Associations Through Technology

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Associations Through Technology

Michael Cutlip

Product Manager, RAMCO AMS

http://www.powerpointstyles.com/


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Associations Through Technology



Powerpoint Templates Page 4 Preparation





Free Yourself from Paper

• Future Paper

– What can be digitized?

– Paperless Billing

– Digital Signatures

– eFax Solutions

• Past Paper

– Scanning and OCR

– Document management and retrieval

– Ex: DocStar



Storage and Backup

• Centralized Storage

– File server or NAS (Network Attached Storage)

– Redundant drives for reliability

– Lower cost of ownership

– Additional functions beyond storage

• Centralized backup and recovery

– Hardware appliances

– Software backups to the cloud



In the Cloud…

On the Ground…





Major Benefits

• Access data from anywhere

• Synchronization across platforms

– Files

– Settings

• Security

• Data storage and backup

• Lessen onsite IT requirements

• Easier integration with other tools and

services



Major Drawbacks

• Access to data during outages, etc

• Feature comparison

• File format lock-in

– Migration from one cloud to another

– DataLiberation.org – Google service detailing

how to get data in and out of Google services

• Support



Cost Analysis

• Cloud

– Low to zero upfront cost

– Constant updates

– Costs rolled into predictable recurring amount

• Local

– Higher initial costs

– Perpetual ownership



I…

AM…

NOT…

A…

LAWYER!!!



Legal Considerations

• Ownership of the data

• What if data is compromised / stolen

– LOLs (not the funny kind) – Limitation of

Liability

– Have your attorney read the Indemnification

clause(s) carefully

• Who pays, and how much, if the SaaS vendor is

breached or hacked? Is that amount limited by the

LOL?



Legal Considerations

• Compliance with state or federal law

• What if data is subpoenaed

• Return of data at the end of the

relationship

• What happens if the software vendor

disappears

• Review the Terms of Use regarding

deletion of data


Powerpoint Templates Page 16 Implementation



Storing Data in the Cloud

• Store files in the cloud

• Sync files across multiple PCs

• Access files via an app on Android, iPhone

or Windows Phone devices

• Free storage, pay for more

• Share files and folders with other users

• Generally sync only one folder



Storing Data in the Cloud

• Major Consumer-Focused Services

– Dropbox • Original “easy” sync tool. 2GB free

– Google Drive • Used to store Google Apps and Google Docs files

• Save and browse Google files locally. 5GB free.

– Windows Live Mesh and Skydrive • Live Mesh may sunset; most functions rolled into Skydrive

• Remotely view all files on the PC, not just those in the sync

folder.

• Integrated deeply into MS Office 15. Offers 7GB free

– iCloud



Productivity and Collaboration



Productivity and Collaboration

• Collaborate and create in realtime

• Examples

– Zoho

– Google Docs and Google Apps

– Office 365

• Project management solutions

– Basecamp

– Central Desktop

– Wrike



Let’s Get Engaged!



Engaging Leadership

• Webinar / Web Conferencing

– Webex • Florida AoR has discounts on Webex accounts

• Up to 25 attendees, or upgrade to enterprise level

– Adobe Connect • Up to 99 attendees, add “seminar” rooms for more.

• Free trial available

– GoToMeeting • Simplest to use, 25 users in a meeting or upgrade to

“Webinar” version. Free trial available

– Google Hangouts • Free. Up to 9 simultaneous video feeds with sharing and

conference calling.



Engaging Membership

• Education Opportunities

• LMS (Learning Mgmt System)

• More effort, more reward

– Moodle.org

– Free and Open Source platform

– Build your own content

• Less effort, less reward

– Partner with existing LMS vendor

– Ex: Kaplan, Dearborn, Learning Library



Getting the Word Out

• Get a reliable email tool

• Convio

– Save your own email server from blacklists

– Free to state and local AoRs

– Syncs with NRDS

– Metrics on your marketing efforts

– Advocacy (Call for Action) capabilities



Community and Engagement

NAR MAR

Local Board

NAR State Board Local Board



Secure Community

• Threaded discussions

• Harness the power of the membership by

listening to them

• Metrics of engagement

• Social media integration

• Email delivery

• Example: Higher Logic, Inc


TheLanding.net


Resistance to Change?

• Make it a requirement of membership on

the board or committee

• Don’t play to the least technologically-

capable denominator

• Lead by example

• Reward good behavior


Powerpoint Templates Page 29 Utilization



Utilization

• Billing – Paperless payables

– Paperless receivables

• Courses and classes – Online delivery

– Send handouts to students as digital files

– Online forums where instructors and students can

communicate

• Engaging Leadership – Committee meetings via online meeting. Recording

and archiving.

– BoD online voting



Utilization

• Pro standards management – Task tracking and deadlines / project management

– File management

– Digital signatures

• Communications and engagement – Email (better email)

– Online communities

– Social media

• Member analysis and predictions – CRM and Communities



Overcome Your Own Fear

• Don’t be afraid - Technology doesn’t byte

• Have to be willing to learn and experiment

• A carrot and a stick

• Test Test Test

– Required feature set

– Free trials

– If no trial option, pay a single month of service

• Staff buy-in

• Technology expertise



You Improve Your Association…

Technology is a means to that end…



Q&A / Discussion


Associations Through Technology

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