Skip to main content

Communities

tip

Approved for development

Summary​

The American Association of Nurse Practitioners (AANP) offers a range of online communities to its members, which are integral to fostering professional development, collaboration, and engagement. These communities are categorized into Specialty Practice Groups (SPGs), Specialty Interest Groups (SIGs), the Network for Research, and the Collaborative Learning Network. Each community serves a unique purpose:

  • SPGs (Specialty Practice Groups) focus on specific clinical practice areas, enabling members to connect and collaborate on specialized topics within their field.
  • SIGs (Specialty Interest Groups) address broader professional interests and practice management topics, providing a platform for members to share insights and best practices.
  • Network for Research facilitates collaboration among members interested in research, offering resources and opportunities to engage in research activities. Open to all individual members.
  • Collaborative Learning Network supports social learning and networking through topic-focused discussions and resource sharing. Open to all external users.

These communities are essential for AANP members to stay informed, share knowledge, and advance their professional skills. Currently, AANP uses Aptify as the Association Management System (AMS) to manage member data and community subscriptions, which are synchronized with Higher Logic Communities. This document outlines the requirements and processes for transitioning from Aptify to Salesforce as the new AMS. This transition aims to enhance data accuracy, streamline community management, and improve member engagement through better integration with Higher Logic Communities.

Each community has a Co-Chair role. Users with this role should NOT automatically fall off based on ther membership expiration date. This is a current pain point for staff because these co-chairs are necessary to moderate and manage each community, regarldess of their membership or subscription status.

Requirements​

Membership Management​

  1. View and Manage Subscriptions:

    • As an external user, I should be able to view my subscribed communities.
    • As an external user, I should be able to add new communities.
    • As an external user, I should be able to view available communities, purchase paid communities, and add zero dollar communities during membership onboarding/renewal.
    • As an Individual Member, I should be able to view my currently selected communities, remove them, or add more during the membership renewal process.
    • As an Individual Member, I should be able to update my community access preferences during membership renewal.
    • As an Individual Member, I should be able to remove communities from my next upcoming auto-renewal without staff intervention (limit to "up to 24 hours prior").
    • As an external user, I should be able to remove zero dollar communities at anytime from my subscriptions.

  2. Purchase and Renewal:

    • As an Individual Member, I should be able to add or renew multiple communities during the membership process or as a one-time product selection (off cycle).
    • As an Individual Member, I should be able to purchase a community off cycle from my current membership at a prorated amount.
    • As an Individual Member, I should be able to complete an off-cycle specialty practice group subscription even if I have other SPGs on auto-renewal.
    • As an Individual Member and Non-Member, I should be able to complete an off-cycle auto-renewal for a specialty practice group without staff intervention.

  3. Access and Authentication:

    • As an Individual Member, I should be able to use SAML single sign-on to login to the Higher Logic community site and access my communities.
    • As an Individual Member and Non-Member, I should be able to login to my communities on Higher Logic.

Communication and Confirmation​

  1. Confirmation and Notifications:
    • As an Individual Member, I should be able to receive an instant confirmation after making a payment.
    • As an Individual Member, I should be able to receive targeted communications about SPG events and content relevant to my interests.

User Interface and Experience​

  1. Account and Navigation:
    • As an Individual Member, I should be able to see the newly purchased Communities on my Account page in the "My Communities" section.
    • As an Individual Member, I should be able to view and click links that take me directly to my communities in Higher Logic from my Account page.

Internal User Management​

  1. Order Creation and Access Control:

    • As an internal user, I should be able to create an order for community products (free and paid) for members.
    • As an internal user, I should be able to set restrictions for access to specific communities through product rules.
    • As an internal user, I should be able to create community products that do not expire with membership status, external users can stay in the community as long as they want.
    • As a membership administrator, I should be able to override those product rules for access to specific communities.
    • As an internal user, I should be able to assign co-chairs to each community that continue to have access to assigned communities regardless of their current membership status.

  2. Community Management and Reporting:

    • As an internal user, I should have access to a process that triggers the removal of users from communities when a membership passes the grace period without renewal, or a membership is cancelled.
    • As an internal user, I should be able to remove access to zero dollar communities at the external user and community levels.
    • As an internal user, I should be able to run reports on community populations and related NP demographic data.
    • As an internal user, I should be able to subscribe to a weekly report of total community subscriptions purchased at the end of the week.
    • As an internal user, I should be able to force a sync of community subscribers with the Higher Logic integration to Salesforce.

  3. Profile Verification:

    • As an internal user, I should be able to verify the profiles of existing members through their email.

  4. Community Roles and Participation:

    • As an internal user, I should be able to assign community moderator and member roles.
    • As an internal user, I should be able to generate reports on community participation and content usage over time.

Assumptions​

  • All Members will be included in the Personas definition.
  • Timelines will follow as outlined in each requirement.

Additional Requirements​

  1. Proration Calculation:

    • If a member purchases an SPG or SIG off-cycle from their AANP membership, apply proration rules removing $5 for every quarter passed in the year.
      • Cost Breakdown:
        • First Quarter: $20
        • Second Quarter: $15
        • Third Quarter: $10
        • Fourth Quarter: $5

  2. Integration with Higher Logic:

    • Implement Salesforce to Higher Logic data sync for real-time updates and accurate community management.

  3. Community Management as Products:

    • All communities (SPGs, SIGs, Network for Research, Collaborative Learning Network) should be created as products within Salesforce.
    • Ensure that only members can order SPG, SIG, and Network for Research products.

  4. Data Migration:

    • Transfer all existing member data and community subscriptions from Aptify to Salesforce, ensuring data integrity and accuracy.

  5. User Authentication:

    • Configure SSO within Salesforce to provide secure access to Higher Logic Communities.

  6. Automation for Price Adjustment:

    • Use Process Builder in Salesforce to automate the proration of community subscription prices based on the time of purchase within the membership cycle.

References​

  1. AANP Communities
  2. Communities at AANP-20240523_115727-Meeting Recording.mp4
  3. AANP Network for Research
  4. Collaborative Learning Network
  5. Aptify Integration Overview
  6. Salesforce Integration Guide
  7. VIDEO - I2C Discovery Session
  8. VIDEO - AANP Application Walkthrough

This document outlines the requirements for transitioning AANP's community integration from Aptify to Salesforce, ensuring a seamless and efficient process that enhances member engagement and community management.

Approvals / Signoffs​

Approvals / Signoffs​

RoleNameSignatureDate
Technical LeadJeff SikesApproved7/12/2024
StakeholderBeth SmithApproved via email7/12/2024