Distributed Scheduling and Client Management System BIS 412

Distributed Scheduling and Client Management System BIS 412 Systems Analysis & Design Applications

Our Project How we came to know of the Capital Area Pregnancy Center (CAPC) CAPC Needs – Distributed Scheduling – Client Management – Donor Management Alternatives Explored e. KYROS Centerpiece Fund Raising Implementation and Training Reflections on Project Student Website

CAPC Operation Difficulties Hand written & geographically separated scheduling Paper Client Forms Access Database Client management Hand counted statistics Redundant data and data entry No standardization of physical vs. electronic data

Distributed Scheduling Multiple sites needed to schedule Clients for not only their own site but sister sites Anytime, anywhere real-time access Web Based Connection Camp Hill Carlisle Future Sites

Client Management Client records and statistics from a single database Also incorporates services rendered via nurses & advocates Integrates with distributed scheduling system Significant client reporting requirements from Care. Net and Focus on the Family – Related to funding & affiliation

System View Client Statistics General Data Contact Info Address Name Age Services Rendered (Nurses & Advocates) Client File Appointment #1 Reports Appointment #2 CAPC Monthly Focus on the Family Care. Net Appointment #3

Our Team Matt Anderson & Jared Neff – Responsible for Distributed Scheduling and Donor Management Brian Capozzi & Regie Simon – Responsible for Client Management Duane Lapp & Josh Everhart. – Responsible for the Reporting, Administration, and Resources

Alternatives Explored Open Source Rapla (rapla. sourceforge. net) – Web Based Distributed Scheduling Solution – Limited support for customized client management Sugar. CRM (sugarcrm. com) – Leading Web Based Open Source CRM – Allows for customization – Complex maintenance and lack of support Commercial Centerpiece Software (ekyros. com/pub) – Web Based Client Information System – Distributed Scheduling – Donor Management – Extensive Reporting Client Information Systems for Windows (ciswin. com) – – Windows based Client Information system only Extensive Reporting No distributed scheduling Others

Key Product Evaluation Area Sugar. CRM e. Kyros Client Mgt. Functions Med High Distributed Scheduling High Donor Management Low High Reporting Low High ~$500/year + hosting ~$700 Open source or fee-based 2 Hours Training + Support Yes Large for CRM > 100 sites Great Limited, enhancement driven Low High Indefinite Available Upon Request Usability Med High CAPC Preference Low High Time to production usage Med-Low High Security Low/Med Med-High CRM not equal for CAPC optimized, Limited Flex. Price Support Web-based Size of user base Extensibility Care. Net in Mind Trial Period OVERALL

e. KYROS Demonstration www. ekyros. com

CAPC Bo. D / Funding CAPC Board of Directors – Initial reaction to Centerpiece was mixed Finances Customization Fit – Satisfies Requirements? – Interacted with Several Board Members In class demos Interaction with Centerpiece – Reached Board Approval in Early April Pending $2, 000 in Funds Fund Raising – – BIS Gathering Dinner Area Churches Individual/Student Donations Total Funds Raised in Excess of $2, 000 in Three Weeks CAPC Signs Contract with e. KYROS in Late April

Project Plan Into the Future Support & Training – Several member of our team will be available to the CAPC if any issues arise with the use of Centerpiece.

Reflections on Project Individual Student Testimonies

Student Website Project Site