1 / 234

DaCdb 2 nd User’s Conference

DaCdb 2 nd User’s Conference. February 19-21, 2010. Welcome DCOs & CCOs. District and Club database. daK-dee-bee spoken here! DaCdb. Overall Agenda. Friday 2:00 - 4:30 PM Session 1 Welcome, Fellowship, 20 Questions Dinner: Seafood Buffet (tickets provided) Saturday

roana
Download Presentation

DaCdb 2 nd User’s Conference

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. DaCdb 2nd User’s Conference February 19-21, 2010 Welcome DCOs & CCOs

  2. District and Club database daK-dee-bee spoken here! DaCdb

  3. Overall Agenda • Friday • 2:00 - 4:30 PM Session 1 • Welcome, Fellowship, 20 Questions • Dinner: Seafood Buffet (tickets provided) • Saturday • Breakfast (or optionally brunch - tickets provided) • 9:30 - 11:30 AM Session 2 • Brunch (tickets provided) • 2:00 -4:00 PM Session 3 • Dinner: at Don Vito’s (5:30 PM)-- Coffee & Dessert in the Suite • Sunday • Goodbyes – Safe trip home

  4. Objectives • Fellowship – Getting to know each other • Discussion of some key issues • Opportunity to drive the product direction • Looking for your input, feedback and suggestions • THANK YOU!!!

  5. Approach • Interactive discussions / participation • Focused topic discussions • Some topics can be addressed here • Other topics can be introduced, iterated, and resolved after meeting • Concept demonstrations (PPT, On-Line, Handouts) • XML/XSL Template & Stylesheets • L0 Transactions for public viewing • Member, Club, Committee tabbed editing • Club position changes – Curr year / Next year

  6. Session #1 – Introductions • Introductions / Who are YOU? • Your Name and District • How long you have been DCO, and any Comments • WHAT you expect from this meeting? Friday 2:00 PM to 4:30 PM

  7. Session #1 – Introductions • Introductions / Who are YOU? • THANK YOU ! ! ! Friday 2:00 PM to 4:30 PM

  8. Session #1 – Overview • Introductions / Who are YOU? • 2009 Year in review • DCO/CCO - 20 Questions; Things TO DO • Optional Club Premium modules:●Weekly Attendance ● DUES/Invoicing●ezBulletins(new) ● Club Web Sites Friday 2:00 PM to 4:30 PM

  9. Session #2 – Discussions • -“Tabbed” editing Memebers, Clubs, Committees-Year-end processing • Club leader positions and promotions • Committee cloning (automatic or manual?) • Event Registration – registering non-Rotarians • Area Governor assignments • Terminated members (access to their data) • PMAIL re-write Saturday 9:30 AM to 11:30 AM

  10. Session #3 – 2010 and beyond • RI direct connections with DaCdb database • Weekly Attendance & DUES demo • ezBulletins and Club Web Sites- Speaker’s Bureau (Add speakers, FIND a speakers) • New Member & Sponsor Letters; Birthdays- District web site with Stories and d/b widgets • Future Enhancements: Rewrite Event Registration • What did we miss? YOUR QUESTIONS?PHOTO OP of the USERS GROUP! Saturday 2:00 PM to 4:00 PM

  11. The Process … and the Solution =DaCdb daK-dee-bee

  12. Session #1 – Review 2009 • Introductions – Our introductions • SO, Who WE are?

  13. Simply the Best, Inc. • Mike Thacker, CDP • Internet Marketing / incorporated in 1989 • Supports over 160 different websites w/databases • 40+ years large scale databases and computer consulting • Mark Landmann • Technical Architect / Development • 30+ years, CIO Tanning, Chief Engineer Jeppesen • Connie Thacker • Billing / Administration • User Support • Jamie Lowery • Testing / Development / Systems Admin / Technical Support • Off-hour DaCdb support from Hungry • 10+ years Testing Consultant, 5 years at Lockheed Martin

  14. DaCdb Growth (States & Districts) End of 2008 57 Districts; 1,928 Clubs

  15. DaCdb Growth (States & Districts) End of 2009 102 Districts; 3,241 Clubs

  16. Functional Enhancements • New Features added: • Pay DUES via Credit card • Room Assignments: PETS breakouts, Bell Ringing, etc. • Registrations for non-Rotarians (Jamie will demo) • Large Club “paginations” for faster loading • Tabbed Editing (Member, Club and Committee Edits)

  17. Functional Enhancements • Premium modules: • Club Weekly Attendance • Club Dues & Invoicing • New Member: Welcome letter andSponsor: Thank You letter from Governor • Every Member: Happy Birthday letters • Club Websites (standard -or- customized) • ezBulletins(demo later) • Opportunity for members:(coming soon) • B2B – Rotarian-2-Rotarian advertising

