[OSGeo-Conf] [OSGeo-Discuss] FOSS4G events - email privacy
Michael Terner
mgt at appgeo.com
Wed Dec 30 11:46:22 PST 2015
I just wanted to note that being "second in line", the Boston team has been
watching this thread with great interest. The interest is partly in
watching the discussion and decision making of our FOSS4G partner in
action; but the bigger interest is in that we feel these tools - mailing
lists; outbound email tools; CRM - are vitally important and will be a key
ingredient of our mutual success in 2017. Some quick observations from the
perspective of someone who will be actively involved in putting on a future
event:
1. We fully respect and support the importance of personal privacy and
email list transparency
2. As someone who attends a large number of conferences - both open
source and otherwise - I fully expect that I will be placed on the mailing
list for the next conference once I register. This shouldn't be a surprise
to people. And in most cases I want to be on that list.
3. We fully support what seems to be the prevailing, two part opinion of
this thread: 1) *Clear notification* that someone will be placed onto
the list in the first place when they fill out the initial form;
and, 2) *Clear
and easy opt out* be present on any outbound messaging to that list.
This seems entirely reasonable while acknowledging how important these
lists are to future conference teams (like Raleigh, for FOSS4GNA 2016).
4. As a commercial company, we implement a cloud-based CRM package for
our company called Zoho CRM <https://www.zoho.com/>. We are quite happy
with Zoho (and there are many other good choices out there), but the road
to success is not necessarily straight forward. From this perspective I'd
observe that every CRM comment made on this thread *is accurate.* Here's
my personal take:
- CRM's are very valuable and their capabilities go far beyond what
you can do with a "list manager" and email platform like Mail Chimp
- That said, something like Mail Chimp *can *be used in a manner that
is similar to a basic CRM. Indeed, Zoho has a module (called "Campaigns")
that provides Mail Chimp functionality
- Taking full advantage of a CRM requires proper planning, setup and
management. And most customers, including ourselves, use only a tiny
fraction of the full functionality.
- CRM software can be friendly to the "end user" but there is
backroom setup and management that requires special skills. Even with
fulltime technical people, we have sought consulting to help get
Zoho setup
properly for certain activities.
- Ultimately, someone at OSGeo would need to "own" and manage the
CRM. This could be challenging in an organization without a
fulltime staff
presence. It would be somewhat analogous to someone trying to do
something
that's very important and advanced with geospatial analysis on a
part-time,
volunteer basis, with potential months long gaps between using the tools.
The alternative would be to outsource management of the CRM.
- That said, if OSGeo wanted to proceed with CRM, Boston 2017 would
be a willing collaborator and user and could lend some of our
experience to
the mix
- In short, it would be great to have an operational CRM to support
an event like FOSS4G. But, it is non-trivial to get a good CRM up and
operational, and managed for the long term.
Thanks to all for this very useful thread and for the future help we know
you will provide us over the coming months...
Happy new year!
MT
On Mon, Dec 28, 2015 at 3:52 AM, Sanghee Shin <shshin at gaia3d.com> wrote:
> Dear All,
>
> I feel that many realised the importance and necessity of CRM here in
> OSGeo.
>
> So, if anybody could lead and volunteer for CRM selecting, setting-up and
> managing, that will be really appreciated. Board could provide necessary
> resources, I believe.
>
> Past FOSS4G attendees, FOSS4G and OSGeo sponsors are the main customers we
> should manage.
>
> Kind regards,
>
> 신상희
> ---
> Shin, Sanghee
> Gaia3D, Inc. - The GeoSpatial Company
> http://www.gaia3d.com
>
> > 2015. 12. 23., 오후 9:30, Steven Feldman <shfeldman at gmail.com> 작성:
> >
> > Brilliantly summarised Marc
> > ______
> > Steven
> >
> >
> >> On 22 Dec 2015, at 23:16, Marc Vloemans <marcvloemans1 at gmail.com>
> wrote:
> >>
> >> Dear Board et al
> >>
> >> Let me give an idea why some kind of CRM would be appropriate;
> >> - finances are managed in a financial software environment like SAP
> >> - code is managed in a SVN env like Trac
> >> - collaboration is done in eg Google Docs
> >> - relations are managed in a CRM
> >> ....however none are managed in a list !
> >>
> >> It is probably a matter of dominant perspective or mental model ; if
> the majority of a community is financially/technically/commercially in
> background it tends to approach every problem with its own unique tool set.
> Unless a hammer is the only tool available....
> >>
> >> Please let's treat the OSGeo relationship management as an important
> enough theme. Unless outreach and promotion are not on the agenda any more.
