Member Platform (Zoom) Meeting on August 14, 2025 [#3541061]

Google Doc

You might find the Google Doc for this meeting (from which the notes are copied) to be easier to consume and to include additional detail (e.g. comments) not present in this issue. If this meeting hasn't happened yet, find and add to the agenda in that doc anytime before the meeting.

Member Platform Meeting

August 14, 2025 at 10:00am CDT

Meeting Notifications, Agendas, Past Notes, Slack Channel

See [Meta] Member Platform meetings

Who is here?

Include your Drupal.org username in parentheses if you have one.

JD Leonard (jdleonard)
Mike Crawford (pelicani)
Bob Snodgrass (bsnodgrass)
Paul McKibben (paulmckibben)
Alexander Bülow (bee low)
Steve Ayers (bluegeek9)
Janice Chow (janiceychow)
James Shields (lostcarpark)
Erica Stevenson (speckles)

What Topics Should We Discuss? / Limited Human Notes

Recording
Quick introductions
Discuss any open issues from past meetings – None
CRM Alpha5
CRM and Member Platform at DrupalCon Chicago

23-26 March, 2026
Steven, JD, and Bob S. will be there
DrupalCon Chicago Session Submission Timeline

21 July 2025 - Call for Speakers submissions open
26 September 2025 - Call for Speakers submissions close
12 November 2025 - Accepted Speakers and Facilitators notified
5 December 2025 - Accepted Speakers and Facilitators confirmation

Personas and user stories in functional spec
Roadmap / feature tracking next steps
Functional spec work session (time permitting then continuing into a post-meeting work session for those interested)

Action Items

Fathom AI Summary

VIEW RECORDING - 125 mins (No highlights)

Meeting Purpose

The purpose of this meeting was to hold the biweekly Member Platform Zoom meeting to discuss project progress, review CRM updates, and engage in feature planning for the platform.

Key Takeaways

Topics

Action Items

Connect with Erica Stevenson for onboarding and to discuss contributing to Member Platform 1.0 - WATCH (5 secs)
Schedule meeting with Bob and Steve to discuss DrupalCon Chicago proposal for CRM/Member Platform presentation - WATCH (5 secs)
Review and update functional spec document, merging user stories with personas section - WATCH (5 secs)
Create issue in Member Platform queue detailing requirements for Beatbox Network project - WATCH (5 secs)
Repopulate missing bullet points in member management section of functional spec document - WATCH (5 secs)
Develop and share UI/UX mockups for Member Platform 1.0 features - WATCH (5 secs)

Fathom AI Transcript

VIEW RECORDING - 125 mins (No highlights)

@0:00 - JD Leonard (modernbizconsulting.com)

Thank you. The suspense is killing me. Hello, everyone. Welcome to the member platform Zoom meeting. For those who have not joined before, we hold these meetings every other week.

And then on the alternate weeks, we have a 24-hour Slack-based meeting. It's asynchronous, so anybody can join in, even if they're not.

Not, you know, available at a specific time. So let's do some introductions. Maybe we could all share who we are, where we're from, and why we're interested in member platform.

And feel free to add any questions you have, and then we'll make sure we get those answered on the call.

So I'm JD Leonard. I live in Austin, Texas, and I am interested in member platform for a few different things.

The idea was born out of some needs that my local neighborhood association has, but also I'm an organizer of a Drupal users group in Austin, and we also have use for it.

And I will throw it over to Paul.

@1:45 - Paul McKibben

Hi there. I am Paul McKibben. I live in Atlanta and lead the Atlanta Drupal user group, trying to resurrect it from the ashes, much like we do other things in Atlanta, resurrecting things from the ashes.

I'm interested. The member platform as a way for the group to maintain its membership, announce events, and et cetera, et cetera.

I'm actually one of the personas in the functional spec. I will hand that over to Bee.

@2:17 - Bee Low

Yeah, hello, everybody. My name is Alexander Bülow and Bee Low is my artist name. I'm a human beatboxer. But a short story, since now I'm 51, I'm a family father here in Berlin, Germany-based.

And a long time ago, I started beatboxing. And then around the millennium, I was starting the small event, Beatbox Battle, where people go on the stage and show to the jury what they can perform on stage with human beatboxing.

And besides this, it is now 23 years away, I was the producer of the Beatbox Battle World Championship. Sounds crazy, but it's a niche.

But in our community, I was starting 2002, 2003 with a PHP forum. It was a PHP nuke back in the days, Beatbox Battle Network, and people came to this platform to meet and greet.

And from this side, starting international events. Yeah, and after the pandemic, I stopped a little bit because human beatboxing and COVID-19 were not matching together.

And then now, in 2023, I did my last world championship with over 60 countries in the world, girls, groups, solo artists.

