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DaCdb 2 nd User’s Conference

DaCdb 2 nd User’s Conference. February 19-21, 2010. Welcome DCOs & CCOs. District and Club database. daK-dee-bee spoken here! DaCdb. Overall Agenda. Friday 2:00 - 4:30 PM Session 1 Welcome, Fellowship, 20 Questions Dinner: Seafood Buffet (tickets provided) Saturday

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DaCdb 2 nd User’s Conference

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  1. DaCdb 2nd User’s Conference February 19-21, 2010 Welcome DCOs & CCOs

  2. District and Club database daK-dee-bee spoken here! DaCdb

  3. Overall Agenda • Friday • 2:00 - 4:30 PM Session 1 • Welcome, Fellowship, 20 Questions • Dinner: Seafood Buffet (tickets provided) • Saturday • Breakfast (or optionally brunch - tickets provided) • 9:30 - 11:30 AM Session 2 • Brunch (tickets provided) • 2:00 -4:00 PM Session 3 • Dinner: at Don Vito’s (5:30 PM)-- Coffee & Dessert in the Suite • Sunday • Goodbyes – Safe trip home

  4. Objectives • Fellowship – Getting to know each other • Discussion of some key issues • Opportunity to drive the product direction • Looking for your input, feedback and suggestions • THANK YOU!!!

  5. Approach • Interactive discussions / participation • Focused topic discussions • Some topics can be addressed here • Other topics can be introduced, iterated, and resolved after meeting • Concept demonstrations (PPT, On-Line, Handouts) • XML/XSL Template & Stylesheets • L0 Transactions for public viewing • Member, Club, Committee tabbed editing • Club position changes – Curr year / Next year

  6. Session #1 – Introductions • Introductions / Who are YOU? • Your Name and District • How long you have been DCO, and any Comments • WHAT you expect from this meeting? Friday 2:00 PM to 4:30 PM

  7. Session #1 – Introductions • Introductions / Who are YOU? • THANK YOU ! ! ! Friday 2:00 PM to 4:30 PM

  8. Session #1 – Overview • Introductions / Who are YOU? • 2009 Year in review • DCO/CCO - 20 Questions; Things TO DO • Optional Club Premium modules:●Weekly Attendance ● DUES/Invoicing●ezBulletins(new) ● Club Web Sites Friday 2:00 PM to 4:30 PM

  9. Session #2 – Discussions • -“Tabbed” editing Memebers, Clubs, Committees-Year-end processing • Club leader positions and promotions • Committee cloning (automatic or manual?) • Event Registration – registering non-Rotarians • Area Governor assignments • Terminated members (access to their data) • PMAIL re-write Saturday 9:30 AM to 11:30 AM

  10. Session #3 – 2010 and beyond • RI direct connections with DaCdb database • Weekly Attendance & DUES demo • ezBulletins and Club Web Sites- Speaker’s Bureau (Add speakers, FIND a speakers) • New Member & Sponsor Letters; Birthdays- District web site with Stories and d/b widgets • Future Enhancements: Rewrite Event Registration • What did we miss? YOUR QUESTIONS?PHOTO OP of the USERS GROUP! Saturday 2:00 PM to 4:00 PM

  11. The Process … and the Solution =DaCdb daK-dee-bee

  12. Session #1 – Review 2009 • Introductions – Our introductions • SO, Who WE are?

  13. Simply the Best, Inc. • Mike Thacker, CDP • Internet Marketing / incorporated in 1989 • Supports over 160 different websites w/databases • 40+ years large scale databases and computer consulting • Mark Landmann • Technical Architect / Development • 30+ years, CIO Tanning, Chief Engineer Jeppesen • Connie Thacker • Billing / Administration • User Support • Jamie Lowery • Testing / Development / Systems Admin / Technical Support • Off-hour DaCdb support from Hungry • 10+ years Testing Consultant, 5 years at Lockheed Martin

  14. DaCdb Growth (States & Districts) End of 2008 57 Districts; 1,928 Clubs

  15. DaCdb Growth (States & Districts) End of 2009 102 Districts; 3,241 Clubs

  16. Functional Enhancements • New Features added: • Pay DUES via Credit card • Room Assignments: PETS breakouts, Bell Ringing, etc. • Registrations for non-Rotarians (Jamie will demo) • Large Club “paginations” for faster loading • Tabbed Editing (Member, Club and Committee Edits)

  17. Functional Enhancements • Premium modules: • Club Weekly Attendance • Club Dues & Invoicing • New Member: Welcome letter andSponsor: Thank You letter from Governor • Every Member: Happy Birthday letters • Club Websites (standard -or- customized) • ezBulletins(demo later) • Opportunity for members:(coming soon) • B2B – Rotarian-2-Rotarian advertising

