IEEE ETools for Section Volunteers HQ Support Cecelia

IEEE E-Tools for Section Volunteers – HQ Support Cecelia Jankowski, Managing Director Marc Apter, 2004 -2005 Vice President IEEE Regional Activities 2007 Region 10 Meeting Kota Kinabalu, Sabah, Malaysia

Helping Sections to Service Members Providing Member Relationship Management SAMIEEE – Volunteer access to member data & demographics Tool Set for RA Volunteers OU Management Project – Support administrative responsibilities (events, web page) using an open source concept. Enabling Member Communications e-Notice - Electronic newsletter subscription service – 762 units enrolled (Regions, Councils, Sections, Subsections, Chapters, Societies, Student Branches and Conferences) EWH – Web Hosting for over 1, 280 units

e-Notice • Electronic newsletter subscription service, created for IEEE organizational units to enable email distribution of newsletters and meeting notices • IEEE HQ handles list creation and maintenance – New members automatically added and members can unsubscribe from each list. – Volunteers not faced with bounces and managing the Majordomo list function • There are 762 Sections, Councils, Regions, Chapters, Societies, Student Branches, Conferences, etc. , registered for use • Region 10 Councils, Sections, Subsections, Chapters and Affinity Groups participate

SAMIEEE • Access for many volunteers automatically associated with current officer positions • Potentially over 5, 000 volunteers have access to the member data – To date over 300 volunteers have been trained to use the web based tool via Internet Conferencing. Training is not required for gaining access • With the introduction of the IEEE Business Management System this year, the tool will be changed to Siebel Analytics. User documentation and training schedules are being developed

Entity Web Hosting • Over 1, 280 organization unit, OU, websites hosted by IEEE • Posting units responsible for site content, maintenance and its conformance to IEEE policy. – OUs choose a single Webmaster who is skilled in managing web content – Webmaster is the entity contact, only one authorized to post content to the website, and is expected to work with HQ to ensure effective site security measures exist • Units at all levels of Region 10 are individually hosted on EWH

Electronic Services Member/Customer • Members can have a total electronic experience – New member, renewal, add services, update contact information allow Instant access – On-line store – IEEE Xplore • • • Myieee and What’s new @ IEEE E-mail alias service with virus protection SPAM filtering IEEE job site Mentoring Connection

Evolving Member Value IEEE. tv my. IEEE™ 2008 2007 Mentoring Connection 2006 Online Membership Directory

2006 • • Aug - Integration of IEEE. tv module Dec - Profession Desktop – IEEE Job Site – RSS feed of featured job listings – Mentoring Program – Career Navigator 2007 Plan (to date) • • • OU Management System – Announcements – Calendars – Volunteer Desktop Upgrade Online Membership Directory RSS Reader / Feeds User satisfaction survey “my. IEEE 2. 0” requirements gathering

2006 • • Feb Jun • Aug • Sep • Oct • • Nov Dec - RAB authorized beta release - New Initiative business plan completed - Launched Member/Basic - Completion Production Guide and Production Workbook - Launched Public Access - Marketing begins - Symposium Presentation, IEEE Broadcast Technology Society Washington DC - New Initiative recommended for approval - Upgraded viewer requirements - Finalize business model - Invitations for IEEE. tv Advisory Group - 15 productions available 2007 Plan (to date) • • • IEEE. tv Advisory Group IEEE. tv Producer 1 st year of New Init production funding Official launch marketing 15 -20 additional productions

Guidance is available for new producers… Production Guide • • • Series Slate Content Sources Production Paradigm Production Process Technical Specs Sample Budgets Production Workbook • • Producer Checklist Show Rundown Sheet Selects Log Credits Log Appearance Release Location Agreement Videotaping Notification

Young Members Seek Out New Products • IEEE. tv™ Beta Release Launched – New benefit launched for members with limited public access in 2006 As of October, – Student members account for 46% of IEEE. tv usage http: //www. ieee. org/ieeetv • my. IEEE™ Valued by Members – As of 2006, about 10, 000 members log in weekly – Usage statistics show we are reaching a younger audience – 40% of usage was attributed to student members. http: //www. ieee. org/myieee

IEEE Mentoring Connection 2006 • • • Partnership with The Training Connection Status (as of Nov 9) • Mentees 576 • Mentors 292 • 101 mentoring partnerships • 88 open requests for partnerships • Jan – Evaluation of pilot May – Opened up production site, invitation to all members Jun – Mentoring article, The Institute Jul – Partnerships begin forming Aug – Invitation to mentors and mentees Dec – Integration in my. IEEE’s profession desktop 2007 Plan (to date) • • Collect testimonials, ramp-up marketing Satisfaction evaluation

Online Membership Directory 2006 • • • Mar – Finalized functional spec Jun – Finalized navigation, graphic design Sep – BMS Prioritization / ROI analysis 2007 Plan (still to be determined) • Basic & Opt-In versions – Privacy & trust • • Robust searching capabilities “my. Networks” personalization • • Development and deployment Integration within my. IEEE