And I luckily found you guys because I'm building a new page now, Beatbox Network, and I was thinking of working deep with Drupal because a friend of mine used this a long time ago.

Back in the days, I always used WordPress and Joomla and other CMS, but I'm not so deep into coding.

So I was thinking to get involved with Drupal now. This is now half a year ago. I do a lot of research and build a lot of stuff here.

And I'm luckily found you guys because this member platform is exactly a use case for what our non-profit beatboxing community needs.

We can share and connect with each other. Everybody should have a profile of their individual, and that's the reason why I'm here.

Thank you for letting me become a part of your group.

@4:47 - JD Leonard (modernbizconsulting.com)

Fantastic. Welcome. Let's turn it over to Steven next.

@4:53 - steven.ayers

Hi, I'm Steve. I maintain the CRM module, or I guess now modules. Right? There's more than one project. Hint, hint.

Anywho, so right, member platform. don't know, JD found me on the internet and asked me to, like, show up to some meetings and do stuff.

I don't know. Does that sound familiar to anyone else here? I don't Mike, you tell me.

@5:22 - JD Leonard (modernbizconsulting.com)

Smooth transition there. That was a smooth transition.

@5:24 - Mike C

Yeah, well, it's good that you're here. My name's Mike. I'm near Philadelphia, Pennsylvania in the States. I'm here because I like data, and I've always been interested in CRMs.

I'm at JD at Atlanta conference. He had a little table, and he had empty blank sheets of paper. So I've been following along.

I'm going to try and attend the live meetings and keep following along and see where we can make things happen.

So I do like back to Stephen and his CRM that we're leveraging. So that's exciting. So I'll pass it to Janice.

@6:07 - Janice

Hello, everyone. I guess I'm the special one here, huh? So I'm from New York City. I have a background in project management.

So new here. Absolutely my first meeting. So nice meeting you. Yeah, just looking forward to learn more about this project.

It seems to be a very meaningful project so far. And I've been kind of reading their notes some. And yeah, I mean, it's something that I would definitely want to find out more.

And Janice, if you'll allow me, Janice is special because she is brand new to the Drupal community.

@6:40 - JD Leonard (modernbizconsulting.com)

She has no association with the Drupal community until we got connected, you know, offline. And so she's, she dived right in.

She is on our Slack. She has a Drupal.org username, and she is ready to learn some things.

@6:57 - Janice

Yeah, I volunteer my way here. Sorry. I'm like, oh, hey, this is something that I feel like it's very interesting.

I want to participate in this. So I guess I'm that special. Thanks, Janice.

@7:10 - JD Leonard (modernbizconsulting.com)

Why don't we go to James next?

@7:15 - James Shields

How are you doing? I'm James. I'm in a place called Drogheda, which is north of Dublin in Ireland. And I've been involved with things like science fiction conventions for a very long time.

And I think Alexander, is it, Bee, was saying about PHP Forum. I used that a very long time ago for that.

And I built a lot of my own CMS systems and basically, I didn't, I didn't, I don't think I used the term for it, but I.

I think I built pretty much CRM systems back then out of various things and eventually sort of moved, like ended up on PHP and basically sort of said, surely somebody's built something like this before and found Drupal.

And I've been using Drupal for, I think, since five was in beta. So, so it's, and I've been using it for things like, like science fiction conventions.

I'm part of a Lego group. So, so I run that on, on, on a Drupal site and have a bit of client work as well.

But in my day job, I'm, I'm, I work for a bank and we don't use Drupal at all. So all my efforts to get, to get the bank, to look at Drupal have not, have not, have come to not, I'm afraid.

So, but that's pretty. That's a little bit me, but I'm looking forward to kind of digging deeper into CMS, and Stephen was saying about now multiple projects.

I was looking at the CRM membership project, so that's definitely one that's of interest to me, and that's kind of where I am.

Fantastic. Thank you, James.

@9:30 - JD Leonard (modernbizconsulting.com)

Let's go to Bob next.

@9:34 - Bob Snodgrass

Hi, everybody. I'm Bob Snodgrass. I've been involved in Drupal for quite a while, and our Fox Valley Drupal user group may be a user of the member platform at some point, and so I'm interested in seeing this move forward.

And, yeah, so St. Charles, Illinois, Chicago area is where I'm at, U.S. great week. you. Very good.

@10:01 - JD Leonard (modernbizconsulting.com)

Thank you, Bob. Did we miss anybody? I don't think so. I think we got them. Cool. So we've got an agenda here.

Always feel free to suggest agenda topics in advance. You can do that in our Slack channel. You can do it in the Google Doc for the meeting notes, which is always linked to from the Drupal.org issue queue issue for the meeting.

Or you can message me if you don't want to do it publicly for whatever reason. That's cool, too. So we've got a few here that were suggested.

