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Where do I start?
How to maximize my i-ngo experience?
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The following suggests one of the many ways to use i-ngo. Depending on the nature of your operations, the optimal usage of i-ngo starts
in any one of the following four main areas. For instance you might consider using, separately or in parallel:
 | Action Plans |
| Contacts (CRM) |
| Forms |
| Partners (Handshakes) |
These four areas are integrated with eachother and with other features. They are not the only main areas in the system, but they may be a good starting point for your operations.
Click the various hotlinks in the graph to review our suggestions for each.
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- An Action Plan is a wonderful tool to help plot all requirements toward fulfilling a set of objectives.
- Action plans integrate the following:
- What :: Executive steps
- Who :: People assigned to steps
- When :: Calendar dates
- How Much :: Automated budgets
- Whom :: CRM contacts/suppliers
- Where :: Plotting on Google Maps
- Why :: Measures & indicators
- Selective access to sections of an Action Plan may be given in real-time to partner organizations for collaborative execution.
- Action plans are fully integrated with other areas such as Projects, Calendar, CRM, Budgets, and performance evaluations.
- Handshakes is a form of collaborative partnership among separate organizations or an organization with remote locations.
- Handshakes do not give automatic access to any information between two parties; they simply allow authorized coordination on a case-by-case basis.
- On the basis of a mutually authorized handshake, users who have the proper permissions between two organizations may collaborate on developing, sharing, and executing selected sections of Action Plans, Projects, Events, and CRM lists.
- Handshakes are useful in coordinating progress on project sections between donors, sub-grantees, and grantees.
- Contact Relation Management (CRM) is more than mere contact lists; it allows all users at your organization to document and schedule action.
- CRM primarily keeps track of:
- Who :: Profiles of Accounts & Contacts
- What :: Action (Stages | Tasks | Events)
- When :: Scheduling (Calendar)
- How Much :: Sales | Fundraising
- In addition, use the CRM area to:
- SMS/Email contacts on the fly.
- Create multiple contact lists.
- Export lists for mailings.
- Share lists with remote locations and partners.
- The Projects area is a good starting point to centralize (1) your internal operations and (2) your external presence.
- Centralizing internal operations per project includes the attachment of supporting documents, Wikis, Action Plans, Tasks, and Budgets.
- Centralizing external presence of projects means automatically creating space for each project along with an expansive profile. Project profiles may be made public for viewing on the Hub and for donations and fundraising from your supporters.
- Wiki pages are a great way to document and share accumulated knowledge about a particular subject (notes, lessons learned, specifications, etc.).
- Wiki pages may be kept within the organization, or they may be made public to be shared on i-ngo's Hub and social media networks (Facebook, Twitter, etc.).
- You may publish your library of 'public' wikis by placing the Wikis API on your website or anywhere else on the web. The API includes a powerful search engine with keyword filters.
- A wiki owner (creator) may set the access rights (private, real-only, read-write) to colleagues and users from a partner organization.
- Budgeting comprises Master Budgets and Flash Budgets.
- You may create multiple Master Budgets and link them to Projects, Action Plans, and CRM accounts.
- A Flash Budget is instantaneously generated-on-demand by the system based on Projected and Actual Costs specified in your Action Plan Steps, or based on Account Transactions in your CRM.
- Flash Budgets may be added to a Master Budget.
- Budgets may be exported to Excel for further analysis.
- A Task is a simple, one-time type of action that does not require the complexity of a multi-fold action plan. Tasks are well suited for a quick to-do list of things that are not necessarily related.
- Users may assign tasks to others and/or to themselves. A task may be private. A task may be unassigned when it was created, therefore available for any user to add to his/her own list of tasks.
- Some tasks may require signoff from another user upon completion.
- Tasks are also integrated with email notifications, the mutli-user Calendar, Projects, and CRM.
- The i-ngo Calendar is a multi-user, real-time resource that is fully integrated with all key areas of the system. It also features a public interface on the Hub, filtered by your personal preferences, to list global and local public events.
- The Calendar is excellent for scheduling and automatically integrating Events, Tasks, Action Plan steps, CRM activities, and people at your organization.
- It is integrated with third-party calendars such as those on your smartphone, Gmail, Hotmail, Yahoo, Mail, Outlook, Google Maps, etc.
- With relevant permissions, you may view selected items of your Handshake partners on the i-ngo Calendar for efficient coordination.
- The Calendar allows you to click-add events to your Facebook and Twitter accounts.
- 1Account is a convenient feature if you belong to multiple organizations on i-ngo; for instance, 1Account allows you to collapse your various calendar views per organization into a single calendar view.
i-ngo.com facilitates your fundraising efforts in different ways:
- Create a unique Nickname for your organization.
- Release the profile of each project on the Hub.
- Share the Nickname with your constituency.
- Upon reviewing the profiles of your organization and your various projects on the Hub, visitors may click on the respective donation button to help fund your work.
- Use the CRM to manage transactions per contact.
- Using an API object from i-manager, you may embed your public information anywhere you want on the Web and i-ngo.com's Hub.
- Embedding an i-ngo object means creating a space on some webpage where information and updates automatically flow or feed to that space (via the API). This flow happens in real-time so that you don't have to manually update the webpage every time new or existing information are added or altered.
- Information designated as private or not selected for display on the Hub will not be included in the corresponding API publisher.
- Your Events and Wikis areas in i-manager each have their own API Publisher ready for embedding.
- The eLibrary's API is a full-scale search engine with quick and advanced buttons.
- In the Forms area of i-manager, each form template you create has its own API Publisher (review Forms for more information).
- The Hub API allows you to place the entire public search engine of i-ngo.com on your own website, for example.
- i-manager helps you receive structured input submitted by your visitors and constituencies anywhere on the Web.
- Using the Forms area, you may create and publish (embed) an input form (survey, petition, application, etc.) on a webpage or on social networks, using the Publishing API of your form template.
- Submissions are tabulated inside the Forms area where you can manage the status (approve, reject, etc.) of submissions, create statistics, and export submissions in bulk to Excel for data manipulation and analysis.
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