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Naturopathic.org Business Requirements General Considerations

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					                                    Naturopathic.org Business Requirements
                                                    General Considerations
                                                                                                        Desirable
         Requirement                            Details                          Comments              / Essential
                                                                                                                     Vendor Response
Keep/change/add domain names AANP.com (being held by previous            Needs to have it released.
                             host), naturopathic.org
Custom development vs. ASP
  Cost vs. speed vs.         New design features are highly              Unlikely to find F-A-D
  compromises                important.                                  pre-exiting in the form we
                                                                         designed; may have to be
                                                                         developed as stand-alone
                                                                         app; will vendor host
                                                                         same?
  Using separate site                                                    Finger pointing a serious
  development, application and                                           issue;
  backend vendors
  Content scripting language   Ask vendor what they use;
  Database application         MySQL
Search function                When it works, it works fine. Would       Advanced search?
                               like to be able to search by areas of
                               doctor emphasis.
Uptime                         Ask vendor for historical performance.
Backup schedule                Ask vendor what the routine is. Offsite
                               storage of backups.
Tech support req.              Very important consideration. When        Need to consider tech
                               something goes wrong, need fast,          support for any stand-alone
                               responsive help to get it fixed.          applications we might
                                                                         create or a separate site
                                                                               developer.
Site training req.                Important that staff is initially trained
                                  on the new software. Find out what it
                                  costs to get additional training.
Pop-up windows for “more”         Ask vendor if can do that. Want
                                  flexibility in what becomes hotlinks to
                                  other pages or pop-ups.
Audio/Video streaming             Ask vendor if they support it.
Social networking functions
  Chat                            Ask vendor if they support it.
  Forums/discussion               Ask vendor if they support it. What
                                  kind of protection do they have so it
                                  prevents porn. Moderated or
                                  unmoderated?
   Webinars                       Ask vendor if they support it.
   Conferencing/teleclasses/rec   Ask vendor if they support it.
   ording
Legacy systems                    None.
Degree of customization           Design; page layout; database
possible                          architecture/fields; functions; forms.
                                  Want to be able to create forms that
                                  are automatically tied to a list and
                                  captures all form data into the list so it
                                  can be managed. Want form-fill if
                                  have a member profile.
Content importing                 Can vendor import content from the
                                  current site.
Hosting                           Where will it be. If we use a
                                  association software vendor, they will
                                  host the back end.
Site/content maintenance          Ask the vendor what it costs and how
support plan                      much flexibility.
Vendor references                 Talk to them.
                                                             Public Site
                                                                                                    Desirable /
         Requirement                             Details                        Comments             Essential
                                                                                                                  Vendor Response
Overall
  Masthead design                 Need to change it. Concept ok.
  Logo                            OK as is. Needs to be linked to home.
  Photo                           Want to be able to easily change the
                                  picture to keep the site fresh.
  Tag line                        Physicians Who Listen will not
                                  change.
  Colors                          No change needed.
  Fonts
    Page titles                   Need to be editable via admin panel.
    Body copy                     Need to be editable via admin panel.
  Page layout
    Top right location of         OK as is, but open to suggestions.
    Search
    Right side location of opt-   OK as is, open to suggestions.
    in, F-A-D and ad
    placements
    Other ad placements           No other ad placements. Could use        Sponsors are listed in
                                  more capacity for ad placements. Ask     the sponsors page,
                                  the vendor what their ad serving         and get mentioned in
                                  capabilities are.                        materials. No other
                                                                           ads are promised
                                                                           currently.
  Ad functionality                Rotating gifs, rich media, max file
                                  size. Ask vendor what they can
                                  accommodate.
  Navigation location/style       Location in masthead ok; mouse-over
                                  drop-down ok.
Top-level and second-level        See MindMap: Top level currently
navigation                        About Us, Links, Events,
Membership, Legislation, Find an ND,
News, Publications (Probably won’t
change; Chriss to discuss with staff.)
Navigation needs to be easily
changeable. Confirm with vendor if
they have to do that.

Want to keep the scheme in which the
labels in the drop-down nav are the
same as the section titles on the main
page of that section. (Currently,
BackOffice has a short description and
a long description. When a short
description is published, it add’s
“…more” automatically as a link to
the long description. Want more
flexibility.)

