Tony:
So we are going into broadcast mode.

Stefan Herrlich.:
Great.

Tony:
And it is recording. It’s set to auto record, Stefan. 

Stefan Herrlich.:
It’s great.

Tony:
So we are recording this. [inaudible 00:00:13] Oh, great. Yes, we have… Let’s see, so far… I want to welcome everybody. We’re going to wait just a few more minutes, because we have a few other attendees joining and then we’ll get started. So thanks for joining us today. Okay, welcome everybody to the first in a series of client webinars that Conenza and IntraWorlds are hosting. Today, we’re going to really focus on an introduction of IntraWorlds and the co-founder, Stefan Herrlich and then the introduction of their platform. I do want to point out on the front end that we want for you to have an opportunity to ask questions and so there’s a chat feature at the bottom of the screen. So if you can see this now, you can see the chat right here. If you click on that, you can post questions anytime via chat, and then we’ll address them at the end of the presentation.

Tony:
So allow me to introduce Stefan Herrlich. Stefan is the co-founder of IntraWorld and he will give you some background on the company and so forth. But before he starts, I just want to mention that it’s been such a great pleasure to really form a joint company with Stefan and his other co-founder, Benjamin Elixmann. I really couldn’t have found two better partners. Stefan and I met in 2015, and began talking to each other and we then got reacquainted again in 2019. 

Tony:
The two of them have really built a great company. And I think what’s most interesting is the values that they have in building their company were shared by Conenza and on our team here, in terms of honesty, a real foundation of trust, a passion for customer success and partnering with them to build a great alumni solution. So we’re super excited about the combination and really looking forward to doing great things together. So it’s an absolute pleasure to introduce Stefan and give you an opportunity to meet them. I know some of you have met him in the past, but this is [inaudible 00:03:22] to get reacquainted. So with no further ado, Stefan, take it away.

Stefan Herrlich.:
Well, thank you so much, Tony. And Hello everyone. My name is Stefan Herrlich. I’m the co-founder of IntraWorld. And It really is a pleasure to connect with all of you and I’m looking forward to meeting you in person at some point, but also your questions on this webinar and interacting going forward. It has been such a great experience leading up to this point with Tony and his team. After we had initial talks early this summer, we’ve been meeting each other and each other’s teams in Seattle and Munich, where IntraWorlds headquarters is. And it’s been a great journey so far and we’re super excited about what we’re going to do in 2020 and beyond. Today, it’s a privilege to share with you some information about IntraWorlds, give you a demo on the system and answer any questions you may be having. So, again, please make use of the chat features and interact with us and we’ll be addressing your questions. Let me start with the agenda for this call. We have scheduled an hour, and so I want to leave about 15 minutes for q&a at the end.

Stefan Herrlich.:
We’ll start with an introduction of IntraWorlds, then give you a view of our combined company, what it looks like today and transition into a demo of the IntraWorlds alumni platform to then talk about our status of migration plans. Just to manage expectations right at the beginning of this call, we’re not going to lay out weeks and months of detail plans for you today. We just want you to get a sense of where we are at in this process, what our next steps are and when you can expect us to reach out. So just wanted to make sure to manage expectations here at the front end. So with that said, let’s dive in and start with the introduction of IntraWorlds.

Stefan Herrlich.:
It’s a company that I co-founded with Benjamin and two other co-founders, really as a student project near 2002 at a business school In Germany. We initially connected students to one another. Remember, there was a time when there was no Facebook around. So we’ve built something like that for students. And the Alumni Association of the Business School and the leaders there saw what we were doing said, Well, we need something like an online directory and a way to connect with our alums online. And it looks much like what you were doing in terms of that student project. So could you build an alumni platform for the business school? That was sort of the starting point of IntraWorlds back in 2002. Fast forward to 2020, we’ve been building, university education alumni systems focused on the German market.

Stefan Herrlich.:
We’ve then expanded our scope to include corporate alumni system. We started focusing on corporate alumni system as it’s a much bigger opportunity and an interesting market for us in German speaking Europe, then expanded to a broader Europe until in 2014, 15, I moved to the US and built our US presence out of New York. And I’m currently based in our Tampa office, which is a second office part from my New York office here in the US. In Germany we’re headquartered in Munich, and we have a development subsidiary and Pilsen in the Czech Republic.

