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Yammer digest for week of 3 August 2009Paul Ramsbottom: Bob just reported in from the iBEF Exec Forum in New York. He said it was going great; the best one yet! Martin Angelin: I have been working with a prospect in Adelaide calkled Trees For Life. Whilst iMIS is a good fit, they will need some custom development for some elements of their Land Management Programs. Interested in iMIS users, ideally in SA but anywhere really, who can show the way custom applications can be built on iMIS foundation. VECCI and AIM Vic with web sites are some. References from Avion (AFI maybe) or iServices would be useful. Any suggestions welcome. I will need to contact the customers early next week. « less Mick Varga: God Among Men Paul Ramsbottom: NiUG AP Discovery conference email has gone out - copy available online here http://www.informz.net/napc... Paul Ramsbottom: Jon Moyes from Millpost has hired Conrad (from PSA) as his new iMIS resource in Canberra. He should be starting in early September, hopefully after the iMIS upgrade gets done at PSA. Good news in that we have an iMIS resource back on the ground again in Canberra (and in fact this gives us resources now in every capital city except Darwin and Hobart). Not sure how PSA have reacted to the news. Jennifer Padovani: God All Mighty Kelly Jones in reply to Kelly Jones: .... or maybe Gender Analysis Matrix Kelly Jones in reply to Paul Ramsbottom: Is it Global Account Management? Paul Ramsbottom in reply to Mick Varga: What does G.A.M. mean?? Mick Varga in reply to Andrew Wilton: As I said, G.A.M Paul Ramsbottom: We are open to prospects attending the Syd iBEF Exec Forum. Marla - Amanda is already suggesting ASMRS, IPAA and ICAA to be invited Kelly Jones: Hi Everyone, I am heading off a bit early today at 3.30pm. I am off to the Riverina to visit my Grandfather who is ill and plan to catch a lift with my sister. I will make this time up on the weekend as I intend to work on the Softball RFP on Sat afternoon for 2 hours. Have a good weekend and seeya Monday. Cheers Kel Kelly Jones in reply to Kevin Burgess: PS Thanks Kelly Jones in reply to Kevin Burgess: Hi Kevin, Jason rowe: NBCF are now using the automatic download for iMIS Friendraising and pulling data from Artez to iMIS every 30 mins. NBCF will be launching the 2009 Pink Ribbon Breakfast site over the weekend. Kelly Jones in reply to Andrew Wilton: That is awesome Andrew, great news. Andrew Wilton in reply to Andrew Wilton: IFAP wish to prepay 2 years SUP. What a turnaround! Kelly Jones in reply to Colin Bryant: I am there on the 19th August and would be happy to help out. Paul Ramsbottom: Sorry team that my post yesterday was a little misleading. It was meant to be very positive. I am probably talking a little too much in the daily scrum meetings so I will be a better listener instead from tomorrow. I understand my role is more about helping to decide priorities. The progress so far is already ahead of the expectations I had, the fact that we talk daily about getting things done and driving the business forward, is amazing. Thank you! « less Colin Bryant: REISA has asked Shearne when a rep would be in Adelaide to discuss future IT roadmap for REISA. This is something we did with the previous REISA contact who is now gone. Does anyone already have travel plans to Adelaide? Of course we can do remotely - but just checking if the customer can get facetime with ASI by other means. Liza Amiridis: Mick - can you make some updates to my tasks (is this the correct forum to request changes)? Under the Software Selection Seminars story, the task reads "R5 conduct event". Can you change this to "05 Define and implement segments". This is a more accurate description of the work required in this sprint. Also, in regards to the Online Dues sory, Kevin and I agree that it was optimistic of us to anticipate delivering a webcast in this sprint as the webcast presentation hasnt been created. « less Martin Angelin in reply to Paul Ramsbottom: When James was here we agreed that a mentor/partner process with ASI Sales would be fine with us. That offer stills stands. But it is up to her to involve us when appropriate. If you want us to act as a Sales Manager (where are you up to, what is next step etc.) that is a different model and will be harder to deliver. Paul Ramsbottom: Marisa from Artez will be going back home to the US mid-next week. She has been having some trouble getting settled in and finding a suitable place to live and this is impacting on her work. Plus being paid in CAN$ via US$ bank has not been good for her financial stress. She plans to try and work an Australian hour day from her US home for the next month and then to have something more formal figured out with Artez on her role and compensation. One option might be for her to return to and live in Sydney on a more permanent basis. Deciding to go back home has been a tough decision for her and probably not great news for Artez at the moment. I had quickly forgot that she came to Australian initially with 10 days notice so has probably actually done pretty well