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Community Solutions Proposal Presentation. Prepared for:. Prepared by: Michel Malek VP Sales Gavin Nathan Account Executive Jody Petruzziello VP Sales Support. August 1, 2008. Table of Contents. Executive Summary Mzinga Overview Proposed Solution Statement of Understanding
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Community SolutionsProposal Presentation Prepared for: Prepared by:Michel MalekVP Sales Gavin Nathan Account Executive Jody Petruzziello VP Sales Support August 1, 2008
Table of Contents • Executive Summary • Mzinga Overview • Proposed Solution • Statement of Understanding • Strategy Recommendations • Solution Overview • Workplace Community Solution Components • Phase 1 • Design Concept • Future Phase Options • Customer Community Solution Components • Phase 1 • Design Concept • Future Phase Options • Pricing • Assumptions
Executive Summary Thank you for allowing Mzinga the opportunity to submit a proposal to partner with AAA Mid-Atlantic for the design, delivery, and support of AAA’s social media strategy. AAA has set the objective of simultaneously internally changing culture and externally increasing member acquisition and retention through social media and Web 2.0. Partnering with Mzinga to provide market leading Web 2.0 technology and expertise will enable: • AAA associates to voice their opinions on issues that affect them to foster a culture of openness • AAA executives to connect with associates across the organization to communicate their strategic messages • AAA members will be able to interact more with AAA.com, AAA industry experts and other AAA members to increase loyalty, deliver more value and ultimately increase the average spend of each member • Drivers and travelers who are current and potential AAA members (especially Gen Y/Net Gen) will see immediate value in being part of an active online community of mobile consumers By embracing the groundswell that is occurring among AAA employees and AAA customers using Mzinga’s pervasive social media and Web 2.0 infrastructure , AAA is well positioned to increase acquisition and retention rates for 2009 and beyond. About Mzinga Mzinga is the leading provider of embedded social media and stand alone customer community solutions to achieve Sales, Marketing and Customer Support objectives. Mzinga’s solutions combine social networking and Web 2.0 technologies with best practice services, including moderation. Mzinga has a truly global client base and serves more page requests for social media than any other vendor. Being profitable and financially stable, we continually invest in technology development to keep our clients at the forefront of new Web 2.0 advancements.
Proposed Solution AAA Mid-Atlantic Community Solution
Statement of Understanding 6 Today, AAA Mid-Atlantic has the three primary goals for the organization: Brand Awareness, Membership Acquisition & Retention, and Insurance Awareness. With this in mind, AAA Mid-Atlantic has developed a social networking strategy for the creation of both workplace community for internal associates and Customer community solutions for AAA Mid-Atlantic members. This strategic initiative will provide associates and members a pervasive community experience - where dialog can be easily exchanged among all constituents, strategic programming is delivered to continuously engage members and associates, and ultimately, ensure the solution and experience meet the goals and objectives of AAA Mid-Atlantic. Through conversations and a review of AAA Mid-Atlantic’s requirements, Mzinga is confident that our solution will provide a comprehensive, scalable, phased approach to implementing community solutions that will enable you to successfully achieve your near and long-term goals. Goals for the Workplace Community: • Ensure a consistent, proactive, and two-way communication process that is utilized across the enterprise as AAA Mid-Atlantic strives to create a culture of openness • Add measureable value internally by leveraging community for business efficiency enhancement (using various tools, such as Executive Blogs, Discussion Forums, Idea Share, Profiles, etc.) • Increase associate satisfaction and loyalty by providing additional means of contact, support and more direct connections throughout the enterprise • Allow AAA Mid-Atlantic to gain insight into associate perspective and needs, and subsequently address them proactively while communicating that the voice of the associate has been heard • Share innovative ideas and collaborate to effectively implement those ideas • Phase social networking solutions into AAA Mid-Atlantic to allow corporate culture to change overtime with additional executive buy-in
Statement of Understanding (continued) 7 Goals for Customer Community: • Supply AAA Mid-Atlantic members with continuous access to valuable content (i.e., new information, reviews & recommendations, services updates, legislative issues, etc.) through collaboration with other members and experts • Enable members to benefit from each other’s experience and collective knowledge in the areas of driving, travel, insurance, etc. while also allowing AAA Mid-Atlantic to gain insights into their conversations. • Establishing the community as a new marketing channel to aid membership acquisition and foster member retention • Create website loyalty and repeat visits through enhanced online community membership, access to valuable content and AAA Mid-Atlantic agents and SMEs • Embed commentary and/or ratings and reviews about service offerings to enable word-of-mouth marketing on positive product experiences • Enhance market and product awareness and strength of brand through thought leadership • Target the 18-27 age group; who are well above the average US adult classification as Creators and Critics of UGC and Joiners of social networks (data from Groundswell, 2008) • Increase customer satisfaction by empowering members to find the travel agents that can meet their needs based on agent profiles and participation in discussion forums
