TeamKinetic

Build better volunteer communities

Author: Steve Hall

Stevie Wonders: Signed, Sealed and Delivered (V 7.3)

Stevie Wonders: Signed, Sealed and Delivered (V 7.3)

Breathing a sigh of relief following the successful release of the latest update for TeamKinetic, I wondered just how many changes and tweaks we had made to the system since our last update.

We acknowledge as a tech-based company there is a certain expectation that we release regular updates, debugging our system, improving functions and performing general maintenance. But I would argue that TeamKinetic take customer feedback to a whole new level in terms of integrating it into our updates, where the vast majority of new functions come directly from customer requests and workshops.

Our first method is our annual TeamKinetic Conference, hosted in Manchester, where we spend the whole day listening to our clients and industry leaders t0 construct a roadmap for the development of our system.

The second is through speaking and listening to our clients through regular phone calls, emails, conversations and training sessions.

Knowing we take the time to listen and deliver to our customers gives us great satisfaction, and I believe sets us above the rest.

Having gone through the extensive testing process to get our latest version of VolunteerKinetic signed off. I re-examined the list of updates and thought a few of our customers would appreciate the shear number of changes that have been made, and would probably identify many updates in relation to conversations they have had with us.

We understand that for many, just knowing that the functions work is satisfactory, but for those who express a greater interest in our system we thought we would share a complete list of version 7.2 updates.

So as you read our list please feel free to play a bit of Stevie Wonders in the background:

https://www.youtube.com/watch?v=inXC_lab-34

 

Volunteer Registration
New address lookup and controls for provider, Volunteers, Opportunities, System Profiles, TryVolunteering registration
The ability for Admins to HIDE emergency contact from volunteer registration pages.
Ability for Super Admin to change REGISTER AS PROVIDER button colour
Make Vol and Prov registrations optional via admin switch so the functions are hidden from the homepages

 

Volunteer Opportunities
Move Opportunity Categories to the SUPER ADMIN menu, under OPTIONS
Create more help videos for creating opportunities
Create one-way sharing limiter on the search, so linked organisations can opt to share opportunities one way with other systems
Remove Add Event section from CREATE OPPS page as this can be confusing to users
Allow providers to convert opps from regular to flexible.
Allow admin to action MULTIPLE OPPORTUNITIES at the same time (including authorising opportunities)
Update: Ability for OPPS to be filtered by ACTIVITY (providers & admin)
Time stamp when volunteers join an opp (this will be used for reporting and export functions)
Set character limits on the PERKS and SKILLS boxes?
Allow Documents to be uploaded to opportunities, which are visible to volunteers

 

Volunteer Manager Reports
Change provider reports so they reflect only their volunteers (YOUR VOLS and LINKED VOLS) not a global report on ALL vols on system
Move reports to 2 columns with a SIDE MENU
Volunteer HourTrades
Ability to download hourtrade data
Add toggle for HourTrade, remove from menu when off
Move HOUR TRADE VOUCHERS page to menu

 

Volunteer Surveys
Change hover over tip to Survey field – Volunteer ID Parameter Name
Add Survey links to opportunities
Add Survey link Unique Parameters (so each volunteer gets sent a unique survey which can be traced back to them)

 

Events
When a volunteer is not on any events, a notice should reflect this on their EVENTS page
Improve the layout of the EVENTS PROFILE edit box
When an admin or provider adds an EVENT there should be a default banner image

 

Address Lookup
EDIT  address lookup and controls for ADMINS, PROVIDERS, and VOLUNTEERS in 17 pages
Add select COUNTRY to all address pages
make ADDRESS LOOKUP field RED (so it is highlighted) on the Volunteer EDIT page

 

Volunteer Achievement Badges
Improve achievements page and added a download format
Allow download of achievement badges and who has attained each badge level

 

User Guides
Create PROVIDERS online user guide page
populate PROVIDERS guide with relevant information on every function

 

Volunteer Timelines
Add timeline and stats to volunteers achievements page
Allow admin to view volunteers timelines

 

Courses
Ability to DELETE an application form from a course

 

Other
Download Volunteer or Provider DATA should show ACTIVE or REMOVED fields
Auto Refresh page after a group is added or removed.
Change provider link to only show currently linked and then have a search bar/auto suggest adding new links. Only include active providers.
Ability to sort feedback on provider or volunteer by thumbs up or thumbs down
Remove the CLUB tab from providers page, if the org hasn’t purchased the module
Put Clients T&Cs above our T&Cs

Introducing TeamKinetic: Steve Hall – Stepping into the Unknown

TeamKinetic …what fun we’ve had!

Tasked with introducing myself through a blog, I thought how I could best describe myself and the journey I have had so far with TeamKinetic.

There was a time when TeamKinetic was just a topic of conversation at the dinner table as Chris, my brother in law, would tell me how he and Rolf had been developing a piece of software for volunteer management. I remember Chris telling me how they ran the company out of the spare area in his dad’s office, which was often filled with construction workers and their muddy boots.

This was quite the contrast to my corporate job! I had spent seven years working for an American pharmaceutical company as IT Project Manager. I had initially enjoyed the job for its methodical approach required, with clear outcomes and a process to achieving them being visible. The job required me to travel hospital to hospital working up to three projects at a time. I was a testament to Lenny Henry and his #goodnightguarentee!

For sure I took advantage of all the free shampoo I could, my bathroom was full of them! But after that the benefits wore thin. Living out of a suitcase had become tiresome and I started considering what I could do instead; I wanted something that actually had an impact, a place where I could build something and see the results.

I decided I was in a strong enough financial position to hand my notice in and begin my journey into the unknown. I had several solo contracts that were going well and I decided that I would continue working for myself and would build my own company.

It was during one of my contracts in Birmingham, that I received a call from Chris asking for some help on the implementation of volunteer management website. Our chats continued and soon progressed into a proposition. I decided I would finish my current contract and then join TeamKinetic as a partner.

Eight years on I have never looked back. As the company has grown, our systems improved and our client base ever expanding, I have found gratification and enjoyment in my role! Each time we develop a new function, release an update or meet a new client I get excited that we are genuinely helping others.

As I am the ‘Implementer’ (cue mischievous face for comical value) I spend most of my time speaking and visiting our amazing clients. The interpersonal aspect of a job is something I value highly, wanting to work with people who are happy and also wanting to make a difference is very rewarding.

Each day brings a new task and challenges, every time a new one pops up I write it on a yellow post-it-note and put on my monitor, then upon completing them, I get to scrunch it up and throw it away, with deep satisfaction. My life a much happier nowadays, I spend more time with my family, I have a job that I wake up happy to go to, and I feel like I am making the better impact in the world.

Steve

Implementation Consultant

steve@teamkinetic.co.uk

If you have any thoughts you would like to share, please feel free to contact me.

Powered by WordPress & Theme by Anders Norén