In Service of Seniors Steven Dodge Jackie Sauter

In Service of Seniors Steven Dodge & Jackie Sauter INFM 603 Spring 2012 in-service-of-seniors. org

Agenda o Goals o Reflections o Demo o Future Recommendations o Division of Labor o Implementation Details o Limitations

Miss America Goal Build a website that allows seniors to receive volunteer help from their neighbors and each other for everyday tasks, such as: Companionship Exercise Education Groceries House maintenance Social events Technology Transportation Etc.

Audiences Seniors o 17. 5 M seniors 65+ are online (2009) o Popular activities & destinations: o Email o Google, Windows Media Player, Facebook, You. Tube, Amazon Volunteers o Frequent volunteers: o Volunteer. Match o Hands. On Greater DC Cares o Serve DC o Find relevant service opportunities o User profiles

Requirements Functional Nonfunctional o General content management o Navigation, search, login/out o Security o Accounts o Permissions o User profiles o Community members o Community organizations o Help Requests o Create them o List them o Volunteer sign up o Performance

Process Example: Help Request Log in/Create account Create help request Fill out help request form If Y, request created Is valid? Y/N

Demo Time

Division of Labor Steven Jackie o Initial set-up, backups o Theme, images, logo, general appearance o Civi. CRM – primary wrangler o PHP manipulation o Search functionality o Sample data & content build-out o Help section Shared: Testing & troubleshooting

Technology & Implementation Buy Go. Daddy. com Civi. CRM vs. Build University of Maryland Virtual Machines A conglomeration of custom code and prebuilt modules

Implementation

Civi. CRM

Civi. CRM Petition Membership Reporting Campaign Grants Contributions Events Survey Profiles Pledges Case Management Email Workflows

Civi. CRM Pros Cons o Extensive documentation o Superfluous components o “Events” = Help Requests o “Admin Within an Admin”— Drupal relationship o Automated messaging to contacts o Syncs with Drupal accounts o Required customization

Other Drupal Installs o Chaos Tool Suite o Finder Module o Profile 2 Module o Views Module o Marinelli Theme

Limitations Schedule and Scope Search Capabilities Civi. CRM Customization and Integration Proxy Relationships

Lessons Learned: Coordination & Documentation Sprint # Requirements Design Development Testing Deployment Sprint 1 4/11/2012 4/13/2012 4/15/2012 4/17/2012 4/18/2012 Sprint 2 4/18/2012 4/20/2012 4/22/2012 4/24/2012 4/25/2012 Sprint 3 4/25/2012 4/27/2012 4/29/2012 5/1/2012 5/2/2012

Lessons Learned: User Input

Lessons Learned: Software Assurance

Lessons Learned: Software Assurance

Future Recommendations • Open Pandora's box • More structure • Start earlier • Midpoint demo in class

Any Questions? Steven Dodge & Jackie Sauter INFM 603 Spring 2012 in-service-of-seniors. org