Today, institutions and organizations are faced with new technological challenges to endorse the new communication methods their members are often already familiar with (email, social media, online payments and internet portals…). To help your organization to cope with this evolution, Orbit One wants to share its expertise in this branch: • Centralized data management for members, events, correspondence such as emails and letters • Allow your members to manage their own profile and data • Facilitate collaboration and document exchange • Automate membership fees and payments

1. October 11th 2011 OneCafé: The future of membership organisationsusing Dynamics CRM + SharePoint

2. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 2 Damien Braeckman Team Lead / Sr. Project Manager Certified project manager PM for Recytyre, IAB, AISE … CRM, SharePoint, Custom Dev projects Contact Mail: damien@orbitone.com Twitter: @damienbraeckman LinkedIn: http://be.linkedin.com/in/damienbraeckman

3. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 3 Who is Orbit One? 18 passionate web & IT professionals Based in Ghent Since1995 Strong believers of the New World Of Work Mission: “Optimizeyourcommunication & collaborationbyusing internet technologies.”

4. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 4 Our Services Advice, design, implementandmaintain: Information websites Self-Service portals, online forms, payments Intranet & document management Facebook for the enterprise CRM - Contact Management Unified Messaging Socialintegration & e-mail marketing Customdevelopment Experts in WEBSITE CMS

5. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 5 Create added value by linking the building blocks Orbit One links the building blocks into 1 fluent and coherent platform What is the atomium without the links?

6. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 6 Orbit One’s references in industry associations AISE (the international Association for Soaps, Detergents and Maintenance Products ) ITUC (international trade union confederation) ITUH (international trade union house) EI (Education International) Recytyre (Tyre Recycling) IEC-IAB (Belgian Accountants institute) IBR (Instituut voor bedrijfsrevisoren) ICCI (informatiecentrum voor het bedrijfsrevisoraat) Intermixt World Steel Living Steel

7. Introduction Today's challenges and needs Solutions (Break) The future of membership organisations Real-world examples using Microsoft technologies Drinks, fingerfood & networking Agenda OneCafé: The future of membership organisations using Dynamics CRM + SharePoint October 11th 2011 7

8. 8 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint October 11th 2011 Today’s challenges and needs of membership organisations vs available solutions…

9. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 9 Some trends: about members More demanding (value for money) How to cope with that? Express opinions but also critisim about: their sector their expectations towards the organisation Is there a medium to capture, store and re-use this? Expose membership profiles Use membership to promote their business Quality labels, recongnition Should the organisation allow this? facilitate this? How to stay impartial?

10. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 10 Some trends: about organisations More and more information Who else can access this information? Is there a knowledge conflict between the organisation and the other media? “Self-organising” groups Are popping out (Think of internet groups/forums) Should you ignore them, or cope with them? Focus on internal processes What’s in it for the members? Is the added value clear for them? Public expects social support and vision Commitment is wider than in the past

11. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 11 Some trends: about the staff More tasks - same resources How did the banks deal with that? Submerged by information From the outside world From the members And (administrative) questions How do members react to info? How to capture the feedback? How to handle or act upon it? Source: BSAE – zeppos special

13. We initiate, they follow

15. We listen and initiate

16. Bottom – up approach

18. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 15 What does the pack contains? Building blocks All blocks you need for a flexible professional solution Training Workshops with your staff Documentation For both end-users and IT Basic Customization Of the building blocks to your needs This is the foundation for your organisation’s future

20. Governance

21. Press releases

22. Events

23. Member database

24. Documents & papers

25. Social media

26. Through easy CMS

27. Groups & Commissions

28. Meeting mgmt

29. Documents sharing & collaboration

30. Sector Information

31. Self-service (my profile)

32. Easy access (1 user & password)

33. E-mail

34. Calendar

35. Documents

36. CRM

37. IM & webmeetings

38. Office tools

39. Membership mgmt

40. Correspondence

41. Question handling

42. Mass mailing

43. Campaigns

46. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 20 Advantages For the general public Clear and structured information No gap between inside information and other media Interactivity through social media Clear and structured information No gap between inside information and other media Interactivity through social media Link with internet groups (linkedin,…)

47. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 21 Additional services offered by Orbit One Public website creation Data migration Additional training & workshops Helpdesk and support Custom development Online invoicing and payment Self-service portals Online signature (contracts) Advice and consultancy on process optimalisation

48. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 22 Bart Van Coile Member of executive commity of IAB Instituut voor Accountants en Belastingsconsulenten President of the VABF Eastern Flamish federation for accountancy Contact LinkedIn: http://be.linkedin.com/pub/bart-van-coile/10/828/a47

49. OneCafé – Orbit OneDynamics CRM & Sharepoint October 11th 2011 23

50. Who isBart Van Coile - Accountant & tax-consultant of ‘Van Coile & Partners – Ghent’- Accountancy office with 25 years experience, of which 10 years, so–called ‘paperless ’- ISO-Certified -> the targets we set-up were « to become as digital as possible » October 11th 2011 24

