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A Searching Question...

Andrew Recinos
$organization

Hi all, 

(See my short blog that helps frame and explain this post...)

We need your help!

Consider the process of searching for a constituent.  Outline some business scenarios* that commonly require searching for a constituent.  Specifically outline some business scenarios that require searching for a constituent that you find difficult to do in Tessitura today. 

Are there websites where you particularly like the search functionality? Can you point us there and explain what you like?

Thanks!

Andrew

* Note: A business scenario is phrased something like this: “Sandy the ticket desk concierge is given a partial credit card number and street address in order to locate a constituent who is picking up tickets for a friend”.  Notice that it doesn’t indicate any specific search functionality or design.  It just explains the business scenario which needs to be accomplished.

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  • $organization
    Mara's post makes me think of one of our wish-list ideas:

    A basic household level membership at the Science Museum of Minnesota covers 2 adults and their kids or grandkids under age 18.  However, a member may pay a fee of $25 per person to add additional adult(s) to their membership.  Bob and Sheri are members of the museum.  They have a daughter, Margaret, who is 7 years old, and a son, Steven, who is 19.  Bob's mother Ellie frequently takes care of Margaret.  Bob and Sheri purchase two "upgrades" to allow Steven and Ellie to be covered on their membership. 

    This leads to various business scenarios, including:

    - Steven attends with some college friends.  The call center and box office staff need to be able to find his record and easily know he is a member when he reserves and picks up tickets.

    - Bob and Sheri attend with both of their children.  The call center/box office staff need to easily see that this membership covers all four of these individuals.

    - Ellie brings Margaret to the museum.  Again, frontline staff need to look the membership up under Ellie's name and be able to tell that Ellie and Margaret are both covered on the membership.

    - In all of the above scenarios, the member status information needs to be displayed in the same way to the frontline staff to avoid confusion, but there should also be some way to "dig deeper" if needed and establish that Bob and Sheri are the "primary" membership holders, and Steven and Elli are "add-ons" to the membership.

    And of course, this all needs to play out to customers buying tickets on the web as well...but I'll leave that for another thread. :P

    Beth
Reply
  • $organization
    Mara's post makes me think of one of our wish-list ideas:

    A basic household level membership at the Science Museum of Minnesota covers 2 adults and their kids or grandkids under age 18.  However, a member may pay a fee of $25 per person to add additional adult(s) to their membership.  Bob and Sheri are members of the museum.  They have a daughter, Margaret, who is 7 years old, and a son, Steven, who is 19.  Bob's mother Ellie frequently takes care of Margaret.  Bob and Sheri purchase two "upgrades" to allow Steven and Ellie to be covered on their membership. 

    This leads to various business scenarios, including:

    - Steven attends with some college friends.  The call center and box office staff need to be able to find his record and easily know he is a member when he reserves and picks up tickets.

    - Bob and Sheri attend with both of their children.  The call center/box office staff need to easily see that this membership covers all four of these individuals.

    - Ellie brings Margaret to the museum.  Again, frontline staff need to look the membership up under Ellie's name and be able to tell that Ellie and Margaret are both covered on the membership.

    - In all of the above scenarios, the member status information needs to be displayed in the same way to the frontline staff to avoid confusion, but there should also be some way to "dig deeper" if needed and establish that Bob and Sheri are the "primary" membership holders, and Steven and Elli are "add-ons" to the membership.

    And of course, this all needs to play out to customers buying tickets on the web as well...but I'll leave that for another thread. :P

    Beth
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