AAA Mid-Atlantic Solution Strategy Recommendation Below are the high-level recommendations for Implementing a Workplace & Customer Community at AAA Mid-Atlantic. Recommendations are subject to change based on further discussions during the Strategy Consulting Phase of the implementation. Phase 1 – Initial Launch • Integration with AAA Mid-Atlantic Intranet • Seamless Authentication • Executive Blog • Basic Profiles & Social Networking • Post Moderation activities performed by AAA Mid-Atlantic based on terms of service established for Associates (continues through all phases unless AAA Mid-Atlantic requires additional services from Mzinga) • Community Management service with Mzinga (continues through all phases) Phase 1 – Secondary Launch • Discussion boards for associates • Polls • Search • Email Notifications Phase 2 • Event Chats • Idea Share • Additional blogs and/or discussion boards as needed Phase 3 • Micro –Communities Phase 1 • Integration with AAA Mid-Atlantic Website (in support of Drive, Travel, & Insurance needs to extend brand awareness & membership) • Member Authentication (process to be determined) • Blogs from Subject Matter Experts within AAA Mid-Atlantic • Discussion boards for members to engage with each other and SMEs • Polls • Search • Basic Profiles & Social Networking • Post Moderation activities performed by AAA Mid-Atlantic based on terms of service established for Members (continues through all phases unless AAA Mid-Atlantic requires additional services from Mzinga) • Community Management service with Mzinga (continues through all phases) Phase 2 • Ratings & Reviews • Email Notifications • Event Chats Phase 3 • Idea Share Customer Community Workplace Community
Mzinga Solution Overview Best-practice services • Mzinga community solutions help companies transform business processes and more effectively meet their business goals by combining: • Web 2.0 and social networking technologies • Best practice expert services • Implementation • Efficient delivery model • Our software as a service delivery model further ensures that you can focus on attaining value from your community, instead of worrying about solution performance, availability, and security. Our solutions are designed to be mapped and configured according to your business requirements. Social Networking Web 2.0 Collaboration Tools Personalized Delivery Tools Software-as-a-Service Platform User-generated content
Community Solution Components High-bandwidth, high- security technology that is scalable and reliable • Software-as-a-Service (SaaS) delivery with periodic, frequent updates • Web services architecture ensures rapid innovation and integration • Tier 1 Data Center, Hosted in state-of-the-art facility • High-availability, high-security, scalability, and reliability • System administrators on-site or on-call, 7x24x365 • Customized operations monitoring software • Managed system and network resources (e.g. CPU utilization, disk utilization, network bandwidth etc.) and other performance tuning activities • Scheduled and communicated preventative maintenance activities • Effective processes ensuring up-to-date, installed patches and firmware • Equipment or network set-up, installations, and upgrades • Operating system and other hardware or software installation or upgrades • Domain name registration and IP management or set-up Efficiently moderate and manage user-generated content across all applications to ensure a safe and welcoming community environment. Mzinga’s Moderation Tools include the following capabilities: • Word filtering: Profanity, Watch Words, HTML Purification • Approval queue • TOS violation reports • Access restriction & privileging • Edit, delete or move content • Feature content Moderation Tools System Operations
Community Solution Implementation & Services Best Practice Services Our community consultants and managers work with you to ensure the success of your community solution, from initial project consultation and solution development, to ongoing management, moderation and programming. Our team has years of experience maximizing the benefits of community to drive business results. Initial Consultation & Solution Design • Community business plan development, including metrics and business goals • Best practices implementation approach to ensure speed to value • Decision-making guidelines and best practices for member adoption and retention • Platform, site layout, user interface, and terminology configuration • Membership profile data & content integration • Optional formal and social learning strategy development Ongoing Management, Moderation & Programming • Dedicated project and site management • Robust moderation services for monitoring discussions, content and ongoing activity • Activities & programming to foster user involvement • Mentoring consultations, webinars, best-practices, and private Mzinga community membership for your administrators and champions • Training • Responsive live and online support Optimization & Reporting • Ongoing reporting & analysis to track the value of your community back to your business performance • Standard reports include: Activity Reports, Page View Reports, Chat Activity Reports, Recent Visitor Reports, Member Post Reports, and Moderation Reports
Optimize Community Solution Implementation Expert implementation, service & support Expert implementation, services, & support • Ongoing moderation & solution management • Reporting • Ongoing support • Rollout solution to your target audience • Familiarize & train client team on solution capabilities • Pilot phase • Quality testing • Team feedback • Revisions & modifications • Outline solution workflows • Establish configurations • Prototype solution • Define metrics • Establish goals & objectives • Guide team through essential business decisions • Leverage best practices tools to make key choices
