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Associations Through
  Technology


                  Michael Cutlip
          Product Manager, RAMCO AMS




Powerpoint Templates               Page 1
Save a tree!
http://www.



               Powerpoint Templates   Page 2
Associations Through
  Technology




Powerpoint Templates   Page 3
Preparation
 Powerpoint Templates   Page 4
Powerpoint Templates   Page 5
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

                 Powerpoint Templates   Page 6
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


                   Powerpoint Templates             Page 7
In the Cloud…
On the Ground…



   Powerpoint Templates   Page 8
Powerpoint Templates   Page 9
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
                  Powerpoint Templates        Page 10
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



                 Powerpoint Templates        Page 11
Cost Analysis
• Cloud
  – Low to zero upfront cost
  – Constant updates
  – Costs rolled into predictable recurring amount
• Local
  – Higher initial costs
  – Perpetual ownership




                 Powerpoint Templates         Page 12
I…
  AM…
  NOT…
   A…
LAWYER!!!
 Powerpoint Templates   Page 13
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?



                   Powerpoint Templates             Page 14
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 15
Implementation
   Powerpoint Templates   Page 16
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


               Powerpoint Templates     Page 17
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
                      Powerpoint Templates                     Page 18
Productivity and Collaboration




          Powerpoint Templates   Page 19
Productivity and Collaboration
• Collaborate and create in realtime
• Examples
  – Zoho
  – Google Docs and Google Apps
  – Office 365
• Project management solutions
  – Basecamp
  – Central Desktop
  – Wrike

                Powerpoint Templates   Page 20
Let’s Get Engaged!




    Powerpoint Templates   Page 21
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.
                      Powerpoint Templates                   Page 22
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
                 Powerpoint Templates        Page 23
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




                 Powerpoint Templates        Page 24
Community and Engagement


 NAR   State Board   Local Board




                                                          NAR        MAR




                                                            Local Board




                                   Powerpoint Templates                    Page 25
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


              Powerpoint Templates   Page 26
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 28
Utilization
 Powerpoint Templates   Page 29
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
                    Powerpoint Templates          Page 30
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

                    Powerpoint Templates         Page 31
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
                    Powerpoint Templates          Page 32
You Improve Your Association…
Technology is a means to that end…




           Powerpoint Templates   Page 33
Q&A / Discussion




    Powerpoint Templates   Page 34

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Associations Through Technology

  • 1. Associations Through Technology Michael Cutlip Product Manager, RAMCO AMS Powerpoint Templates Page 1
  • 2. Save a tree! http://www. Powerpoint Templates Page 2
  • 3. Associations Through Technology Powerpoint Templates Page 3
  • 6. 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 Powerpoint Templates Page 6
  • 7. 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 Powerpoint Templates Page 7
  • 8. In the Cloud… On the Ground… Powerpoint Templates Page 8
  • 10. 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 Powerpoint Templates Page 10
  • 11. 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 Powerpoint Templates Page 11
  • 12. Cost Analysis • Cloud – Low to zero upfront cost – Constant updates – Costs rolled into predictable recurring amount • Local – Higher initial costs – Perpetual ownership Powerpoint Templates Page 12
  • 13. I… AM… NOT… A… LAWYER!!! Powerpoint Templates Page 13
  • 14. 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? Powerpoint Templates Page 14
  • 15. 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 15
  • 16. Implementation Powerpoint Templates Page 16
  • 17. 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 Powerpoint Templates Page 17
  • 18. 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 Powerpoint Templates Page 18
  • 19. Productivity and Collaboration Powerpoint Templates Page 19
  • 20. Productivity and Collaboration • Collaborate and create in realtime • Examples – Zoho – Google Docs and Google Apps – Office 365 • Project management solutions – Basecamp – Central Desktop – Wrike Powerpoint Templates Page 20
  • 21. Let’s Get Engaged! Powerpoint Templates Page 21
  • 22. 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. Powerpoint Templates Page 22
  • 23. 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 Powerpoint Templates Page 23
  • 24. 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 Powerpoint Templates Page 24
  • 25. Community and Engagement NAR State Board Local Board NAR MAR Local Board Powerpoint Templates Page 25
  • 26. 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 Powerpoint Templates Page 26
  • 28. 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 28
  • 30. 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 Powerpoint Templates Page 30
  • 31. 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 Powerpoint Templates Page 31
  • 32. 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 Powerpoint Templates Page 32
  • 33. You Improve Your Association… Technology is a means to that end… Powerpoint Templates Page 33
  • 34. Q&A / Discussion Powerpoint Templates Page 34