Stefan Herrlich.:
My co-founder, Benjamin is the CTO of the organization. And just a word on roles. Tony will continue to lead the alumni efforts of the combined organization. Meaning that he will oversee all of our alumni engagement strategy, the strategic direction of the product, the way we offer our services and leading the entire organization. So very excited about it as because you know best of anybody that he has the broadest experience in this space and we couldn’t be happier to be collaborating as co CEOs of the combined company and with Tony leading our largest business, unit and business effort in that role as well.

Stefan Herrlich.:
In terms of the scope of InterWorld. So beyond corporate alumni programmes, we offer solutions that really span the entire career lifecycle, ranging from candidate relationship management to employee mobility, and then ultimately, corporate alumni programmes. As I alluded to corporate alumni programs, are our strongest biggest product. But we do have strong presence around candidate relationship management and employee mobility solutions for our clients as well. So we spent the entire career lifecycle with our solutions. And our clients include SAP, Deutsche Bank, PwC, and various of their territories in Europe and we also have a project here in the US.

Stefan Herrlich.:
We support BCG with our global alumni job board. We’re doing extensive work with Daimler and Bosch, as well as Davis Polk, Holton levels and a number of leading law firms. IntraWorlds is certified to the ISO 27001 standard. This is something that Conenza has also Lived to in the past in terms of the spirit of office. We have gone through the exercise of obtaining certification from a third party and have that ISO 27001 certification in place today. And we’ll increase the scope and include all of our US operations in 2020 and beyond. So that’s a plus looking at the combined organization that we’ll be able to show that certification for you for all of our activities going forward. In terms of looking at the combined company, together we now have more than 60 employees serving more than 100 clients and all major sectors. 

Stefan Herrlich.:
We’ve added up our combined talent engagement experience and came to more than 250 years of team members. This speaks to the experience of the team members and also to the fact that we have very loyal teams and a lot of experience in our teams working with clients for multiple years. So that’s a great amount of experience that we bring to our client work serving more than one and a half million town profiles across the globe. And we’ve mentioned the offices so you’re familiar with the Seattle office IntraWorlds two offices in New York and Tampa, in the US, and then the Munich and Pilsen operations over in Europe.

Stefan Herrlich.:
Looking at the technological basis for our business, IntraWorlds is a platform and it makes use off platform components that we configure for our various solutions. So when I talked about candidate relationship management, term mobility, and alumni solutions, all of our clients are running on the same fundamental technology platform that has a core rights and role system and flexible customization. And we roll that out through a series of tools and entities that we configure for our clients. I don’t want to take you through all of these features and bullet points that describe the technology. But just wanted to mention that as a starting point as we transition into the demo. 

Stefan Herrlich.:
What you will see in the demo is a current implementation of a demo system that we use to show how our alumni system can look like. But it doesn’t have to, and it never exactly does, because every client implementation is different. And so we’re making use of these tools to configure solutions for you and to make sure that we deliver on your alumni strategy and build out the system in a way that you’ll need it. Also, touching briefly on and that’s the last slide that I’m going to do before starting into the demo, is talking about our integration options, which are going to be extensive enough to allow us to migrate all of your existing integrations on to the IntraWorlds platform. 

Stefan Herrlich.:
There are multiple different ways that we can do that. The most simple one is obviously the manual exporting importing. But that’s not a real integration. This maybe something that will be done for a transition or to import data for a project. But really, the automated processes include using a file server and exchanging files. That’s what we’re doing today with many of you. IntraWorlds also has an extensive web services API endpoint, so, systems can speak directly with one another using our web services. And we filled out standard middleware. And some of you I know are using interaction. That’s the CRM system used extensively in the legal industry IntraWorlds has a standard integration into interaction, as well as ASAP success factors, but also a connector to the typical scribe environment. And that’s a middleware environment where systems such as Salesforce, Workday, and Microsoft Dynamics and others also have connectors. 

Stefan Herrlich.:
As you connect IntraWorlds to other internal systems, this typical scribe middleware allows you to discover all the data that is an IntraWorlds in a web interface where you can drag and drop fields and configure your integration as opposed to developing it. Those tools are all at our disposal when we’re looking to build integrations out for you. So with that said, I would now transition into a demo of the software system. Bear with me one second. So what I’ll do with you is, we’ll take a look at the landing page, the locked out state and then move on to walk through the alumni experience, and then the administrative experience. So three major steps in our demo and starting with the locked out state, just going to show you briefly, the demo locked out state. But really show you some examples of existing clients. This would be SAPs landing page, where they have a claim login, sign up options, some visuals and plugs for their services. That’s one example of a landing page that we’ve built for SAP.

