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Region 4 Meeting TechnologyDeveloping and Implementing a Roadmap

Jeff Manhardt, PMPJune 11, 2016

2Technology: Developing and Implementing a Roadmap

Agenda

• Highlight the development of the PMI Buffalo, NY Chapter’s

technology roadmap

• Feature a facilitated discussion enabling attendees to share and

exchange ideas and best practices

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Developing a Technology RoadmapAssess, Document, Review

• Assess– What tools & applications are being used?

• Document– Current SOPs, processes, requirements

• Review– Are you using the tools & applications you have?– What tools & applications are needed?– Who needs to use?– What technologies are available in the marketplace?– What technologies is PMI Global focused on?– What technologies are other chapters & non-profits using?

Technology: Developing and Implementing a Roadmap

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Implementing a Technology RoadmapStrategic & Tactical

• Strategic– Over-arching themes

• Cloud-based computing• Integration• Efficiency

• Tactical– Quick wins

• Quickbooks – easy to move to cloud-based solution– Connect to strategy

• Google Apps – should connect to themes– Document repository – Email

Technology: Developing and Implementing a Roadmap

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Technology: Developing and Implementing a Roadmap

2010 Roadmap Benefits

Collaboration• Document sharing with & between

Board members and teams• Access from any Internet connection• Enhanced process flow

Tiered Authentication• User role-based authentication

provides the right level of access to volunteers, directors & board members

• All systems deployed going forward will have tiered authority as a requirement

Efficiency• Dashboard provides visibility into all

relevant information• Integrated systems that significantly

reduce rework

Data Integrity• Eases position transition process• Improved audit reporting capability

Cloud-based computing

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Technology: Developing and Implementing a Roadmap

2010 Roadmap Timeline

2010Collaboration solution•Solution would provide collaborative document repository for Board members & volunteers to store all chapter-related documentation• Hosted SharePoint•Google Apps• MS Office Live Beta• Joomla based

CRM Solution• Sugar CRM• Joomla bases

Website upgrade

2011Web-based QuickBooks

& financial reporting

R&D full authentication solution•Dashboard•Cloud based computing•Tiered, role-based authentication•Chapter members single sign-on with PMI.org credentials

•Board members and volunteer access to tools & systems

•Integration of features & functionality

•DEP automation

2012Implement solutions

based on need & priority

R&D•Google Wave•Zoho•MS Office Suite, Dynamic CRM, SureStep

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Membership Marketing Outreach Finance ProfessionalDevelopment

Technology &Business Services

Volunteers Store Front Customer Relationships

Book keeping Event Registration Knowledge Repository

Membership Inventory Alliances Payments Payments Collaboration & Transition

Retention Social Media Prospects Reimbursements Credential & PDU management

Records Audit

Website Portal Analytics & Reporting

Analytics & Reporting

Financial Audit Analytics & Reporting

Website Portal

Analytics & Reporting

Analytics & Reporting

Analytics & Reporting

Technology: Developing and Implementing a Roadmap

2015-2018 Business Capabilities

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• What tools/applications are you using now?

• What’s working well?• What are your challenges?• Does your chapter have someone

specifically focused on Technology?

An Innovative Approach to Programs and Professional Development

Facilitated Discussion – Identify Best Practices and Challenges

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Sharing Ideas & Meeting the Challenges!

• Brainstorm Ideas

• Solutions

An Innovative Approach to Programs and Professional Development

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Resources

• Community Leadership & Region 4 website • Chapter Partner/Administrator/Region Mentor • Birds of a Feather • Website & application provider support

groups

11An Innovative Approach to Programs and Professional Development

Thank You !!!