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Heather Dooley

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by

James Carlson

on 18 December 2013

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Transcript of Heather Dooley

Heather Dooley
Optimize School Factory System
Create CloudCoStuff
Input - craving to know, collect, archive infos
Achiever - stamina, hard work, busy, productive
Strategic - alternative ways to proceed when faced with any given scenario
Empathy - sense feelings of others
Intellection - brainiac

E. Schools
S. Federation
BucketB, Inc.
OpenAtrium
"CloudCo Stuff, Inc."
OpenAtrium
The System
Consulting
Tool
$
$
$
Problem statement:
Customers who buy consulting services have trouble distinguishing us from a 'tool company'
Clear separation between value props
Development of infrastructure / system to enable company to function
Simplified corporation
Gather external investment (from existing customers) to support new development
Problem statement:
SF operations are handled by part-time volunteers who are only dipping into the workload when it fits, and dealing with whatever balls come at them ad-hoc
Effective management of funds for ~80 programs
Tracking, allocation, management
Communications / updates
Doing this well makes all the places do well
Stabilize:
Documentation
Operations
Finance
Programming
AUGMENTS: CRM
ALIGNMENT: BOARD
directly affects 80-100 people
directly affects 2000 people
ultimately affects the galaxy
ultimately enables healthier companies/orgs
Stakeholders & Roles
James - Sponsor & School Factory Process Owner / Carry-out
Jenn - School Factory Process Carrier-outer
Tim - Bucketworks Process Owner / Customer
Heather - Project Lead
???

Milestones
Cohorts model for new programs / spaces is developed
Payment systems are created and implemented
Reporting is implemented and regular
Disbursements are taking place like clockwork
We have a national bank provider with effective online access and management
Expense tracking and reimbursement systems are in place
Goal/Mission Statement
"Do what we are currently doing, but super efficiently"
James:
Live customer service
Coaching
Consulting
Process
Growth
Emergencies
Programming

Jenn:
deposits
accounting
compliance
disbursement
online service
Project Benefits
Quality: we have the trust of the 'open source place / program ecosystem' for supporting their operations
More spaces / programs continue to engage: 4-8 month
Recovered trust with 'the burned'
Blocking / tackling of reimbursements and receipts is painless, invisible for both us and customer
Quantitative:
Disbursements take place 2x / mo
Quarterly reports take place 4x / year
Tax filing info done in Jan
Revenues for 10% remain ~steady
Reduction in 'customer service' requests and inquiries
No programs leave during the project
Donors get receipts within X days of their contribution
We are able to effectively process non-monetary but cash value contributions: stocks, deeds, capital
National banking system or infrastructure
Out of Scope / Future Projects
Programming improvements and operations
Partnerships and 3rd parties not directly related to fiscal sponsorship
Anything not related to moving, tracking, and reporting on the flow of funds
Risks:
Availability of James
Need to improve the system while keeping the system working
Banking system
Members don't like change?
Milestones:
Cloud Corp is open
Cloud Corp has internal operations for payment, invoicing, customer tracking set up
Support and improvement processes exist
Measures are in place for performance (money, tech)
Reporting, updates
Internal communications infrastructure
Well-thought-out gateway to 'consulting' from the cloud piece
Develop pricing and service model
Critical existing customers are transitioned to new company
Marketing campaign is released and completed
Project Benefits:
billable from different cost centers
Regular hosting income
Separation of tech platform development from culture platform development
can more easily get outside investment
Eliminate customization
Risks:
Can't transition customers
No one buys it in the cloud
No one likes Atrium 2
This doesn't work
Lack of funds from consulting to pay for development
Stakeholders and Roles:
James: Customer Relationships Owner, Architect / Product Strategy Owner
David: Lead Developer, Technical Implementation Owner
Jenn: Customer Support / responsiveness
Out of Scope:
Development of training / tour materials for new Atrium users
Training / workshops for existing customers
Development of marketing materials and components
CloudCorpCo
BB
BW
SF
SF National / International Contacts
visited for a program
became a member
is a donor or supporter
hardly ever -- shorewood contract
CRM Integrations
Atrium: collaboration
Salesforce: CRM
Quickbooks: Accounting
Google Docs: "Q drive"
Dropbox: Assets for clients
Paypal, Amazon Payments, Intuit
Proposable: Proposals
Vimeo: Video
Google Hangouts:
Godaddy/Dotster: domains
Gotomeeting: conferencing
Surveymonkey
Campaign Monitor / Mailchimp: email campaigns

Tools
Full transcript