Changes between Version 16 and Version 17 of projects/crm_review/features


Ignore:
Timestamp:
Jun 13, 2008, 1:14:41 PM (13 years ago)
Author:
Jamie McClelland
Comment:

first crack at re-organization

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  • projects/crm_review/features

    v16 v17  
     1[[PageOutline]]
    12= MFPL/PTP CRM Review project Features =
    23
    34This page will list the features we will be focusing on for the [wiki:projects/crm_review MFPL/PTP CRM review project].
    45
    5 The features, in no particular order:
     6== Phase 1 Features ==
    67
    7  * Multi-site access
    8 
    9  * Exporting sets of data is reasonably easy
    10 
    11  * Flexible reporting  - users can create reports
     8=== Member data collection and reporting ===
    129
    1310 * Track membership dues, flag “expired” dues payments
     
    1815
    1916 * Ability for users to create complex reports (and the queries that generate them).  Example: pull a list of all members in 55104 zip code who were rated 3 or higher when we went door to door about the housing campaign
    20 
    21  * Ability to define levels of access - enable certain login IDs to have read-only access, others to have limited read or read/write access, others to have unlimited access
    2217
    2318 * Track willingness to volunteer for particular tasks (phoning, door-knocking, mailing, etc)
     
    3732 * Track/assign primary staff contact
    3833
    39  * Track issue interest in general (housing, education, etc)
    40 
    4134 * Track campaigns and member's interest in campaigns (no on 98 campaign, Light Rail CBA campaign, etc)
    4235
     
    4942 * Track events – ability to track the details associated with event venue, costs, etc as well as ability to track individual’s disposition on the event (contacted, confirmed, attended) and ability to work with event as whole – view contacts for the event
    5043
    51  * Standard outputs – labels, letters, phone sheets, walk sheets, lists of emails (or connect to external email sending program)
    52 
    5344 * Track history of contacts with a person
    5445
     
    5950 * support more than one address per contact
    6051
     52 * users can learn how to add fields if necessary
     53
     54 * track organizations
     55
     56 * track people at organizations
     57
     58 * Assign issues to events, campaigns, etc. (rather than assign interest issues to individuals, assign them to the campaigns and events that they might attend, then calculate their interests based on their activity).
     59
     60 * Add interest level
     61
     62=== General Reporting/Exporting ===
     63
     64 * Exporting sets of data is reasonably easy - most or all reports that show data on screen have an option to download the on screen data in CSV or similar format.
     65
     66 * Flexible reporting, advanced  - an interface is available for advanced users to create reports based on arbitrary search fields and output fields. This feature will sacrifice ease of use for flexibility, requiring users to understand the underlying table/field schema.
     67
     68 * Flexible reporting, beginner - an interface is available for regular users to choose from a reasonable set of pre-defined search and output fields presented in a way that makes sense to users.
     69
     70 * Standard outputs – labels, letters, phone sheets, walk sheets, lists of emails (or connect to external email sending program)
     71
     72=== Access/Controls ===
     73
     74 * Multi-site access - the database is fully functional via a web browser over the Internet (or via a similarly available and free client program).
     75
     76 * Ability to define levels of access - enable certain login IDs to have read-only access, others to have limited read or read/write access, others to have unlimited access
     77
     78 * accessible via "mobile web" devices
     79
     80=== Membership metrics ===
     81
    6182 * Capacity to use the contact and event history to calculate a “participation” level and therefore allow a leadership level
    6283
    63  * users can learn how to add fields if necessary
     84 * automatic calculation of "membership level."  Different types of participation are assigned different numerical scores (coming to an event = 1; speaking at event = 3, etc) and the database will automatically calculate a running total of each person's membership level. Or something similar - the goal is to aggregate an individual's participation in a meaningful way to facilitate comparative analysis between people.
     85 
    6486
    65  * automatic calculation of "membership level."  Different types of participation are assigned different numerical scores (coming to an event = 1; speaking at event = 3, etc) and the database will automatically calculate a running total of each person's membership level. Or something similar - the goal is to aggregate an individual's participation in a meaningful way to facilitate comparative analysis between people.
     87=== Usability ===
     88
     89 * Easy and intuitive to use
     90
     91=== Developer/Code ===
     92
     93 * Free software
     94
     95 * Responsive developer community
     96
     97 * Reasonably clean code
    6698
    6799 * includes an open API so that other tools can be integrated
     
    69101 * Programitcally easy to extend
    70102
    71  * accessible via "mobile web" devices
    72103
    73  * track organizations
    74 
    75  * track people at organizations
    76 
    77  * Rather than track interests per member, track interest per event, then track which members attend events based on interest
    78 
    79  * Add interest level
    80 
    81  * Easy and intuitive to use
    82 
    83  * Responsive developer community
    84 
    85 Would be nice (will become necessary):
     104== Phase 2 Features ==
    86105
    87106 * ability to connect to/integrate with social networking sites like Facebook and MySpace
     
    90109
    91110 * relatively easy to import a list that has been enhanced with voter/consumer data
     111
     112== Phase 3 Features ==