Challenge:

Develop a cutting-edge platform to be used by Executive Network's service staff as their primary tool for customer information and "matching" research. The platform is intended to streamline EN's relationship workflow, which is currently a highly manual process involving multiple platforms (Salesforce, Regonline, Outlook).

Response:
We developed a bi-directional interface to sync client data and business intelligence from EN's Salesforce account and a series of highly customized, role-based, views that allow their staff to monitor and respond to their client's current activities and needs. We're still in progress, so check back soon for more details.

Functionality includes:

• Salesforce Integration: We modelled Executive Network's Salesforce objects and relationships in Elgg and created a mechanism to bi-directionally synchronize account, network and member data.
• Role-based Access with Custom Profile Types: We developed a framework to implement user roles for Elgg, providing more granular control over the site than Elgg's default user distinction. Out of the box Elgg recognizes two types of users: members (ordinary users) and administrators (users who can do everything on the site). This plugin allows Executive Networks to define custom roles for administrators, staff, members and guests.
• Event Management: Our goal was to completely replace EN's commercial event system, RegOnline, with a custom tool that exeeded its functionality. We developed a robust event management system including features like: venue management, agenda management, optional guest registration, and a communications sub-system with customizable notication templates driven by user actions and/or pre-defined schedules.
• Advanced Search Query Builder: Executive Network's required a robust, responsive search engine to mine the wealth of business intelligence within the member network, so we created a custom query builder that allows their staff to interatively combine criteria, operators and conditions. Commonly used queries can be saved and accessessed by other staff and results can be saved and reviewed at a later date.
• Search Results Processing: Taking our query builder one step further, we developed a results processing engine that allows staff to save point-in-time search results for later review.
• Enagement Index: The "engagement index" is a calculated metric that creates a focus for the discussion of member engagement using “evidence” on the site, including touch point dates, participation records, content contributions, scorecard ratings, searches initiated, visits to the site and so on.
• CCD/Staff Dashboard: The CCD is the primary connector at EN. Their job is to know their members (profile, company initiatives, professional expertise, networking style, etc) and create opportunities for members to connect with each other. These opportunities may be a network face to face meeting, a sub-group meeting , a webinar on a topic of interest to a number of members, a benchmark survey we broker for a member, individual introductions and so on. The CCD Dashboard presents account and member data, engagement metrics, participation records and other critical information to the CCDs in a single consolidated views. It also allows notes (annotations) to be attached to various records similar to how a CRM functions.
• Outlook Integration: We developed a custom mail engine to fetch, parse and store years of emails exchanged between CCDs and EN's members. For example, a major part of the CCD's job function is to connect executives who are facing similar challenges with each other. Our engine is able to identify the sending and receiving members (via their email addresses) and map the communcations to their accounts within the application, thereby allowing EN to track the context and number of times a particular member (or resource) has been recommended.

BUILT USING: 
Elgg 1.8, Salesforce, RegOnline, Linux, Apache, MySQL, PHP, jQuery UI

Request a Demo: https://www.arckinteractive.com/elgg-demo

Arck Interactive Case Study: https://www.arckinteractive.com/projects/elgg/executive-networks-ensight