Dedicated Community Management Solution Strategy & Design • Expert Consultation • Define key solution business goals & metrics • Decision-making guidelines • Outlining & developing content needs • Best practices for immersing learning within your business • Pre-configured templates • Planned transition of key business processes • Systems integration Mzinga Community • Dedicated resources for managing system use and content • Ongoing programming & moderation • Ongoing support and guidance • Ongoing reporting & analysis • Expert consulting for solution growth SaaS Platform Deployment & Production Reporting & Optimization
Proposed Solution Workplace Community Solution Components
Workplace Community Solution Components – Phase 1 The Solution components section outlines the tools, technology, and services that best meet AAA Mid-Atlantic’s business needs during the initial launch of the embedded Workplace Community solution. Additional components may be added in the initial phase or in future phases as needed by AAA Mid-Atlantic. Mzinga Social Networking Tools enable members to create profiles, and find and connect with other members with common interests. Mzinga’s segments its Social Networking Tools into two categories: Basic Profiles & Social Networking and Advanced Profiles & Social Networking. • Basic User Profiles: Create personal profiles that include a personal image, and search for other members who share common interests • Friend Lists: Build networks of existing connections and forge new ones based on common interests • Private Messaging: Send private messages to other members from within your profile • Member Directory: Search for and find people, and view their profiles and friend lists Mzinga will work with AAA Mid-Atlantic to integrate the following tools into their current intranet site: • Executive BlogsEnable select AAA Mid-Atlantic leaders to publish articles or chronicles and allow associates to post comments and feedback. • Associate Discussion BoardAllow associates to interact by posting, reading, and responding to each other on key topics outlined by AAA Mid-Atlantic. • PollsCollect associate insight by posing vital questions with multiple choice answer options; members can vote and view results. Note: Phase 1 may need to break into 2 roll-outs because of AAA Mid-Atlantic’s need to have the Executive Blogs implemented and live by the end of September. Web 2.0 Collaboration Tools Basic Profiles & Social Networking
Workplace Community Solution Components – Phase 1 Community Platform Features • SearchSearch by keyword for information across all posted content • Standard Reporting & TrackingMzinga’s platform provides a comprehensive reporting system that allows clients to track community activity. • Email Notifications Prompt members to return by sending targeted email notifications; options include notifications of post replies, discussion subscriptions, registration confirmations, and invite-a-friend confirmations. • Configurable Registration Options: Mzinga offers three registration options: • Single Sign-On: Integrates community applications within your existing Web-based sites to create a seamless authentication process for users • Configurable Registration Options Continued Mzinga offers three registration options: • Client Branded Registration: Clients who do not have an existing registration system, or who do not want to use their existing system for their community applications, can use Client Branded Registration. This comprehensive registration system includes customizable demographic questions (required and not required), assignment of usernames and passwords, password retrieval and compliance with COPPA. • Email VerificationAssociates will be able to register themselves for an account by going to the intranet site and providing their email address (based upon an established workflow and set of parameters determined by AAA Mid-Atlantic). Mzinga sends a confirmation to user to validate the email and grant access to the community components of the site for the associate. Mzinga’s Community Platform offers robust configuration, member management, content management, and reporting capabilities
Workplace (Intranet) Design Concept Incorporate Blogs into home page instead of just articles Incorporate Poll & Widget to pull discussions from forum into a main page
Workplace Solution Components Future Phase Options
Solution Components – Future Phase Options Solution Components • Additional Discussion BoardsIncorporate additional discussion boards as needed by associates, departments, or select groups or for different purposes such as targeted topics or Q&A forums. • Additional BlogsEnable multiple authorized associates to self-publish articles or chronicles and allow other members to post comments and feedback to the same posts • Ratings and ReviewsSpread word of mouth marketing by rating and reviewing products; ratings and reviews are automatically aggregated according to a scale defined by the client, and results are displayed using graphical icons • Micro-Communities Create private collaboration areas within larger communities to connect sub-groups of members for more targeted information sharing • Idea Share Capture innovative ideas and encourage members to weigh in via voting, ranking, and comment features • Live Chat: Consists of “rooms” that allow visitors to communicate back-and-forth in real time, privately or in groups • Event Chat: Live chats that typically feature a specific guest or presenter; A moderator screens questions and poses them to the presenter; questions and presenter responses are posted for all to view Advanced Profiles and Social Networking: • Presence Monitor: Automatically displays who is logged in, as well as new and total community members • Personal Journals: Create personal blog entries within your profile, and receive and display comments • Personal Photo Albums: Upload, store and display photos within your profile; includes the option to view photos as a slide show • Guest Book: Enable others to sign your guest book