Needs “home” tab in the top-level.
(Currently to left of the search box
where it gets lost.)

Home | AANP Home | My Account | Log Out
nav by search box is ok, but could be more
prominent. Home is public home, AANP home
is logged-in member home.


Needs “faqs” section. If room, make it
a top-level nav tab; if not room, add it
under About Us. Will have both public
educational content as well as member
info.

Needs footer: Terms of Use, Privacy
                        Policy, Site Map and Date of Last
                        Update (can it be automatically
                        updated when changes are made via
                        the Admin Panel?)
Home Page
  Layout                Not wedded to layout.
  Content               Would like to add late breaking news
                        under sponsor logos on lower right.
                        Important to be able to update articles
                        easily.

                        Want the ability to insert hyperlinks
                        anywhere in content to bookmarks
                        other pages or shopping cart.
  Functions             None.
About Us
     Layout             OK. Open to suggestions.
     Content            OK
     Functions          OK
  Mission Statement
     Layout             OK. Open to suggestions.
     Content            OK.
     Functions          OK.
  Officers & Staff
     Layout             OK. Open to suggestions.
     Content            Need to be able to manage photos as
                        well as contact information.
     Functions
  Education
     Layout             OK. Open to suggestions.
     Content            OK.
     Functions          OK.
  Licensed States and
   Licensing Authorities
      Layout                 OK. Open to suggestions.
      Content                OK.
      Functions              OK.
   AANP State Affiliates
      Layout                 OK. Open to suggestions.
      Content                OK.
      Functions              OK.
   Positions and Practices
      Layout                 OK. Open to suggestions.
      Content                OK.
      Functions              OK.
Links
      Layout                 OK. Open to suggestions.
      Content                OK.
      Functions              OK.
   Accreditation/CNME
      Layout                 OK. Open to suggestions.
      Content                OK.
      Functions              OK.
   Naturopathic Medical
   Schools
      Layout                 OK. Open to suggestions.
      Content                OK.
      Functions              OK.
   Professional Affiliates
      Layout                 OK. Open to suggestions.
      Content                OK.
      Functions              OK.
   Canadian Associations
      Layout                 OK. Open to suggestions.
      Content                OK.
     Functions                OK.
  AANP State Affiliates
     Layout                   OK. Open to suggestions.
     Content                  OK.
     Functions                OK.
  The Institute for Natural
  Medicine
     Layout                   OK. Open to suggestions.
     Content                  OK.
     Functions                OK.
  Corporate Membership
  Program
     Layout                   OK. Open to suggestions.
     Content                  OK.
     Functions                OK.
Events
     Layout                   OK. Open to suggestions.
     Content                  OK.
     Functions                OK.
  Integrative Healthcare
  Symposium
     Layout                   OK. Open to suggestions.
     Content                  OK.
     Functions                OK.
  2007 Convention
     Layout                   OK. Open to suggestions.
     Content                  OK.
     Functions                OK.
  Past Events
     Layout                   OK. Open to suggestions.
     Content                  OK.
     Functions                OK.
  Casino Night Fundraiser for
  the Alliance
     Layout                     OK. Open to suggestions.
     Content                    OK.
     Functions                  OK.
Membership
     Layout                     OK. Open to suggestions.
     Content                    OK.
     Functions                  OK.
  Join the AANP
     Layout                     OK. Open to suggestions.
     Content                    OK.
     Functions                  OK.
  AANP Presents School
  Wellth to National
  Foundation of Women
  Legislators
     Layout                     OK. Open to suggestions.
     Content                    OK.
     Functions                  OK.
  My Benefits
     Layout                     OK. Open to suggestions.
     Content                    OK.
     Functions                  OK.
  Member Benefits
     Layout                     OK. Open to suggestions.
     Content                    OK. Currently is a table that is
                                editable Can stay that way or be
                                different, as long as it’s clear.