Oh, actually, first, we've got discuss any open issues from past meetings. So I luxuriated on vacation, sort of. I was looking after my children.

The last two of these meetings, and I know that various things were discussed, so I just wanted to open it up to anybody if they had something they wanted to share from one of those past meetings, anything they feel like went unresolved and they want to make sure we get to.

Don't all jump up at once.

@11:06 - Bob Snodgrass

The only thing I've got in mind that may or may not be resolved was the idea of the functional spec having the use cases or user stories put in place along with the personas.

So I think that's going to be an easier way to keep them kind of organized.

@11:30 - JD Leonard (modernbizconsulting.com)

Very good, Bob. So, yeah, we'll dive into that in a few agenda items here. It is already captured. So thank you for flagging that.

So let's move on then to some CRM stuff. Steve, would you introduce CRM a little bit? Because not everybody on the call kind of understands that and its relationship to member platform.

@11:52 - steven.ayers

And now that's my explanation.

@11:55 - JD Leonard (modernbizconsulting.com)

Everyone good with it? No? Okay.

@11:57 - steven.ayers

I'm I'm sorry.

@11:58 - Bob Snodgrass

sorry. sorry. sorry. I'm I'm sorry.

@12:00 - steven.ayers

CRM is all that code that you need to exist in order to have member platform do stuff, but is uninteresting and boring, right?

It's contacts and relationships and addresses and, right, it's not, I guess at best, if it was a standalone app, it would be just an address book.

You know, it doesn't have a lot of, I don't want say it doesn't have value, but it doesn't have a lot of functionality in and of itself, right?

It's a lot of storing and retrieving data, but, right, member platform or membership is one of the, you know, they're just projects.

There's nothing special about them, but they're built on top of CRM, right? Another one of them is a case management system.

There'll probably be more, I would hope, but I don't want to, I don't want to promise stuff that isn't at least having some sort of code around it, right?

So Unlike me, I like promising things for which there is zero code whatsoever. I've noticed that, yeah. And, right, so it's contact relationship management.

I know that's a bold statement I'm going to make there, but a lot of people think it's customer or constituent management.

Steve, you're wrong. So, we had a recent release, though it looks like some bugs have been flagged, so maybe we'll have another alpha release soon.

Do you want me to, like, I don't know, share a screen or?

@13:43 - JD Leonard (modernbizconsulting.com)

Yeah, I think that would be great. And while you start sharing, I'll share a little bit of the history for those who don't know.

So, so Steven has been, he's the maintainer of the CRM modules, and he's been working on this for a little while now.

SCREEN SHARING: Steven.ayers started screen sharing - WATCH

And I approached him because. This member platform kind of has some similar needs, and I wanted to make sure we weren't going to reinvent the wheel.

So we sort of more formally have adopted CRM and are contributing to CRM. So I encourage everybody here to join the CRM channel on Drupal Slack and also follow their issue queue and get involved.

If you want to get working on actual code and things that exist, it's there, and it's all going to benefit member platform.

@14:32 - steven.ayers

So I guess I'll just do a quick run-through of some things that we can't really demo. Steve, we are seeing just your terminal and ID.

SCREEN SHARING: Steven.ayers started screen sharing - WATCH

Oh, right. That's the wrong one. Okay. Let me... There we go. Is, right, this better? Yes. Okay. So, right, we had about 18 issues since, I don't know, we had a release maybe a month ago, almost exactly 30 days.

Wow, that's weird. We switched over to using the object-orientated as opposed to hook APIs, so this was just correcting that.

We spun CRM case off onto its own project. We did some stuff here with the user, so I can demo that if you're interested.

@15:35 - JD Leonard (modernbizconsulting.com)

I think that would be great.

@15:37 - steven.ayers

So, I guess I should first start off by pointing out that this is contact2 admin, it corresponds to user1, right?

So, they have all types of permissions. But, either there is a bug, or I should enable that configuration first.

to it So, Ah, yes. Ah, so here. Maybe this will work. Maybe it won't. I haven't demoed it this morning.

So we use the name field on the contact. So if we come over here and hit edit, you can just see different name field values.

We're going to put in some stuff just so that it's a, just so we can see that it's the contact as opposed to, well, now you can see, right?

We updated the contact and now our display name has updated to match that. So what this does is it allows the user to decide which one of the given formats provided by the name module they want to use.

So, right, this is probably the most.

@17:08 - JD Leonard (modernbizconsulting.com)

And Steve, maybe some just very basic background for folks who haven't seen some of this stuff before. So Drupal out of the box comes with a concept of a user, which is somebody who can log in and do things.

CRM comes with a concept of a contact, which is a representation for a person, organization, household, or possibly something else.

And Steve has connected these two concepts. So when you install it, right, your initial user that gets created automatically has a contact, those two are linked.

