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Is FileMaker Right for Your Organization November 18, 2010

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Is FileMaker Right for Your Organization November 18, 2010

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    1. Is FileMaker Right for Your Organization? November 18, 2010

    3. You are being recorded… Streaming into Second Life This seminar will be available on the TechSoup website along with past webinar presentations: www.techsoup.org/go/webinars You will receive a link to this presentation, material and links. After the webinar, you can ask follow-up questions in our Community Forum: http://bit.ly/fmaker Twitter hashtags: #techsoup

    4. Is FileMaker Right for Your Organization?

    5. We are working toward a time when every nonprofit and social benefit organization on the planet has the technology resources and knowledge they need to operate at their full potential. TechSoup.org offers nonprofits a one-stop resource for technology needs by providing free information, resources, and support. In addition to online information and resources, we offer a product philanthropy service through which nonprofits can access donated and discounted technology products, generously provided by corporate and nonprofit technology partners. TechSoup.org offers nonprofits a one-stop resource for technology needs by providing free information, resources, and support. In addition to online information and resources, we offer a product philanthropy service through which nonprofits can access donated and discounted technology products, generously provided by corporate and nonprofit technology partners.

    6. TechSoup Global currently operates its product donation programs with partners in 32 countries. With the number of supporting corporations currently at 37 (offering 392 different donated or discounted products) TechSoup Global has provided approximately 4.9 million donated technology products since program inception to NGOs around the world. The retail price of these donations is roughly equivalent to US$1.4 billion. TechSoup Global currently operates its product donation programs with partners in 32 countries. With the number of supporting corporations currently at 37 (offering 392 different donated or discounted products) TechSoup Global has provided approximately 4.9 million donated technology products since program inception to NGOs around the world. The retail price of these donations is roughly equivalent to US$1.4 billion.

    8. Agenda What is FileMaker How to get started Developing a database Managing and maintaining data Staff Training                                            Online access and security

    9. Do you currently use spreadsheets to track anything regularly? Yes No

    27. Built in Templates Inventory Non-Profit Organizations Non-Profit Organizations

    28. Built in Templates Inventory Expense Reporting Non-Profit Organizations Non-Profit Organizations

    29. Built in Templates Inventory Expense Reporting Purchase Orders Non-Profit Organizations Non-Profit Organizations

    30. Built in Templates Inventory Expense Reporting Purchase Orders Email Campaign Management Non-Profit Organizations Non-Profit Organizations

    31. Built in Templates Inventory Expense Reporting Purchase Orders Email Campaign Management Music Library 25 More Non-Profit Organizations Non-Profit Organizations

    32. Getting Started from Excel Decide if a template will meet the basic needs or if you need to start from scratch. http://www.filemaker.com/solutions/starter_solutions_descript.html Select “Start from a Starter Solution” Then import your excel file using the import wizard OR With some simple excel files you can drop the excel file onto the FileMaker icon & it will use the file to start a basic database.

    33. Designing a Solution Define a Mission Statement and Mission Objective Analyze what you currently use Identify your Data Elements Separate your Elements (Entities) by type Identify your relationships. How do your entities relate to each other? Define the business rules & reporting needs of your data Planning should be at least 50% of the total time for any project You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.Planning should be at least 50% of the total time for any project You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.

    34. Multi-User Solutions FileMaker allows you to share your data with others in a few different ways. Personal Data Sharing With another FileMaker user (9 users) Via your internal network using Instant Web Publishing (5 users) FileMaker Server Dedicated server on site (250 – 900 users) Hosted File on 3rd Party Server (250 users) You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.

    35. Multi-User Considerations Security & Permissions Significance of Global Fields in a Mulit-user Solution Network Performance Number of users Data consistency You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.

    36. User Access Another copy of FileMaker You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.

    37. User Access Another copy of FileMaker Via Instant Web Publishing local network You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.

    38. User Access Another copy of FileMaker Via Instant Web Publishing local network FileMaker Go for iPad & iPhone You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.

    39. User Access Another copy of FileMaker Via Instant Web Publishing local network FileMaker Go for iPad & iPhone Web via PHP You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.You identify the purpose of your database and define it within a mission statement. Mission Objectives are statements that represent the general tasks your users can perform against the data in a database. Analyze what you currently use to understand how your organization is using and managing the data. Identify the “things” your database describes. Those “things” become the entities in your system that you are tracking.

    40. Review FileMaker is a tool that can help you solve many business problems. Start building by importing your existing excel files. With proper planning and design you can build a solid solution quickly with FileMaker. There are many resources available for learning FileMaker. FileMaker solutions can meet HIPAA & PCI Compliance standards.

    41. Resources Websites http://www.filemaker.com/ http://www.filemakerfree.com/ http://fmlayoutmode.com http://www.fmpug.com http://www.findfilemakerdevelopers.com/ http://http://fmforums.com/ Books FileMaker Pro 11: The Missing Manual Learn FileMaker Pro 10 Online Video Training Lynda.com - FileMaker 11 VTC.com – FileMaker 11 Other TechSoup Article: A Nonprofit’s Introduction to FileMaker Pro FileMaker Support

    42. Get FileMaker Through TechSoup Products Offered FileMaker Pro 11 (single-user license) & FileMaker Server 11 Pricing FileMaker Pro 11 is available for a $179 admin fee (a 40% discount off retail) FileMaker Server 11 is available for a $599 admin fee (a 40% discount off retail) Rules & Eligibility Available to all 501(c)3 nonprofit organizations based in the United States Not available to organizations in U.S. Territories at this time. Products may only be distributed to qualifying organizations, and not individuals. FileMaker licenses may not be transferred or resold. TechSoup customers may request up to four (4) licenses per FileMaker product per TechSoup fiscal year (July 1 – June 30)

    43. Other Ways to Purchase FileMaker Non-Profit Volume Licensing for those looking for larger quantities https://store.filemaker.com/US/ENG/EDU/entry/form/ Single user licenses for those that do not qualify for the TechSoup discount program https://store.filemaker.com/US/ENG/RTL/

    44. Questions? Submit your questions using the chat box.

    45. Continue the Discussion… Additional questions can be answered by posting in in our Community Forum: http://bit.ly/fmaker

    46. Upcoming Webinars Manage your Data, Donations and More with CiviCRM Tuesday, November 23, 11 a.m.

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