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NEA360

NEA360 is a comprehensive platform that captures data from multiple sources to create a full profile of members and targeted audiences. It enables efficient tracking and impact assessment, facilitates data aggregation, and applies state-of-the-art business intelligence tools for informed decision-making. The platform also ensures streamlined and secure transaction management for the Association.

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NEA360

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  1. NEA360

  2. 2

  3. Our Members – The Complete Picture

  4. NEA360 Goals • Ability to capture data from multiple and disparate sources at a scalable level on members, prospective members, and targeted audiences creating a full profile of these individuals and the ability to track and impact their engagement in the Association. • Ability to aggregate this member and public, individual-level information and apply state of the art business intelligence tools to guide decision making, strategy, modeling and segmentation. • Have a streamlined, secure and accurate system to capture and track the transaction information necessary to manage the business affairs of the Association. • Do no harm and enhance Independent Processing states.

  5. The Process • Initial Scope of Work…6 states, NEA and MBC - 2 hour interviews • RFP…8 states, NEA and NEA MBC - over 50 experts • Discovery - 150 subject matter experts • Inclusion of groups • NEA Executive Committee • State Execs • State Leaders • Individual State Affiliates: CTA, NJEA, NYSUT, SCEA • Technology Compact Committee (TCC, a part of NCSEA) • State Technical Coordinators • NCSEA • NCUEA

  6. RFP Process in action

  7. Enterprise Data SystemConceptual Model

  8. NEA360 On-Platform Integration (Functional)

  9. NEA360 Project Phases (Draft) Phase 5 NEA/MB National Fall 2016 State Migration Sept 2015 State Deployment Phase 1 NEA360 Core / 5 Developmental States (IL, IN, CO, DE, TN) Nov 2014 Phase 0 Discovery Sept 2014 NEA360 Foundation Membership Billing Payments PAC Donations Accounting Integration Holistic View of Members (& Non-members) Online Portal Enrollment Payments / e-Dues Profile Updates Self Service Phase 2 12 States Jan 2016 Phase 4 18 States Sept 2016 National / MB Member Benefits Call Center(s) Representative Assembly Online Portal Volunteering Event Attendance Subscription Preferences Targeted Content Roadmap Sol Blueprint Requirements High Level Design Phase 3 17 States May 2016 State Migration Dues Calculations created Data Migration (State by State, IMS to NEA360) End User Training User Adoption

  10. NEA360 Phase 1 – Pilot/"Developmental" States • Membership and Payment Management • Add/Update Membership and Payment • Cancel Membership / Obligation Refund • Engagement: Full view of members/non-member • Personal • Professional • Worksites • Advocacy • Subscription/Contact Preferences • Roles Management • Donor Tracking • Online Portal • Online Enrollment • View, Manage, Update Membership and Payment Information • Update Profile Information • Personal • Professional • Reactivate Membership • Membership History • Event Management • Campaign Management / ExactTarget • Volunteer Programs • Committees • Survey Management • National Field • Robust Reporting for all Functionality/Objects

  11. Phases 2-4 – State Migration • Refinement of Methodology from Pilot States • Templates for Standardization • Data Loads • Configurations • Aggressive Rollout Schedule • Grouping/Prioritizing States • Timing/Cadence • Training Approach • Support *Phase 2 = Scale. Core functionality delivered via Phase 1 (Pilot)

  12. Phase 5 – NEA National & Member Benefits • Representative Assembly • Allocation • Delegate Assignment/Registration • Cluster • Reporting/Metrics • Mobile Support for RA • Additional Benefits • Member Benefits • FEC Filing Report (replacement for PRS) • Enhanced Donor Management • Decommission Legacy System(s) • Call Center • Case Management - Membership Updates • Knowledge - Article Management • Notifications • CTI Integration • Reporting/Metrics • Enhanced Portal • Member Volunteer Management Sign-Up • Event Sign-Up/Conference Sign-Up • Role Management – Updates

  13. 13 UA Program Overview: Six Developmental Sites Developmental Sites serve as an important learning community • All technology and adoption activities will be tested with the Developmental Sites first. • Developmental Sites will interact regularly with each other and the NEA360 Operations Team to capture measurable business results and share lessons learned and best practices. • Feedback provided by Developmental Sites will be used to refine the approach before implementation to the other Affiliates; thereby, reducing risk, eliminating missteps and lowering overall NEA360 costs. Four Development Sites

  14. NEA180 Analytics 14

  15. 15 NEA180 Exact Target Google Analytics State Files VAN IMS Catalyst NEA Data Mart Business Intelligence Tools Activist Scoring & Models Social Trends SegmentationData Reports, Charts & other output

  16. NEA360

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