SAMIEEE Bill Ratcliff Director, Region 3 Vera Sharoff MGA Staff Region 1 Meeting Albany, NY USA July...
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Transcript of SAMIEEE Bill Ratcliff Director, Region 3 Vera Sharoff MGA Staff Region 1 Meeting Albany, NY USA July...
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SAMIEEE
Bill RatcliffDirector, Region 3
Vera SharoffMGA Staff
Region 1 MeetingAlbany, NY USA
July 2008
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SAMIEEE
With the launch of the new Business Management System, the vehicle for accessing SAMIEEE was changed to Siebel Analytics
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SAMIEEE - Basics
What is it? – SAMIEEE is a web based ad-hoc query tool
that provides IEEE volunteers with access to IEEE membership data.
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SAMIEEE - Basics
Who can access it?– Automatic access is granted to:
Region Directors, Society Officers, Section Officers, Chapter Chairs and Student Branch Chairs & Counselors.
– Designated
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What is included?
Data included in your view is data for your organizational unit only– IEEE members: Active, Arrears or Inactive
(3yrs)
– Society Affiliates: Active, Arrears or Inactive (3yrs)
– IEEE Society memberships: Active or Inactive (up to three years)
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What Data is Available?
Member Name
Contact Info– Home– Work/School
Do Not Contact Flags– Postal Mail– Email– FAX
Gender
Email Address
Education History
Certifications
IEEE Member Status
IEEE Member Dates– Join Date (IEEE
Membership creation date)– IEEE (membership) Last
Paid Through Date– IEEE (membership) Years
Of Active Service
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What Data is Available?
IEEE Member Current Grade & Grade History
Geographic Assignment
Volunteer information and position history
Society Memberships
Status
Dates: Join Date, Cancel Date, Reinstate Date, Last Paid Through Date
Society Years of Active Service
Society Membership Current Grade (Life/Permanent)
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What Data is Available?
Other Memberships– Standards Association– Women in Engineering
Member is a Graduate Of the Last Decade Y/N
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What Data is Available?
Publication Subscriptions
Media type
Subscription's Current Status– Active / Inactive for past 3
years
Technical Interest Profile (TIP)
Member's Line of Business (BPA)– Member's Job Function– Member's Job
Responsibility– Member's Job Title
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Explain the basic process
The IEEE Business Management System (BMS) is located in Piscataway, NJ.Data is stored in a data warehouse that has been made available for your use and refreshed every two daysIEEE uses Siebel Analytics to query and access the dataConnect to the IEEE site, formulate a question or query and retrieve only the information that you need. The result of your query can be printed or downloaded directly into an Excel spreadsheet or saved as a comma separated value file or html The query can be saved and can be run again at a later time.
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Reference Materials
List of all available information in SAMIEEE XLS
List of all Sections and Geocdes in IEEE by Region PDF
Audit Information (BPA) PDF
Current TIP Listing PDF
List of all Volunteer Position Codes XLS
List of Society Position Codes and Descriptions PDF
List of Society Acronyms and Descriptions PDF
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Shared Reports
We have created reports for you – based on user feedback
When run, these reports will produce results based on your access.
These queries can be modified to meet your individual requirements.
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System Availability
24 X 7
Refresh every two days– Tuesday 1:00 AM
– Thursday 1:00 AM
– Sunday 12:00 midnight
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Expectations
A simple query should take 1 -2 minutes
A complex query could take longer
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Conditions of Availability and Use
What can you use it for?
Can I create an email list?
IEEE Privacy Policy
Direct Link to Terms of Condition and Use can be found on the SAMIEEE home page.
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Next Steps
Tune and Improve
We need your input– Where are we after one year?
– What information is needed to complete the 360 degree of the member?
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Next Steps
Enhancements– Learn Analytics Capabilities
Reporting/Charting/Charting
– Training & Communication
– Geographic Dashboard
Use the SAMIEEE Online Community as communication vehicle– https://www.ieeecommunities.org/samieee
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Contacts
– Helen Shiminsky (primary) Email: [email protected]; X5517
– Vera Sharoff (alternate) Email: [email protected]; X5509
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Questions?
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URL: http://www.ieee.org/samieee