New Team Member Onboarding
- Today's Agenda
- About MilkCrate
- Platform Interfaces: How and why would some one access the platform?
- Platform Strategy: What problems does the platform solve?
- Platform Features: How does the platform solve problems?
- Platform Competitors: Pro's & Cons
- Platform Onboarding: Customer Onboarding Process
- Platform Add-Ons: Additional Services Offered
- Current Customers: How to access their community & learn about the usecases
- Platform Development: Sprints & Environments
Working with mission driven organizations to track and improve their impact.
Today's Agenda
- Review and sign all legal documents
- Complete this overview of the platform
- Set up office hours
- Set up a 1:1
- Access basic tools
- Review role & responsibilities
- Get to know your tools (based on your role)
- Get to know the customers
About MilkCrate
Let's head over to the website to learn a little bit more about the team and work culture.
https://milkcrate.tech/company
Platform Interfaces: How and why would some one access the platform?
MilkCrate Website: Potential customers would visit this page to learn more about the platform and current customers would visit to login to the Admin portal.
Customer Admin Portal: Customers would build and review the content inside their app from our Admin portal.
Support / Help Articles: Customers can search through our help articles and learn the functionality of specific features. The MilkCrate team also has help articles only accessible by the internal team too.
Master Admin Portal: Our internal team can create and edit customers by using special credentials in the Admin login screen email: master@milkcrate.tech pw: MilkCrate4486
The MilkCrate for Communities app in iOS & Android: New customers and their team can view their app before it goes live by using their community code inside the MilkCrate branded app.
Customer Branded apps in iOS & Android: Customers who have officially launched will have a branded app that users can search for in the app store. Users can access the events, volunteer opportunities, map, content etc for their organization.
Google Data Studio Reports: If a customer has data needs past the capabilities of our platform our team will build a report for them in Google Data Studio.
Platform Strategy: What problems does the platform solve?
Habbit Loop
Our apps are designed around the specific needs of our customers end users, the app is meant to encourage consistent participation based on the needs of the organization. Each customer has a key impact metric and use cases to support that impact metric. It's best when each customer can identify how the app fits into the lifestyle of the user.
- Cue: location, time, emotional state, other people, immediately preceding action (push notification or volunteering
- Routine: Completing a specific user scenario
- Reward: Achievement towards a goal
Learn more about habit loops here
Primary & Secondary Impact Metrics
We try to make sure every customer can identify what greater good or outcome they are trying to improve in the world. It could have to do with quality of life for a specific demographic, particpant list, or for the general population.
What positive change are you trying to make? What is its current status? Please provide both.
Learn more about impact metrics here
Functionality / User Scenarios
We try to identify the ways our customers are going to use the platform to make sure they hold their team accountable for implementation. The more guidance we can provide at the beginning the higher chance of adoption. Below are the areas functionality typically falls under. We also capture data points about current time spent and number of participants for each function desired inside the platform.
- Learning Management: (Y/N) Do they have learning initiatives that they are going to be transferring to the app? If so what are they? This educational information will be transformed into categories and actions.
- Event/Calendar Management: (Y/N)Do you have events that are going to be transferred to the app? For instance webinars, workshops, and meetings?
- Volunteer Management: (Y/N)Will you be setting up a system for volunteers to register for or track their hours?
- Submission Management: (Y/N)Will you be setting up submissions/survey/reporting done by the individual user? Do you need to have users track their performance entries? This could be volunteering, personal reflections anything!
- Online Social Community Management: (Y/N)Do you want to work on increasing community participation?
- Program Participation Management: Do you have users that must complete a variety of tasks like learning specific curriculum, attending certain events, volunteering a certain amount of hours, submitting a certain amount of entries, or socially participating at least x amount of times?
Learn more about functionality here
Platform Features: How does the platform solve problems?
Based on the desired functionality our customers can utilize our features to provide a seamless in app experience for their users. To read about the different features you can take a look at support.milkcrate.tech
Let's review all the features in the dummy community for FPC, our developers, data analysts, designers, support representatives, marketing, and sales can use this community to test out features. Feel free to create new categories, activities, and push notifications. Navigate to the customer admin and use the email: fpc@milkcrate.tech pw: MilkCrate4486
Today we will look at the FPC community from the app and admin
- Categories
- Actions
- Events
- Locations
- Surveys
- Daily Polls
- Push Notifications
- Goals
- Challenges
- Moderation (Activity Feed & Chat)
- User Activity
- Users
- Segments
- Home Screen blocks
- Community Configuration
- Branding
Platform Competitors: Pro's & Cons
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Additional Services
| Basic Platform & Support | Have your own app that carries your brand. Your users will search for your organization in the App Store and Google Play. This includes strategy sessions, bi-weekly meetings until launch and post launch support |
| Structure Service | Save time by hiring our team to implement your strategy into the MilkCrate app platform. We would configure the foundation inside the platform based on program information you team provides. |
| Branding Service | Don't have a designer on hand? Let our team design the icons, graphics and branding for your app. |
| Data Specialist | Want to make the perfect report or need more detailed data than what is available inside the platform? Sit with our team to build a report specific for your needs. |
| Media & Ads Package | Morgan to add description |
| Data Entry | A MilkCrate staff person can be hired on an hourly basis to enter in or alter data on your behalf at a rate of $25 an hour. |
| Data Upload | For larger, bulk uploads, a MilkCrate developer can be hired on an hourly basis to build a custom script on your behalf at a rate of $100 an hour. |
| Platform Enhancement | A requested new specific feature will be charged at a discounted rate if we see that it will serve the good of the whole customer base: billed at $100 an hour. |
| Bespoke Development | A desired alteration to the platform that is not on the roadmap will include defining the scope of work and providing an estimate of delivery that is not going to be in the interests of the larger customer base, billed at $200 an hour. |
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