> Doing document management in a SVN environment a little while ago was
> already bizar enough ;-)
> >>
> >> Vriendelijke groet,
> >> Marc Vloemans
> >>
> >>
> >>> Op 23 dec. 2015 om 02:55 heeft Sanghee Shin <shshin at gaia3d.com> het
> volgende geschreven:
> >>>
> >>> Hi Steven,
> >>>
> >>> I don’t think that might be another loads of managing different lists.
> The core lists are only two, previous attendees and sponsors lists, 11
> lists are there at MailChimp.
> >>>
> >>> Cheers,
> >>>
> >>> 신상희
> >>> ---
> >>> Shin, Sanghee
> >>> Gaia3D, Inc. - The GeoSpatial Company
> >>> http://www.gaia3d.com
> >>>
> >>>> 2015. 12. 23., 오전 12:45, Steven Feldman <shfeldman at gmail.com> 작성:
> >>>>
> >>>> Sanghee
> >>>>
> >>>> I noticed that this conversation is taking place solely on Conference
> list so I have extended to Discussions to gain a wider range of opinion
> hopefully
> >>>>
> >>>> I think it may be more work for FOSS4G LOCs and others to manage
> loads of different spreadsheet lists rather than maintaining one master
> database.
> >>>> ______
> >>>> Steven
> >>>>
> >>>>
> >>>>> On 22 Dec 2015, at 14:55, Sanghee Shin <shshin at gaia3d.com> wrote:
> >>>>>
> >>>>> Hi Steven and all,
> >>>>>
> >>>>> I know MailChimp is not for the CRM. However I believe the core part
> of the customer relation management doesn’t lie on the CRM SW but on
> interaction with customers, for us it means previous FOSS4G attendees and
> sponsors.
> >>>>>
> >>>>> As a volunteer organisation I don’t think we have enough time and
> resources to manage another CRM SW - whether that is open source or
> proprietary.
> >>>>>
> >>>>> So, how about just focusing on giving thanks and asking
> participation to OSGeo’s activities? It will not be so frequent. I believe
> introducing CRM SW could be another overkill.
> >>>>>
> >>>>> Cheers,
> >>>>>
> >>>>> 신상희
> >>>>> ---
> >>>>> Shin, Sanghee
> >>>>> Gaia3D, Inc. - The GeoSpatial Company
> >>>>> http://www.gaia3d.com
> >>>>>
> >>>>>> 2015. 12. 22., 오후 6:58, Steven Feldman <shfeldman at gmail.com> 작성:
> >>>>>>
> >>>>>> MailChimp is not a CRM, it’s mailing software that works of lists
> that you upload. The challenge is maintaining the lists with any degree of
> granularity
> >>>>>>
> >>>>>> I agree with Darrell that a proper CRM would be a great asset
> allowing us to develop a better understanding of conference delegates, list
> members etc and deliver more tailored marketing communications to them.
> There are open source solutions that we could deploy and hosted solutions
> that we could purchase.
> >>>>>>
> >>>>>> I will stick my hand up to help (emphasis on help) with
> implementation if we decide to go ahead with a CRM
> >>>>>> ______
> >>>>>> Steven
> >>>>>>
> >>>>>>
> >>>>>>> On 22 Dec 2015, at 01:42, Sanghee Shin <shshin at gaia3d.com> wrote:
> >>>>>>>
> >>>>>>> 2015. 12. 22., 오전 9:35, Darrell Fuhriman <darrell at garnix.org> 작성:
> >>>>>>>>
> >>>>>>>> I’ve always maintained that OSGeo should maintain a CMS with
> sponsor contacts, conference attendees, etc.
> >>>>>>>
> >>>>>>> We already have MailChimp account for managing previous global
> FOSS4G attendees and sponsors. It’s huge asset.
> >>>>>>>
> >>>>>>>> One it’s all in place, you just have to have a policy for
> deciding who gets access to what, which shouldn’t be that hard.
> >>>>>>>
> >>>>>>> We may add new OSGeo sponsors there to MailChimp for managing all
> the thing in one place. And then we may set the access rule, maybe by Board?
> >>>>>>>
> >>>>>>>> But I was never able to get any traction on that. *sigh*
> >>>>>>>
> >>>>>>> To reduce any other additional jobs, I suggest to make the best of
> MailChimp as a platform for CRM(Customer Relation Management). I believe
> it’s about CRM not about spamming.
> >>>>>>>
> >>>>>>>>
> >>>>>>>> d.
> >>>>>>>>
> >>>>>>>>
> >>>>>>>>> On Dec 21, 2015, at 01:20, Sanghee Shin <shshin at gaia3d.com>
> wrote:
> >>>>>>>>>
> >>>>>>>>> If sharing scope can be defined, that might also be nice.
> >>>>>>>>>
> >>>>>>>>> For example,
> >>>>>>>>>
> >>>>>>>>> 1. email lists collected through global FOSS4Gs, that might be
> only shared to next global LOC.
