Zoom Logo

W300: EASY STEPS FOR A DIY TECH ASSESSMENT - Shared screen with speaker view
Cynthia Owens
26:14
CAE credit, please
Eric Rossen
26:15
Eric Rossen - CAE credit
Jeff Spindler
26:37
No CAE credit for me.....
Kate Coffey, UST
27:04
Ask the Audience for CPE/CAE Credit!
Catherine Stewart
27:28
Best practices and perhaps an aha! moment
Cybil Lovas - PIIAC
27:29
Mostly here for CAE credit.... nothing specific
David Fitzsimmons
27:31
A good checklist or overview of which IT areas to assess
Tami Lutzi
27:42
Always looking for ideas to streamline/simplify our IT, particularly with our small staff.
Cynthia Owens
27:46
a general overview
Jim Riley
27:52
Just learning what I should be looking for on the tech side of things.
Beth Roach
27:52
Nothing specific
Brad Wilder
27:53
Ideas to make a first pass analyzing tech issues before bothering IT staff for their time
Eric Rossen
27:58
Nothing in particular - just open mind
heba.ahmed
28:34
steps for best practices and what to look for in particular
Brian Willard
28:35
At a new organization, what should I start with in doing an overview assessment.
Sara Taylor
28:58
Best practices
Brian Green
29:39
Ideas for what I can be doing internally because we can't always afford a consultant
Abby Blocker
29:50
Just open mind, nothing specific
Kate Coffey, UST
33:02
Q1 for CPE/CAE Credit
Tami Lutzi
33:41
Event registration issues.
Sara Taylor
33:42
Website issues - access to our LMS or general ability to log in
Eric Rossen
33:43
Probably finding what they need to find. Our search function leaves a lot to be desired
Brian Willard
33:48
Not intuitive for our members
David Fitzsimmons
33:50
Our e-business payment site is outdated. You need a username and pw to pay a bill.
Cynthia Owens
33:51
out-dated website
Abby Blocker
33:51
Gotten most comments on event registration
Jim Riley
33:54
Forgetting their login information so they just create new accounts and we wind up with duplicate accounts.
Catherine Stewart
33:54
Outdated technology- in the process of launching new AMS
Jamie Lewis
33:57
we hear that they have trouble finding the resources we provide them
Brian Green
34:04
Front-facing AMS pages are not user friendly
Beth Roach
34:13
Event registration issues
heba.ahmed
34:17
not user friendly
Brad Wilder
34:33
Navigating menus and sub menus around the site
Cybil Lovas - PIIAC
35:28
Tough to say... We have tried to get new technology introduced... forums for example and our members refuse to use them. Even thuhg they asked for them.
Kate Coffey, UST
57:23
Q2 for CPE/CAE Credit
Brian Willard
57:40
Opportunistic
Tami Lutzi
57:41
Repeatable
Beth Roach
57:45
Repeatable
Brian Green
57:45
Repeatable
heba.ahmed
57:45
opportunistic
Jamie Lewis
57:47
repeatable
Cynthia Owens
57:54
repeatable
Abigail Gabbard
57:54
opportunistic
Abby Blocker
57:55
Repeatable
Sara Taylor
57:56
repeatable
David Fitzsimmons
57:58
We are somewhere in the middle... not cutting edge, except on some meeting technology
Cybil Lovas - PIIAC
58:01
opportunistic
Jim Riley
58:03
Repeatable
Catherine Stewart
58:10
repeatable
Eric Rossen
58:13
Repeatable/Opportunistic
Brad Wilder
58:16
Moving toward managed
Jeff Spindler
58:20
Repeatable
Brad Wilder
59:00
Lots of effort to get there over years
Tami Lutzi
59:03
Staying neutral is very difficult.
Jay Daughtry
01:00:34
Good point, Tami. If you're not moving forward, you're probably moving backwards.
Tami Lutzi
01:02:45
Exactly, Jay. And making everyone understand that while not appearing to favor one party over another is a minefield. I always try to approach it as what is best for the entire organization.
Jay Daughtry
01:05:37
I can appreciate that, Tami. If everyone approached it this way and was less territorial about their department, programs, etc., organizations could better serve their members in a holistic way.
Eric Rossen
01:17:31
How do you manage differing opinions on even prioritizing the themes? or categorizing them? I can see a possibility where some people feel very strongly about something they experience or identify, and jostle for position as a priority.
Kate Coffey, UST
01:29:13
Q3 for CPE/CAE Credit!
Jim Riley
01:29:24
All Staff have input, but CEO has final say
Cybil Lovas - PIIAC
01:29:29
Executives mostly
Beth Roach
01:29:30
All staff
Sara Taylor
01:29:30
I have input along with key staff members
Eric Rossen
01:29:33
Multiple staff, including executives and various staff that interact with the technology in a meaningful way
Tami Lutzi
01:29:36
All staff, but we're very small.
