Hello, And THANK YOU for being here for this presentation on the District and Club database. ===== INTRO SLIDE for DaCdb on the screen. First, all the materials shown here and MUCH more are already on-line and can be view or downloaded for your convenience. The acronymn for the District and Club database is DaCdb, and is pronounced daK-dee-bee. So, just go to the web address www.DaCdb.com for a LINK to this material, or go directly to it at www.DaCdb.com/2009. And, here is what that web page looks like. ================next slide Here, you will find links to materials like HOW DO I LOG INTO the RI MEMBER ACCESS database in Evanston Or, HOW DO I use the Club Recognition Summary (aka CRS) report And, of course the materials for the daK-dee-bee system, including today's presentation, are all found on this page. ================next slide Today's presentation consists of a PPT overview, of WHAT the daK-dee-bee system can do for you and your club. And, then afterwards, we will have a Q&A session. PDG Jerry has put index cards out, for you to write your questions, and he will relay those to me. And, there will be more training available to the clubs, on HOW TO put your data into the DaCdb database. ================next slide So, one of my objectives here today is to get you to know and pronouce the NAME of our system. Can you say dak-db. OKAY...Thank you! Last week in Florida, they told me that dak-db was an Indian word: for Where Does ROTARY Meet. ================next slide WHO is Mike Thacker - the developer of DaCdb system. ================next slide We started in my district 7710, in NC in 2004, and we now have over half the districts and clubs in USA ================next slide But WHAT you really want to KNOW is: What's IN IT for ME? RIGHT??? ================next slide A single click solution, that lets you do your Rotary job in LESS TIME and with LESS STRESS. ================next slide The current process my look something like this... And DaCdb is a single click solution...(click for EZ button) ================next slide the EZ button on the "process flowchart slide" ================next slide So, lets get started. You have to LOG IN to USE the system. It is Password and firewall protected, but EZ to use. How many KNOW your Email Address? (show of hands). Ah good. How many KNOW your RI MemberID number? Ah, just what I thought ================next slide How many get the ROTARIAN magazine monthly? Okay, then you now KNOW where to get your RI MEMBERid number. Other places you can get your RI number is from the Club Secretary (Semi-Annual Report), or any mailings you get from The Rotary Foundation. ================next slide YOUR RI MemberID number is just above your NAME on the the mailing label. It is a 7-8 digit number. The "0" is NOT required...however, IF you use it the FIRST time as your PASSWORD, then you MUST use for future log ins to the database. ================next slide Once you log IN, EVERY THING you need to do for your club can be done a SINGLE SCREEN: MY CLUB So, just click that tab: MY CLUB ================next slide And, your CLUB LEADERSHIP is displayed. Has their photo and contact information for each club position. ================next slide Section 1 - Club Information section of MY CLUB This has your club information: Day, Time and Place of your meeting. Links to your club website, MapQuest directions, etc ================next slide And, if you need to CHANGE any of this club information, just click the first PINK button to EDIT CLUB... ================next slide To submit your MONTHLY ATTENDANCE, is just 3 numbers: HOW MANY MEMBERS? 22 The MONTHLY AVERAGE ATTENDANCE percentage: 81.82 And, HOW MANY MEETINGS? 4 Then, simply click - SUBMIT ATTENDANCE REPORT ================next slide to next Section 2 - CLUB COMMITTEES - BOARD of DIRECTORS - FOUNDATION - MEMBERSHIP - Service Projects You can use the PMAIL function here for GROUP communications then look at SECTION 3 - CLUB MEMBERS and POSITIONS You will spend most of your time in Section 3 functions. - Editing Member information, sending PMAILs ================next slide - or Editing CLUB positions (the first PINK button) This is HOW your club leadership gets on the TOP of the MY CLUB page. Just tell the system WHO is your PE, SE Or, if you want to send a broadcast email message to your ALL your club members, just click on PMAIL button, ================next slide Now, you have a choice of "ready to go" templates, such as PMAIL #5, EZ LOG ON for MEMBERS. Other SYSTEM templates here, are - #10 MISSED YOU at our MEETING, - #11 NEW Member PROPOSED notification - or #01 Dear Rotarian, and YOUR OWN MESSAGE We will click on #05...EZ LOG ON for MEMBERS. ================next slide The greeting is PERSONALIZED, to