D-7610 Pre-PETS Presentation January 2015
Agenda
Background / Overview A few things you should know Club Management Functions Future Plans
New UI
DACdb Mobile Help / Support Q&A
Where is DACdb?
73% USA 24% World 100+ Districts 6,500 clubs Plus: - South Africa Coming Soon: - India - England
DACdb Background
Background
July 2006
Mike Thacker / Mark Landmann Partnership Did business under Simply-the-Best, Inc.
Oct 2014
Started 11+ years ago – Rotary District 7710
Mark purchased DACdb from Mike (Mike retired) DACdb, LLC.
2015
New User Interface DACdb University - Training Additional Documentation
DACdb Management Team
Mark Landmann
Jamie Lowery
Support
Sylvia Soden
Websites
Ed Foster
Technical Architect / Development
John Ramon / Mike Soden (custom websites)
VP of Development and Operations
Peter Gallanis
DACdb Development / Sales and Support 35+ years, CIO Tanning, Chief Engineer Jeppesen, United Airlines
Billing / Accounting
Heather Brandt
Dues / Accounting Training Support, 1st level support on Dues and Accounting
Technology – Behind the scene
Adobe ColdFusion Microsoft MS SQL Microsoft IIS Windows Server 2008 jQuery / JavaScript PHP Over 1,400,000 lines of code ~15,000 pages of code Over 11 years of development
A few things you should know
Security Levels – 10 Levels
0 – Public (public websites – not logged in) 1 – Members 2 – Committee Chairs – Add/Delete members 3 – Event Moderators 4 – Club Officers 5 – Assistant Governors 6 – District Administrators 7 – District Communication Officer (DCO) 8 – Zone Administrators (zones, multi-districts) 9 – DACdb administrators (Mark)
The “Big Picture” Zone 33-34 Zone 34
Levels 1-4
District5110 5110 District District 7610 Security Level 5
Security Levels 6-7
Security Level 8
Zone 33 Zone 26
Area/Region Area/Region 11
Club 1
Club 2
Club N
Its all one Database ! Member Club Area District Zone
Single point of data (e.g., phone number or email)
DACdb Terminology
MemberID – RI Member Number UserID – DACdb internal member number MemberType – RI MemberType (Active, Honorary) OrgYear – Organizational Year (e.g., 2012-13) UserName – LastName, FirstName MidName Suffix MemberName – FirstName MidName LastName Suffix FName – Member First Name or Nick Name if there PartnerFName – Spouse/Partner FName DCO – District Communications Officer (Level-7) DLT – District Leadership Team (Committee/Council) PMail – Personalized Email uPages – User defined/written website pages RoleKey – a short abbreviation for a club position (e.g., P,S or T)
How do I access DACdb?
DACdb it’s in the “cloud” - it is a multi-user SAAS webbased application
http://www.directory-online.com/Rotary - or –
http:/www.DACdb.com/Rotary
Test System
http://www.directory-online.com/RotaryTest copy of yesterday’s data! No RI, No Emails
Club Management Functions
Club Management
Members
Adding Updating Deleting
Club Positions Attendance Reporting RI Integration Reports ezStory ezBulletin
Club – Committee Positions Club Positions -- ARE NOT the same as – Committee Positions
Club Positions – Club Level
President President-Elect Secretary Treasurer Club Director Membership Chair Rotary Foundation Chair Etc…
Committees – District Level
District Governor District Governor-Elect District Secretary District Treasurer Executive Director Membership Chair Rotary Foundation Chair Etc…
Adding a Position
System makes assumption on dates Club positions (Roles) are checked from pop-up
Click Here
Click Roles Here
Role Progression
One entry, can generate 5 positions with 1-click! Add only
Role progressions recognized:
PN, PE, P, iPP, PP SE, S TE, T
RoleKey Relationship
Club Position
District Committee 2015-16
2014-15
2013-14
2012-13 President
P
President
P
President
P
President
P
President-Elect
PE
President-Elect
PE
President-Elect
PE
President-Elect
PE
President-Nominee
PN
President-Nominee
PN
President-Nominee
PN
President-Nominee
PN
iPast President
IPP
iPast President
IPP
iPast President
IPP
iPast President
IPP
Past President
PP
Past President
PP
Past President
PP
Past President
PP
Why did I tell you this?
If it is done, DACdb now becomes a powerful communications and reporting tool for the District and Clubs
DACdb is the repository of information Elimination of manual lists, multiple databases, etc.
Club Positions (P, S, T, M, TRF, etc.) role-up to District Level committees automatically:
Members added at the club level are added into the district committees Members deleted at the club level are removed from the district committees This requires NO WORK on the part of the District to maintain these committee lists!!!!!!
Year End Conversions
There is none!
Well… nothing that you need to do! *IF* you defined the club positions for next year!!!
Members in defined positions receive new rolls Officers without a position become members
*IF* you DO NOT defined the club positions for next year…
We will make some educated guesses on the promotion
Future Plans
UI Changes
Principles behind the design:
Clean / Consistent Appropriate use of white space and colors Things will behave as we expect Context in Reality – our knowledge of the world as we know them
Tablet Support (Droid / iPad)
New User Interface (UI)
Already found in: - Grants - Ignite - Backroom - AG Area - Files
Future Plans:
PMail Rewrite New Event Management (add, edit calendar events) Registration Edit (new UI, tabs)
Reposition questions Add questions after starting event Allowing members to update registrations
New Calendar Dues – Accounting Interface
Pre-Register Add Questions Come back and update registration
FLEX/Flash to HTML5 (iPad support)
New Server (2x everything!)
PMail
DACdb Mobile
DACdb Mobile
m.dacdb.com (no www)
Help
On-Line Help
Support Tickets Training Resources FAQ
Email:
[email protected]
Skype: mlandmann1
Call Mark – 303-883-6196
Until mid-night – 7 days a week
When its not there?
DACdb success can largely be attributed to its creative users. Numerous suggestions for new modules, functional enhancements come in weekly (if not daily) Each request is evaluated for its merits and usefulness to other users
Some requests can literally be done over night Some requests will be queued until development in that area is scheduled
As an owner, partner and developer of DACdb
We DO want to hear your ideas and suggestions
Q&A What are: -
Your issues - Your concerns - Your suggestions
Thanks for attending today.
Have a GREAT day! 31