And so, you know, the concept would be, right, because you're logged in as a user associated with the contact, then you can edit that contact's details, et cetera, et cetera.

@17:52 - steven.ayers

Well, that's a different user story, but yeah.

@17:55 - JD Leonard (modernbizconsulting.com)

You're right. is just context. is just displaying their name, right?

@17:59 - steven.ayers

This If you wanted to do that.

@18:03 - JD Leonard (modernbizconsulting.com)

But the name that we saw displayed at the top there is coming from the user, right? And the reason that it's coming is because it's linked to the contact, right?

Correct. Right.

@18:14 - steven.ayers

This is just the account name, and it only updates because they're linked here. Over here, we changed it to a custom format.

So that's why they're slightly different. I don't know what can be really said. We made some other module optional, right?

I don't know if that's really worth the demo. We added some CRUD controls. So I guess maybe we'll be able to demo this.

I don't know. I think it may have been reported as a bug. So if we wanted to add another email previously or any of these other details, address, or telephone, phone, you had to have the administrator.

You CRM detail permission. And I know that doesn't really make a lot of sense since, right, I'm here as admin.

So, right, it should work regardless. I guess I could show the database, but the short version is that there is now a field on the contact details to denote which contact owns it.

But we haven't gone so far as to allow sharing of these details with contacts. like, right, if you're married or have children, they probably live at the same place you do.

And so you would have the same address. But it looks like we could maybe add that as a feature.

I don't know if you really want to see database schemas, though. Nobody said yes, so I'm going to move on.

Uh, so... So document CRM architecture, I already have a tab open, but we have some documentation, right? It talks about the different entity types, right?

There's stuff here you can read. I don't know if it's good, bad, or indifferent, but we do have some diagrams, so that's at least, it at least looks impressive.

I don't know if it's useful. This isn't rendering, so. So as you can see, it does need some work in places, but.

Right, it's something you could look at, read for clarity. See if it makes sense. Some stuff might not exist anymore.

I don't know. I try to keep it up to date, but there's a fair amount of changes. I guess we also documented this relationship right here.

So we have an entity, and it maps the user and the contact together. The contact can only be an individual, right?

You can't be a human logon for, like, a user account, but be mapped to an organization. And then we use a separate entity so that we can ensure that only one user is mapped to one contact, and one contact is only mapped to one user.

Right? There's some documentation, like I said, if you want to read over it. Some of it may not be good or readable.

I don't know, right? I like I... I... I am not, I am too familiar with it to understand if it's good or not, I guess is what I'm saying.

@22:09 - JD Leonard (modernbizconsulting.com)

That sounds like a call to action, Steve.

@22:14 - steven.ayers

Because I love pipelines and there's nothing I would like more than to have it take an hour to build, we added another job to the pipeline.

This is just going to check to ensure Drupal, I guess, 12 compatibility going forward. Or at least make us aware when some things may not be compatible.

Oh, right, the age field. I felt pretty clever about this one. I don't know why, but.

@22:47 - Bob Snodgrass

So, right, you have a birth date and a death date.

@22:51 - steven.ayers

You can change these to be whatever you want under the contact detail type. But let's see. Hey, we were born in 1995 in, I don't know, some date.

Well, you would be 30 years old then. Steve, that's really not that impressive. You're just doing basic math.

@23:20 - JD Leonard (modernbizconsulting.com)

Okay, fine. Steve, does that get recomputed when you view the contact? Yeah, that's a computed field.

@23:30 - steven.ayers

And so if you were to then, say, enter a death date, let's say 2020 sometime, I don't know, this seems like a good day right here.

It then will recompute to, right, how old they were when they died. But, right, this is just a computed field based off of these two.

This is also added to the relationship field. So I guess we're not really displaying it. And this interface should probably be updated because this is hard-coded static data just to fill in stuff.

Oh, right. Here, I was talking about how we added a start date and an end date to contact so that we can have an age field.

Civi CRM has something called an encounter as part of their case system. So it's intended to be if it was an in-person incident or if they emailed or if they called.

But it seemed like it didn't provide a lot of value to keep around, so we just axed it.

@24:38 - James Shields

Sounds like something that maybe should be in a submodule later, but I think not necessarily a core feature.

@24:48 - steven.ayers

Yeah. We did something here involving CRM case and add comment. Oh, I think I added a comment to the NDI.

It's not important, right? Nobody here is really interested in CRM case, and it's not really demoable at the moment.

Right, we migrated to attributes from annotation. We made the comment form on the note tab, right? It also got changed to the comment tab.

If you come here, you'll see that it says things about comments in the different forms and themes you use.

So I updated this to say comment, right? It first said note, but then when it was using some other theme, it said in big letters here, comment, and other stuff.

So I don't know if this is a big deal, but you can now actually add, well, isn't that just embarrassing?

