IISE Young Professionals Technical Best Practices VOLT 2016

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1 IISE Young Professionals Technical Best Practices VOLT 2016 Jared Dunlap IISE YP President Saturday, May

2 Overview About Me Are there easier ways to assign tasks and manage progress? How can we communicate more effectively? Are there easier ways to manage our website? Are there easier ways to handle payments? How do we efficiently survey our members? 2

3 About Me Jared Dunlap Name: Jared Dunlap Location: Pittsburgh, PA Company: Accenture Work experience spans engineered labor standards, workforce staffing, and process improvements for federal, public safety, and retail clients globally IISE Involvement: YP President Previous IISE leadership positions include; YP President- Elect ( 15-16), Pittsburgh Chapter Secretary ( 13-15), West Virginia University Chapter President ( 12-13) 3

4 Are there easier ways to assign tasks and manage progress? 4

5 Assign Tasks and Track Progress Using Asana Asana is an online project management software that can be used to assign tasks and track progress without scheduling a status meeting or sending an . Asana is free for teams up to 15 people. After 15 people the price is $8.33 (USD) per month. Additional functionality and settings are available with the paid subscription. Benefits of using Asana include: Easily create tasks, set due dates, and assign owners Organize tasks into shared projects Customizable to look and feel however your team wishes Easily share files with team members Effectively communicate with team members on tasks and projects Dedicated mobile application for ios and Android 5

6 Assign Tasks and Track Progress Using Asana Computer Dashboard Task Management 6

7 Assign Tasks and Track Progress Using Basecamp Basecamp is an online project management software that can be used to organize to-do lists, track progress, and interact with team members through messaging features. Basecamp is free for one project. If you wish to use Basecamp for multiple projects the price is $29 (USD) per month. Paid versions of Basecamp include 100 GB of file storage. Benefits of using Basecamp include: Easily organize to-do lists, set due dates, and assign owners Seamlessly assign and reorder task priorities Effectively communicate with team members on tasks, files, and attachments through notes and message boards Upload and store documents with the ability to see change history Effortless registration using a Gmail account Dedicated mobile application for ios and Android 7

8 Assign Tasks and Track Progress Using Basecamp Computer Dashboard Task Management 8

9 How can we communicate more effectively? 9

10 Send Professional s Using MailChimp MailChimp is a useful tool that can be used to create professional s and track open rates across various contact lists. Professional accounts that offer a larger suite of functionality are available for $ (USD) per month. Benefits of using MailChimp include: Large variety of customizable templates available Ability to create templates from scratch Easily import and manage contact lists Track open rates, bounce-backs, etc. Check out this YP mailer that was created using MailChimp! 10

11 Send Professional Event Invitations Using Evite Evite is a social-planning website that can be used to create, send, and manage online invitations. Evite is free if users decide to pick invitations from the library of evite invitations. A premium service that allows users to customize invitations is available, but the price is unknown. Benefits of using Evite include: Large variety of invitation templates available Effortlessly share invitations with friends, family, and colleagues through and social media Automatically send RSVP and event reminders Easily import and manage contact lists Track invitation RSVP s, bounce-backs, etc. The IISE Pittsburgh Professional Chapter utilizes Evite for all events! 11

12 Are there easier ways to manage our website? 12

13 Improve Website Viewing Experiences Using WordPress WordPress is an open source content management system that can be used to create professional websites and blogs. Unlimited website pages and blog posts are free on WordPress. Premium and Business accounts that offer custom domains, more storage space and technical support are available for $8.25 (USD) and $24.92 (USD) per month respectively. Benefits of using WordPress include: Large variety of themes and color templates available Easily add-on widgets and social media feeds Automatically send post updates to social media sites and members through In-depth analytics showcasing what each viewer visits and when Access and edit website/blog content on the go using ios and Android applications Did you know the IISE YP website was built using WordPress?! 13

14 Improve Website Viewing Experiences Using WordPress Post blog posts and associated files Access YP social media accounts using the Twitter add-on 14

15 Improve Website Viewing Experiences Using Squarespace Squarespace is an open source content management system that can be used to create professional websites and blogs. Squarespace is a payment only service. Single page websites cost $5 (USD) per month, multiple page websites range between $12 (USD) and $18 (USD) per month. Business websites with ecommerce capabilities are available for $26 (USD) and $70 (USD) per month. Benefits of using Squarespace include: Large variety of themes and color templates available Easily add-on widgets and social media feeds Automatically send post updates to social media sites and members through In-depth analytics showcasing what each viewer visits and when Did you know that ride sharing company Lyft relies on Squarespace for their website?! 15

16 Are there easier ways to handle payments? 16

17 Handle Membership Payments Easily Using Square Square is a mobile payment service that can be used to collect credit and debit payments anywhere using a mobile application. A transaction fee of 2.75% is applied to each Visa, MasterCard, Discover, and American Express payment. The Square mobile application and reader are free. Benefits of using Square include: Quickly setup and link the square reader with a bank account Accept credit cards anywhere, even when cellular service isn t available Effortlessly deposit payments into bank accounts Provide receipts via or text message Peace of mind with Square s time of swipe encryption Dedicated mobile application for ios and Android 17

18 Handle Membership Payments Easily Using Venmo Venmo is a mobile payment service that can be used to transfer funds between parties using a mobile application. Transferring money using Venmo is free for bank accounts and most debit cards. There is a 3% transaction fee on credit cards and some debit cards. Benefits of using Venmo include: Quickly transfer money to friends, family, colleagues, etc. Easily transfer funds to bank account. Transfers typically require one business day for processing Share messages with payment recipients to simply say Thank You or add personalized messages Securely transfer and manage funds using Venmo Dedicated mobile application for ios and Android 18

19 Differences Between Square and Venmo 19

20 How do we efficiently survey our members? 20

21 Conduct Surveys Effortlessly Using Survey Monkey Survey Monkey is an online survey development software that can be used to create surveys to poll membership bases and analyze results. Basic accounts are free while professional accounts that offer additional analytic features and customer support range from $26 to $85 (USD) per month. Benefits of using Survey Monkey include: Over 15 question types Customizable using organization specific logos and branding Easily import and manage contact lists Effortlessly integrate with partner applications like MailChimp, and EventBrite Seamlessly analyze results Dedicated mobile application for ios and Android Check out this survey that was created using Survey Monkey! 21

22 Conduct Surveys Effortlessly Using Poll Everywhere 22

23 Technical Applications Allow Our Chapters to Work Efficiently and be More Productive! 23