SAMIEEE

Bill RatcliffDirector, Region 3

Vera SharoffMGA Staff

Region 1 MeetingAlbany, NY USA

July 2008

SAMIEEE

With the launch of the new Business Management System, the vehicle for accessing SAMIEEE was changed to Siebel Analytics

SAMIEEE - Basics

What is it? – SAMIEEE is a web based ad-hoc query tool

that provides IEEE volunteers with access to IEEE membership data.

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

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)

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

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)

What Data is Available?

Other Memberships– Standards Association– Women in Engineering

Member is a Graduate Of the Last Decade Y/N

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

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.

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

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.

System Availability

24 X 7

Refresh every two days– Tuesday 1:00 AM

– Thursday 1:00 AM

– Sunday 12:00 midnight

Expectations

A simple query should take 1 -2 minutes

A complex query could take longer

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.

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?

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

Contacts

– Helen Shiminsky (primary) Email: h.shiminksy@ieee.org; X5517

– Vera Sharoff (alternate) Email: v.sharoff@ieee.org; X5509

Questions?

URL: http://www.ieee.org/samieee