Stefan Herrlich.:
Here is an example for Mayor Brown, which shows big imagery banner and certainly login options with single sign on for social Single Sign On and current employee corporate Single Sign On, so they don’t have to use username and password when they’re in the network. And then lastly, an example for BBC, which has its own design here registration and login options. There’s very few limitations on to what the landing page can do. And so the way we design these is working with clients and making sure we transition your landing page in a way that reflects well on you, does what it used to do and will be a seamless entry point into the alumni experience. So with that said, let me transition to the experience of an alum before then again, moving over to the experience of an administrator. 

Stefan Herrlich.:
The alumni experience after logging in, is based on a concept of personalization, understanding who’s logging in and serving information that is relevant for them. As you can see, in this locked in state here as an alum, I’m greeted with my personal profile, I can go to my profile information, update my profile information. The information that is presented to me is based on an understanding of who I am and what I’m interested in, what’s relevant to me. So I’m seeing general alumni news. But I’m also seeing information, in this case for region for topic of continuing education. It could also be a practice area that I’m a part of that I see content for. Content types, it can be any cut any type of content posted. And this case, top piece of content here, that’s also featured, is a general invitation for after work drinks. So that’s an event that I can can sign into, videos or playing directly in the browser and picture galleries. I can click through and navigate through. 

Stefan Herrlich.:
And by the way, when I’m using a mobile device, I can swipe through these picture galleries forward and backward and have a great experience there. Let me just share that as much as it’s possible without actually using a mobile device. Just opening this app as a tablet view, what happens when I’m a little restricted in the width of the screen is that the navigation folds away into this hamburger icon. So now have two columns. Let’s see all the content displayed in two columns. And when I use my cell phone, everything folds away and I get presented with a feed in a single column with still the navigation tucked away in this hamburger icon. And there’s essentially the same content presented but in a mobile optimised way.

Stefan Herrlich.:
As a first point regarding improvements that we’re making to the IntraWorlds site. When we’ve started these conversations about technical migrations, we started to look at, where are differences between the two systems, where there are opportunities to improve the system and make it better playing the end. One major improvement that we’re bringing to IntraWorlds in the coming month is an ability to create static content at any place in the navigation at any point, any part of the homepage or other pages and just drop content in here. For example, a box on the right hand side. We see upcoming events here. You see an alumni update box, your alumni manager box. So these boxes will create an ability to have different sizes and different areas of the page and different types of content being presented. 

Stefan Herrlich.:
So we were calling that project the page builder. And it will allow us to more flexibly put together static content to complement this activity feed mechanism, and allow for a more portal based entry point into the site or portal based content on any page in the navigation. That’s a great improvement that we’re planning here and that we’re going to roll out in the coming month that is improving the system.

Stefan Herrlich.:
So with that said, let’s talk a little bit about additional features. The My Profile page, which is a really important piece of any alumni platform. You want to get your alumni to keep updating their profile information, you want to capture the right amount, and the right profile information from them. So, the My Profile page is one that is completely under your control, where we will be able to keep using all the fields that you’re currently capturing, while adding to the alumni profile, as needed. When we’re looking at the admin experience, that’s one thing that we’ll take a look at is the user profile capabilities and being able to add profile fields and change profile fields in the system without going to the back end. 

Stefan Herrlich.:
But again, the way this is structured, you know that the fact that there’s contact information first and then professional information second here. And the way that’s that’laid out and prioritised is configurable on a per client basis. So if you’re not seeing the fields that you’re used to in our demo system, that’s not to worry, because this system will be set up according to your current setup and your specifications. That ties into the whole privacy setting, being able to change who can see what in the system with various levels of granularity, what your alums share with one another. And that ties into the member directory, which is an entry point… The search being an entry point into finding and connecting with alumni.