  18. Functional Enhancements • Premium modules: • Weekly Attendance – 2 CLICKS to ADD a meeting

  19. Functional Enhancements • Premium modules: • Weekly Attendance – Just “check-in” who attended

  20. Functional Enhancements • Premium modules: • Club Dues & Invoicing: in just 8 clicks

  21. Functional Enhancements • Premium modules: • Club Dues & Invoicing: then PMAIL this Invoice

  22. Functional Enhancements • New Member: Welcome letter from the Gov.

  23. Functional Enhancements • Sponsor: Thank You letter from Governor

  24. Functional Enhancements • Every Member: Happy Birthday letters from Gov.

  25. Performance Summary 151 Users logged in 250ms AVG response ¼ of a second

  26. DCO Functions – for DGEs 6 months (before JAN 1) for your DGEs • Memo to DGEs to get the PEs for each club- Needed for the Official Directory and PETS- Use the EDIT CLUB POSITIONS function in the Clubs • Pre-PETS, Communicate DGE expectations to your PEs- Send them a PMAIL, using PE committee

  27. DCO Functions – for DGEs 5 months before (FEB) for your DGEs • Schedule their Official GOV Visits in District Calendar • Setup their District Committees (except PE, SE, TE, and PN)- CLONE them from current year into next YEAR- Make necessary adjustments, their Committee Chairs

  28. DCO Functions – for DGEs 3 months before (MAR) for your DGEs • PETS – DaCdb Training session for the PEs • Setup your District Committees (except PE, SE,TE,PN)- CLONE them from current year into next YEAR- Make necessary adjustments, YOUR Committee Chair • Clone over the AREAS for next year (Lvl-7 req’d) • Clone over the AG Committee for next year-Make your changes to Areas and People

  29. DCO Functions – Training 1-2 months before (at District Assembly/SETS) • DaCdb Training session for the PEs (WHAT) - See Training Resources under HELP tab • DaCdb Training session for the SEs (HOW)- See Training Resources under HELP tab - Hands on, or on-line webinars (15% discount by Citrix for Rotary)

  30. DCO Functions – GAME 20 Questions… Winner(s) gets an OOK Prize! • What is an OOK???

  31. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • OOK: One Of a Kind • Collector’s item (only a 2 in existence; jic tie) • Could double in value: Auction on Ebay…starting bid 1¢

  32. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q1: The Calendar of Events goes HOW MANY months into the future?

  33. DCO Functions – GAME • A1: 18 Months

  34. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q2: Who can see Events in the Calendar that are marked INACTIVE? (which are indicated by YELLOW background)

  35. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A2: LVL-7s and Moderators of the Event

  36. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q3: Who can ADD a NEW member to the Club roster? (Or, TERMINATE a member in their Club?)

  37. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A3: Only LVL-4 in that club (S, CES, P) • (Or, a LVL-7, if necessary, but not recommended)NOTE: THIS IS A RECENT CHANGE TO PREVENT DGs and AGs from updating club records

  38. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q4: MOST of the new reports in the system will be generated by what method?

  39. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A4: XML/XLS templatesDo you care? Yes, more flexibility! How do I learn about XML? • A: http://www.freewebmasterhelp.com/tutorials/xml

  40. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q5: How do new governors (DGEs, DGNs) get put into the system's Council of Governors (COG) report? • (Which also puts them into their Year Class in their Zone)

  41. DCO Functions – GAME • A5: Clone the DLT committee, and make them DG in their year (2010-11)

  42. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q6: What is the system's default LOG IN for a member, with a RI MemberID#

  43. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A6: Username is their E-mail address and the Password is RI MemberID# • Note: The E-mail address does NOT have to be in the member’s record, but it will be inserted if not present.Their RI MemberID# is used to validate the log on.

  44. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q7: What is the system's default LOG IN for a new member, with a "0" as their RI MemberID#

  45. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A7: Username is their E-mail address and the Password is their LastName • Note: The E-mail address MUST be in the member’s record, as this is the field used to validate the log on.Their RI MemberID# is manually updated later.

  46. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q8: WHY would you setup a GdG committee? And HOW? • GdG: Group de Groups, or Group of the Groups

  47. DCO Functions – GAME • A8: PMAIL multiple groups with one message: Presidents and AGs • Just click the YES for the GdG box

  48. DCO Functions – GAME • A8: PMAIL multiple groups with one message: Presidents and AGs • Then populate the GdG committee with the Presidents committee and the AGs committee (so, instead of putting people in a GdG committee, you put the “committees”)

  49. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • Q9: In Section 3 of MyClub screen (Membership Roster), WHAT does the little "camera" ICON mean?

  50. DCO Functions – GAME 20 Questions…Winners gets OOK Prize! • A9: The camera ICON just means they have a photo on file. • Bonus: What does the GREEN CHECK mark in Col 1 mean?

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