I can look at that later, but we added a... Summary. Yeah, it should have. We should have seen that comment then be displayed right here.

least that was the goal. At least telling you there is one. We also had a primary field on the contact to denote what that contact's primary contact was, but that didn't really work out or make a lot of sense.

Maybe we'll bring it back and let you denote what your primary relationship is, but we should maybe, like, I don't know, have some value to find first or some details like that.

It didn't seem to be adding a lot to the product. And at this point, I'm just trying to see what's going on with, oh, hmm.

There's supposed to be a second display here. Just. That's for the comment. Right? It even, well, I will continue to look at this, but, or maybe I won't.

don't know. Right? It's working. This is my presentation.

@27:16 - JD Leonard (modernbizconsulting.com)

Thanks, Steve. Does anybody have questions for Steve or anybody about CRM or no question is dumb? There we go.

@27:27 - steven.ayers

Just comment. have a question. I just wanted to say it's a really good start.

@27:30 - Paul McKibben

I played with it a little bit. I did a little bit of testing. I wrote one minor issue just now.

If you don't specify a generational on somebody's name, then it shows the word none on the entity label.

@27:45 - steven.ayers

That's an issue with the name project, and it's been fixed in the demo branch, but it hasn't been released yet.

@27:52 - Paul McKibben

Gotcha. But, yeah, it's looking good. Great.

@27:58 - James Shields

And, Steve, the...

@28:00 - JD Leonard (modernbizconsulting.com)

CRM, right, like the kind of point here, right, is that it's a base upon which to build more opinionated and arguably useful, right, software, right?

@28:17 - steven.ayers

I don't have any code yet, but right, it's coming.

@28:26 - JD Leonard (modernbizconsulting.com)

Anybody else on CRM?

@28:30 - estevenson

Yes, sorry for coming in late. Just because I'm relatively, I'm curious about contributing, and I'm just sort of trying to figure out how would I work inside the workflow, but maybe that makes sense to talk about later on inside the meeting, I'm not sure.

Hey, welcome.

@28:48 - JD Leonard (modernbizconsulting.com)

I know you joined just after we did our introductions, perhaps.

@28:52 - estevenson

Yes, apologies. That's okay, but you missed our introductions, but maybe we'll impose upon you.

@28:57 - JD Leonard (modernbizconsulting.com)

Would you mind just sharing who you are? Where you're from, and your interest in member platform, and then we will definitely get to your question.

@29:05 - estevenson

Okay, so I'm Erica Stevenson. I'm from Toronto. Sort of like my background is, I already do have kind of like, I've worked inside the IT field for a while, though I've been struggling to find another job.

And to some extent, I'm just looking for something to contribute to. And yes, like I know inside the past, there was like a little, just sort of like, when I was starting my career, a little nonprofit called Free Geek Toronto, and I helped them figure out how to set up kind of a time track, time tracker thing for volunteer data.

To just sort of like help with their sort of system that was back inside Drupal 6. So kind of, I still sort of need to learn everything from scratch.

ACTION ITEM: Connect with Erica Stevenson for onboarding and to discuss contributing to Member Platform 1.0 - WATCH

But yeah, kind of, I previously worked on what amounts to like M&E CRM. And this seemed like a That's thing to just sort of try to jump into.

@30:03 - JD Leonard (modernbizconsulting.com)

Fantastic. Are you on our Drupal Slack channel?

@30:07 - estevenson

Yes, I believe I am. Cool.

@30:09 - JD Leonard (modernbizconsulting.com)

So I would say find me there, ping me, and let's set up a time to connect for like onboarding and just to try to get That would be great.

@30:18 - estevenson

Thank you so much. Yeah, we'd love to figure out how to get you contributing. Mm-hmm. Thank you.

@30:28 - JD Leonard (modernbizconsulting.com)

All right, Steve, CRM and member platform at DrupalCon Chicago. You want to start us off?

@30:36 - steven.ayers

I guess I'll stop sharing my screen or I don't know if there's much value, so yeah. I don't know who here was planning to attend DrupalCon Chicago other than Bob and myself just due to, okay.

You know, me and Bob are geographically close, so it almost would be, you know. real here's You're I got Here's

But we're looking to submit a proposal to present CRM slash member platform at DrupalCon. So are people interested in working on that proposal slash presentation?

And I guess it would also not be exclusively limited to people who are planning to go, but right, it would be better if you were.

@31:31 - JD Leonard (modernbizconsulting.com)

So I've already told Steve I'm game. Yeah, I'm game too.

@31:36 - Bob Snodgrass

Not sure what my obligations are going to be there yet, but yeah.

@31:45 - steven.ayers

One of the things that we're sort of, I wouldn't say struggling with, but as I commented earlier, CRM doesn't really, it's a great address book program.

