Getting the most from Data Integration and Club Management Systems

Getting the most from Data Integration and Club Management SystemsChelsea Mertz, Community Specialist, Rotary Service ConnectionsKenneth Wright, Manager, Data Relations, Data Services08 March, 2017

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Welcome to the webinar

Chelsea MertzCommunity SpecialistRotary Service Connections

Kenneth WrightManagerData Relations, Data Services

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You will learn:

• What is data integration?• Why data integration will benefit your

club.• How to use data integration.

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The benefits to you are:

• Eliminate duplicate data entries• Easily send Rotary the club’s latest

member and officer information to RI• Receive an accurate invoice for RI dues

and fees• Spend less time on administrative tasks

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REMINDER:

All attendees will receive a link to the slides and a recording of today’s session via email within 48 hours.

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Rotary Fact

Over 14,000 Rotary Clubs currently use a data integration vendor.

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POLL

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What is Data Integration?

Data Integration & Club Management Systems

Data Integration is a process that allows Rotary clubs to link the member data in their club databases directly to the official RI membership database maintained at Rotary International World Headquarters at ORC.

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Districts using club management systems

A district or zone may purchase a club management system for its clubs. Each club must set up on the vendor website and on My Rotary.

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Club and Districts using different club management systems

A club can use a vendor other than the one its district or zone uses. Simply give view-only access to the district’s vendor, which will allow the district to view your data, too.

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Eliminate duplicate data entry

• Without data integration, data may need to be separately entered into each database :

Club – District – RI (Databases)

RI Database

District Database

Club DatabaseClub Officer Enters Data

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Spend less time on administrative tasks

• With data integration, data is entered into one system and links with the Club, District and RI databases using one entry point.

District Database

RI Database

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Visit the Community Marketplace

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Choosing a Club Management System

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Connecting your data integration vendor through My Rotary

Rotary Club Officer signs in to My Rotary at my.rotary.org

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Designate a club management vendor

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Submit your authorization

• Choose your Club Management vendor and indicate if access to your club data is being granted to your club, district or zone and authorize.

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4 Tips for Successful Data Integration

• Ensure your Club ID matches in both your database and in RI’s database

• Make sure that names and member IDs match what is in RI’s database

• Frequently compare your data to that listed in RI’s database and make corrections as necessary

• With data integration, you can “push” and “pull” your data to and from RI. You can do this through your club management system.

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POLL

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Final Takeaways

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Questions?

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Thank you!

Register for upcoming webinars and access recordings of past webinars at www.rotary.org/webinars