Distributed Scheduling and Distributed Scheduling and Client Management SystemClient Management System

BIS 412 Systems Analysis & BIS 412 Systems Analysis & Design ApplicationsDesign Applications

Our ProjectOur Project

How we came to know of the Capital Area How we came to know of the Capital Area Pregnancy Center (CAPC)Pregnancy Center (CAPC)CAPC NeedsCAPC Needs– Distributed SchedulingDistributed Scheduling– Client ManagementClient Management– Donor ManagementDonor Management

Alternatives ExploredAlternatives ExploredeKYROS CenterpieceeKYROS CenterpieceFund RaisingFund RaisingImplementation and TrainingImplementation and TrainingReflections on ProjectReflections on ProjectStudent WebsiteStudent Website

CAPC Operation DifficultiesCAPC Operation Difficulties

Hand written & geographically separated Hand written & geographically separated schedulingscheduling

Paper Client FormsPaper Client Forms

Access Database Client managementAccess Database Client management

Hand counted statisticsHand counted statistics

Redundant data and data entryRedundant data and data entry

No standardization of physical vs. No standardization of physical vs. electronic dataelectronic data

Distributed SchedulingDistributed SchedulingMultiple sites needed to schedule Clients Multiple sites needed to schedule Clients for not only their own site but sister sitesfor not only their own site but sister sites

Anytime, anywhere real-time accessAnytime, anywhere real-time access

Camp Hill Carlisle Future Sites

Web Based Connection

Client ManagementClient Management

Client records and statistics from a single Client records and statistics from a single databasedatabaseAlso incorporates services rendered via Also incorporates services rendered via nurses & advocatesnurses & advocatesIntegrates with distributed scheduling Integrates with distributed scheduling systemsystemSignificant client reporting requirements Significant client reporting requirements from CareNet and Focus on the Familyfrom CareNet and Focus on the Family– Related to funding & affiliationRelated to funding & affiliation

Client File

Appointment #1

Appointment #2

Appointment #3

General Data

Contact InfoAddressNameAge

Client Statistics

Services Rendered(Nurses & Advocates)

Reports

Focus on the Family

CareNet

CAPC Monthly

System ViewSystem View

Our TeamOur Team

Matt Anderson & Jared NeffMatt Anderson & Jared Neff– Responsible for Distributed Scheduling and Responsible for Distributed Scheduling and

Donor ManagementDonor Management

Brian Capozzi & Regie SimonBrian Capozzi & Regie Simon– Responsible for Client ManagementResponsible for Client Management

Duane Lapp & Josh EverhartDuane Lapp & Josh Everhart..– Responsible for the Reporting, Administration, Responsible for the Reporting, Administration,

and Resourcesand Resources

Alternatives ExploredAlternatives Explored

Open SourceOpen SourceRapla Rapla (rapla.sourceforge.net)(rapla.sourceforge.net)– Web Based Distributed Web Based Distributed

Scheduling SolutionScheduling Solution– Limited support for Limited support for

customized client customized client managementmanagement

SugarCRM SugarCRM (sugarcrm.com)(sugarcrm.com)– Leading Web Based Open Leading Web Based Open

Source CRMSource CRM– Allows for customizationAllows for customization– Complex maintenance and Complex maintenance and

lack of supportlack of support

CommercialCommercialCenterpiece SoftwareCenterpiece Software ( (ekyros.com/pubekyros.com/pub))– Web Based Client Information Web Based Client Information

SystemSystem– Distributed SchedulingDistributed Scheduling– Donor ManagementDonor Management– Extensive ReportingExtensive Reporting

Client Information Client Information Systems for WindowsSystems for Windows ( (ciswin.comciswin.com))– Windows basedWindows based– Client Information system onlyClient Information system only– Extensive ReportingExtensive Reporting– No distributed schedulingNo distributed scheduling

OthersOthers

Evaluation AreaEvaluation Area SugarCRMSugarCRM eKyroseKyros

Client Mgt. FunctionsClient Mgt. Functions MedMed HighHigh

Distributed SchedulingDistributed Scheduling HighHigh HighHigh

Donor ManagementDonor Management LowLow HighHigh

ReportingReporting LowLow HighHigh

PricePrice ~$500/year + hosting~$500/year + hosting ~$700~$700

SupportSupport Open source or fee-basedOpen source or fee-based 2 Hours Training + Support2 Hours Training + Support

Web-basedWeb-based YesYes YesYes

Size of user base Size of user base Large for CRMLarge for CRM > 100 sites > 100 sites

Extensibility Extensibility GreatGreat Limited, enhancement drivenLimited, enhancement driven

CareNet in Mind CareNet in Mind LowLow HighHigh

Trial PeriodTrial Period IndefiniteIndefinite Available Upon RequestAvailable Upon Request

Usability Usability MedMed HighHigh

CAPC PreferenceCAPC Preference LowLow HighHigh

Time to production usageTime to production usage Med-LowMed-Low HighHigh

Security Security Low/MedLow/Med Med-HighMed-High

OVERALLOVERALL CRM not equal for CAPCCRM not equal for CAPC CAPC optimized, Limited Flex.CAPC optimized, Limited Flex.

Key Product EvaluationKey Product Evaluation

eKYROS DemonstrationeKYROS Demonstration

www.ekyros.comwww.ekyros.com

CAPC BoD / FundingCAPC BoD / FundingCAPC Board of DirectorsCAPC Board of Directors– Initial reaction to Centerpiece was mixedInitial reaction to Centerpiece was mixed

FinancesFinancesCustomizationCustomizationFit – Satisfies Requirements?Fit – Satisfies Requirements?

– Interacted with Several Board MembersInteracted with Several Board MembersIn class demosIn class demosInteraction with CenterpieceInteraction with Centerpiece

– Reached Board Approval in Early April Pending $2,000 in FundsReached Board Approval in Early April Pending $2,000 in Funds

Fund RaisingFund Raising– BIS Gathering DinnerBIS Gathering Dinner– Area ChurchesArea Churches– Individual/Student DonationsIndividual/Student Donations– Total Funds Raised in Excess of $2,000 in Three WeeksTotal Funds Raised in Excess of $2,000 in Three Weeks

CAPC Signs Contract with eKYROS in Late AprilCAPC Signs Contract with eKYROS in Late April

Project Plan Into the FutureProject Plan Into the Future

Support & TrainingSupport & Training– Several member of our team will be available Several member of our team will be available

to the CAPC if any issues arise with the use of to the CAPC if any issues arise with the use of Centerpiece.Centerpiece.

Reflections on ProjectReflections on Project

Individual Student TestimoniesIndividual Student Testimonies

Student WebsiteStudent Website

Project SiteProject Site