Mozilla Universe - The Mozilla CRM Project

MozillaUniverseTheMozillaCRMProject

h6ps://wiki.mozilla.org/Mozilla_CRM

JayPatelMozillaCorpora0on2Q2009All‐Hands

Background

•  ProjectstartedbySethBindernagelandRishiMallikin2007

•  Revivedinlate2008withChicagoTechsignedontoworkonit,butdidn’tgetfar

•  CurrentlyworkingwithTrellon(trellon.com)andmakinggoodprogress

•  PubliccommunitydirectoryofMozillacontributorsandfans(poten0alcontributors)

•  CollaboraEontoolforgroupsandindividualslookingtoworktogether

WhatistheMozillaCRM?

Whatitisn’t…

•  Atradi0onal“CustomerRelaEonshipManagement”system.

•  AreplacementforlegacycommunicaEonchannelslikeIRC,mailmanlists,newsgroups,etc.

Whydoweneedit?

•  Ourcurrenttoolsmakeitdifficultto:– Findcommunitymembers

– Contactselectgroupsofcontributors– Createandmanagedynamicgroups– Helpnewpeopleconnectwithothers– Discovercommunityac0vi0esandevents– Capture the size and diversity of Mozilla in one place to share with the world 

1stStep:CentralizeContactInfo

CRM

KeyStakeholders(iniEally)

•  Chofmann–Security•  DavidBoswell–FoundaEon•  DavidTenser–SUMO•  DebRichardson–Evangelism•  JayPatel–CampusReps•  KevNeedham–Partners•  MarciaKnous–QMO•  MaryColvig–Events•  RafaelEbron–Messaging•  ReyBango–AMO•  RhianGracey–Labs•  SethBindernagel–L10N

CRMComponents

•  CommunityDashboard–  Snapshotofcurrentac0vity,map,feeds(integrateLizardFeeder?)

•  Grouppages–  Updates,forum,mailinglists,manager/leadcontactinfo

•  Memberprofiles–  Photo,bio,contactinfo,skills&ac0vi0es,languages,projects

•  Peoplesearch–  Simpleoradvancedformstolookup/filterbyanyprofilefields

•  Eventscalendar–  DatesandinfoforanyMozillarelatedevents,meetups,speakers,par0es

•  Mailinglists–  Newsleaers,marke0ngcampaigns,on‐the‐flygroupemails

UseCases

•  CampusReps–  Studentscanupdatetheirprofileeachyearduringtheregistra0on

periodwithouthavingtoresubmitalltheirinfo.

•  L10N–  Localizersandtheircommunityleaderscanmanagetheirteamsfroma

centralloca0on.

•  Events–  Mozillacanreachouttocommunitymembersinspecificci0esor

countriestoinvitethemtoeventsorrecruithelp.

•  Labs–  Designersanddeveloperscanfindeachotherthroughpeoplesearch

tocollaborateontheirprojects.

Home

UserDashboard

Groups

Profiles

Roadmap

•  Requirements&Architecture(March–April)–  Drupal+CiviCRMUIdecisions–  Data,privacy,profilefields,pagelayouts

•  Development(April–May)–  Dashboards,profiles,groups,events–  Peoplesearch,mailinglists,memberinvites

•  EarlyAlpha(May25)–  Legalandsecurityreview;QAtes0ng,bugfixing,codetweaking–  Communityleadscanimportdataandtryitout

•  InternalBeta(June15)–  Invita0onscangoouttoselectcommunitymembers–  QAverifica0on,gatherfeedback,morecodetweaking

•  PublicBeta(TBD:June–July?)–  Integratemozilla.orgredesign–  WatchtheMozillaUniverseexpand!

Q&A+Discussion

•  OpenQuesEonsToday–  Data

•  Howmuchdowewanttoknowabouteachother?•  Whatdatashouldweenablememberstosharepublicly?•  Whoplanstousethedataandhow?

–  SocialStructure•  Whoshouldhavemanager/leadoradminrights?•  Whendowepromotecommunitymemberstohigherlevelsofaccess?•  Whatdowethinkabouta“MozillaGuides”system?

–  Security•  Whatthingsdoweneedtothinkabouttomakeitsafeandsecure?•  Howdowegoaboutdoingasecurityauditforatoollikethis?

•  FutureConsideraEons–  Localiza0on–  SingleSign‐on?–  Socialnetworking?

Thanks!

•  Images– ChrisMessinafortheMozillaUniversediagram– HappyCogfortheDinoheaderimage– DanKultzfortheCRMmockups

•  Support– SethBindernagel,DavidBoswell,MarkSurman,andmanyothersforhelpinggetthisprojectstartedupagain.