Client Portal Questionnaire

Project Goals

What are the primary reasons for a portal system for your organization?(Required)

What do you foresee as the top 3 initiatives to launch your portal?(Required)

Data Storage

Discussion Forum

Group Management

Member Management

Sponsor Management

Tracking Year-Over-Year Activities

Other

Please add any additional requirements below.(Required)

Do you expect the portal to be used by a select group?(Required)

Yes

How often do you expect this group to use the portal?(Required)

daily

weekly

monthly

quarterly

Do you expect the portal to be used by all members?(Required)

Yes

How often do you expect regular members to use the portal?(Required)

daily

weekly

monthly

quarterly

Do you expect any portal content/information data to be directly accessible by the general public?(Required)

Yes

What data does the organization feel is required to be permanently tracked for historical purposes?(Required)

(examples: Board Members, Sponsors, Membership, etc)

What time frame do you expect to launch a new portal system to the organization?(Required)

2 months

3 months

6 months

Other

Organization Information

How many members are in the organization?(Required)

How many board members does the organization have?(Required)

How long do board members serve for?

Does the organization have Sponsors?(Required)

Yes

How many sponsors does the organization have?(Required)

Will Sponsors need to interact with portal content/information?(Required)

Yes

Who in the organization makes the decisions of what technology solutions to use?(Required)

Board of Directors decision

Executive Committee

Single Member decision

Select Committee decision

Other

New Portal System

Use this section to help identify what features a new portal system would need to have to improve the support of the organization.

Will there be multiple administrators?(Required)

Yes

Will administrators need access to all features of the portal or specific admins for specific features??(Required)

All features

Specific admins/Specific features

Who will access the portal?(Required)

All members

Board members/leadership

Selected members

Other

For a user's account, is the following basic user information adequate: Name, Email, Phone, Address?(Required)

Yes

If the basic user information is NOT adequate, what else needs to be collected?(Required)

Will the system need to support groups?(Required)

Yes

Are groups viewable by all members or invite only?(Required)

All Members

Invite Only

Other

Will the system need to track which members hold various positions within the organization?(Required)

Yes

How should signing into the portal be handled?(Required)

Invite Only

Public Signup with later approval

Public Signup with immediate access

Other

Will the system need to support the management of the organization's sponsorships?(Required)

Yes

Is the following basic sponsor information adequate: Name, Type, Point of Contact, Logo, URL?(Required)

Yes

If the basic sponsor information is NOT adequate, what else needs to be collected?(Required)

Should sponsor history be tracked?(Required)

Yes

Should sponsor payment history be tracked?(Required)

Yes

Will the new system need to support file management?(Required)

Yes

Is there an existing set of files to transfer?(Required)

Yes

How many files need to be transferred?(Required)

What is the total file size to be transferred?(Required)

Can all files be accessed by all members?(Required)

Yes

What type of reports or extract of data from the new system is required?(Required)

Portal System Questionnaire

Project Goals

Organization Information

New Portal System