Quick recap
The meeting focused on rescheduling committee meetings and discussing platform access issues with Higher Logic, particularly regarding member onboarding and community management. The team explored options for a new technology roadmap, including potential replacements for Higher Logic and the creation of a public-facing member directory. They also discussed platform limitations, the need for better reporting capabilities, and the importance of maintaining clear communication about any changes to the charter and community settings.
Next steps
Summary
Meeting Rescheduling and Charter Discussion
Anne suggests rescheduling the meeting due to Steve's absence and a conflict with the membership committee meeting. She proposes using the current time to discuss the charter and for Todd to update Robert on the Board retreat outcomes. Anne also provides an update on Steve's wife's health, mentioning that she has completed radiation treatment and has received excellent medical care for her condition and compromised immunity.
Technology Roadmap and Membership Systems
Anne presents an initial agenda and discusses the need for a technology roadmap, focusing on replacing Higher Logic within the next year. The committee will explore options for an all-encompassing system like Glue Up or a separate learning management system (LMS) that integrates with a membership management system. Anne also mentions the need for help with onboarding new members and cleaning up security and user groups in Higher Logic. The group discusses creating a public-facing directory of member firms, deciding to list firms rather than individuals to prevent headhunting. They agree on including information such as location, contact details, solution types, and industries in the directory listings.
Higher Logic Admin Access Discussion
Anne adds Todd as a super admin in Higher Logic, granting him access to explore the platform. The group discusses meeting at Sage Future, with Anne suggesting they get together since Todd will be nearby. They also plan to cover Higher Logic navigation and profile completion at the upcoming Town Hall on the 25th. Anne emphasizes the importance of all three committee members, including Steve, being present for meetings due to the small group size and tight timeline, and suggests exploring scheduling options.
Monthly Meeting Rescheduling Agreement
Anne proposes rescheduling the meeting to the fourth Wednesday of every month, specifically June 25th, at either 3 PM or 4 PM Eastern time. Todd and Robert agree that this time works for them. Anne plans to confirm with Steve and move the meeting accordingly. The group also briefly discusses the challenges of time zone conversions and the potential elimination of daylight saving time changes.
Higher Logic Platform Review Meeting
Anne and Todd discuss the use of Higher Logic, the community platform. They review the current automation rules and reports, noting that some are active but conflicting. Anne expresses a desire to clarify the process for onboarding new members and adding them to specific communities. They also discuss the limitations of the platform, including the inability to easily download certain reports without paying extra. Robert provides historical context on the platform's development and use. The group considers scheduling a call with Higher Logic to discuss how they can better utilize the platform, given their current needs and frustrations with its limitations.
Comprehensive Firm Membership Reporting Solution
Anne explains that the current system doesn't allow for easy viewing of individual members under firm memberships. Todd and Anne clarify that they need to see both the number of seats a company has purchased and the individual users occupying those seats. Robert suggests that this information should be linked in the system. The group agrees to combine two separate reports - one showing companies with their seat counts and another listing individual members - using Excel functions like VLOOKUP or Power Query to create the desired comprehensive view.
Segmenting Communities for Different Needs
Anne discusses the need to create separate groups for Sage 100 and Intact communities, as their needs are different. She proposes starting with two groups for Intact: an Advisory group and an Intact user group. Anne mentions potential breakout groups for Intact, including technical support, APIs, and reporting tools. The team also discusses community types, auto-subscription for notifications, and the possibility of setting up a demo call with Higher Logic. Todd explores the topic community settings related to digest emails, and Robert notes that their community engagement is high per capita. The conversation concludes with a brief discussion about microsites as a potential solution for creating separate landing pages for different user groups.
Community Engagement Champion Strategy
The team discusses the need for a champion or group of champions to drive community engagement, similar to Wayne Schultz's role in another community. Anne mentions that an Advisory Board will create concepts and help identify high contributors. Todd is tasked with reviewing and potentially updating the charter on Higher Logic, with Anne emphasizing the importance of communicating any changes to the team. Anne also warns about the risks of accidentally deleting content on the platform, as there is limited backup functionality.
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