Solution Components – Future Phase Options Mzinga’s strategic community consulting services help companies identify ways to transform existing business processes and more effectively meet the objectives of their organization, employees, partners, customers, etc. By leveraging their many years of experience working with diverse organizations, community consultants will guide you through our objective analysis process to clearly identify your needs and assist with defining the right strategy and priorities for your community solution. Among other things, the analysis includes (as applicable): • Strategy – The business goals and objectives for the social media initiative • Community Membership - Target membership and desired interaction • Company Readiness – The company culture and management mindset as related to social media • Social Media Efforts to Date – Current deployment and the adoption/success/failure of • Competition – The competition for for engagement of the target membership • Economics – Financial objects of the initiative Mzinga’s moderation services assist clients with the management and clean up of community content to ensure that it follows our client’s policies and guidelines concerning all user generated content (video, text, photo, article comments, profiles, blogs…) - providing a well-lit, inviting environment for our clients community members to interact with one another. Services include: • Robust moderation services for monitoring discussions, content and ongoing activity • Increase participation by actively seeding content, keeping conversations and interactions lively and current • Minimize risk of employee dissatisfaction through quick and proactive response to identify, understand, and acknowledge employee issues Strategic Consulting Services Moderation Services
Proposed Solution Customer Community Solution Components
Customer Community Solution Components – Phase 1 The Solution components section outlines the tools, technology, and services that best meet AAA Mid-Atlantic’s business needs during the initial launch of the embedded Customer Community solution. Additional components may be added in the initial phase or in future phases as needed by AAA Mid-Atlantic. Mzinga Social Networking Tools enable members to create profiles, and find and connect with other members with common interests. Mzinga’s segments its Social Networking Tools into two categories: Basic Profiles & Social Networking and Advanced Profiles & Social Networking. • Basic User Profiles: Create personal profiles that include a personal image, and search for other members who share common interests or could be a SME (Insurance Agents, Travel Agents, etc.) • Friend Lists: Build networks of existing connections and forge new ones based on common interests • Private Messaging: Send private messages to other members from within your profile • Member Directory: Search for and find people, and view their profiles and friend lists Mzinga will work with AAA Mid-Atlantic to integrate the following tools into their current website: • BlogsEnable select AAA Mid-Atlantic subject matter experts and club members to publish articles or chronicles and allow other members to post comments and feedback. • Discussion BoardAllow members & SMEs to interact by posting, reading, and responding to each other on key topics outlined by AAA Mid-Atlantic based on the organizational goals. • Driver and insurance topics • Giving members a voice and gathering research data for lobbying activity • Travel program highlights with access to travel agent profiles • PollsCollect associate insight by posing vital questions with multiple choice answer options; members can vote and view results. Web 2.0 Collaboration Tools Basic Profiles & Social Networking
Customer Community Solution Components – Phase 1 Community Platform Features • SearchSearch by keyword for information across all posted content • Standard Reporting & TrackingMzinga’s platform provides a comprehensive reporting system that allows clients to track community activity. • Configurable Registration OptionsMzinga offers three registration options: • Single Sign-On: Integrates community applications within your existing Web-based sites to create a seamless authentication process for users • Configurable Registration Options ContinuedMzinga offers three registration options: • Client Branded Registration: Clients who do not have an existing registration system, or who do not want to use their existing system for their community applications, can use Client Branded Registration. This comprehensive registration system includes customizable demographic questions (required and not required), assignment of usernames and passwords, password retrieval and compliance with COPPA. • Email VerificationMembers will be able to register themselves for an account by going to the site and providing their profile information & their email address (based upon an established workflow and set of parameters determined by AAA Mid-Atlantic). Mzinga sends a confirmation to user to validate the email and grant access to the community components of the site for the member. Mzinga’s Community Platform offers robust configuration, member management, content management, and reporting capabilities
Customer(Website) Design Concept Widget to pull discussions from forum into a main page on the website
Customer(Website) Design Concept Insurance Discussion Forum
Customer Solution Components Future Phase Options