51. Presentation“Paperless office” Accountancy = lots of paper Estimateuse of paper in our field:approximately 2 billon of sheets/ year = 10.000.000 kilos/year = pile of 200 km = 22x Mount Everest Workingpaperlesssaves 50% paper -> 1 billion of sheets / year October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 25

53. Intervat & VAT list

54. Belcotax-on-Web

55. Deposit of the annual account via internet

56. E-delivery of salary files

57. Digital databases

58. Sign-up/edit/delete data in the Business Office

59. …October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 26

60. 3 points of view: - Protect environment & nature- Easier access to information -> better search procedure -> less storage space- Saving time & increase quality October 11th 2011 27

61. How realising this challenge? - Change the attitude Be ready -> be motivated -> make switch -> then work in several steps October 11th 2011 28

62. Work in several steps: Example – 1 / by means of an all-in-one copier - scan incoming invoices - scan incoming & outgoing correspondence-> save this information in a digital way October 11th 2011 29

63. Conclusions of introducingan electronic file + - Time-savingforus & client Everyonecan consult everythingbymeans of screens No more searching in huge files Threats: Spam Phishing Malware Trojanhorses Spyware Viruses Adware Hacker Browser hi-jacker October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 30

64. Work in several steps: Example - 2 - 2 screens -> less printing documents -> easier checking and comparing figures October 11th 2011 31

65. Work in several steps: Example - 3 - WebEx ->meetings with clients from a distance October 11th 2011 32

66. Work in several steps: Example - 4 - Smartboard -> during a presentation data can be made, saved & changed October 11th 2011 33

67. Work in several steps: Example – 5- Training programs to clients -> management of clients’ bookkeeping through the internet October 11th 2011 34

68. Work in several steps: - Digitalizing -> NEED of veryclear structure + 1 vision of saving documents!!!« YYYY MM DD NC KD V… »YYYY MM DD -> day of document creationNC -> name of clientKD -> kind of documentV0.1, v0.2, … -> different versions of edited documents -> NEED of firewall!!! -> High quality standard -> Far better service October 11th 2011 35

69. E-Invoicing: Example – 6 Total amount of invoicesnationally: 1.000.000.000 Total amount of electronicinvoices: October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 36

70. Who is Bart Van Coile - Chairman of the local professional association for accountants, bookkeepers & tax consultants (V.A.B.F vzw) with approximately 250 members October 11th 2011 37

71. Who is Bart Van Coile Example – 7- Attendees can be registered by the EID-registration October 11th 2011 38

72. Who is Bart Van Coile - Council member in the Institute of certified accountants & tax consultants (since 2010) October 11th 2011 39

73. CertifiedAccountants and Tax ConsultantsThe pillars for a healthycompanyThe perfectfinancial and fiscal advisors October 11th 2011 40

75. EstablishedbyBelgianlaw in 1985 (certified accountants)

76. Recognisedtaxconsultants in 1999October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 41

77. What we do Organizing a guidedtraineeship (3 years) Providing a permanent formation Supervising the professional activitieswhileguaranteeing: Competence Independency Professionaly correct members Ensuring a corps of specialists October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 42

78. Members Individuals and Companies October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 43

80. Preferentialmatters

81. Permanent formation

82. Qualitycontrol

83. CommunicationOctober 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 44

85. Lots of filingcabinetsdifficult to search data

86. Data is notexternallyavailableOctober 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 45

89. Achieve more withlessadministration

90. A better service

91. Automation is the key!October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 47

93. Money launderinglegislation

94. Online quality reportsOctober 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 48

96. History of the correspondence

97. Extra modulusOctober 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 49

99. Adaptpersonal info

100. Hand in newforms & reports

101. Check status of active files and queries

102. Check theircorrespondenceOctober 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 50

104. Check overview of memberswiththeirhistory & enclosures

105. Link excel files fromoverviewtogetherwithsendingemails and drawingvisual reports & statisticsOctober 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 51

106. Questions & answers October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 52

107. 53 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint October 11th 2011 Education International: Membership fee & invoice automation using Dynamics CRM and SharePoint IBR: Single sign-on for transparent access to webapplications Recytyre: self-service portal and automatic declaration and invoicing Real-life cases

108. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 54 Demo

109. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 55 SSO benefits One password for all applications/websites Central member management Cost saving on all application development No need for login screens and procedures Industry standards & centralization allowing several software partners to develop applications All linked to central user management KISS principle Allows to build small and focused modules Instead of one “all-in-one” complex website Smaller modules are easy to maintain

110. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 56 Demo

111. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 57 Recytyre (www.recytyre.be) Who is Recytyre? The vzw Recytyre, the executing organism for recycling tyres, was founded on february 9th 1998 by the 6 most important tyre producers and importers together with a few other groups represented in Federauto. Some figures 500+ members (new tyre import export companies) 50 operators 6516 collection points (garages, tyre centers) 144 container pickups per day 6 staff Orbit One Customer since 2004

112. October 11th 2011 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint 58 Demo

113. 59 OneCafé: The future of membership organisations using Dynamics CRM + SharePoint October 11th 2011