Presented by

Allan Burstyn, Director of Web Services, See3

Civi User Group MeetingCase Study: “Friends of the Family”

Friends of the Family

• Maryland-based nonprofit that provides services and educational programs to children and parents throughout the state

• 30+ centers

• 100’s of center employees

Their Needs

• New website design and content management system– Solution: new design and Drupal CMS

• Donation forms, email management, manage fundraising events– Solution: CiviCRM

Center Staff Training Needs

• Emphasis on staff training– Training requirements based on position

and tenure– Different types of event registration

based on center: Director vs. employee – Administrative control over every step

• Current System–Manual, fax-based registration

process

Training Solution

• Custom build training application integrated with CiviCRM

• Training Requirements

– Ability to create and manage training requirements associated with positions and tenure

• Employee Training and Positions Tracking

– Manage and track employee positions and associated training requirements.

• Centers

– Center staff and center-specific registration rules

• Training Events

– Complex training event registration and notification process

See3 Process

• Business Analysis– Analyze current process and

documentation–Model future functionality through use

cases and functional specifications

• Proof of Concept Development–Wireframes

• Iterative Development with Milestones

Administration Landing Page

Center Directory

Training Requirement Management

Training Requirements Management

Profile Custom Fields

Positions and Trainings: Calculate and Manage Trainings

Employee Training Administration

Training Event Registration Flow

• Event Creation: Session Type and Target Audience Definition

• Center-Based Registration Process– Event email notification based center

configuration

• Center-Level Event Registration Approval

• FOF Admin Review and Approval

• Post Event Auditing: Validating attendance and updates to training records

Training Events: Session Types and Audience Selection

Event Administration

CIVICRM + See3 Custom Development

We built a custom training management system leveraging CIVICRM

The solution combines the power of a training /events management system and the power of the CiviCRM tools

04/08/10

Questions? Allan Burstyn

Email: allan@see3.netPhone: 773-784-7333Web: www.see3.net

+ Slidedeck and resources will be available at

www.see3.net/event/2010-nonprofit-technology-conference