Stefan Herrlich.:
I mentioned the page builder is the first piece of improvement for the system. The directory search is the second big piece of improvement that we’re starting work on in the coming days really not weeks, is building a smarter search interface, and allowing for users to explore the directory in a more intuitive way. This directory entry page certainly does the trick of allowing alums to search and the fields that we’re showing here that’s configurable on the back end. So our clients, they decide which fields are made available in the directory.

Stefan Herrlich.:
But it’s not nearly as intuitive as what you’re used to right now. And that’s one major piece of development that we’re working on to improve that search mechanism and starting the search off with some interesting profiles to look at and then being able to filter and search from there. The directory then and navigating forward that’s more of what you’re probably used to. And again, the ways presented is based on the way you set up your alumni profile, which fields you’re asking for the alumni to fill, and then also their privacy settings and what they’re sharing with others on the site, right?

Stefan Herrlich.:
Moving on from the directory to the job board. The job board is similarly important piece of the alumni platform and it is similarly configurable on the IntraWorld system. Here in this demo site, we have some extensive amount of text and guidance that we provide. There’re search features that you can us to search for any kind of position as an alum. Then if you’re saving your search, you can also get a job agent send you updates. So any jobs that need the search criteria that you had entered, that you will get an email update on. And then the positions as they are posted, follow a flexible setup. So that in here, we’re showing a job title, company name, employment type, et cetera. 

Stefan Herrlich.:
Different types of fields is dropdowns free text fields, that again, we can adapt to meet your needs. And we see a combination of in house job markets and really marketplace job boards. In other words some clients will bring in job opportunities off the company. And this can be based on a feed of jobs being imported into the system. Other companies may be bringing in, or setting up a marketplace for jobs, where alums and recruiters can post jobs, which would then be reviewed, and then published on the job marketplace. So you may have either or combination of both a marketplace for outside opportunities, and or an internal marketplace. And we can set up multiple of these job boards to meet multiple needs of your organization going forward.

Tony:
Stefan,

Stefan Herrlich.:
Go ahead.

Tony:
A quick question. [inaudible 00:26:43] to the end, but this was really relevant to the the jobs section of the platform. So I thought we’d take this question out if that’s okay. 

Stefan Herrlich.:
Sure, go ahead.

Tony:
So the question is, will job postings have the ability to list multiple job locations?

Stefan Herrlich.:
Yes. Quick answer. And it depends on how you set it up. The location… Let’s see how it is done in this demo system and then I can talk about options. Here it seems to be a single location, there is a job location field, but locations can be multi answer sections, so you make multiple entries and you add multiple locations to a job.

Tony:
Great, thanks.

Stefan Herrlich.:
Sure. Yeah, please keep asking questions. And Tony, please keep interrupting me, because the way I’m presenting I’m currently not seeing the questions coming in. So we’ll keep doing this. And please keep interrupting where it makes sense. 

Tony:
We’ll do. 

Stefan Herrlich.:
Circling back to the alumni experience and also wrapping it up before I move over to the administrative experience. The the navigation, the way this is phrased the the the features that you see here, what’s being highlighted, and which orders et cetera. That’s all a matter of configuration. And if you see items here that don’t really resonate with you, for example, if you don’t have continuing education content or it is coming up in a different way, that’s not to worry, because you don’t have to use the link. And there may be different pages that you may be showing instead. Again, this is a sample implementation, where a few highlights are being added. And typical alumni programme components are showing here on the level of the navigation, whereas you don’t have to use all of these and you may add different ones in your particular circumstances.

Stefan Herrlich.:
So I would leave that here on the alumni experience and move to the admin experience. Tony, unless there was another question on the alumni experience. 

Tony:
Nothing at this time, but [inaudible 00:29:15] I think that’s a good plan. 

Stefan Herrlich.:
Okay, great. Let’s move over to the admin experience.

Tony:
[inaudible 00:29:21] I’ll jump in there and say… Real quick. If there’s something that you did not see in the showing the user experience, again, put it in chat, and we can flip back from the admin side to the user side in the presentation. So if there’s some folks now you really want to see just let us know via chat. Thanks. 

Stefan Herrlich.:
Perfect. So let’s move over to the admin experience and I’ll cover editorial administrative rights as well as day to day administrator rights and then system configuration, rights and features. And you may differentiate access to the site based on any number of rights and rule settings. So if you want to give content and editorial rights to some of your admins but not give them system config rights or the ability to download data, et cetera, you can do that. The feature scope is driven by the navigation, and access to features can be differentiated. So this is a very comprehensive system admin kind of view that we’re currently using. So I can walk you through the rest of the demo without switching roles.

