Associated Builders and Contractors, Inc.

AMS/Personify Update

February 2014

Addressing Key Concerns

Does it work?• Yes. • System Lock down is 94%

complete. • Chapters are reporting that

it meets their database needs and will work for the association.

• May take time to get fluent in it. Not everyone thinks it’s user-friendly.

Training• Chapters will be able to

select from a variety of training options moving forward.

• National IT staff (all) has completed Personify Training.

• Chapter Services staff will complete Personify training 2/19-2/21.

• Training manuals and webinars are being added and updated regularly.

AMS UPDATE AND DRAFT IMPLENTATION PLAN

Addressing Key ConcernsCustomer Service / Communication• IT Director on board to coordinate all IT activity and ensure solid

customer service to all.• Chapter Services staff will be assisting with the project. They will:

– serve as resource to identify differences in chapters existing operations that need to fit into the locked down system.

– send monthly emails to all chapters with updates.– make weekly/bi-weekly calls to Personify chapters to support them through roll-

out.– support training side by answering basic questions on the database.

• Expectations for chapters and national will be defined pre-rollout through a project kick off meeting and signed Letter of Understanding developed by National staff and existing Personify chapters.

• Tech.abc.org is the go-to place. It will house ongoing status updates for chapters in addition to training resources and ticketing system. We are driving all chapters to ticket system to track resolution of issues.

AMS UPDATE AND DRAFT IMPLENTATION PLAN

CONFIDENTIAL WORKING DOCUMENT

tech.abc.org

tech.abc.org

CONFIDENTIAL WORKING DOCUMENT

tech.abc.org

• Locked down system is a “standard” system that will be rolled out to all interested chapters.– What we thought was a standard system in the beginning became

very customized for chapters.– Customized system isn’t affordable.

• Expected to meet 80% of a chapters core needs from the database.

• A stabilized database environment eases the migration process and user adoption.

• Future enhancements, expansion, and development will come down the road after Personify has replaced Access.

• Training chapters on Data Analyzer to build custom reports that are meaningful to individual chapters.

What is a “locked down” system?

AMS UPDATE AND DRAFT IMPLENTATION PLAN

Locked Down Personify Database

Mission Critical Activities/Processes Related Modules in Personify Number of Related Reports

Membership Dues Renewal, Billing and Remittance Personify 360 CRM 16

Customers

Orders

Meeting Set Up and Registration Personify 360 CRM 6

Products

Analytics

Marketing List Generation Analytics 1

Member Directory Personify 360 CRM 9

Customers

Analytics

Financial and batch systems Analytics 11

Products

Locked Down System Includes

AMS UPDATE AND DRAFT IMPLENTATION PLAN

Additional Rollouts funded by Board 1,750,000.00$

To date:Rollout Group 2 (139,548) Staff (PM, Help Desk Support) (124,319)

December 31st Remaining Balance 1,486,133$

Personify Costs

AMS UPDATE AND DRAFT IMPLENTATION PLAN

• 60 chapters participating (Could be less)• $1.486 M Budget (at 12/31/2013)• Migration of only basic customer demographics for

members• Transactional, meetings, prospect and other

customer data will be entered by the chapter end users

Personify Rollout: Key Assumptions

AMS UPDATE AND DRAFT IMPLENTATION PLAN

• Locked down system. • Changed implementation based on lessons learned.

– Training options – Different data conversion strategy

• Involved Chapter Services to help with communication and thinking through chapter use and intricacies.– 3 of 4 chapter services staff came from chapters.

• Built an implementation plan that respects budget.– Currently reviewing workplan by the Steering Committee and existing chapters

for feedback. • Hope to begin rollout groups of three chapters beginning in early March.

As soon as we can hire a business analyst to support a second group of three, that group will begin.

• Executive Committee has reviewed workplans for various rollout scenarios, talked in depth with chapters and staff, reviewed all spending on the project since inception, and given Management the green light to proceed.

Executive Summary

AMS UPDATE AND DRAFT IMPLENTATION PLAN