I mean, you can't really print address labels or do anything useful with it. By itself, but what would the subject matter be?

And, you know, if it's a workshop, we should be able to give the people attending something valuable. So maybe what sort of features would we need to have in order to present would be maybe the corollary to this as well.

@32:35 - Bob Snodgrass

It kind of depends on where we're at with the whole member platform at that point in time, I think, right?

So.

@32:48 - JD Leonard (modernbizconsulting.com)

I kind of think, I told Steve this, I kind of think it could be interesting to do like a workshop style talk, right, session to just try to.

Get people actually pointing and clicking, right, in the UI and building something in CRM, right? And maybe that's a member platform, we'll see, right?

But I think that could be a cool way to get people interested and involved and help also tease out use cases and expectations that we might not otherwise.

@33:22 - Bob Snodgrass

Yeah, that makes sense.

ACTION ITEM: Schedule meeting with Bob and Steve to discuss DrupalCon Chicago proposal for CRM/Member Platform presentation - WATCH

@33:43 - JD Leonard (modernbizconsulting.com)

All right. Well, let's, Bob, Steve, and I, why don't we connect separately to kind of talk through that stuff and we can hash it out.

All right. Do we know uphand when?

@34:00 - Bob Snodgrass

And sessions, submissions, and closings are going to be. Is there a calendar for that yet?

@34:06 - steven.ayers

Friday, September 26th. Okay.

@34:13 - JD Leonard (modernbizconsulting.com)

All right. So next up, Bob, this is the topic that you had proposed, personas and user stories in the functional spec.

And maybe I will share my screen here. Sure. There's a link in the notes document if anybody wants to join this document directly.

SCREEN SHARING: Jd started screen sharing - WATCH

So, Bob, do you want to give an overview of what you're proposing here? Yeah.

@34:44 - Bob Snodgrass

So we had the personas section up above. And we changed some of the format of this last meeting so that we kind of introduced the personas.

And then we changed the titles of them. And then I embedded. And In each of them, a place for not only the description or definition of what that persona is, but also user stories and list form.

Or I started to do that as an example with the membership group administrator. And I kind of feel like that's a better way to organize it, just because we'll keep the user stories with the personas.

ACTION ITEM: Review and update functional spec document, merging user stories with personas section - WATCH

So that's what I'm proposing we do with that. kind of merge the user stories section in with the personas area.

Maybe we change the title of that to personas with user stories. I don't know. I just felt like it was a little less disjointed with those two merged together.

Up to the degree of what they want to do.

@35:53 - JD Leonard (modernbizconsulting.com)

Anybody have thoughts on nesting the user stories under the respective personas? you're not just ones. meal I?fold Thank you.

This group tends to be a little go with the flow, which is just fine.

@36:13 - Bob Snodgrass

Everybody's on mute. I think it makes some sense, Bob.

@36:18 - JD Leonard (modernbizconsulting.com)

I think my outstanding question is around what belongs in a user story versus as part of the narrative of who this persona is.

And I kind of gravitate towards a little more detail and humanization in the sort of persona definition, even if that results in some duplication across the user stories.

But I'll go with whatever folks want to do there.

@36:42 - Bob Snodgrass

The other thing I wanted to note is that I have a suggestions and notes section in there, too, where somebody's not feeling comfortable about writing up, adding in on the definition or user story, or just have a question about that persona.

And what they might do, they could put that in the suggestions and notes. And that's kind of where I nested all the stuff that Paul and I had thrown in there so that we had a placeholder for that until it gets merged into what the format looks like.

@37:18 - JD Leonard (modernbizconsulting.com)

So I want to propose that if something is not ready to be in the functional specification itself, that it maybe be in a comment.

@37:29 - Bob Snodgrass

That gives us a threaded way to discuss something and then we can resolve it once it gets added. Yeah, agreed.

Hey, Bob, I have a question.

@37:39 - Bee Low

So I see in the document directly on Google Docs, the headline member, outgoing member, event attendees, and all these.

So there are different spots who are marked red color right now. So if I have some ideas or suggestions in the next.

few days, I can drop there and write there some ideas.

@38:03 - Bob Snodgrass

Is this okay for you? Yeah, I think so. You know, if you're not comfortable with it, if you don't feel like it just goes in, like JD says, you can put a comment in there, or you could change your tool on the document to suggesting, and that will allow someone to take a look at it and then accept that suggestion.

A comment is enough for me.

@38:31 - Bee Low

I want just maybe suggest some ideas, just to give some feedback, because it looks very good. And even one statement from my side to Steven, you said twice, it's just an address book.

Well done. It's magic, in my opinion. Okay, maybe I'm an address collector. But I'm very happy that I can follow up your group.

So I will not promise so much, Bob, but maybe soon you will find some comments, maybe that can help, and to see another point of view, easy.