  18. Functional Enhancements • Premium modules: • Weekly Attendance – 2 CLICKS to ADD a meeting

  19. Functional Enhancements • Premium modules: • Weekly Attendance – Just “check-in” who attended

  20. Functional Enhancements • Premium modules: • Club Dues & Invoicing: in just 8 clicks

  21. Functional Enhancements • Premium modules: • Club Dues & Invoicing: then PMAIL this Invoice

  22. Functional Enhancements • New Member: Welcome letter from the Gov.

  23. Functional Enhancements • Sponsor: Thank You letter from Governor

  24. Functional Enhancements • Every Member: Happy Birthday letters from Gov.

  25. Performance Summary 151 Users logged in 250ms AVG response ¼ of a second

  26. DCO Functions – for DGEs 6 months (before JAN 1) for your DGEs • Memo to DGEs to get the PEs for each club- Needed for the Official Directory and PETS- Use the EDIT CLUB POSITIONS function in the Clubs • Pre-PETS, Communicate DGE expectations to your PEs- Send them a PMAIL, using PE committee

  27. DCO Functions – for DGEs 5 months before (FEB) for your DGEs • Schedule their Official GOV Visits in District Calendar • Setup their District Committees (except PE, SE, TE, and PN)- CLONE them from current year into next YEAR- Make necessary adjustments, their Committee Chairs

  28. DCO Functions – for DGEs 3 months before (MAR) for your DGEs • PETS – DaCdb Training session for the PEs • Setup your District Committees (except PE, SE,TE,PN)- CLONE them from current year into next YEAR- Make necessary adjustments, YOUR Committee Chair • Clone over the AREAS for next year (Lvl-7 req’d) • Clone over the AG Committee for next year-Make your changes to Areas and People

  29. DCO Functions – Training 1-2 months before (at District Assembly/SETS) • DaCdb Training session for the PEs (WHAT) - See Training Resources under HELP tab • DaCdb Training session for the SEs (HOW)- See Training Resources under HELP tab - Hands on, or on-line webinars (15% discount by Citrix for Rotary)

  30. DCO Functions – GAME 20 Questions… Winner(s) gets an OOK Prize! • What is an OOK???

  31. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • OOK: One Of a Kind • Collector’s item (only a 2 in existence; jic tie) • Could double in value: Auction on Ebay…starting bid 1¢

  32. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q1: The Calendar of Events goes HOW MANY months into the future?

  33. DCO Functions – GAME • A1: 18 Months

  34. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q2: Who can see Events in the Calendar that are marked INACTIVE? (which are indicated by YELLOW background)

  35. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A2: LVL-7s and Moderators of the Event

  36. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q3: Who can ADD a NEW member to the Club roster? (Or, TERMINATE a member in their Club?)

  37. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A3: Only LVL-4 in that club (S, CES, P) • (Or, a LVL-7, if necessary, but not recommended)NOTE: THIS IS A RECENT CHANGE TO PREVENT DGs and AGs from updating club records

  38. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q4: MOST of the new reports in the system will be generated by what method?

  39. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A4: XML/XLS templatesDo you care? Yes, more flexibility! How do I learn about XML? • A: http://www.freewebmasterhelp.com/tutorials/xml

  40. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q5: How do new governors (DGEs, DGNs) get put into the system's Council of Governors (COG) report? • (Which also puts them into their Year Class in their Zone)

  41. DCO Functions – GAME • A5: Clone the DLT committee, and make them DG in their year (2010-11)

  42. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q6: What is the system's default LOG IN for a member, with a RI MemberID#

  43. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A6: Username is their E-mail address and the Password is RI MemberID# • Note: The E-mail address does NOT have to be in the member’s record, but it will be inserted if not present.Their RI MemberID# is used to validate the log on.

  44. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q7: What is the system's default LOG IN for a new member, with a "0" as their RI MemberID#

  45. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A7: Username is their E-mail address and the Password is their LastName • Note: The E-mail address MUST be in the member’s record, as this is the field used to validate the log on.Their RI MemberID# is manually updated later.

  46. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q8: WHY would you setup a GdG committee? And HOW? • GdG: Group de Groups, or Group of the Groups

  47. DCO Functions – GAME • A8: PMAIL multiple groups with one message: Presidents and AGs • Just click the YES for the GdG box

  48. DCO Functions – GAME • A8: PMAIL multiple groups with one message: Presidents and AGs • Then populate the GdG committee with the Presidents committee and the AGs committee (so, instead of putting people in a GdG committee, you put the “committees”)

  49. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q9: In Section 3 of MyClub screen (Membership Roster), WHAT does the little "camera" ICON mean?

  50. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A9: The camera ICON just means they have a photo on file. • Bonus: What does the GREEN CHECK mark in Col 1 mean?

More Related