Running a Small Business with Plone

50 %
50 %
Information about Running a Small Business with Plone

Published on November 13, 2008

Author: sek



Sally Kleinfeldt's presentation at the Plone Conference 2008 in Washington DC about using Plone, a leading open source content management system, to run a small business.

Running a Small Business with Plone Sally Kleinfeldt, Jazkarta

Jazkarta • Open source technology web applications • Hosted solutions, consulting services, training and support • Plone, Zope, Python experts • Three full time, 5+ part time staff • Staff distributed across multiple locations

Plone Is Our Business • Our income is mostly from Plone-based products and services • We use our own products and services to run our business

Aspects of Running a Business • Operations • Marketing/Sales • Customers

Operations • Finance, records • Quickbooks (traditional) • Day to day work environment • Home offices, shared work spaces (no bricks and mortar)

Work Environment • Distributed work environment makes communication and collaboration key • Email • Chat • Calendars • Document management

Google Apps • domain • Gmail, chat, calendar, docs/spreadsheets, sites, start page • Search across all personal content • Standard Edition free, Premier Edition $50/user/year • Education, non-profits get special deals

Gmail: Good UI, Great Search

Google Calendar: Supports iCal Standard

Google Docs: For Staff & Customers

Google Docs: Collaborative Editing

Google Docs: Spreadsheet to Form

Google Docs: Offline with Gears

Dropbox: Shared Filesystem

Google Start Page: Personal Dashboard

Google Sites: Company Intranet

Google Apps • What does this have to do with Plone?

Google Apps + Plone • Rich APIs for integration • Embed a Google Doc form on a page • Import Google Calendar to Plone Calendar • More examples later

Marketing & Sales • Internet plus word of mouth • Website • Ads • Emails • Managing customer relations • Managing sales

Website: Plone • Full featured content management system • Rich content with a marketing slant - products, services, news, team, case studies, newsletters, blog posts, etc. • Many add-ons • Secure, robust • Plone provides our public persona

Plone Hosting • Requirements • Reliability • Scalability • Ease of management

Plone in the Cloud • Hosted on Amazon EC2 • Buildout and fabric for deployment • Data.fs and Apache logs use Elastic Block Storage • Backups use S3 storage • 5 virtual servers: Apache/Pound/Varnish, ZEO, 3 clients

Advertising: Google Adwords

Emails: Vertical Response

CRM: Salesforce • Best of breed hosted solution (SaaS) • Powerful API that promotes integration • Manage contacts, leads, accounts, campaigns, business opportunities

Salesforce Out of the Box • Gmail - email Contacts • Google Docs - associate proposals, contracts with Accounts • Google Adwords - integrate with Campaigns • Vertical Response - email Leads • PayPal - pay for products

Salesforce + Plone • Salesforce Connector • PloneFormGen • SalesForceAdapter • For details see Andrew Burkhalter’s talk at 9:30 Thursday

Plone - Salesforce - VR Example • Plone form to capture prospective customer’s interest • Data goes into customized Salesforce Lead • Add Leads to Campaign • Send targeted information to Leads - training announcements, product announcements, newsletters

Customers • Flexible scope projects using agile methodologies • Multiple customers, projects, developers, project managers

Project Management: ClueMapper • Super-charged Trac across multiple projects • Hosted on Amazon EC2 • Personal dashboard showing all projects • Enhanced web-based management • AJAX UI for entering time • Lightning Talk today

ClueMapper: Future Plans • Integrate with 3rd party time tracking products • Harvest (Hosted solution) • SlimTimer (Trac plugin) • Integrate time tracking with QuickBooks

Conclusion • Plone + Salesforce + Google Apps + ClueMapper makes a powerful combination • Use Plone for the things it does well • Integrate other best of breed components • Choose the right tool for the task

Questions? sallly@jazkarta

Add a comment

Related presentations

Presentación que realice en el Evento Nacional de Gobierno Abierto, realizado los ...

In this presentation we will describe our experience developing with a highly dyna...

Presentation to the LITA Forum 7th November 2014 Albuquerque, NM

Un recorrido por los cambios que nos generará el wearabletech en el futuro

Um paralelo entre as novidades & mercado em Wearable Computing e Tecnologias Assis...

Microsoft finally joins the smartwatch and fitness tracker game by introducing the...

Related pages

Running a small business with plone — Plone CMS: Open ...

Running a Small Business with Plone By: Sally Kleinfeldt About Sally Kleinfeldt. Sally Kleinfeldt's interests and experience include data and content ...
Read more

Running a small business with Plone (Sally Kleinfeldt ...

What tools can be used to run a business? ... about; contact; Running a small business with Plone (Sally Kleinfeldt) Published on 8 October, 2008 ... Plone ...
Read more

Running Of A Small Business | LinkedIn

View 10446 Running Of A Small Business posts, presentations, experts, and more. ... Running a Small Business with Plone. 3,425 Views. DavidIKatzauthor.
Read more

Plone Conference 2008 Sessions — Plone CMS: Open Source ...

The Zope/Python Users Group of DC proudly presents the following sessions for Plone Conference 2008! ... Running a Small Business with Plone:
Read more

Martin Aspeli: Running a succesful project - YouTube

... by someone who codes Plone for fun and runs ... Martin Aspeli: Running a ... Whether you are a small business working for ...
Read more

Introduction — Plone Documentation v5.0

Introduction. What is Plone? ... Thousands of websites across large and small ... and offers a straightforward installation to get you up and running in ...
Read more

Features — Plone - The Ultimate Open Source Enterprise CMS

Plone 5; Features; Try Plone; ... Keep it simple and lightweight for small teams or scale it to serve a global business. Either way, because Plone is Open ...
Read more

Small Business Blog

As you become more knowledgeable about the process of running a business, you may want to add new elements to your initial ... © Small Business Blog ...
Read more