Member Management Module Update

July 25, 2018

Sertoma club officers and national volunteers,

Previously, we shared with you that the incremental progress of normal computer upgrades and updates are affecting Sertoma’s 10-year-old custom member management module. We have worked with the developers at Blackbaud this past year on this project…

After months of sharing with Blackbaud the purpose and use of the member management system by Sertoma’s club officers and national volunteers, we must report that Blackbaud has informed us they are unable to complete the scope of work and are releasing all parties from the project’s contract.

While working with Blackbaud, the usefulness and convenience to Sertoma’s volunteers was central. Review of each option also included financial impact, the feasibility of providing information in a timely manner, and impact to office workflow. While we had hoped for a successful completion of the upgrade or new module, we prepared for the potential that a new process would need defined using the standard functionality available on www.sertoma.org.

After careful consideration of the options, replacement processes were developed and are now in place for both club officers and national volunteers. Online request forms are available to simplify and standardize requests based on volunteer roles and are accessible without logging in. Turnaround on these requests will be within two business days unless notified of an unforeseen delay.

National Volunteers

(Sertoma Board Members, Governors, FDRs, Development Committee members, Trainers)

  • Leadership Directory (requires login to access): To access contact information for those holding volunteer leadership positions at the national region, district, and club levels
    • Access is through Member Center/Leadership Directory
  • Request Form (no login required): Contact info for members in district/region (based on vol. position and why)
    • Access is through:
      • Member Center/National Volunteers/Region Info Requests
      • Member Center/National Volunteers/District Info Requests

Club Officers

(President, Secretary, Treasurer)

  • Leadership Directory (requires login to access): To access contact information for those holding volunteer leadership positions at the national region, district, and club levels
    • Access is through Member Center/Leadership Directory
  • Request Form (no login required):  Contact info for club members, club roster, club awards, add new members, delete members, update member’s contact info, change meeting location and/or details
    • Access is through Member Center/Club Officers/Info Requests & Updates

Your Sertoma board of directors and staff appreciate your patience during the past year, and apologize for any inconvenience you experienced. We look forward to the successful implementation of these new processes.


7 Comments

  • Nancy Humphries says:

    Do we now have no way of looking up our current club roster data on-line if we want to check to see that each member record has the most current information? Do we now have to submit a request to change a record not knowing if the record is up-to-date? Doesn’t that make more work for whoever is handling the request to update?

    • jmartin@sertomahq.org says:

      Great question! As mentioned in the post, the custom module that provided the ability to pull a roster on demand is no longer available. In making the decision to remove the custom module, the situation you describe was on the list of things we considered when developing a new process. Our recommendation would be to request a roster first, and then submit any necessary changes after checking it against your records.

      Please be assured that submitted requests are processed as quickly as possible, often on the same day they are submitted.

      Thank you for all you do!

      • Nancy Humphries says:

        Thank you for expanding the descriptions of what’s available by request. Having the information about awards given will help our Awards chairman and can be included in our club records.

  • Ellie Santoro says:

    I’m trying to find contact information for the Ithaca Sertoma Club. Can you help me?

    • Merritt Whitley says:

      Hi Ellie,

      Yes! Absolutely. An email with additional information has been sent to you directly. Please don’t hesitate to reach out with more questions.

  • John J Hanck says:

    I am having trouble finding the job descriptions of the club officers and bylaws and charter.
    Thanks,
    John Hanck

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