Business Benefits Setup Procedure Demonstration

1. One PMI DemonstrationPresented for your pleasure and edification by Mike Frenette, PMP, Immediate Past PresidentPMI Nova Scotia Chapter (Halifax, Nova Scotia, Canada) Business Benefits Setup Procedure Demonstration Contacts: Bud Cookson PMI MileHi Chapter treasurer@pmimilehi.org Mike Frenette, PMP PMI Nova Scotia Chapter ipp@pmi.ns.ca (902) 425-6688 ext. 260

2. Agenda • Business Benefits • How to get set up • Demo

3. Business Benefits • How can One PMI help Chapters? • Administration • Content Management • Flexible pages • Speaker management • Venue management • Advertisers

4. Business Benefits • Content Management

5. Business Benefits • Flexible pages

6. Business Benefits • Speaker management

7. Business Benefits • Venue management

8. Business Benefits • Advertisers

9. Business Benefits • How can One PMI help Chapters? (cont’d) • Events • Advertise events • Accept registration information • Email receipts • Print registration reports and name badges • Track event attendance • Accept payment including discount codes

10. Business Benefits • Advertise events

11. Business Benefits • Advertise events

12. Business Benefits • Accept registration information

13. Business Benefits • Accept registration information

14. Business Benefits • Accept registration information

15. Business Benefits • Email receipts

16. Business Benefits • Print registration reports and name badges

17. Business Benefits • Print registration reports and name badges

18. Business Benefits • Track event attendance

19. Business Benefits • Accept payment including discount codes

20. Business Benefits • How can One PMI help Chapters? • Communication • Flexible menus and sub-menus • Advertise events • Financial • Financial reports • PSiGate or Authorize.net links • Static dry stuff • Chapter “About us” • Portfolio “About us” • Etc. • Collaboration • SharePoint

21. Business Benefits • Financial • Financial reports • PSiGate or Authorize.net links

22. Business Benefits • Static boring stuff • Chapter “About us” • Portfolio “About us”

23. Business Benefits • Collaboration • SharePoint

24. Business Benefits • How can it help your MEMBERS? • Job Posting • Resume Posting • PDU Tracking • PDU Certificates • Event Attendance Tracking • Auto form fill-in • “My Information” It knows who you are… It tracks your Information …

25. Business Benefits • PDU Tracking and PDU Certificates • “My Information”

26. Business Benefits • Save administrative time. No more calling for CC numbers. • Set up and advertise an event and….. • Watch the registrations build • Watch $$ roll into your chapter’s bank account • All without human intervention! • Save web site admin time! No Web Master required. • Say bye bye to your web guy (or gal … but that doesn’t rhyme)

27. Business Benefits (cont’d) • OK… that’s what One PMI does, but does it benefit a chapter financially? • A chapter may save money due to no longer needing web hosting • Especially true of smaller chapters

28. Business Benefits (cont’d) • OK… that’s what One PMI does, but how does it benefit the chapter (cont’d) • Collaborate with participating chapters (Albuquerque, Denver, Nova Scotia, Oshawa, Newfoundland & Labrador) • Monthly call • Structured enhancement discussions, voting, prioritization • Transparent processes • Operational and enhancement costs documented • Benefit from the economies of scale

29. Costs • What are the costs? • All costs based on number of members (all US$) • Set up • $4/member – one time fee • Monthly operational • $.04/month/member • Enhancement fees • $.25/month/member (should go down with more chapters joining) • Payment Gateway • PSiGate (U.S. and Canada) • or Authorize.Net (U.S. only)

30. One PMI Costs

31. Payment Gateway Costs • PSiGate • Authorize.Net

32. Costs • Why should larger chapters buy into this? More members means a higher cost! • Think of it as sharing • Think of it as supporting smaller chapters • Think of it as contributing to the common good • More members usually means more human and financial resources. • Costs per member can only go down when more chapters join

33. PMI NS Experiences • How did this benefit PMI Nova Scotia? • Hard costs • Previous fees • About CA$75/month for hosting and email • One PMI fees (based on 400 members) • US$119/month for hosting and email • Administrative Savings • Per event – 20 minutes per person registering • Almost NO Accounts Receivable…. • So NO Bad Debts and NO effort wasted on collecting bad debts!

34. PMI NS Experiences • How did this benefit PMI Nova Scotia? • Distribution of work • Each Director responsible for their area on the site • Advertising income • We have four firms advertising with us. $150/month income! • We had this before, but it was much more work to set it up. Now it is self-serve content management like the rest • Content Management • Immediate content changing – if you can use Word, you can change your web site

35. PMI NS Experiences • Any warnings? • Not everyone is technical! • Some don’t want to manage their own content. • Training • Takes more time than you think. • Fees per event • Should go up to cover credit cards costs if you don’t now allow credit card payments • Members afraid of fraud • Some don’t want to add their CC# • Some orgs want to invoice • This involves manual process, but can be done • Financial balancing processes will change

36. How Do I Get Me Some of This? Fill out this survey on the Region 3 site. Someone will contact you within a week. Action may take longer depending on what is in the queue Sign up for PSiGate

37. Conclusion • The One PMI Site is a specific Collaboration Portal, also known as a “Vortal” (“Vertical Portal”). • The SharePoint site you get with it is a general Collaboration Portal. • Both of them together are a formidable communication and administrative tool. • Once you get it, you will wonder how you ever managed without it! • These Collaboration Portal sites are like peanuts!

38. Demonstration • What do you want to see? Thanks for your kind attention!