Online Communities Enable Global Collaborations • Over 100 in operation with 20, 000+ users • Topics include Power & Energy, Embedded System, Product Safety, Ethernet P Optical Networks, Employment & Career Strategies • IEEE governance— Strategic Planning; Section/Chapter volunteers

Business Management System - BMS • BMS is more than an upgrade It is an entirely new way for IEEE to operate – Provides full “ 360 degree” view of Members and Customers to enable us to understand customer behavior and create the knowledge of what they want in the future • Handles all transactions by individuals – not just members – Membership, Conferences, Xplore users, etc. • Handles all relationships they may have with IEEE – not just membership and subscriptions – Volunteer role(s), Awards bestowed, Conference registrations, Single Article Purchases, Standards memberships, Merchandise, etc. – Integrated Business Intelligence engine (data warehouse) enabling Member/Customer interactions, Campaign Management, List Management and Audit reporting • Ability to understand their needs and analyze data to drive options and decision making for future products and services

Business Management System - BMS • BMS is more complex and integrated than the systems it replaces – Over 10 k products with different pricing and media choices – Data migration from 26 systems being replaced by BMS – Creating 9 real-time interfaces and 23 batch interfaces

Business Management System - BMS • More capabilities for volunteers and members – Initial release of BMS will be in place before the next renewal cycle – BMS has a shopping cart so the join/renew experience will be a little different. – Analytics will be replacing SAMIeee and will have much more capabilities than currently available. – Able to collect non member attendance at section/chapter meetings so we can develop a prospect list and have the ability to send a mailing to them by e. Notice. (Future) – This will give us more flexibility that we could consider a monthly credit card charge for membership. (Future) – More features coming after we get the initial install completed.

BMS Analytics (SAMIeee) • Enhanced Graphical User Interface • View multiple representations of same information in one report (e. g. , data & graphics) • See membership statistics, month to month and year to year • User will also be able to format his/her own dashboard for personal preference • Data to be refreshed three times a week and no refresh down time • All data available currently in SAMIeee will be available in BMS

Analytics – Dashboard Concept Institute wide dashboards Geographic Stats delivered as an Interactive dashboard, instead of 100 + static pages Historical Geo Stats will be available ! (going as far back as the BMS launch month) Global Prompt! (Just choose month and your Org Unit to get its Stats!)

Analytics – Improved User Interface Select the fields required for analysis Variety of graphs and charts available! Narrow results for better analysis

Analytics-Data & Graphics Options Results can be presented in multiple ways. (Note new grade GSM!)

IEEE Staff Organization March 2007 Jeffry Raynes Executive Director Cecelia Jankowski Barbara Stoler Educational Activities Don Curtis Human Resources Sally Waselik CIO Chris Brantley IEEE-USA Act. Mary Ward-Callan Matt Loeb Corp Strat & Comm Dick Schwartz Tony Durniak Publications Act. Judy Gorman Regional Act. Technical Act. Standards Act. Business Admin.

2006/2007 RAD Staff Changes • Joined RAD in the past year – – – – Noel Bryson, IEEE. tv Producer Janet Caswell, Administrator Elizabeth Cortez, Finance Administrator Alycia Ellis, A & A Associate Qiana Harder, Membership Development Manager Peggy Lefkin, Supervisor RA Administration Brian Pratz, Product Manager Stacey Waters, Administrator • Departed RAD in the past year – – Mike Binder, Director Membership Elena Mitelman, Tech Project Manager Sameer Qureshi, Finance Administrator Felicia Taylor, Membership Development Mgr.

IEEE Regional Activities Staff Cecelia Jankowski Managing Director v. Open, Director, Membership v. John Day, Sr. Mgr – Bus Dev Noel Bryson, IEEE. tv Cathy Downer, GOLD, Mentoring Adrienne Hahn, Member Comm Qiana Harder, MD Outreach Brian Pratz, my. IEEE v. Denise Maestri, Supervisor, A&A Denise Howard, Sr. Members Alycia Ellis Dyana Barnosky Membership v. Vera Sharoff, Manager, Information Processing Open, Tech Proj Mgr Helen Shiminsky, SAMIeee Khanh Luu, EWH, e-Notice Information Processing v. Stacey Waters, Administrator v. Dan Toland, Manager, RA Admin Peggy Lefkin, Supervisor, RA Admin Janet Caswell, RAB Ops Peggy Kovacs, Unit Reporting Lauren Leaston, Unit Formations Donna Mc. Clelland, Supplies, Pins Elizabeth Cortez, Coord, RA Finance Geraldine Benedicto, Exp Repts, Conc Bank Vicki Waldman v. Open, Geounit Programs v. Fanny Su, Manager, Singapore Serena Dhing v. Laura Durrett, Manager, Student Services Christine Eldridge, Student Branch Formations Barb Koeing, Branch Reporting (Pubs) Emily Smith, Potentials Editor Geographic Unit & Financial Support v RAD Mgmt Team

Thank You! We appreciate ALL of your IEEE volunteer time