Stefan Herrlich.:
You also notice that when I log in as the administrator, I have a similar experience to start with, as the alums. And that’s just for convenience so that you do see what’s out there for them before you dive into your administrative features. You’ll also notice that a lot of the alumni related links are not showing in the navigation here. Instead, I have some other navigation options that allow me to manage what alum see on the on their front end. 

Stefan Herrlich.:
One thing you’ll notice here is added static blocks. So some static content could be put on top of any page as you’re as you’re navigating the site. But really the content management otherwise is driven through content management interfaces for articles, events, galleries, videos, et cetera. So each of these types has its own content management interface. And it’s built on very simple What you see is what you get editors. So as you see here the main piece of off driving news on the side is done through What you see is what you get editor. We have replaced the technology for the editor very recently. And this specific type of editor is very good at interpreting what you paste in there. So it typically works pretty well if you have some content in a Word document that you paste in here that you can continue to work with making things bold or using bullets, but it does a pretty good job of interpreting what you paste in here and allows you to keep working with it. 

Stefan Herrlich.:
If you’re really sophisticated about how you post content, you can go in a maximise view. And this one even allows you to drill down to the source text level and that tagging here. If you’re not into this, you don’t have to worry about you don’t need to use it, but it’s available, if you want to use it. Something that I want to point out here is the segmentation and the personalization of the content for your alums as you’re building out content for your various target groups within your alumni base. The ability to post content to one or multiple pools is the very easy way how you direct content to parts of your population. 

Stefan Herrlich.:
So this is done by our clients, for example, to share content only with a certain group of senior leadership of the firm, alumni that happened part of senior leadership in the professional services world, the legal space, this might be retired partners or a subset of retired partners that you post content to. But also C suite alum in a certain industry, alum send a certain with an interest in a certain practice area, whatever the case may be. When you post the content and this is [twofold 00:33:54] the content types, you decide who you post this content to. And this experience that I have shown previously from the alumni side, the fact that I saw certain pieces of content and not others, were based off me belonging to these pools. And so this is a two sided activity where you post content to these pools and then alumni are members of these pools. And by that mechanism, you personalise the experience for your alum based on geography, interests, seniority or other criteria that makes sense to you.

Stefan Herrlich.:
If you’re not doing that, and you’re saying, well, this is overwhelming, we don’t need it. You don’t have to use it. We do have clients that run alumni programmes and very effectively as well with limited amount of segmentation and personalization. It is an option that you can make use of if it helps you to create value for parts of your alumni population and if you have the bandwidth to using it.

Stefan Herrlich.:
So that’s the content management side of things, want to take a quick look at events management. It’s a extensive module in itself that allows providing information just as news about the title of it and information about it. But then events, specifically, location, links, start and end dates, registration options, which can be online registration. So RSVPs can be enabled in the platform with registration start and end dates, waiting list options. You can include questions if people are vegetarian or not. And then publication options where you’re essentially publishing on the side or using email templates to communicate about events. So this is all structured in these various event management tabs and is a rather extensive module in itself. Moving on to, from content management to user administration, and the interface that you use to segment your user base, report on it, et cetera. 

Stefan Herrlich.:
This is a piece where… The fact that IntraWorlds is a talent relationship management provider and we also work with clients that are using the system for internal mobility and for sourcing, for recruiting, that pays dividends in the end a way that you can use the system to really search through and segment your alumni base. The interface, the starting point is what we call this view that combines ways to filter to show fields and then perform batch actions. And so I’ll take you through an example and I start with a safety view which is for the London based alumni event, where we’re looking at alums with an interest in intellectual property as an area of experience. They’re based in either home or business countries UK. They’re not current employees, they’re alums. 

Stefan Herrlich.:
In this demo system, we have 819 users total. And for each of the criteria, you instantly see how many profiles match that criteria. So the target group for intellectual property in the UK and former employees is 19 people that you can then take a look at and work with. What you’re able to do here is you can save these filters for yourself where you can share the safe search with others so you can go go go back to it at a later point in time. And then you can run batch operations on this target group of users. You can assign them to pools, you can send them a message. We’ll get to that in a second. That’s a it’s a feature of the platform that you can reach out directly to your alums through the system. You can do bulk system settings, activating, deactivating the account, adding a certain rights and role assigning tax, changing profile fields or exporting the data for further analysis or maybe deletion and Excel. So all of this is an interface that you can use for data manipulation and batch operations on your search results.

