Transcript DACdb - Mark Landemann

D-7610 Pre-PETS Presentation
January 2015
Agenda
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Background / Overview
A few things you should know
Club Management Functions
Future Plans
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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
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Background
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July 2006
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Mike Thacker / Mark Landmann Partnership
Did business under Simply-the-Best, Inc.
Oct 2014
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Started 11+ years ago – Rotary District 7710
Mark purchased DACdb from Mike (Mike retired)
DACdb, LLC.
2015
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New User Interface
DACdb University - Training
Additional Documentation
DACdb Management Team
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Mark Landmann
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Jamie Lowery
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Support
Sylvia Soden
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Websites
Ed Foster
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Technical Architect / Development
John Ramon / Mike Soden (custom websites)
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VP of Development and Operations
Peter Gallanis
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DACdb Development / Sales and Support
35+ years, CIO Tanning, Chief Engineer Jeppesen, United Airlines
Billing / Accounting
Heather Brandt
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Dues / Accounting Training
Support, 1st level support on Dues and Accounting
Technology – Behind the scene
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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
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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
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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
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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?
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DACdb it’s in the “cloud” - it is a multi-user SAAS webbased application
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http://www.directory-online.com/Rotary
- or –
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http:/www.DACdb.com/Rotary
Test System
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http://www.directory-online.com/RotaryTest
copy of yesterday’s data!
No RI, No Emails
Club Management Functions
Club Management
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Members
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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
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President
President-Elect
Secretary
Treasurer
Club Director
Membership Chair
Rotary Foundation Chair
Etc…
Committees – District Level
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District Governor
District Governor-Elect
District Secretary
District Treasurer
Executive Director
Membership Chair
Rotary Foundation Chair
Etc…
Adding a Position
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System makes assumption on dates
Club positions (Roles) are checked from pop-up
Click Here
Click Roles
Here
Role Progression
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One entry, can generate 5 positions with 1-click!
Add only
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Role progressions recognized:
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PN, PE, P, iPP, PP
SE, S
TE, T
RoleKey Relationship
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Club Position
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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?
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If it is done, DACdb now becomes a powerful
communications and reporting tool for the District and
Clubs
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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:
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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
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There is none!
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Well… nothing that you need to do!
*IF* you defined the club positions for next year!!!
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Members in defined positions receive new rolls
Officers without a position become members
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*IF* you DO NOT defined the club positions for next year…
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We will make some educated guesses on the promotion
Future Plans
UI Changes
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Principles behind the design:
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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:
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PMail Rewrite
New Event Management (add, edit calendar events)
Registration Edit (new UI, tabs)
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Reposition questions
Add questions after starting event
Allowing members to update registrations
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New Calendar
Dues – Accounting Interface
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Pre-Register
Add Questions
Come back and update registration
FLEX/Flash to HTML5 (iPad support)
New Server (2x everything!)
PMail
DACdb Mobile
DACdb Mobile
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m.dacdb.com (no www)
Help
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On-Line Help
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Support Tickets
Training Resources
FAQ
Email:
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[email protected]
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Skype: mlandmann1
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Call Mark – 303-883-6196
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Until mid-night – 7 days a week
When its not there?
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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
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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
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We DO want to hear your ideas and suggestions
Q&A
What are:
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Your issues
- Your concerns
- Your suggestions
Thanks for attending
today.
Have a GREAT day!
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