Catherine Stewart
01:29:39
Senior management but BOD has to approve investment
Brian Green
01:29:42
All staff to some degree have input. Decisions are made at the executive level
Eric Rossen
01:29:43
but probably not ALL staff. I imagine depends on the staff size
Tracey Powell
01:29:43
A mix - depends on the department using the certain platform
Jeff Mertens
01:29:45
Mostly IT and executives, but some staff.
David Fitzsimmons
01:29:47
Manager level staff and execs
heba.ahmed
01:29:53
executive director and directors
Brad Wilder
01:30:03
relevant staff, member focus groups, governance committees if it affects them
Abby Blocker
01:30:12
Relevant staff
Cynthia Owens
01:31:01
All staff and leaders
Catherine Stewart
01:39:17
Better integration between platforms
Cybil Lovas - PIIAC
01:39:18
training
Sara Taylor
01:39:19
Training
Eric Rossen
01:39:22
Broadly speaking, probably focus more on seamless integration
Brad Wilder
01:39:22
More mobile friendly
Kate Coffey, UST
01:39:22
Q for CPE/CAE Credit!
Tami Lutzi
01:39:25
Make it more user friendly for our members.
Abigail Gabbard
01:39:26
more training
Jim Riley
01:39:28
Make sure that all technologies talk to each other so all data is up to date across all platforms
David Fitzsimmons
01:39:30
finding better ways for 3rd party products to tie into our AMS system
Brian Green
01:39:30
More user friendly
Tracey Powell
01:39:31
@Catherine - yes, integration between platforms - we use too many that do the same thing
heba.ahmed
01:39:33
better planning
Jeff Mertens
01:39:34
Realistic timelines
Cynthia Owens
01:39:41
whatever prevents us from updating the website
Abby Blocker
01:39:43
More user friendly
Beth Roach
01:41:10
Integration
Jay Daughtry
01:41:30
SOPs- Standard Operating Procedures
Tracey Powell
01:42:50
A really great tool I found for SOPs is Tango - it has a web browser extension where when turned on, it captures step-by-step actions from different web browser windows. Completely free, but the pay-to-play version lets you capture all mouse clicks across your desktop (puylling Excel reports, formatting Excel doc, etc.)
Tracey Powell
01:43:17
https://www.tango.us/
Julie Duncan, UST
01:43:36
@Tracey - this is great info! Thanks for sharing
Tami Lutzi
01:43:42
Tracey - You are right. Tango is fabulous.
Jay Daughtry
01:43:53
Great tip on what sounds like a fantastic resource, Tracey! Thanks for sharing the link as well.
Sarah Manning
01:44:08
Iorad sounds similar to tango, has a browser extension and is free at the basic level
Sarah Manning
01:44:23
https://www.iorad.com/
Tracey Powell
01:44:40
Absolutely, ever since I found out about it, I've been promoting to everyone and anyone.@Sarah - yep, I've heard of Iorad, also! Very similar to Tango
Jay Daughtry
01:45:26
Great to know about this tool as well, Sarah! Thanks for highlighting Iorad!
Jay Daughtry
01:48:26
If you have additional questions after this session: www.dennison-associates.com, vanessa@dennison-associates.com, jay@dennison-associates.com
Jim Riley
01:49:45
!!!!!!
Abby Blocker
01:49:52
Thanks a ton!
David Fitzsimmons
01:50:02
Very good... but overwhelming!
Brian Green
01:50:03
Thanks! Very helpful!
Tracey Powell
01:50:04
Absolutely! Yes! I'm so task-oriented that the 7 tips list is SUPER helpful for me.
Eric Rossen
01:50:12
This all seems very logical, yet very helpful to just have it all laid out
heba.ahmed
01:50:12
great tips thanks
Jeff Mertens
01:50:14
Thank you.
Tracey Powell
01:50:14
I love word clouds!
Tami Lutzi
01:50:22
Thank you, Vanessa - I appreciate your time and willingness to share!
Jim Riley
01:50:56
Thank you.
Catherine Stewart
01:51:05
Thanks for addressing not only the process, but the human factor and how to deal with roadblocks, etc.
Cybil Lovas - PIIAC
01:51:24
a lot of great info! thnk you!!
David Fitzsimmons
01:51:32
Time to get started with an assessment
Brad Wilder
01:51:44
Important to align everything with strategy
Tracey Powell
01:51:46
Prioritizing - what's important, what's not, filtering it out, and making sure it's all agreed upon
Jim Riley
01:51:48
Be informed and then be decisive!
Tami Lutzi
01:51:49
The structure Vanessa presented is extremely helpful.
Brian Green
01:51:50
When interviewing staff, remember to ask what's working well in addition to what needs improvement
Catherine Stewart
01:51:51
Takeaway - great roadmap to assess next steps
Beth Roach
01:52:00
Great guideline for doing a tech assessment
Beth Roach
01:52:42
I have to jump on another call. Thank you
Eric Rossen
01:52:54
I appreciate the very useful tips here. Now we just have to go ahead and do it
Kate Coffey, UST
01:53:12
https://ustranscorp.hubspotpagebuilder.com/symposium-registration-1