Solution Components – Future Phase Options Solution Components • Additional Discussion BoardsIncorporate additional discussion boards as needed by members, select groups or for different purposes such as targeted topics or Q&A forums. • Additional BlogsEnable multiple authorized members or SMEs to self-publish articles or chronicles and allow other members to post comments and feedback to the same posts • Ratings and ReviewsSpread word of mouth marketing by rating and reviewing products; ratings and reviews are automatically aggregated according to a scale defined by the client, and results are displayed using graphical icons • Email Notifications Prompt members to return by sending targeted email notifications; options include notifications of post replies, discussion subscriptions, registration confirmations, and invite-a-friend confirmations. • Micro-Communities Create private collaboration areas within larger communities to connect sub-groups of members for more targeted information sharing • Idea Share Capture innovative ideas and encourage members to weigh in via voting, ranking, and comment features • Live Chat: Consists of “rooms” that allow visitors to communicate back-and-forth in real time, privately or in groups • Event Chat: Live chats that typically feature a specific guest or presenter; A moderator screens questions and poses them to the presenter; questions and presenter responses are posted for all to view Advanced Profiles and Social Networking: • Presence Monitor: Automatically displays who is logged in, as well as new and total community members • Personal Journals: Create personal blog entries within your profile, and receive and display comments • Personal Photo Albums: Upload, store and display photos within your profile; includes the option to view photos as a slide show • Guest Book: Enable others to sign your guest book
Solution Components – Future Phase Options Mzinga’s strategic community consulting services help companies identify ways to transform existing business processes and more effectively meet the objectives of their organization, employees, partners, customers, etc. By leveraging their many years of experience working with diverse organizations, community consultants will guide you through our objective analysis process to clearly identify your needs and assist with defining the right strategy and priorities for your community solution. Among other things, the analysis includes (as applicable): • Strategy – The business goals and objectives for the social media initiative • Community Membership - Target membership and desired interaction • Company Readiness– The company culture and management mindset as related to social media • Social Media Efforts to Date – Current deployment and the adoption/success/failure of • Competition – The competition for for engagement of the target membership • Economics – Financial objects of the initiative Mzinga’s moderation services assist clients with the management and clean up of community content to ensure that it follows our client’s policies and guidelines concerning all user generated content (video, text, photo, article comments, profiles, blogs…) - providing a well-lit, inviting environment for our clients community members to interact with one another. Services include: • Robust moderation services for monitoring discussions, content and ongoing activity • Increase participation by actively seeding content, keeping conversations and interactions lively and current • Minimize risk of employee dissatisfaction through quick and proactive response to identify, understand, and acknowledge employee issues Strategic Consulting Services Moderation Services
Pricing – Workplace & Customer Community ** Pricing is based on the Assumptions that follow
Pricing – Workplace & Customer Community ** Pricing is based on the Assumptions that follow
Assumptions General • Minimum of one year contract for the entire proposed solution (both Workplace and Customer Community). • First year fees due upon contract execution. • Monthly overages will be billed in arrears. • Mzinga bills in US dollars. • Pricing is valid for 30 days. • A 6% price reduction for a two year contract and a 12% reduction for a 3 year contract is available. • Pricing includes all of the components as outlined in this proposal including hosting, a community manager tending both sites, and support. • The solution includes only the components outlined in this proposal. Additional optional components will incur additional costs. • Solution implementations will be guaranteed for the agreed upon timeline provided in this proposal as long as contract is signed by 8/11/08. • Firm, fixed implementation cost pricing is guaranteed according to the submitted project overview and project plan documents. • Additional fees may apply for the implementation of future phase options. • The proposed solution will be provided in English language. • As a part of the standard implementation process , Mzinga will provide strategy consulting to clearly outline the project plan and define the details around the phased approach for implementing the proposed solutions. • Mzinga’s Community Manager will provide assistance with strategy planning and solution optimization for both Workplace and Customer Communities. • Pricing is based on standard, out-of-the-box functionality as our system is extremely configurable. In the event that custom work is required, this will incur additional upfront and/or maintenance charges. • Moderation fee is calculated on a per month basis but will be billed for actual time. Additional Moderation hours can be purchased in 10 hour buckets. • Additional purchased Moderation and Community Management hours do not require a yearly commitment. • Pricing and solutions are based on all discussions Mzinga has had with AAA Mid-Atlantic to date. • The Mzinga solution will be delivered as demonstrated to AAA Mid-Atlantic throughout the sales process. • Travel expenses are the responsibility of the client. • Client will provide timely information (such as style guidelines), review, and access to resources as necessary. • Client will provide content for the community, to include blogs, discussion board topics, etc. 34