considering. Will update you more after I talk to James. If she does decide to return and take on a sales role seriously then one possibility for us is to organise sales management and mentoring for her with one or more of the ASI team, and something I will talk to James about. She needs the urgency in her, probably even more so than us. « less Andrew Wilton in reply to Paul Ramsbottom: Catholic Mission would benefit from having a similar workshop. Sharyn tells me "Currently I am not able to analyse segmented data as we are not able to use the Marketing Suite, which of course hampers decision making for campaigns. It would be great if there is a way forward that still enables us to use our current coding structure (which is crucial to our organization)." Paul Ramsbottom: I will also be signing an updated lease for our Sydney office in the next few days to move from the current suite into a 2 person suite on the same floor, same office building. All going well that move will happen by 31 August. The savings from this move will be around $25k per year. Paul Ramsbottom: I am meeting with the sub-leasing advisor next week as we move to cut off the back part of the Melb office and sublease it. He said the market is pretty tough now. I think we have a good offer for the right company since it is pre-fitted and furnished. Potentially $30-40k per year in savings for us. If you haven't already been into clean up your desk, please do in the next 7 days. Kevin Burgess: Kelly, you will find the updated RFP for Softball in your prospects folder on n:\ drive Martin Angelin in reply to Paul Ramsbottom: Colin, Suggest that you determine an engagement strategy with the accounts at risk and involve BDM's early in the process if you plan to use us to help. Jay McCormack in reply to Andrew Wilton: First - Congrats! Second - I'm not sure they are committed to the iBEF workshop output anymore. I think we need to re-engage with the MD rather than CFO. CFO is wrong person to be leading a web project, they'll concentrate on making the web easier for them and not easier for customers. Jay McCormack in reply to Martin Angelin: Great Job! Paul Ramsbottom: From Colin's weekly management post ..... Presented the last AP 15.1 launch customer briefing was held in Brisbane this past week. Over 60% of the Brisbane customers were represented. I met with six Brisbane customers at their offices to review their iMIS use, the Value Cycle profile and where they were heading. Two of these customers are at risk and two are upgrade opportunities. One of the customer meetings was about issues with a current 15.1 upgrade project - which turned out to be conflicts in server applications with iMIS install and is back on track now. The last meeting was with Royal Children's Hospital Foundation which has been using iMIS for 10 years and was remotely upgraded to 15.1 by ASI consulting last week. Everything seemed to be going smoothly and they will be ordering Process Manager next week to manage sponsorships, major gifts and planned giving. Overall - I see a lot of potential good feedback on 15.1 upgrade potential. Worked on strategy for moving LAN customers to i15/i20 and also started reviews for Shearne and Andrew. « less Martin Angelin in reply to Paul Ramsbottom: The current focus of Consulting is on "on-time, on budget" and that is important. Somehow we must get to quality business outcome first, on-time and on budget second. If the quality is there the budget will follow. It is great to see the collaboration of Jay and the consulting team to improve the outcome. A bit late, but hopefully in the nick of time. Martin Angelin in reply to Paul Ramsbottom: Lap helped me through this in about 5 minutes, even for a ludite like me. I am now contactable on 7504. He needs to set up a password for your 75XX number. Mick Varga in reply to Paul Ramsbottom: Still waiting on this. Have had an IT request in for a week. Apparently licensing issues Paul Ramsbottom: All the new full time telecommuters, please log IT requests to get your phones switched over to hot desk phones and your 75xx extension set so you can hot desk if you haven't already. I may have those terms wrong. It is no longer OK to be using a phone all day long with a 6xxx or 8xxx extension since you cannot be reached from the outside and no-one else knows your extension inside. You will hotdesk login into your home phone with your 75xx number and use that when you are at home; and when you come into the office you will login to one of the shared office desk phones also with your 75xx extension. « less Mick Varga: What's done (is done). For the meetings from this point on to the end of the sprint, I'd like to suggest a strong definition for what's done. At this stage, if it's "done, but I just need to ..." then we should leave it in the In Progress queue. Paul Ramsbottom: Sales scrum update day 3 - second scrum meeting at 7am this morning - see the latest task movement on the scrumy.com/asi_team1 site (pwd: pinta15). I must admit I was a little depressed after the meeting ended when we realised that only 1/2 the tasks we thought we would complete yesterday actually got