call them by their FirstName or their BADGE NAME, if badge name is in the database. For me, my FirstName is MICHAEL, but it would say DEAR MIKE, because MIKE is my badge name The PMAIL message area can be changed to whatever you need to SAY, or use "as is" ================next slide Then CLICK the SEND button, and everyone in your club, that has a valid e-mail address, will receive YOUR message (and it looks like your personally created the message and sent it to them). This is very POWERFUL communications to call them by their preferred NAME. ================next slide Back in SECTION 3 of MY CLUB - click the EDIT CLUB POSITIONS. ================next slide then you will see your club members, with selection window, to CHOOSE their CLUB POSITION. click OPEN the down down menu of club positon selections And today, we want to make Selby Benton our President-ELECT. So, just click on that position. ================next slide then, with that SINGLE CLICK, here is what the dak-db system did for you. It made Selby the President-Elect, It also gave him LVL-4 (club officer level) access to the dak-db system. ================next slide And it will post him in the Club Leadership, at the TOP of the MY CLUB page. ================next slide And, it automatically ADD them to the distric PE/PETS committee ================next slide And, it automatically SENT this to the RI database ================next slide And, it automatically SENT this to the Official Directory of Club Officers, for the Rotary year beginning on JULY 1. ================next slide ALL WITH A SINGLE MOUSE CLICK ================next slide Back in SECTION 3 of MY CLUB - IF we need to CHANGE a member's information (such as Email address, Phone Number, Mailing Address, etc. just click the EDIT link beside their Name (such as for Selby, our newly minted President-elect) ================next slide Now you see the MEMBER details that can be updated, such as Member TYPE (Active, Rule of 85, Honorary, Guest, Proposed, etc.) AND you can scroll down to through 5 sections of a Member's record...just fill in the blank or correct as necessary. Then when you click the UPDATE button that information is immediately applied to the district database, and SENT to the RI database for you...eliminating multiple maintenance entries. ALL in a SINGLE CLICK. ================next slide Back on Section 3 of MY CLUB, click on the CLUB REPORTS button to produce a multitude of club reports, such as MEMBERSHIP Directory ================next slide Just select your report from the SELECT REPORTS menu. We are choosing #1, Membership Directory with a choice of layout formats... ================next slide We are choosing the most popular layout 6-up, which means 6 Members per page (2 columns, 3 rows) ================next slide and HERE is what our Membership Directory would look like, as VIEWED on the screen...or send it to the PRINTER, if you need a printed version ================next slide OR, another way to get the same information, as MEMBER accessing the system (not a club officer). Just click on the MEMBERS tab, and then the Membership Directory link in the Sub-Menu bar ================next slide And, another useful feature for the MEMBERS, is they CAN check their own DUES and payment information AND their Weekly Attendance information IF your club is using these 2 additional, optional modules...MORE about those functions in a few minutes, but I just want to point out these functions for the MEMBERS That's it for the MY CLUB functions...this is where you view or edit your Club information, Committees, and Members. ALL in just a few clicks of the mouse. ================next slide changing gears now, we have some club and district DASHBOARD functions that use the data that you have entered into dak-db Provides a "graphical" snapshot of your Membership and Attnd. along with LOTS other useful information that is gleaned from the database. ================next slide I am clicking on the HOME tab now, You access the DASHBOARDs, as a sub-menu selection when you first log on, or by clicking on the HOME tab. ================next slide then on the Club dashboard, you will see the graphs for your Attendance by Month, as well as your Membership. Also, on the right side is a list of Categories for your Club - New Members - Terminated Members - Birthdays, Anniversaries, and your Club Calendar of Events AND, all this information is also available for ALL CLUBS on the District Dashboard ================next slide Optional CLUB Premium Modules Switch gears again...everything I have shown you so far, is INCLUDED and PROVIDED by our standard district installation. However, we have a couple of additional modules, that can really HELP your club secretary and