@39:12 - JD Leonard (modernbizconsulting.com)

Fantastic. Yeah, all comments and suggested edits, welcome. And if you feel like you've got like a slam dunk, it's like, this is obvious, this should go in, you can always write it in.

But maybe it would be helpful for folks, because that doesn't generate any kind of notification. If you do that, to also post in the Slack channel, or add a comment or something like that.

Yeah. You know, just so we're not reading and surprised by what we find. Very good. All right, let's move on.

To roadmap and feature tracking next steps. So For Member Platform itself, right, we don't have a well-defined roadmap or features sort of defined in our issue queue, for example.

We do have a feature brainstorming document in our Google Drive, and if anybody hasn't found the Google Drive, it's linked to from the Member Platform project page on Drupal.org.

It's also linked to from that functional spec document that we were in towards the bottom. And that's just kind of a mess, right, of contributed ideas of what we could build.

And I think it would be helpful maybe to synthesize those and get those into our issue queue as actual feature requests.

And then maybe we have meta issues that kind of try to track, well, what's coming in what release. And it almost feels like we're getting ahead of ourselves, but the reason that I'm proposing that at this stage is to help us define what is not.

In the 1.0 release to sort of avoid doubt, right? And kind of make clear like, hey, we're not working on that yet, right?

But it's something that's, you know, further down the pipeline. Anybody have thoughts on that?

@41:16 - Bob Snodgrass

That's a good idea.

@41:20 - JD Leonard (modernbizconsulting.com)

We had also discussed having real organizations with their use cases being associated, right, with different releases kind of based on what they need and what's slated for that release.

So we can say, hey, this release, we expect our feature set to meet the needs of these organizations, right?

To kind of bring them a little more into the fold and make sure that we're building something that is useful and will be used.

So we do have an issue in the issue queue for organizations that are interested in being kind of early adopters.

And that's kind of the list that I'm thinking of. So if you have another organization in mind, anybody, I encourage you to find that issue.

Go reach out to me and I'll point you in the right direction to get you added there, get that organization added so that we can work out, well, what exactly do you need and when is that coming?

And the needs of the organizations, right, would influence what we work on when. Cool. So finally, I have on here functional spec work session.

We only have 15 minutes remaining, but what I often do on these calls is while our call is officially over in 15 minutes, I often stick around.

And anybody who's got the time and wants to, you know, stay on the call as we kind of workshop some things and kind of have a working session that's a little looser.

So if anybody wants to do that, we will. But before we kind of dive into that, which is really just going back into that document we were looking at and tidying things up, does anybody else have any other topics or things they want to discuss before we kind of switch modes?

@42:58 - Bee Low

Yeah, I'm a little bit curious. Yes, JD, you mentioned in one of the information texts that member platform is something like meetup.com.

I know the page meetup.com because I RS4P, RS4P, some tickets of local events here in Berlin, mostly technology events like startup kickoff event.

And I go to meetup.com to get a ticket with a QR code to get involved in this event. So I know the platform, but for me, it sounds like you like to copy it, but in my opinion, it's just a regular concept, which is needed.

SCREEN SHARING: Jd started screen sharing - WATCH

So, so, um, doesn't, yeah, sorry, my English, my grammar and my English, I cannot.

@43:58 - JD Leonard (modernbizconsulting.com)

Oh, you're great. so, so, so, so, so, so, so, so, so,

@44:00 - Bee Low

So for me, it's not like really copying. I think it's more and more great that open source, you organize this with all the people here, involved coders and production to bring another player to the World Wide Web.

So I just want to mention, for me, as outside is new to this, it doesn't seem like being a copycat.

Maybe it was just an attention from your side that people who are out of this just understand what kind of project you're planning to do.

And that maybe was just that you mentioned meetup.com. Is this right? Yes, that's right.

@44:46 - JD Leonard (modernbizconsulting.com)

And so maybe as useful background, not just for you, but for some other people who haven't heard the spiel before, right?

So member platform, right? We are seeking to meet the needs of many organizations around the world. You know, meetup groups, nonprofits, associations, clubs, you name it, right?

Lots of different organizations that want to attract members or donors or things like that. And what we want to do like a lot, right?

We need to start somewhere smaller. So our MVP, our scope for our minimal viable product, our 1.0, is defined to be like a light version of meetup.com for just a single group, right?

So whereas meetup.com is a platform where lots of groups have lots of events, right, and track their members, we are a platform for one group to track their members and have events.

So in this functional spec document right now are bullet points that kind of outline the envisioned scope for 1.0.

And then there will be much more beyond that. But I think it might be helpful to just breeze through that now on the call because we've got some people who haven't seen that and probably some people haven't seen that in a while.

