ATU 57th Convention Workshop:

Financial Secretary Project Review David Roger, President, JayStar Group, Inc.

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Introduction Project background Benefits for the LU Timeline Orion XE® - Web Preview Q&A

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Based in Norwalk, Connecticut “Back office” systems and services for Organized Labor – small locals to the AFL-CIO We work with Locals and their CPA’s to assist with their Accounting & LM Compliance.

An ATU partner since 2008: LM-2 and Dynamics GP accounting support and services

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Need and desire to upgrade HQ system and move to newer technologies, browser, mobile.

Improve upon the monthly per capita report process End the paper.

Do all the above, AND provide benefits to LUs at no cost.

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Will replace several separate systems and data files into one, integrated set.

Using one central database, for international and local use via web-browser tools (“One version of the truth”) Allows ending the use of Local-based membership systems, such as MUMS

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You will have more control of your data Less work, more accuracy, more timely, end the back-and-forth New tools, new abilities mobilize your LU’s membership Make use of employer information, job titles, etc.

Local-based Grievance tracking

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Parallel testing at International

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International Registry Department begins processing Monthly Reports in Orion

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Orion XE available to LUs for member address updates and basic reporting (labels, lists, etc)

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Orion XE for all LU membership changes

Under consideration: 

Development of Orion XE Mobile for smart phones and tablets.

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Contract management

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Use of Orion for dues processing

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Local information

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Member information

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Grievance

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Pre-written and ad hoc reporting

Q&A