done. I was thinking how can we expect to get a month's work done if we can't even get a day's work done. But then I looked at the bigger picture and realised that the team actually had a great day working yesterday in advancing the goals of ASI - in a few purchase stages for new customers and engagement stages for existing customers. And the scrum is about moving forward toward the goal posts as a team. The tasks currently are still fairly indivdual based, but over time they will become more team based, which I expect towards the end of the sprint when the whole team may need to work on selected tasks to get them done. Good work Kelly, Kevin, Liza and Mick! « less Paul Ramsbottom: On CBM #2 - other than one point where we probably changed recommendations without proper respect to what we had previously recommended (regarding batch names), is how well the ASI team came together today and worked as a team to group facilitate the 4 hour meeting, in what could have turned out to be a difficult situation. And esp. to Jay for recognising the situation and calling us all in. There is still plenty of work to do, but the business outcome is going to be positive for CBM. Thanks Jay. « less Paul Ramsbottom: A good day today at CBM. Jason has a few things to learn from and take away from the meeting with regard to updating our processes so that we can achieve excellence in fundraising implementations. Key to the meetings that involve setup decisions is having the exec sponsors (customer and ASI) present who can decide business priority as opposed to technical priority. We know this since we write it into our project roles document, but we don't give it the importance it needs once we go into regular project mode. And there are people in ASI outside the project team like myself, Jay and Mick who enjoy being part of these meetings and would welcome invites from the project team to help facilitate what essentially are business discussions; but to do it at the right stage of the project (like BPR and prototyping phase) instead of at a crisis point a few weeks before going live. « less Kelly Jones in reply to Andrew Wilton: Good one Andrew. Jason rowe: Congrats Andrew. Andrew Wilton: Pleased to announce that IFAP have agreed to move forward with an upgrade to i15. Joe will be making payment on outstanding SUP on Friday. They will be adding Task Centre to the mix and have big plans around online. They don't know where to start - do we pick up iBEF where it was left or do we start fresh with a new engagement? Kelly Jones in reply to Martin Angelin: Congratulations Martin, that's terrific. Colin Bryant: NPS Survey results Q1 and Q2 combined. Paul has mentioned this in a number of posts. I have attached a report of the results and the comments for all respondents from both quarters for all AP customers. I have sent this information to AiSPs (first time ever) in the same format. The attached report also includes NPS score for each AiSP and also the total for the AP report. Any questions on the report - let me know. There is a lot to do in increasing our number of Promoters over our number of Detractors. If you know of reasons/ways to turn around specific customers - then we should do it. Q3 survey will be going online end of Sept. « less Colin Bryant in reply to Martin Angelin: I am sure Nola is vying for the implementation services job... Martin Angelin: New world record!! Or at least for me. I sent a Licence Agreement to Cancer Council NT at 10.46am and got it back signed at 11.46am. No stupid, irrelevant, nit picking questions and they are paying the licence fee tomorrow. I think Darwin is my new favourite sales territory. Demo, Proposal, Board OK, Ring President for final approval, ask for Agreements, get them, sign them, pay the money. Pity nobody else thinks like Territorians! « less Marla Nelson: Assoc Forum - passport prize winners (winning iTUNES vouchers from ASI) - Robert Wyatt - Australian Dental Association (SA Branch) Ltd, Helen Cameron - Tourism & Transport Forum (TTF), Megan Jenner - Deakin University Student Association, Jackie Dean - Australian Institute of Professional Photography (AIPP), Jacky Cook - Toora Women Inc, Keith Benson - WEC International, Leslie Dhaniram - GP Connections, Dorothy McDiarmid - Cornea & Contact Lens Society of Australia, Tamsin Cull - Gallery Members (Queensland Art Gallery), Mike O'Shea - Australian Photographic Society Inc. I will be posting them their prizes today! « less Kelly Jones in reply to Mick Varga: This is most probably more of an issue for staff in sales who actively "prospecting". The whole idea of prospecting is to generate sales activity. To keep up the momentum and build rapport quickly (once a prospect has latched on) you usually need to keep a little activity happening within 3 of 4 days or they dont feel appreciated for their enquiry. The tasks that came in yesterday fall into this bucket. I would not be able to maintain a healthy pipeline without this sort of activity. It would work for me if I have an activity for prospecting and prospect follow up, this could potentially sit in progress and would ensure that I dont