treasurer... in LESS TIME and with LESS STRESS Again, these are OPTIONAL modules, and not required to use the system as demonstrated here today. ================next slide Here are the optional modules - Weekly Attendance - DUES and Invoicing - Club Web Site I just want to make you aware of their existence. And, EACH club decides whether or not they need them. ================next slide The FIRST question always HOW MUCH do they cost the club? They are priced at $156/year, per module... plus a one-time setup fee of $197. OR, get ALL 3 for just $349/year, plus a one-time setup fee of $197. WHICH IS a SAVINGS of $120. ================next slide Weekly Attendance...just a couple clicks to add your MEETING It already KNOWS what DAY you meet on. ================next slide ADD Meeting slide ================next slide Then you can do your CHECK-IN, - as a Positive (1-click per, just click on WHO was there) - as a Negative (1-click for ALL, then UNCLICK WHO was NOT) - use Bar Code scanner, which is a Positive check-in ================next slide Then once you are DONE checking IN those who attended, ================next slide YOU could send our PMAIL #10 MISSED YOU message to those ACTIVE members WHO should have attended, in just a couple of mouse clicks. ================next slide read part of the message - SLOWLY ================next slide THEN, after your 4 WEEKLY MEETINGS, you can submit your Monthly Attendance in a single click ================next slide Now, on the MONTHLY SUBMIT screen, ALL those required fields, are ALREADY filled in for you...remember those from our early screen? How many members : 22 Average Attendance: 81.82 How many meetings : 4 So, now it is ONE-CLICK to submit your monthly attendance to the district. ================next slide AND, it immediately gets posted to that MONTH'S Membership and Attendance report ================next slide Entering Makeups and Leave of Absences are by Member selection from drop down menus ================next slide And, when a Member is selected (for a MAKEUP), the system displays a LIST of eligible meetings that can be used for this makeup...you choose the meeting. ================next slide The system correctly calculates your weekly attendance, just by clicking ON who attended. And, IT knows how to calculate the Rule of 85 attendees. IF a R-85 attends, the club gets "additional credit" in their weekly attendance...however, if they do not attend, there is no penalty, as they are excused. ================next slide And, the calculation USED for each week is readily available. That's an overview of the Weekly Attendance functions, just ADD a meeting, and click in WHO was there...the system does the rest of the calculations for you, and propogates them into the Monthly figures for you. ================next slide The next optional module for a club is the DUES and Invoicing functions And, we can produce a ready to send, detailed Member Invoice in just 8-10 clicks ================next slide They can be posted to our Club Accounting system in a single click ================next slide All the Invoices can be PRINTED in a single click ================next slide All the Invoices can be PMAILed in a single click, to all the members with an e-mail address. ================next slide The Club Accounting system is a complete, double-entry system, with its own customizable Chart of Accouts, and Reporting ================next slide So, to produce your Invoice for your next billing cycle (Monthly, Quarterly, Semi-Annual, Annually). Just create a FOLDER for this invoice, just like a manila folder that you write on. ================next slide Then, just SELECT ALL MEMBERS And, then select the CHARGES for this cycle Preview the Invoice to make sure it is what you want. ================next slide show the detailed INVOICE that was generated ================next slide If its good, then just CLICK the POST INVOICES Then you can either PRINT THEM, and/or PMAIL them. ================next slide We can help your club have a WEB SITE that is EZ to navigate, and that has CURRENT information ================next slide Shows a standard web site for Springfield MO ================next slide Our you can choose a more CUSTOMIZED web site, that is tighly integrated with the dak-db database. Like the Coral Gables club. ================next slide And,the Coral Gables club updates their CONTENT every week, using our uPAGE on-line editor. ================next slide -12:55 PM 4/18/2009 Q&A THATS IT...now for your questions. ================next slide - THANK YOU slide Again, thank you for your time and interest in our Dak-db system. And, thank you for letting me "attend" your District Conference/Assembly. ================next slide ================next slide