Stefan Herrlich.:
Then moving to the individuals alumni profile page, you have a personal data page with general information. All the information you saw, the alumni feel about themselves, but also additional information that you can store on your alums in additional sections, there may be entire sections that your alums don’t see that you see as the admin. And again, that all is configurable. And you have various additional tabs that capture technical settings, the correspondence history of emails you may have sent and additional information. You also have key statistics on this user profile. How complete is a profile how active is an alum? What are some important dates when they logged in the first time or when the last password change was and the data privacy terms when they have and which version of your privacy terms that the user has approved? This interface connects through the ability to to send out messages with the email templating capabilities of the system. 

Stefan Herrlich.:
Through the system you can send out email messaging directly to your alumni users to drive them back to the side, or to invite them to events or do other things on the side. So these templates, they can be what we call static templates or they can be dynamic. So the content that you have posted previously can be pulled in, for example, in a way that you say bring in the last five articles published and in the last five weeks, or you select individual articles and pull them into your email templates to send those out.

Stefan Herrlich.:
There is an ability in the system to create flexible dashboards. So building on the search capability that we have looked at a moment ago, you can build dashboards that combine different searches and reports that are based on aggregate data on two reporting dashboards. And this is one example where you’re looking at various statistics pulled together, in this case, some basic information about the programme reached, the target population, known alumni with email addresses and registered, registrations over time, how alums have joined the site, some key engagement metrics around profile updates, and the job board. And then business impact information. So all of this is information and dashboarding capabilities that can be adapted, it’s not static. So it really depends on your priorities, what information you’re you’re bringing in and how you are managing it. These dashboards are completely configurable to your needs.

Stefan Herrlich.:
And then lastly, a quick look at the system configuration side of things and the configurability there. One quick look, I want to take with you at the alumni profile information. And when I was talking about being able to add additional fields, this is the use case for the system administrator where you can actually add a new field to any particular section and then make use of any type of fields, like a single multiple selection or email field, et cetera. And then decide if such fields can be seen or edited by users and if they’re part of the directory search, et cetera.

Stefan Herrlich.:
That’s the system interface for your alumni profile and the way you configure that. And then lastly, looking at the workflow capabilities. IntraWorld has a business automation capability that allows you to set up workflows that will dynamically perform actions based on time elapsing based on actions being taken or manually. An example is the onboarding process. When we build integrations with your HR systems and bring in files off leavers, you’ll want to have a sequence of outreach to each individual that is coming in at the time when they’re leaving the company. So as they’re getting their email to join the alumni programme, ideally in an automated process, then you would want to set up an automated follow up two weeks later, and then again two months later. If they haven’t locked in yet, that sends them a reminder. Because the lots going on in these transitional phases and we’ve seen adoption really improve if you have this very systematic scheduled reminder process. 

Stefan Herrlich.:
The timing of these reminders is up to you and if you’re using them or No. But it’s a great tool that you can use. So when you’re creating your system, you’re able to time the onboarding engagement automation that makes sense for you and how much you want to follow up or how little you want to follow up with your alums to drive them to the side. One quick click through so you can see what that looks like. This is a description of a workflow that says in this case, content management, short profile activation, this case, if somebody approves the terms of use and accepts the privacy terms, a workflow will end that moment. In this particular case with this scenario activate them and as part of the directory. 

Stefan Herrlich.:
So in this case, this particular workflow allows users to be inactive for the purpose On the directory not being searchable, as long as they haven’t signed on to the privacy terms, but as soon as they have done that as a trigger point, a profile update is applied in and they are now part of the directory. That’s one way how you can use the workflow automation on the IntraWorld system. So with that said, that was a tour of first landing pages, then alumni experience. And then lastly, the admin experience starting with content management, then user administration and system configuration. So let me stop here and see Tony, if we have any new questions coming in. 

