Compass...an update
Jonathan Chicken
April 2014
What we will cover today
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Background
Functionality
Implementation approach
Project update
Q&A
April 2010 – MMS review
• System not meeting requirements of members
• Risk in technology
used and concerns:
lifespan and
capability
• Current system
not fit for
purpose
Consultation
Two surveys (3,000
and 1,000 responses)
One-to-one telephone
conversations
– Section Leaders
– Group Scout Leaders
– Executive members
Buying the new system
• Leaders and Executive involved in specification
• Thorough procurement procedure
• Solution based on proven standard package
using standard technology
• Contractor chosen with a great track record
• Software for charities and
membership organisations
• Over 1,000 customer organisations
• Over 1,200 staff
What we are getting...
• A robust, reliable and adaptable system
provided by a very experienced supplier.
As previously:
• View and edit your own information (including
other areas such as social media details).
• Ability to add and update role information,
training records, permit records, service history
and awards.
• Submit and track scouting processes online.
What we are getting...
New functionality:
• Better and easier searching functions –
multiple selection criteria.
• Reports based on searches: output to
– Local printer
– PDF document
– CSV document for spreadsheets
• Ability to send txt messages,
Alerts & emails to multiple recipients.
What we are getting...
New functionality: adult
• Nominate awards online.
• Record additional information (e.g. emergency
contact, line manager).
• View Group/District/County information
according to role and switch views easily.
What we are getting...
New functionality: adult
• Easier recording of adult training
• Print a Personal Learning Plan
• Record the name of a Training Adviser
against a Personal Learning Plan
• More flexibility in the recording of
role titles to better reflect what titles
people are given locally
What we are getting...
New functionality: adult
• Ability to opt in to communications
based on interest, rather than role.
• Ability to manage joining enquiries
if desired.
• Better recording of ongoing learning.
• Manage the process for assessment of
and granting of permits online.
What we are getting...
New functionality: young person
• More information about youth members (e.g.
hobbies, emergency contact, email and social media
– age appropriate).
• Record badge progress.
• QSA recorded and approved
online.
• Events, camps, evening
meetings planned online and
linked to badge requirements.
What we are getting...
New functionality: young person
• Young Leader training (which missions etc, what
was done, when it was done).
• Completion of elements of a badge,
or the whole badge.
• Completion date and presentation date
(use to plan presentation events or
check what badges to order).
• Link to activities (e.g. camps) and
be prompted when next badge gained.
Implementation
Roll-out process – per county / area / region (Scotland)
•Defined readiness criteria for switching over to
Compass
• Appointed Compass Implementation and Training
Champions to design and manage the process of
getting ready
• Supporting and tracking progress with Champions
• Commissioners to sign-off that they are ready before
go-live
• Major effort on data cleaning and youth data capture
Project update...
• Compass Delivery
– The entire Compass portal integrated with 3rd party interfaces was delivered
early March 2014
– Online DBS checking interface for Compass was delivered by Atlantic –
ready for testing
– Work far advanced on developing single sign-on for Compass
• Testing
– The final round of functional testing by SIG testers started on 15 March
2014.
– Plan to have the full system ready for user acceptance testing (UAT) by the
end of March 2014.
– UAT process designed and being implemented. Tim & Gareth are recruiting
Areas/Counties/Regions to participate in UAT- already have one Region.
Project update...
• Data Cleaning
– We are proceeding with data cleaning – Have sent several requests
to Champions for cleaning data. More will follow between now and
first migrations to Compass.
– Cleaning has to be done on MMS – all questions / requests for
support must referred to Appointments team – only causes delays if
sent to Compass first
– It is important for champions to realise they are not expected to do
the work – they have to see to it that it gets done.
– We are publishing updated reports from time to time – latest at the
end of February - so champions can check the results of the
cleaning they have done.
Project update
• Booking slots for go-live.
– A rota for Counties / Areas / Countries (Scotland & Northern
Ireland) is available on SharePoint to show when they have
booked. As of end of February - 65 out of 85 have booked 20 still outstanding. The remaining available slots are from
September onwards.
• Training
– The training work stream was launched in January 2014 -Ben
Crabb – Regional Commissioner for East-Midlands
volunteered to lead the training work stream.
– Started work on user guides – about 60 of these have to
finished to be used for UAT
Project update...
• Launched a data protection / data security / safe
guarding work stream to ensure all issues are dealt
with before Compass go-live – lead Keren Mallinson.
• Hosting infrastructure has been delivered. We will
start using it for UAT.
• Communications and promotion around Compass are
being stepped up.
• Started the procurement process for adding
functionality to be able to receive incoming
payments online.
Demo of Compass next…
What happens now?
1. Check your adult data:
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Personal data
Email addresses
Mobile numbers
Roles
Locations
2. Be aware of the youth templates online
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Be ready to use them in summer 2014
Further information:
Website: www.scouts.org.uk/compass
Website: www.durhamscouts.org.uk/compass
Email:
membership.system@durhamscouts.org.uk