                                 Also mirrored in public site under
                                “membership.”
  Functions                  OK.
2008 Elections
  Layout                     OK. Open to suggestions.
  Content                    OK.
  Functions                  OK.
2008 Election Materials
  Layout                     OK. Open to suggestions.
  Content                    OK.
  Functions                  OK.
National Standard Database
  Layout                     OK. Open to suggestions.
  Content                    OK. (Links to a database re: herbs and
                             interactions with pharmaceuticals.
                             Requires log-in. If not logged-in,
                             would be taken to a public version of
                             that site.)
   Functions                 OK.
American Botanical Council
   Layout                    OK. Open to suggestions.
   Content                   OK.
   Functions                 OK.
Clinical Support Network
   Layout                    OK. Open to suggestions.
   Content                   OK. Have it in Google Groups
                             because haven’t had chat function
                             available. Just re-started this year –
                             light so far. Docs can discuss a case
                             without private info-get feedback. Is
                             monitored. Would like to have it on
                             own site.

                             Have archives from several years of
                             these conversations. Hosted on a
                                  separate site – www.ndtalk.com.
                                  (housed on Joker) Log-in
                                  Superuser@ndtalk.com Password:
                                  Jasper. But are not linked from the
                                  AANP site currently. Would like to
                                  give members access. Currently have
                                  rules to allow access – only
                                  requirement should be AANP
                                  membership. PDF and word files – has
                                  a drill-down directory by subject.

                                  Didn’t work: angelapl@aol.com
                                  welcome123


      Functions                   OK.
  2008 Corporate
  Members/Partners
      Layout                      OK. Open to suggestions.
      Content                     OK.
      Functions                   OK.
  Corporate Membership
  Program
      Layout                      OK. Open to suggestions.
      Content                     OK.
      Functions                   OK.
  Student Information
      Layout                      OK. Open to suggestions.
      Content                     OK.
      Functions                   OK.
Legislation
  State and Federal Initiatives
      Layout                      OK. Open to suggestions.
      Content          OK.
      Functions        OK.
   Recent Policy and
   Legislative News
      Layout           OK.
      Content          OK.
      Functions        OK.
Find an ND
      Layout           Improve.
      Content          See separate plan.
      Functions        See separate plan.
News
      Layout           OK. Open to suggestions.
      Content          OK.
      Functions        OK.
   eNews
      Layout           OK. Open to suggestions.
      Content          OK.
      Functions        OK.
   Press Releases
      Layout           OK. Open to suggestions.
      Content          OK.
      Functions        OK.
   Article Archives
      Layout           OK. Open to suggestions.
      Content          OK.
      Functions        OK.
Publications
      Layout           OK. Open to suggestions.
      Content          OK.
      Functions        OK.
Member Rates
     Layout         OK. Open to suggestions.
     Content        Are sold in bundles to doctors who
                    give them to patients. Single sales not
                    allowed – docs could reproduce to get
                    them without paying. Should offer the
                    content to the public via FAQ content.

                    Needs to be reconfigured so the buy
                    links are more prominent and it’s
                    clearer what you’re buying. Public
                    prices should be on the public site.
                    Public and member prices should be
                    on the member site to illustrate a
                    member value.
     Functions      OK.
Non –Member Rates
     Layout         Needs to be reconfigured so the buy
                    links are more prominent and it’s
                    clearer what you’re buying. Public
                    prices should be on the public site.
                    Public and member prices should be
                    on the member site to illustrate a
                    member value.
      Content       OK.
      Functions     OK.
Bill Mitchell CD
      Layout        OK. Open to suggestions.
      Content       OK.
      Functions     OK.
                                          Member Site (log-in)
My Account          For member log-in, use:               “My Account”
                    sara@drthyr.com                       replaces the
                                                          “Membership” top
                       Password: fffmnz                            level navigation tab

                       Lost username or password at the log-       How is this
                       in level isn’t working. Important to        architected.
                       have this function.

                       Log-in should expire after 30 minutes
                       if there hasn’t been any activity.

                       Members must manage own profile.
                       Need member only content control.
                       Corporate partners/sponsors don’t
                       have any special requirements at this
                       point.
                       Doctors use the site like a member
                       would.
                       Chapters? Have several groups: House
                       of Delegates, Alliance, SALT State
                       Association Leadership Team, and
                       Board of Directors. Restricted access
                       group. Their profile is coded
                       accordingly and pages for that group
                       are restricted.

                       State affiliates: only link to them.
Member Home            Layed out the same way as public
                       home: there’s are some links that
                       match the My Account navigation
                       links, but not all of them
My Profile
  Employment Records   Appears to be non—functional. Don’t
                       know what it is.
  Edit Profile         This content is captured initially at the
                           time of membership application.

                           Includes drop-down menus.

