Shared Access

better access, better service

Introductions

EvanstonBusiness Sponsors: Peter Markos

Michele BergBusiness Visionary: Laurie McCarthyBusiness Ambassador: Stephanie Kuta

Chonticha YuraiTechnical Coordinator: Kinnar ShahProject Manager: Jon Carlisle

Introductions

PuneProject Mentor: Sunil RowProject Lead: Milind KulkarniSolution Tester(P): Sachin Petkar

Vaishali GosaviSolution Developer(P): Kishor Patil

Yogesh YeoleVaibhav Gurav

Introductions

Other RolesA different Communication Coordinator will

be assigned every increment. Yogesh Yeole will be the Communication Coordinator for the first Increment.

Stephanie Kuta and Jon Carlisle will act as temporary Business System Analysts.

Introductions

Business Advisors Sanna Lerenman (DS) Pamela Carasquillo (One Rotary) Elsa Sanabria (Presidential Services) Lisa Silberstein, Adam McCormack, Hilary Leav, and Erin Woodard (Future Vision) Jen Deters (Membership) Steven Solomon (Fund Development) Koko Dobbs (IM) Mike Novak (IS Operations) Katie Nichols (RI Programs) Lori Gattorna (Finance) Liz Lapp (RCC and LE & T) Maureen Ninneman (Legal) David Ortner (CC) Kristin Brown (Showcase and Member Profile)

Introductions

Steering CommitteePeter MarkosViji VennelakantiLaurie McCarthyMichele BergJoseph Brownlee

Shared Access Success

Success

Shared Access Success↑Access ↑Flexibility ↓Risk ↑Speed ↑Ease of Use

Goal 1: Provide more access to Rotary's data for Rotarians and non-Rotarians.

Objective 1: Increase registered MAP Users access to data and functionality. Measure 1: Existing functionality will be clumped together into a number that is

20% less than the current number. Measure 2: 100% of registered MAP Users will have access prior to and after their

term of service.

Objective 2: Delegation will allow new MAP users to access Rotary data. Measure 1: A report is provided showing new MAP users that accessed Rotary data.

SuccessShared Access Success↑Access ↑Flexibility ↓Risk ↑Speed ↑Ease of Use

Goal 2: Provide a transparent system for accessing MAP. Objective 3: Provide an audit trail that is tied to an individual record. Measure 1: A report showing which individual made updates or added relevant data is

available to MAP Users and RI Staff.

Objective 4: Continue to protect personal and private data. Measure 1: 100% of a MAP User’s donor report and My Account functionality (password,

secret questions, etc.) are not available to a delegatee.

Objective 5: Prevent specially flagged records, i.e. "bad apples", from access to Rotary's data. Measure 1: Registered MAP Users that are known offenders of Rotary’s policies are not able

to access any Rotary data beyond their My Account functionality and their donor report. Measure 2: These offenders are blocked from participating in the delegation process.

Shared Access Success↑Access ↑Flexibility ↓Risk ↑Speed ↑Ease of Use

• Goal 2: Provide a transparent system for accessing MAP.Objective 2: Delegation will allow non-registered MAP users to access Rotary data.

• Measure 1: A report is provided showing non-registered MAP users that accessed Rotary data.

Success

Shared Access Success↑Access ↑Flexibility ↓Risk ↑Speed ↑Ease of Use

Goal 3: Simplify MAP access. Objective 6: Simple updates made to roles or functionality (i.e. name change,

adding/removing access, etc.) will be streamlined. Measure 1: Adding a new role, deleting a role, or updating access rights of role will take less

than 5 business days with minimal or no IT involvement.

Objective 7: Staff will be able to easily understand which role has access to data and functionality in MAP.

Measure 1: A simple report will be provided depicting roles and functionality.

Objective 8: Shared Access will provide improved customer service. Measure 1: Less time is needed to support MAP inquiries. Measure 2: CAM tool is retired.

Shared Access Success↑Access ↑Flexibility ↓Risk ↑Speed ↑Ease of Use

• Goal 2: Provide a transparent system for accessing MAP.Objective 2: Delegation will allow non-registered MAP users to access Rotary data.

• Measure 1: A report is provided showing non-registered MAP users that accessed Rotary data.

Success

Shared Access Success↑Access ↑Flexibility ↓Risk ↑Speed ↑Ease of Use Objective 9: MAP access will be independent of legacy Oracle tables. Measure 1: MAP oracle tables will no longer be necessary.

Objective 10: Delegated functionality allows for simple integration with other enterprise applications.

Measure 1: Shared Access will work with existing and future applications. Objective 11: 98% of the time, MAP Users can delegate their online access to anyone within

five minutes. Measure 1: 2% of MAP Users (Currently, this percentage translates into 4k MAP Users

receive an error message when attempting to delegate.) Measure 2: A report is provided that shows which MAP Users delegated their on-line access.