Single user licenses for those that do not qualify for the TechSoup discount program –https://store.filemaker.com/US/ENG/RTL/https://store.filemaker.com/US/ENG/RTL/

44. talks! Questions? Submit your questions using the chat box.

45. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Continue the Discussion… Additional questions can be answered by posting in in our Community Forum: –http://bit.ly/fmaker

46. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Upcoming Webinars Manage your Data, Donations and More with CiviCRM –Tuesday, November 23, 11 a.m.

47. Is FileMaker Right for Your Organization? Conference Call: 866-740-1260 Access Code: 6339392 Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: pages.readytalk.com/techsoup.html

48. talks! Thank you! Please complete the post event survey! Kami Griffiths, kami@techsoup.org, 415-633-9392