NEA 360 2 3 Our Members The Complete

NEA 360

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3 Our Members – The Complete Picture

4 NEA 360 Goals § Ability to capture data from multiple and disparate sources at a scalable level on members, prospective members, and targeted audiences creating a full profile of these individuals and the ability to track and impact their engagement in the Association. § Ability to aggregate this member and public, individual-level information and apply state of the art business intelligence tools to guide decision making, strategy, modeling and segmentation. § Have a streamlined, secure and accurate system to capture and track the transaction information necessary to manage the business affairs of the Association. § Do no harm and enhance Independent Processing states.

5 The Process § § Initial Scope of Work… 6 states, NEA and MBC - 2 hour interviews RFP… 8 states, NEA and NEA MBC - over 50 experts Discovery - 150 subject matter experts Inclusion of groups § NEA Executive Committee § § § § State Execs State Leaders Individual State Affiliates: CTA, NJEA, NYSUT, SCEA Technology Compact Committee (TCC, a part of NCSEA) State Technical Coordinators NCSEA NCUEA

6 RFP Process in action

Enterprise Data System Conceptual Model DRAFT 7

8 NEA 360 On-Platform Integration (Functional)

9 NEA 360 Project Phases (Draft) Phase 5 NEA/MB National Fall 2016 Phase 1 Phase 0 Discovery Sept 2014 Roadmap Sol Blueprint Requirements High Level Design NEA 360 Core / 5 Developmental States (IL, IN, CO, DE, TN) Nov 2014 NEA 360 Foundation Membership Billing Payments PAC Donations Accounting Integration Holistic View of Members (& Non-members) Online Portal Enrollment Payments / e-Dues Profile Updates Self Service National / MB Member Benefits Call Center(s) Representative Assembly Online Portal Volunteering Event Attendance Subscription Preferences Targeted Content

10 NEA 360 Phase 1 – Pilot/"Developmental" States Membership and Payment Management ü Add/Update Membership and Payment ü Cancel Membership / Obligation Refund ü Reactivate Membership ü Membership History Engagement: Full view of members/non-member ü ü ü ü Personal Professional Worksites Advocacy Subscription/Contact Preferences Roles Management Donor Tracking Online Portal ü Online Enrollment ü View, Manage, Update Membership and Payment Information ü Update Profile Information ü Personal ü Professional ü ü ü ü Event Management Campaign Management / Exact. Target Volunteer Programs Committees Survey Management National Field Robust Reporting for all Functionality/Objects

11 Phases 2 -4 – State Migration ü Refinement of Methodology from Pilot States ü Templates for Standardization Plannin g § Data Loads § Configurations ü Aggressive Rollout Schedule Go Live Setup § Grouping/Prioritizing States § Timing/Cadence ü Training Approach § Support Migratio n *Phase 2 = Scale. Core functionality delivered via Phase 1 (Pilot) Training

12 Phase 5 – NEA National & Member Benefits Call Center ü ü ü Case Management - Membership Updates Knowledge - Article Management Notifications CTI Integration Reporting/Metrics Enhanced Portal ü Member Volunteer Management Sign-Up ü Event Sign-Up/Conference Sign-Up ü Role Management – Updates Representative Assembly ü ü ü Allocation Delegate Assignment/Registration Cluster Reporting/Metrics Mobile Support for RA Additional Benefits ü ü Member Benefits FEC Filing Report (replacement for PRS) Enhanced Donor Management Decommission Legacy System(s)

13 UA Program Overview: Six Developmental Sites serve as an important learning community Ø All technology and adoption activities will be tested with the Developmental Sites first. Ø Developmental Sites will interact regularly with each other and the NEA 360 Operations Team to capture measurable business results and share lessons learned and best practices. Ø Feedback provided by Developmental Sites will be used to refine the approach before implementation to the other Affiliates; thereby, reducing risk, eliminating missteps and lowering overall NEA 360 costs. Four Development Sites

14 NEA 180 Analytics

15 NEA 180 Exact Target Google Analytics State Files IMS VAN Catalyst NEA Data Mart Business Intelligence Tools Social Trends Activist Scoring & Models Segmentation Data Reports, Charts & other output

NEA 360