> >>>>>>>>> 2. email lists collected through regional FOSS4Gs, that might be
> only shared to next regional LOC.
> >>>>>>>>>
> >>>>>>>>> By the way, Conference Committee, when will you add me to the
> conference committee members[1]? I have enough scars on my body to be added
> to your committee!
> >>>>>>>>>
> >>>>>>>>> [1]
> https://wiki.osgeo.org/wiki/Conference_Committee#Current_Members
> >>>>>>>>>
> >>>>>>>>> 신상희
> >>>>>>>>> ---
> >>>>>>>>> Shin, Sanghee
> >>>>>>>>> Gaia3D, Inc. - The GeoSpatial Company
> >>>>>>>>> http://www.gaia3d.com
> >>>>>>>>>
> >>>>>>>>>
> >>>>>>>>>> 2015. 12. 20., 오전 6:10, Seven (aka Arnulf) <seven at arnulf.us>
> 작성:
> >>>>>>>>>>
> >>>>>>>>>> Done:
> >>>>>>>>>>
> >>>>>>>>>>
> https://wiki.osgeo.org/wiki/FOSS4G_Handbook#Participant_Involvement
> >>>>>>>>>>
> >>>>>>>>>> Please feel free to add good stuff like this to the Handbook
> any time.
> >>>>>>>>>> Anybody. It's a Wiki...
> >>>>>>>>>>
> >>>>>>>>>>> On 18.12.2015 09:31, Ian Edwards wrote:
> >>>>>>>>>>> Hi All,
> >>>>>>>>>>>
> >>>>>>>>>>> All discussed here
> >>>>>>>>>>> <
> http://osgeo-org.1560.x6.nabble.com/OSGeo-Privacy-Policy-was-FOSS4GNA-Someone-is-watching-you-o-tp5241750p5241873.html
> >,
> >>>>>>>>>>> it would be good to get your thoughts on updating the FOSS4G
> Cookbook to
> >>>>>>>>>>> include a brief statement on email privacy.
> >>>>>>>>>>>
> >>>>>>>>>>> Something along the lines of:
> >>>>>>>>>>>
> >>>>>>>>>>> "by submitting your email address you consent to us sharing
> your details
> >>>>>>>>>>> for the purpose of keeping you informed of future similar
> events. You
> >>>>>>>>>>> can unsubscribe from these communications at anytime using the
> >>>>>>>>>>> unsubscribe links provided."
> >>>>>>>>>>>
> >>>>>>>>>>>
> >>>>>>>>>>> ===
> >>>>>>>>>>> Ian Edwards
> >>>>>>>>>>>
> >>>>>>>>>>>
> >>>>>>>>>>> _______________________________________________
> >>>>>>>>>>> Conference_dev mailing list
> >>>>>>>>>>> Conference_dev at lists.osgeo.org
> >>>>>>>>>>> http://lists.osgeo.org/mailman/listinfo/conference_dev
> >>>>>>>>>> _______________________________________________
> >>>>>>>>>> Conference_dev mailing list
> >>>>>>>>>> Conference_dev at lists.osgeo.org
> >>>>>>>>>> http://lists.osgeo.org/mailman/listinfo/conference_dev
> >>>>>>>>>
> >>>>>>>>>
> >>>>>>>>>
> >>>>>>>>> _______________________________________________
> >>>>>>>>> Conference_dev mailing list
> >>>>>>>>> Conference_dev at lists.osgeo.org
> >>>>>>>>> http://lists.osgeo.org/mailman/listinfo/conference_dev
> >>>>>>>
> >>>>>>>
> >>>>>>> 신상희
> >>>>>>> ---
> >>>>>>> Shin, Sanghee
> >>>>>>> Gaia3D, Inc. - The GeoSpatial Company
> >>>>>>> http://www.gaia3d.com
> >>>>>>>
> >>>>>>> _______________________________________________
> >>>>>>> Conference_dev mailing list
> >>>>>>> Conference_dev at lists.osgeo.org
> >>>>>>> http://lists.osgeo.org/mailman/listinfo/conference_dev
> >>>
> >>> _______________________________________________
> >>> Discuss mailing list
> >>> Discuss at lists.osgeo.org
> >>> http://lists.osgeo.org/mailman/listinfo/discuss
> >
>
> _______________________________________________
> Conference_dev mailing list
> Conference_dev at lists.osgeo.org
> http://lists.osgeo.org/mailman/listinfo/conference_dev
>
--
*Michael Terner*
*Executive Vice President*
617-447-2468 Direct | 617-447-2400 Main
Applied Geographics, Inc.
24 School Street, Suite 500
Boston, MA 02108
www.AppGeo.com
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