                           Requires robust custom fields. Does
                           vendor have a limit?

                           Address: need to clarify “personal”
                           info vs. “clinic” info and how it is
                           used; different groups have different
                           info

                           Sell address: use the clinic address
  Change Password          Works ok. Need it.
My Benefits                On public side, you get a notice that       There should be a
                           you have to be logged-in to see this. If    short statement at the
                           logged-in, it should show only the          top of this page that
                           benefits relevant to your member type,      explains it reflects
                           but that is not working correctly now.      your personal
                                                                       membership benefits.
                           The links go to various pages, all of
                           which require log-in.
Member Benefits            Overview of all member benefits;
                           same as the public member benefits
                           page. This is a universal, complete list.
Natural Standard           Logo is clickable to get access to the      Needs clearer link so
                           database.                                   it’s obvious.
Clinical Support Network   Takes you to Google Groups; need to         Needs clearer link so
(CSN)                      have been approved by the editor to         it’s obvious.
                           get access. Member applies at Google
                           for group access, the editor checks
                           active status at AANP, and if active,
                               “allows” the membership at Google.

                               Discussion are of a clinical nature;
                               have to ensure only visible to doctors.

                               Screened for HIPPA compliance and
                               references to supplement makers, etc.

                               Is visible on public site to help
                               prospective members be aware that
                               it’s a benefit.
2008 Corporate                 Same in public site and member site.      Some fluctuations at
Members/Partners                                                         the lower end. More
                               Requires upload of logos and entry of     of a program now
                               contact info.                             than in the past.
                                                                         Would like to
                                                                         increase. Get on this
                                                                         list and get to be in
                                                                         eNews, get in the ad
                                                                         rotation on lower
                                                                         right throughout the
                                                                         Website, an ad in
                                                                         Proceedings and the
                                                                         Membership
                                                                         Directory. They get
                                                                         preferential booth
                                                                         options and signage
                                                                         as sponsors (a
                                                                         popular bene).
Corporate Membership Program A table managed in Back Office via an
                             HTML editor. Has funky characters in
                             some of the fields.
Student Information          Should be called Student Reps (from
                              each school). Work with AANP to get
                              all of their students into the database
                              and talk up the AANP to their students
                              and participate in programs and free
                              attendance at the conference.
AANP Governing Documents
  By-Laws                     Needs better formatting. The TOC
                              needs to be clickable to jump to that
                              section in the doc. There are weird
                              characters in the body.
  Policies and Procedures     Same as above.
  Code of Ethics              Same as above
  State Affiliate Model By-   Same as above.
  Laws
AANP Board Page               Nothing on the page now. Need to be
                              a board member to view the contents.
                                                   Internal (Admin) Site
                                                                                         Desirable /
         Requirement                          Details                         Comments    Essential
                                                                                                       Vendor Response
                                                        Current Back Office
Home                          Back office:
                              naturopathic.org/backoffice
                              Username: new
                              Password: new4435

                              The tabs at the top and the list down
                              the page are duplicative. Don’t
                              necessarily need.

                              All the tabs at the bottom are used
                              except, don’t need both send mail and
                              send message. Don’t use Add a Note.
Users                         Member groups and guests
  System Fields
  Custom Fields
Groups             Any member can be mapped to any
                   number of groups.
Memberships
Admins
Content
Templates          Email templates; some are supposed to
                   be automatic but aren’t working.

                   Ask vendor about how they manage
                   SPAM issues.

                   How do they deal with the authenticity
                   of imported lists.
Messages           A way different groups can send a
                   message to AANP. A major pain.
                   Don’t want it.
Menus              Allows changing the order of top-level
                   navigation tabs. Not needed.
Find ND Settings   View Find ND Settings: Manages who
                   can show up on Find a Doctor.

                   F-A-D can only show doctors; cannot
                   show students, staff, officers, associate
                   members, international members,
                   retired members, supporting members.

                   Search field mapping: tells system
                   what shows up in F-A-D results.


Forums             A bulletin board. Cut off because was
                         getting porn.
Main Page Contents
User Page Contents
Upload Media
Logos
Accounts
Surveys
Transactions
Settings
Logout

Database
  Cleanliness of data    The fields in my profile need to be
                         reviewed: some are unnecessary, some
                         are confusing, some may need
                         revision.