Tony:
Not at this time. But one thing while you’re here, just give a quick example, we’ve got 15 minutes left. Stefan and I were talking to a new prospect. It’s somebody that Conanza have been talking to before I won’t disclose their name, they are now a client. But this was just a few weeks back. And they were very interested in the ability to do referrals in the platform. So we were talking to them now about the integrals platform rather than the Conenza platform, and basically trying to persuade them that it would make sense to implement them on the internals platform. And so to show the power of the configurability and workflow, Stefan took this notion of referral back to the team. And literally in the next call that we have with him, which was just a day or two later, he showed the capability of this referral bill in the platform that wasn’t there before. And this is one of the reasons why we’re really excited about the power of the platform. So I don’t know if you can just quickly show that referral capability, Stefan?

Stefan Herrlich.:
Sure. So let me move here. This is the administrator side of things and referrals is one of those dynamic objects that we’ve added. And I’ll take you through an example. Here what I’ve done is, I had added a referral for Tony for an imaginary job, or actually for no job in particular. This client wants that we allow alumni to make referrals for anybody even without a job being reference. This is a sample where we set up this referral. If I look at my profile, I did the referral that’s why we have this tab for referrals, because we set this up. I have referred my two co CEOs, Tony and Benjamin. And now Tony is accepted Where is Benjamin has some work to do, he submitted for review.

Stefan Herrlich.:
So we’ll see if he ends up being a real referral. And on the side of the end user, it’s a much simpler. So this is myself looking at the end user point of thing. There can be a link here that says, add a referral, but it’s very simple form where you can create a link to a job and the name of the person I refer and then submit the referral and so, yeah. That’s something we’re setting up based on these entity and flexible object configurations. 

Tony:
We do have three questions, Stefan. So the first one is, is there a validation when a user tries to register into the site? What happens if they make a mistake and add incorrect data? Are they getting sent into a pending registration list that can be reviewed by admins? 

Stefan Herrlich.:
Now, it’s a great question. [inaudible 00:48:38] Yeah. It also depends on your specific. Typically, we have a landing page that includes a registration form. The form can look like this. You may have different fields here but you’re asking for certain information. And what typically happens and out of the box happens when we’re… that’s the standard process would be that we, based on your input, define the algorithm of things that need to match exactly what you have on record, for the system to automatically send out an email with the credentials to the user. If one of the fields that you determine need to be an exact match with what we have on record is not the same as the user provides their info information here, there is a pending registration list in the app and gets an email that pings them with the information of approval that means review before it can be accepted. 

Tony:
Great. Thank you. The second question is, is there a way to make recurrent events without having to manually set up each event each time?

Stefan Herrlich.:
Not today. That’s why I love these sessions. Would love to find out what the scenario is and if this is something we could support in the future. That sounds really interesting.

Tony:
I assume you have a template. So it might not be just regular recurring in terms of scheduling, but I assume you’d have it in there as a template and you just pull up that for the next time you set it. Is that right or I’m I incorrect?

Stefan Herrlich.:
So the capability exists for other pieces of content. The case of the event, what you have is the ability to copy an existing event. There is not a templating tool, like with the email templates, but you could copy an existng event and use that as a starting point.

Tony:
Got you. Okay, oh yeah, we’ll take that down as a note. And then the third question is, does the system send out invitations via email or just notify via the platform?

Stefan Herrlich.:
Yeah, great question. Definitely email because if it’s just a system notification, you all know that you can wait a long time for the alums to come back and figure out they have a notification. So it’s definitely at the same time there’s a notification in the system used. So you see what’s being sent through the system to you when you log in. But you also for sure want to ping the user in their inbox to make sure that they see something interesting as there on the platform for them.

Stefan Herrlich.:
Messaging by the way for them, while we’re on the topic is something that we are making a big investment to right now. So there’s one of the projects we’re currently wrapping up to move on to a directory and main page builder projects. And that is about improvements to the messenger interface. So stay tuned for some updates. For future episodes of this where we’ll talk about how we’re expanding the messaging capabilities. So it’ll be built on what you see here, but it’ll be a nice overhaul and an improvement in the coming iteration.

Tony:
That’s great. I think we can go back maybe to the slide deck. And while Stefan is switching back to the slide deck to cover a couple things, I wanted to mention to everybody participants today, we have recorded this webinar, so we can send it to you if you want to share with others inside of your organization. So let us know about that. And we’re also doing a post webinar survey, it’ll be a very short survey just to get your feedback. So I’ll be looking for that after, in the next day or so. 

