PICnet CEO Ryan Ozimek gives CMS/CRM talk to OneWorld members

OneWorldIn an effort to help spread the word of open source content management systems (CMS) and constituent relationship management systems (CRM), I was asked to give a talk at OneWorld on March 28, 2007 to the OneWorld Peer Learning Exchange. Roshani Kothari from OneWorld was gracious enough to write up some great notes on it (see below) as well as post a podcast of this.

Listen to the MP3 of the talk

Thanks to Roshani for her hard work to make these OneWorld Peer Learning Exchanges occur, and to my co-presenters Alan Rosenblatt and Guy Stevens for their contributions.

Notes from OneWorld Peer Learning Exchange on March 28, 2007

Key terms Interoperability – Share data between applications. Connecting all these things together, not keep them in silos. http://www.integrationproclamation.com/ Open api-application programming interface, way in which applications talk to other applications, ask vendors if they are going to open their apis, so your open source and closed source tools can talk to each other. Dotorganize.net – Report on the systems trying to better integrate with each other.

Hosted open source cms solutions

http://www.nonprofitsoapbox.com/

http://www.bryght.com/

Meeting Handout The World of CMS and CRM tools: The Big Picture

Ryan Ozimek Chief Executive Officer PICnet (www.picnet.net) cozimek@picnet.net 202-585-0239

A 30,000 Foot Overview

Three main types of online tools for managing content and data communications:

  • Mass communications – Content Management Systems (CMS)
  • Database repository – Constituent Relationship Management (CRM)
  • Action center – Advocacy Toolsets

Some examples:

CMSes: Joomla, Drupal, Plone, ezPublish, CrownPeak

CRMs: Democracy in Action, GetActive/Convio, Kintera, eTapestry

Advocacy: Democracy in Action, CapWiz

Other tools to consider:

  • Intranets
  • Email blasting
  • Donation management

A Lessons Learned Story: Women’s Edge Coalition

Challenge: Organization had an inflexible, difficult to manage Web site, and was looking for a solution that would provide them more control of the site. Additionally, as a membership based organization, they wanted to have an online repository for their member data.

Solution: After a thorough discovery process, with due diligence across CRM and CMS systems, WEC choose to go down an open source CMS route utilizing Joomla (www.joomla.org) as well as Democracy In Action (www.democracyinaction.org).

Road Map: During the proposal process, WEC aligned budgetary, executive needs, and business logic to arrive at their solution. The process was a two part system, with CRM and CMS development working in parallel. WEC choose a CMS that provided a road map to integration with their selected CRM system, which was critical for future development.

Resources

http://www.idealware.org http://www.techsoup.org http://www.nonprofitmatrix.com http://www.opensourcecms.com/

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This entry was posted on Monday, April 16th, 2007 at 7:00 pm and is filed under CMS, DIA, Joomla, Non-Profit Soapbox, nptech, open source. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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