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Sally Kleinfeldt's presentation at the Plone Conference 2008 in Washington DC about using Plone, a leading open source content management system, to run a small business.
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Running a Small Business with Plone
Sally Kleinfeldt, Jazkarta
Jazkarta
• Open source technology web applications
• Hosted solutions, consulting services, training and support
• Plone, Zope, Python experts
• Three full time, 5+ part time staff
• Staff distributed across multiple locations
Plone Is Our Business
• Our income is mostly from Plone-based products and services
• We use our own products and services to run our business
Aspects of Running a Business
• Operations
• Marketing/Sales
• Customers
Operations
• Finance, records
• Quickbooks (traditional)
• Day to day work environment
• Home offices, shared work spaces (no bricks and mortar)
Work Environment
• Distributed work environment makes communication and collaboration key
• Chat
• Calendars
• Document management
Google Apps
• Jazkarta.com domain
• Gmail, chat, calendar, docs/spreadsheets, sites, start page
• Search across all personal content
• Standard Edition free, Premier Edition $50/user/year
• Education, non-profits get special deals
Gmail:Good UI, Great Search
Google Calendar:Supports iCal Standard
Google Docs:For Staff & Customers
Google Docs:Collaborative Editing
Google Docs:Spreadsheet to Form
Google Docs:Offline with Gears
Dropbox:Shared Filesystem
Google Start Page: Personal Dashboard
Google Sites:Company Intranet
Google Apps
• What does this have to do with Plone?
Google Apps + Plone
• Rich APIs for integration
• Embed a Google Doc form on a page
• Import Google Calendar to Plone Calendar
• More examples later
Marketing & Sales
• Internet plus word of mouth
• Website
• Ads
• Emails
• Managing customer relations
• Managing sales
Website:Plone
• Full featured content management system
• Rich content with a marketing slant - products, services, news, team, case studies, newsletters, blog posts, etc.
• Many add-ons
• Secure, robust
• Plone provides our public persona
Plone Hosting
• Requirements
• Reliability
• Scalability
• Ease of management
Plone in the Cloud
• Hosted on Amazon EC2
• Buildout and fabric for deployment
• Data.fs and Apache logs use Elastic Block Storage
• Backups use S3 storage
• 5 virtual servers: Apache/Pound/Varnish, ZEO, 3 clients
Advertising:Google Adwords
Emails:Vertical Response
CRM:Salesforce
• Best of breed hosted solution (SaaS)
• Powerful API that promotes integration
• Manage contacts, leads, accounts, campaigns, business opportunities
Salesforce Out of the Box
• Gmail - email Contacts
• Google Docs - associate proposals, contracts with Accounts
• Google Adwords - integrate with Campaigns
• Vertical Response - email Leads
• PayPal - pay for products
Salesforce + Plone
• Salesforce Connector
• PloneFormGen
• SalesForceAdapter
• For details see Andrew Burkhalter’s talk at 9:30 Thursday
Plone - Salesforce - VRExample
• Plone form to capture prospective customer’s interest
• Data goes into customized Salesforce Lead
• Add Leads to Campaign
• Send targeted information to Leads - training announcements, product announcements, newsletters
Customers
• Flexible scope projects using agile methodologies
• Multiple customers, projects, developers, project managers
Project Management:ClueMapper
• Super-charged Trac across multiple projects
• Hosted on Amazon EC2
• Personal dashboard showing all projects
• Enhanced web-based management
• AJAX UI for entering time
• Lightning Talk today
ClueMapper:Future Plans
• Integrate with 3rd party time tracking products
• Harvest (Hosted solution)
• SlimTimer (Trac plugin)
• Integrate time tracking with QuickBooks
Conclusion
• Plone + Salesforce + Google Apps + ClueMapper makes a powerful combination
• Use Plone for the things it does well
• Integrate other best of breed components
• Choose the right tool for the task
Questions?
sallly@jazkarta