The Convio CMS Advantage

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1 The Convio CMS Advantage Real World Success from Partners and Clients Tuesday, April 28, Convio, Inc. Page 1

2 Agenda OmniStudio and RedEngine unveil Children s Defense Fund s website Terpsys roll out American Health Assistance Foundation s website Boston Interactive reveal ASPCA s new website 2009 Convio, Inc. Page 2

3 Children s Defense Fund Web Site Relaunch on Convio CMS OmniStudio & RedEngine Digital

4 Agenda Objectives of the redesign Critical Processes Rebranding and messaging User Experience Integrating CMS and CRM Leveraging the CMS Early results Q&A

5 Project objectives Clearly define Website audiences and their goals Highlight the 35 year history and the impact CDF has had and can have in the future Enhance the aesthetics of the site Improve Website organization and navigation Provide a consistent look and feel across states and web properties p Provide usability assessment and ensure Website accessibility Drive increased new, qualified traffic through h search engine optimization Integrate site with content management system

6 Where we started from

7 Discovery IA SEO Design Usability analysis Critical processes Implementation planning Build CMS Integration, testing, launch Analytics preparation

8 Partnered with OgivlyPR Re-branding Logo, colors, styles makeover Photography Messaging and slogan

9 SEO Integration SEO recommendations integrated though entire process to ensure search engine friendly site and high rank for top program issues Elements of optimization: IA naming of navigation links and URLs for CMS Page names and URL conventions for secure forms SEO technical requirements for each type of content/wrapper (title tags, meta tags) Page code optimization for search engines Redirection strategy for old pages to new pages

10 The new user experience Usable, user-centric design Better content differentiation and user cuing Unique feel to set CDF apart Integrating CMS and CRM Leveraging the CMS for search engine visibility and increased engagement Let s take a look

11 Early results Leveraging the CMS for search engine visibility and increased engagement The important main Google listing w/ sitelinks CDF search

12 Early results Keyword phrases: Ending child poverty (old site rank = #9) #3 End child poverty Child poverty

13 Keyword phrases: Early results Child advocacy resources Child advocacy #4 organization (no visibility in Google for old site in first 30 results)

14 Early results Overall site visits from 08 to 09 (March 1-April 20) increased 12% Google organic search visits increased 23%; Avg time on site up 15%; bounce rate averaged 40%

15 Early results SEO (Traffic from Google Organic Search Keyword Phrases)

16 Early results SEO (Traffic from Google Organic Search Keyword Phrases)

17 Early results Constituents and fundraising Too early to report User feedback very positive via anecdotal and web comments Impact on and from Social Networking Facebook page use has jumped Double the page view since 08 26% increase in fans per day 440% increase in visits from Facebook to site from 08 to 09

18 Q&A

19 Jim Jacobs THANK YOU Liz Murphy i di it l

20 Click to edit Master title style Convio/TerpSys Case Study: American Health Click to edit Master text styles Assistance Foundation Second level Third level Prepared For Fourth level Convio NTEN Partner Breakfast Fifth level Speaker: Matt Crudello Director, Web Solutions Convio / TerpSys Case Study: AHAF TerpSys Overview 20 20

21 Supporting the Needs of Diverse Audiences: CMS Click and to CRM edit Innovations Master title style Solution Development for Diverse Audiences Rests on Click to edit Master text styles User Experience Technology Second level Innovation Third level Attention to External / Internal Needs are Critical to Maximizing Value Fourth level Smart Design Choices Build Meaningful Fifth level Relationships with Constituents Convio / TerpSys Case Study: AHAF TerpSys Overview 21 21

22 The American Health Assistance Foundation (AHAF) Click to edit Master title style Fund Research To Cure: Click to edit Master text styles Alzheimer s Disease Second level Macular Degeneration Glaucoma Third level Fourth level Challenges: Fifth level 1. No Online Campaign Capabilities 2. Offline / Online Efforts Not Integrated 3. Online Site Lacked Aesthetic ti Appeal 4. Site Architecture not Audience Driven 5. Flat Online Donations History, No Call to Action Convio / TerpSys Case Study: AHAF TerpSys Overview 22 22

23 The American Health Assistance Foundation (AHAF) Click to edit Master title style Goals of Redesign: Click to edit Master text styles 1. Assist Achieving Organizational Goals Second level 2. More Effective Online Marketing Tool 3. Improved Visual Design & Structure Third level 4. Reflect the Values of the Organization Fourth level Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 23 23

24 Before & After Click to edit Master title style Click to edit Master text styles Second level Third level Fourth level Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 24 24