                         Example: Areas of emphasis – are
                         they the right ones? May require
                         member inquiry.
  Completeness of data   OK.
  Current fields         No. of groups?
    Imports needed       The ability to import 500 new
                         members every year because of new
                         student info that’s gathered.
  Add fields             Need ability to add fields.
  Rename fields          Need.
  Delete fields          Need.
  Remove functions
  Add functions
  Reports needed         1) membership report: how many are       Custom reports
                         new in given period; how many            possible?
                         renewals in given period; 2) financial
                             reports with tables and charts; 3)
                             utopia would be a highly versatile
                             custom report generator

                             Transaction history by member as well
                             as sales by product or event.

                             Site activity reports: total users,
                             unique users, page views, all the usual.
  Exports needed             Pick and chose who and what fields to
                             export; export lists for mailings; 3)
                             export who’s purchased product or
                             signed up for a convention. Versatile
                             report generator.
Ecommerce
  Payment methods            Amex, MC, Visa, check (send in paper
                             check and enter via virtual terminal)
  Merchant account           Yes. Humbolt.
  Gateway                    Yes. USA ePay
  Virtual terminal           Yes.
  Sales reports              Yes. Get a statement from Humbolt.
                             Get more from USA epay and Back
                             Office.
  Digital download support   No. Need it.
  Web receipt                Yes.
  e-mail receipt             No. Need it.
  Other ecommerce            Membership sign up: autoresponder –
  autoresponders             thank you for registering at “x” level;
                             we need the following from you.

                             Event: thank you for registering plus
                             info about the even.
                                Template emails: don’t work right.
  How products/services are
  added/deleted/managed
  Installment payments          Gateway accommodates. Don’t know
                                how it work.
  Auto renewal until canceled   No. Need it.
  Up-sells                      No. Need it.
  Cross-sells                   No. Need it.
  Bundles                       No. Need it.
  Credits/refunds               Via virtual terminal.
  Discounts                     Yes. Displays to the buyer.
  Coupons                       No. Need it.
  Accounting integration        Supposedly. Doesn’t map to
                                accounting chart of accounts. Has to
                                be coded manually.

                                Account is at the wrong level in
                                current system. Accounts need to be
                                signed to specific purchases – line
                                items must be able to be assigned to
                                different accounts.
                                                                Other
Admin access levels req.        Supervisors vs. staff vs. volunteers?

                                Everything currently under “My
                                Account” requires log-in.

                                Important to have lost log-in or
                                password retrieval process.
No. of mail accounts            10 now. OK.
How pages are edited            Need WYSIWYG editor that inserts
                                bookmarks and hyperlinks at will and
                                manages page title and body copy
                              fonts. Need to add images to pages
                              and make them hyperlinks.
                              Hyperlinks must include shopping cart
                              URLS with a specific product.

                              Need to accommodate what is now a
                              library of PDF docs that are linked to
                              from throughout the site.

                              Need the ability to incorporate video
                              streaming from various pages.

                              Ask if there’s a preview feature.
How pages are added           Ask vendor if new pages can be added
                              on the fly, using page templates, and
                              inserted into the global navigation.
Forms re: F-A-D               Need forms that can be inserted in F-
                              A-D which parces the form contents
                              into the database, sends e-mail copies
                              to 2+ boxes, and allows autoresponder
                              messages to the users. Need reports to
                              show the number of uses, etc.
                              EXPAND
How pages are deleted
How navigation structure is   Is it changeable via admin panel?
changed
Autoresponder needs
Email broadcast needs         yes
Affiliate software            Don’t have.
Ad tracking                   Desirable.
Membership management         Yes
My transactions               Yes
Committee management          Need for state association membership
                       team, the alliance and house of
                       delegates and board of directors
Inventory management   Desirable.
Event management       Yes. Do it now
Exhibit management     No integrated now. Desirable
Awards management      Who’s gotten awards; awards criteria
                       posted; some kind of timeline for
                       announcements re: nominations, etc.
Certification          Offer continuing education; nice to be
                       able to manage it. Now a separate
                       applications. Shows in member’s
                       profile so can support a member audit.
Accreditation          ?
Fundraising            No. Need it.
Grants management      Don’t need it.
Chapter management     Maybe. No financial agreements.
Job board              Would be wonderful. If monitored and
                       doesn’t allow porn and game-playing.

				
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