stifle my pipeline, I would say over the sprint this would account on average for 30 mins a day so total say 4-5 hours. Maybe here we are learning about getting Agile to work well with specific job requirements. « less Mick Varga in reply to Paul Ramsbottom: Yes, I do mean pushed out. And I agree about the priority. At the moment, the priority is being done by a single person rather than the team. I'm not sure appointing someone changes that. Was doing some reading on setting priority. We should have every task in the list number from 1 to x, where x is the number of tasks. Then we simply start pushing out from x upwards Paul Ramsbottom: Ian Ryder of AppiChar http://www.appichar.com.au/ ... - who recently moved to Sydney from the UK and was referred to me by Robin and Ben of Fisk Brett UK - have got their first customer - the FIA! Started work there this week. Also noted on their website a very smart promotion to collect an email list by their massive give-a-way. And less exciting news is that the website says they have also partnered with ThankQ .... « less Paul Ramsbottom: Looking through the sessions for the ASAE annual conference in Toronto coming up http://www.asaeannualmeetin...- wow! what a different level of education and inspiration for association execs compared to what we see here (and saw here last week for the Assoc Forum conference) Paul Ramsbottom: Worked today on the schedule in NZ for Bob's trip. We are proposing a 10am-5pm mini-iBEF session in Wellington open to all NZ customers - senior execs to be invited and they may bring their IT manager as well. Colin, Marla will need your help in identifying who the CEO/COO contacts are. Tues 1 Sep is the tentative date and ideally we will be able to hold it in the EMA Central office, with lunch over the road on the wharf. « less Paul Ramsbottom: Time has been approved for another round of EFT updates - to make it run faster on large transaction runs. Currently 20,000 transactions takes 3 hours to process, which is not great for such a sensitive process of deducting money from donor bank accounts and credit cards and leaves it open to failure. Singapore Kidney will be doing 60,000 transactions in a run, so the EFT enhancements are a must. Paul Ramsbottom: Going to CBM with Jason, Jay and Mick in the morning to attend the marketing suite workshop. CBM are not yet live. One of the key reasons they bought iMIS was because of marketing suite but so far the implementation has hardly touched on it. Now they are getting to the business end of going live some big holes have opened up in how they setup and manage their campaign structures, how data entry can be efficient, and how the data conversion needs to be remapped once they decided the structures. Actually all very good stuff, and a problem I wished more customers would bring to us, just a shame it is now under pressure so close to the live date when really we have known about it for 6+ months. « less Paul Ramsbottom in reply to Mick Varga: Instead of dropped I think you mean pushed to the next sprint. The only comment I have is on who decides the priority for the incoming task. Some tasks that seem urgent may not actually be and we don't always have to react to the crisis of the day. As we get more pro-active the number of new tasks coming in during a sprint should dimish, so this more » Kelly Jones in reply to Mick Varga: Sounds like a good way to work it. I have also noticed that some tasks are less intensive than first thought. So there could be additional time created within the sprint when this happens. Kevin Burgess: Kelly, Have done a fair chunk of the RFP for softball. Saved on the network under your prospects, and titled SAL RFP for CRM July 2009 - KB.doc Kevin Burgess in reply to Mick Varga: I think it is the only way we can go. They can't be ignored just because they missed the first cut, so need to reprioritise. Mick Varga: Been thinking about what to do with new tasks that appear that are not on the backlog but do need to fit into the sprint. Given that this is fixed time frame, each person can only do a finite number of hours in the sprint. Therefore, if a new task appears and must be done in the current sprint, another task or tasks (the lowest priority items currently in the sprint for that person) must be dropped. Thoughts? « less Kevin Burgess: Kelly, Jay McCormack in reply to Marla Nelson: Half of being smart is knowing what you're dumb at. (David Gerrold) Don't just buy a database, solve your business problems with iMIS Marla Nelson: What grabs a fundraiser's attention? we're looking for some smart and succinct spiels to plonk on a poster/banner for the delegates attending MDU to alert them to the wonders of iMIS (when they get bored of listening to the presentations!). Welcome your thoughts and contributions....please! Kelly Jones: 2 new tasks rolled in today - 1 x summary costs for Board meeting for Jewelers Assoc due by Monday. The second due to lead that called back re OA replacement for Orana, want a visit ASAP to head of SAGE CRM, so need an SEL Prep task in this sprint so that we can visit in the next when in SA for MDU. As suggested