Stefan Herrlich.:
Great. So just a quick point on migration plans as we’ve said in the beginning, wanted to give you a sense of how we’re thinking about this without today communicating set dates for you. But we’re thinking about this in terms of four different phases of migration planning. The first phase has started already in December 2019 and we’re in the middle of it, which is the gap analysis. So to make sure we fully understand the differences between your system today and the future system and not missing anything that you will need on an ongoing basis to be able to continue operating your system successfully. So this gap analysis we’re looking to complete in February were already well ahead and are doing great on this part. The second piece is the development piece, where we will look to build extensions for the gaps that we have identified. 

Stefan Herrlich.:
We mentioned two during the demo Page Builder and the directory improvements, but there will be more. And so this starts basically any day now but full throttle in February 2020. And we’re looking to complete the first face, including those directory and Page Builder projects by September, of 2020. So those things are basically happening behind the scenes, right, and when will when you get involved is essentially when in the project planning part of this, where we’re developing a client by client migration plan. So before talking to you, we’ll make sure that we analyse everything that is relevant for your platform, your integrations, your current usage of the system and then start building a plan for how we can migrate your particular systems over. So the planning for this has already started this month. And we’re looking to complete this planning in time for completion of the development project.

Stefan Herrlich.:
That said, the fourth piece here is the migrations themselves, is when we actually implement the technical migrations. Those will take place over a period of time. And if you can’t wait to start this process, if you are looking to do an early migration, please reach out. And we are looking for pilot clients that are looking to migrate early right now. But mostly, we’re looking to start this process with you on or after September, of 2020.

Tony:
Stefan I did have one question. So will there be one-on-one discussions with clients during the gap analysis? The answer to that is yes. You see, this is a… the different phases of this. The gap analysis, as Stefan said is pretty much done. The one-on-one discussions with clients will happen during Canada development and project planning phase. So with still plenty of time, before we really begin on migration. So your customer success managers will be reaching out to you at a client by client basis, and letting you know, what’s been identified and making sure we understand exactly what’s important to you and so forth. So those conversations will definitely take place. 

Stefan Herrlich.:
Great. What’s the time?

Tony:
We have a couple minutes left, I don’t know if there’s any… There’s time for a couple more questions if people want to submit those. And again, in this survey that I mentioned, there’s definitely an open question about asking if you have other questions that you might have. So there will be another opportunity, obviously, post this to raise questions as well. And we’re doing a second webinar, as I think all of you know from the initial invitation. So if you want to go for round two, just to see it again, and have another chance for questions. You’re all welcome to join. Stefan any other comments, or? 

Stefan Herrlich.:
No, absolutely. Thank you very much for the opportunity to present today. I’m looking forward to your thoughts on the follow up emails and I’m looking forward to reconnecting with every one of you shortly. It’ll be very exciting year, and we’re very much looking forward to it. 

Tony:
Yes. I just want to thank Stefan for your time and for presentations. Great job. And yes, we are super excited about it. We hope you can tell and look forward to talking with all of you on a one-on-one basis [inaudible 00:57:47]

Stefan Herrlich.:
There’s a fun last question coming in here. And Tony, I think that’s more for you, which is… And I’ve just found the chat panel here. Will our annual client meeting now be in Munich instead of Montana?

Tony:
That’s a good one. Well that’s… It’s under discussion. I appreciate that but if everybody promises that they fly to Munich, we’ll something happen. We are not to make light of it, we definitely plan to continue opportunities to engage with clients in a likely ICANN setting that we did back in December together, partnered with SAP, so we’re already making plans for ICANN 2020. There’ll be more about that later. And we’ll also look for opportunities, maybe in more intimate settings. We’ve done city meetups where we’ve had clients in the same city and we have to be there and getting them together to have conversations. You all are familiar with our CAPS event and whether we do that in Montana or some other location. We definitely like that combination of an intimate smaller group gathering combined with a larger, more scaled up gathering, so. And always welcome your input on all those things. 

Stefan Herrlich.:
Wonderful. Great.

Tony:
Thanks again. Thanks for everybody participating and we’ll be talking again soon.

Stefan Herrlich.:
Thank you and bye, bye. 

Tony:
Yes, take care. 

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