25 TerpSys User Centered Design (UCD) Approach Click to edit Master title style Audience Click to edit Master text styles Initially a Long List of Intended d Audiences Disease Diversity, Some Overlap Second level Third level User Centered Design Elements Fourth level User Stories Fifth level Patient, Caregiver, Donor, Family, Volunteer, Scientist Scenarios Driven Motivations / Needs Convio / TerpSys Case Study: AHAF TerpSys Overview 25 25

26 TerpSys User Centered Design (UCD) Approach Click to edit Master title style Click to edit Master text styles Second level Third level Fourth level Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 26 26

27 Prioritized AHAF Site Users Click to edit Master title style A Common Set of Prioritized Site Users: 1. Patients Click to edit Master text styles 2. Care Givers Second level 3. Donors Third level 4. Volunteers Fourth level Across Three Disease Areas: Fifth level 1. Alzheimer s 2. Glaucoma 3. Macular Degeneration Convio / TerpSys Case Study: AHAF TerpSys Overview 27 27

28 CMS Innovations Click to edit Master title style Design Considerations 1. Separate but equal footing for each of three main Diseases Click to edit Master text styles 2. Consistent Information Architecture Across All Three Disease Areas Second level 3. Visual Design that respects Users Sight Limitations Third level Design Innovations Fourth level Section 508 compliance Large Simple Navigation Buttons Fifth level Color Palette Tested Through Accessibility Color Wheel Style Sheets for Contrast / Font Sizing Alt text for Flash for Screen Reader Convio / TerpSys Case Study: AHAF TerpSys Overview 28 28

29 CMS Innovations Click to edit Master title style Technology Considerations 1. Ease of Updating and Managing User Generated Content Click to edit Master text styles Content Types / Taxonomy Second level Third level 2. Donation Source Coding - Convio & Target (Offline DB) Target / Convio Integration Online Source Codes Map to Fourth level Offline Records Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 29 29

30 Audio/ Video Management Click to edit Master title style Click to edit Master text styles Second level Third level Fourth level Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 30 30

31 Question & Answer Listings - Process Click to edit Master title style Click to edit Master text styles Second level Third level Fourth level Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 31 31

32 Question & Answer Listings - Submission Click to edit Master title style Click to edit Master text styles Second level Third level Fourth level Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 32 32

33 Question & Answer Listings - Display Click to edit Master title style Click to edit Master text styles Second level Third level Fourth level Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 33 33

34 CRM Innovations - Donations Click to edit Master title style Unique Donation Needs: 3 programs Click to edit Master text styles 17 Forms, + 1 Pavers / Stones Program Second level Goals: Third level Identify effectiveness of donate now calls to action Fourth level Tracking effectiveness of call-to-action action buttons Fifth level Strong visual cues of Forms / Programs Set Interests within CRM Personalization of Donation forms Convio / TerpSys Case Study: AHAF TerpSys Overview 34 34

35 Donation Source Coding Click to edit Master title style Click to edit Master text styles Second level Third level Fourth level Fifth level Convio / TerpSys Case Study: AHAF TerpSys Overview 35 35

36 CRM Innovations - Donations Click to edit Master title style Result: Success CMS Click and CRM to working edit Master together text styles Offline / Online operating in awareness of one another Second level Goals Check: Third level Assist Achieving Organizational Goals More Effective Online Marketing Tool Fourth level Double Digit % Increases in list and total dollars donated! Improved Visual Design & Structure Fifth Reflect level the values of the organization Result: A Delighted Customer TerpSys is a great team to work with. Their technical and customer service skills are phenomenal, and I wouldn t hesitate to work with them again. I am delighted with our new Web site! Kathleen Honaker, Executive Director, American Health Assistance Foundation Convio / TerpSys Case Study: AHAF TerpSys Overview 36 36

37 About TerpSys Click to edit Master title style We Delight our Customers! Click to edit Master text styles We are a Customer-Service Company Focused on Technology Second level We Offer Networked and Web Based Solutions Including: Website Design & Development SharePoint Services Third level Interactive & Visual Design Branding Usability Testing Fourth level Great, Best, Most Philanthropic i in 2007 Fifth level Based in Rockville, MD Application Development End User Support Network Services Convio / TerpSys Case Study: AHAF TerpSys Overview 37 37

38 ASPCA Boston Interactive Main Street - Charlestown, MA 02129

39 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

40 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

41 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

42 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

43 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

44 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

45 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

46 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

47 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

48 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

49 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

50 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

51 Case Study Organizations Goals Visitors Needs Like Organizations Analytics Information Architecture Use Cases Wireframes Visual Design Personalization Development Boston Interactive Main Street - Charlestown, MA 02129

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