maybe yawl have some ideas for dealing with these types of things in a better way. Kelly Jones: Hi Liza, Here is my opps review for 31/7 Kelly Jones: I have some ideas but I recently spent some time with Andrew Battistella and whilst with him he raised some functional requirements not previously addressed by Darren Templar (ext tech consult) so I think it would be good if we could conduct a Fit Analysis call with Andrew just to ensure we capture as much information as possible prior to the demonstration. Please see attached the SEL that was sent in March, this contains a high level overview of the proposed solution. Would you like to do the call together? I think it will ensure we dont waste any of out itme. « less Kevin Burgess: Kelly, When will you be able to give me some guidelines on the setup you would like done for the Empart demo? Kevin Burgess in reply to Kelly Jones: I am available any day, Mon-Thur. The earlier in the week you allocate, the earlier I need to start my prep work. I was thinking it might be my next sprint task, starting tomorrow anyway. Marla Nelson: We want your feedback! Following on from last week's Associations Forum conference, I would like to open the floor to feedback from the team that attended the conference for the two days. Was it a good use of your time? was it worth ASI exhibiting? what worked/was good, what was not good? any suggestions to build on our participation in future? Was it a good lead generator/customer face time? (we are currently collating the lead sheets and Customer Value Cycle reports from the conference and preparing follow up) « less Kelly Jones: Kevin, what day next week do you think you would be able to set aside time for the Empart demo? Kelly Jones has created the Pinta Team Room group. "Team Collaboration for Pinta " Paul Ramsbottom: First daily scrum meeting completed - ran for 15 minutes as planned. Mick chairs the meeting as the scrum master. Kelly was late and incurred a $5 donation penalty. Good meeting! The tasks that the team agreed to complete today have been moved into the "in progress" column on the scrum board (www.scrumy.com/asi_team1/ passwd: pinta15) - go have a look to see what will be going on today. Colin Bryant in reply to Martin Angelin: Did they tell you what the Blackbaud email said? Martin Angelin: Cancer Council ACT Board has approved iMIS purchase. The Financial Manager rec'd an email from Blackbaud as they were telling me of the approval. Clearly CCTas has been telling Blackbaud of the Multi-State project. Will focus on getting Agreements signed up ASAP. CC TAS still under threat from BB but making progress with their RE orientated FR Manager. Marla Nelson: show and tell...I attended a session with the PRIA last night on 'unleashing the power of PR' presented by visiting American PR 'scientist' Mark Weiner. Was a great session - interesting points was idea to do an 'executive audit' to uncover their secret value system - what do execs value and focus your PR attention and there and develop your key measures through that. He had some interesting charts that gauge the success of PR in comparison to other elements of the marketing mix on driving revenue and the results (obviously - it was a PR session!) showed that PR is delivering the best return (spend on PR is much less on average than other marketing activities so though the returns seems low the ratio is much better). Coincidentally I sat next to a woman who runs a PR agency dealing exclusively with the IT sector (www.benchpr.com.au ). All good! « less Paul Ramsbottom: The list of stories and tasks to be completed in the first sprint is available online here: www.scrumy.com/asi_team1 . Password is: pinta15. This is a live system so please don't change anything or move tasks around unless you are Mick. But everyone should at least login and look at the tasks, prospects and customers that this team will be working on in the coming 2 weeks. Each day the board will be updated to show tasks in process and those that are completed. « less Paul Ramsbottom: First sales scrum meeting completed today. It was a long day but a good day. And Kelly, Kevin, Liza and Mick are going to be a very strong team once they get going. There is an abundance of work to do and before the day was out the team had already started to balance their workload - for example Kevin walked in with about 8 hours of work over the coming 2 weeks, and he walked out with a full plate. What will become more apparent over the coming weeks is how we go about prioritising - today we just limited customer and prospect lists to 10 each, but in reality the customer list is 250 and the prospect list is 2,000. And out of that prioritisation, just what tasks should we do and what may not be required at all. « less Marla Nelson: Yay! got our first rsvp to the Exec Forum - Chris from FIA! the wonders of email! Marla Nelson: Invites (via informz) have gone today for iMIS Exec Forum to be held in Sydney on 27 & 28 August. Invite list and test copy of the invite attached
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Submitted by Paul Ramsbottom on 11 August 2009 - 11:43pm |