OA for membership organizations

Using Open Atrium
in Membership
Organizations
Wednesday, May 14, 14

EVP, Strategy
Email: kborchert@phase2technology.com
Karen Borchert
Twitter: @openatrium @karenborchert @phase2
Phase2

What is Open Atrium?

Open Atrium is open source collaboration software
used to build intranets, portals, & collaboration
platforms for organizations.

Features!

Nonprofit Members Portal

public
information

public
information
member
discussions

public
information
member
discussions
social sharing

Collaboration for Coworking

events

events
discussions

events
discussions
members-only
information

Collaborative Journalism & Learning Labs

group-level
access

group-level
access
resource
management

group-level
access
public-facing
news
resource
management

Documentation & Intranet

site & section
members

site & section
members
clear access
control

site & section
members
clear access
control
media assets

site & section
members
clear access
control
media assets
pure Drupal

Colleges and Universities

microsites for
departments

microsites for
departments
public
information

microsites for
departments
public
information
student portal

microsites for
departments
public
information
student portal
faculty
resources

microsites for
departments
public
information
student portal
events
faculty
resources

So, why membership
organizations?

How to think about a
member site

Groups are for people.
Spaces are for work.“ ”

Your OA site accommodates anyone from
the anonymous internet user to collections
of members on your site.
Open Atrium ships with the following types
of content:
Open Atrium 2 Building Blocks
DOCUMENTS
EVENTS
DISCUSSIONS
WORKTRACKER
ContentPermissionsStructurePeople
PUBLIC
PRIVATE
MIXED-MODE
+
Control who has access to what content from
the individual member to multiple groups of
users.
OA lets you build the information architecture
that meets the need of your content.
TEAM
MEMBER
GROUP
SECTION
SUB-SPACE
SPACE

PermisStructurePeople
PUBLIC
PRIVATE
MIXED-M
+
Control who has acces
the individual member
users.
TEAM
MEMBER
GROUP
SECTION
SUB-SPACE
SPACE
PeStructurePeople
+
Control who
the individua
users.
TEAM
MEMBER
GROUP
SECTION
SUB-SPACE
SPACE

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish
that work?

that work?
• Program managers, volunteers

that work?
• Plan shi!s, volunteer for shi!s

that work?
• Tutor kids, report results

that work?
• Place to discuss; shared calendar

that work?
• Place to discuss; shared calendar
• Share a discussion forum and a
calendar to coordinate volunteer
needs and schedule shi!s

Title Text

Title Text
space

Title Text
space
sections!

Title Text
space
sections

Title Text
space
sections
groups

Title Text
space
sections
groups
teams

An alumni organization might be...

that work?

that work?
• Alumni, Alum board members

that work?
• Meet up, network, find jobs

that work?
• Engage alumni, raise funds

that work?
• Events calendar, Discussion, jobs
board

that work?
• Events calendar, Discussion, jobs
board
• Meet up in person, Seek & pursue
job opportunities, discuss

Get Started!

Give it a Try!
• Open Atrium is an open source distribution of Drupal code.
• It is free to download to anyone. (drupal.org/project/openatrium)
• Installing the code from Drupal requires technical
knowledge and an understanding of Drupal.
• Less-technical teams can try out Open Atrium in a hosted
environment, like on Pantheon. (getpantheon.com)
• A developer team can help you use or customize it.

Within a section
Open Atrium ships with the following types
of content:
+
SECTION SECTION SECTION
HTML
Pages
Events
Discussions
SECTION SECTIONSECTION
e C n
SUB-SPACE
SPACESPACE
e Re e
SUB-SPACE
ACME HR
Open Atrium 2 Building Blocks
A Case Study
DOCUMENTS
EVENTS
DISCUSSIONS
WORKTRACKER
ContentPermissionsStructurePeople
PUBLIC
PRIVATE
MIXED-MODE
+
Control who has access to what content from
the individual member to multiple groups of
users.
TEAM
MEMBER
GROUP
SECTION
SUB-SPACE
SPACE
Worktracker
Registered users of the
ACME INTRANET
ACME's HR employees with
access to multiple spaces
ACME's leadership with
access to multiple spaces
GROUP GROUPMEMBERS
Executives HR Department
Works on new policies in a
restricted section
TEAM
Policy WritersEmployees
+
SUB-SPACE
Atrium Docs
& Videos
docs.openatrium.com
vimeo.com/phase2
slideshare.net/phase2technology
Read & Watch

Roadmap Jumpstart Igniter
1-day of consulting with a
product and experience expert.
Perfect for stakeholders, site
owners, and site builders.
1-day of training for site
builders with a technical
expert.
Combine the Roadmap and
Jumpstart programs for an in-
depth 2-day strategy and
implementation session for
your organization.
You’ll Learn How to...
Use OA ‘s key features
Use the OA structure
Identify your audiences and key
uses
Create groups, teams, spaces, and
sections
Customize OA’s look and feel
Configure key features for your use
You’ll Get...
Working roadmap document
Course materials
Price $7,500 $7,500 $13,000
(you save $2K!)
contact info@openatrium.com
Jumpstart!

OA for membership organizations

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