[Npoc-discuss] TIOF - Platform proposal for NPOC

[Jean F. Quéralt]

Dear all,

Following today's call please find the following summary of what was
discussed on Point 1 concerning the possible adoption by NPOC of some
platforms:


Proposal

Following the conversation we had during the NPOC EC Meeting of 10th
October 2022, it would appear that we have 2 scenarios to consider:

Note: Privacy considerations are taken for granted across this text. The
platforms hereby discussed at at least GDPR compliant.

Note 2: An assumption is made that NPOC scheduling its own SocMed posts
does not enter in conflict with existing ICANN policies. Please let me know
if that is not the case.

Note 3: Please find the description of the platforms at the end of the text.


A) Already existing members of NPOC

This scenario considers how to better engage with the existing member base.

It would appear that NCSG has a CRM that only its EC has access to.

Potentially usable software

   - *Matomo*: Obtain understanding on the use of NPOC's website
   - *VBout*: SocMed automation
   - *Hexowatch*: Monitor changes on relevant websites

(I understand none of this enters in conflict with ICANN's policies and
procedures)


*Questions:*

Are the existing listservers able to provide templating and more visually
compelling emails?


B) New members that NPOC would like to bring in

This scenario considers how to engage with new organizations/individuals to
expand the existing member base.

Potentially usable software

   - *Corteza*: Keep a database of prospect organizations & individuals for
   NPOC (essentially Leads) - Once joined NPOC it seems that the way to go
   would be to delete the Lead from this CRM and use NCGS's and ICANN's
   listservers
   - *Matomo*: Obtain understanding on the use of NPOC's website
   - *VBout*: Both EDM & SocMed automation
   - *Hexowatch*: Monitor changes on relevant websites

(I understand none of this enters in conflict with ICANN's policies and
procedures)


Proposed Platforms

*CRM*

*Corteza*

https://cortezaproject.org/

On premise (VPS): Yes

Cost: USD 0 - By itself

Usage (simplified): Database of Contacts, grouped by Accounts.

Collects personal data: Potentially - Will depend on the data schema,
decided use case scenario and data collection policy.

Time to deploy: 1h

Time to configure: Will vary as decided scenario

Learning curve: Fairly easy to get acquainted with the interface and
features


*Website metrics*

*Matomo*

https://matomo.org/

On premise (VPS): Yes

Cost: USD 0 - By itself

Usage (simplified): Obtain intelligence on website use, users' journeys,
most & least used areas, etc.

Collects personal data: Potentially - Will depend on the data schema,
decided use case scenario and data collection policy.

Time to deploy: 1 day

Time to configure: Will vary as decided scenario

Learning curve: Requires some decent knowledge on website metrics


*EDM & SocMed automation (Marketing automation)*

*VBout*

https://www.vbout.com/

On premise (VPS): No

Cost: USD 0 - TIOF has a license we can use

Usage (simplified): Automated or on-demand email campaigns to NPOC member
leads, automate Social Media posts

Potentially - Will depend on the data schema, decided use case scenario and
data collection policy.

Time to deploy: 0 days

Time to configure: Will vary as decided scenario

Learning curve: Requires some decent knowledge on EDM and basic SocMed
management. Interface is fairly easy to understand.


*Alternative*

*Mautic*

https://www.mautic.org/

On premise (VPS): Yes

Note: ONLY EDM for all I know, no SocMed automation

Cost: USD 0 - By itself

Usage (simplified):

Potentially - Will depend on the data schema, decided use case scenario and
data collection policy.

Time to deploy: Unknown - I have no actual experience with it

Time to configure: Will vary as decided scenario

Learning curve: Requires some decent knowledge on EDM. I wouldn't know how
to evaluate the interface as I am not familiar with the product.


*URL monitoring*

*Hexowatch*

https://hexowatch.com/

On premise (VPS): No

Cost: USD 0 - TIOF has a license we can use

Usage (simplified): Monitoring (several styles) of relevant URLs and
automatic notification to the corresponding parties.

Collects personal data: No

Time to deploy: 0 days

Time to configure: About 15 minutes per URL

Learning curve: Doesn't require much other than taking action upon the
notifications of something having changed. Admin of the URLs will have to
be made by myself (license limitations) although some spreadsheet
automation is likely possible (I'd look into it).


*Other products we could consider*

SEO monitor

shortURL


-------------------------------------------

Do let me know if there's any further questions.

Some members may have other ideas on other areas where we could improve our
tech stack, in which case let's get the conversation going.

Cheers

Jean F. Queralt
Founder & CEO - The IO Foundation <http://www.TheIOFoundation.org>
Book a meeting <http://TIOF.Click/BookJFQ> (30 minutes)

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