And maybe that would also then be a good launchpad for transitioning over to, like, work session on this document for anybody who has the time to stick around after the call.

How's that sound, everybody?

@46:14 - Janice

Sounds good to me. Sounds good to me.

@46:20 - JD Leonard (modernbizconsulting.com)

Excellent. I love all the new voices chiming in. We're glad to have you. Um, so very high level, right?

Um, the sort of categories, I don't know if they're exactly epics, but sort of in that direction that we're talking about here, right?

Um, and I'll, I'll do the, the high level ones first and then dive into the bullet points. So we've got member joins and leaves.

We've got the concept of a member directory and member profiles. We've got the concept of event management for the organizers of the group.

We've got the event attendee experience. So as an. Attendee or prospective attendee of an event. How does this work?

We have member management. So that's for the organizers. How do they keep track of their members and manage them?

We have outbound emails. So the ability to communicate out to your members. And then we've got some access control, internationalization, and architecture to support future needs, which is about, hey, what do we need to do in 1.0 to make sure we're going to be able to support the things further down the roadmap, even if we're not ready to implement them yet.

So before we dive into the bullet points, any questions or comments on those high-level themes?

@47:45 - estevenson

Was there kind of a process to kind of like submit for future sort of development ethics? Like I know, for me specifically, I'd be interested in sort of time tracking that what's very useful for the organization.

I'm hoping to sort of sell this on is, oh, that they use kind of like, we spent X amount of time serving members doing Y, or kind of like, we got X number of volunteer hours, and then they kind of present that as a report to a sort of sponsor, or potential sponsor.

So, yes, and like, that doesn't make sense. I would agree that doesn't make sense as an MVP. The MVP is sort of like already sort of focused.

But yeah, in terms of what I would be interested in inside the long run, it would be like, time sheet, I guess, because yes, their process is all just sort of like, actually writing down on pieces of paper, and then entering it into like, two different Excel systems.

And it's a bit much.

@48:51 - Bob Snodgrass

Yeah, great question.

@48:52 - JD Leonard (modernbizconsulting.com)

So as far as like, I wouldn't say formal process, right? But this group or subset thereof has been meeting

Regularly since January. so what's there is sort of just the work product of those meetings, you know, over the months and kind of hashing out, right?

Like what, what is the right set of features for 1.0? And I would say probably some people feel like there should be more in that feature set.

And some people probably think there should be less in that set of features, which I don't know, maybe that's a good sign.

I don't know.

@49:29 - estevenson

So, I mean, no, I would, I would agree that it makes sense to focus on it being kind of just a one group meetup, get that to the point where it, you know, kind of like passes all the things and then worry about next steps.

@49:43 - JD Leonard (modernbizconsulting.com)

Yeah, absolutely. So two things. One, we've got this feature brainstorming doc, which is a great place to just throw any ideas you have in free form without concern for, you know, like, okay, like just put anything that comes to mind, you put it in this document, right?

And then it's at least captured somewhere. But one of the things that I had mentioned earlier on the call, right, is better defining our roadmap, right?

And it's mapping those future ideas and the organizations that they're related to, to releases after 1.0. And so that process is to be done.

Okay.

@50:19 - estevenson

Thank you.

@50:21 - JD Leonard (modernbizconsulting.com)

And so getting some more information about the organizations that you're involved with, right? We've got an issue in our issue queue where, you know, you can kind of note your organization as an interested early adopter.

And then we also encourage people to submit a use case for their organization. There's some examples in the issue queue.

And you can just create a new issue and say, hey, this is the organization. And you can write out as wordy as you can, right?

You know, all the requirements and things that you can think of. And then that will help influence as well, the product direction and roadmap.

Okay.

@50:59 - estevenson

So, yes. So, shoot, could you, I'm trying to remember which document it is, but I can just sort of text you about it later to try to get a reminder, but it's good to know it exists.

But yes, yeah, there are appropriate channels. There are at least channels.

@51:19 - JD Leonard (modernbizconsulting.com)

Jury's out on the appropriateness. Yeah. Okay. So any other comments or questions about the high level?

@51:30 - Bee Low

Features that we have defined for 1.0?

@51:33 - JD Leonard (modernbizconsulting.com)

Or maybe should we breeze through just the highlight, like some of the feature ideas that are not in 1.0?

@51:39 - estevenson

Would that be helpful? That would be helpful just because, yes, I'm sort of new enough. It's hard to know to ask questions.

So there's a lot here.

@51:51 - JD Leonard (modernbizconsulting.com)

And if anybody is planning to drop off in five minutes and decides that this discussion is not worth their last five minutes, I totally understand.

I will stay on the call for another hour plus with anybody who wants to, working on, you know, whatever we can.

So feel free to drop off anybody who wants to. So there's a lot in this list. So I will do my best to just try to, like, highlight a few, you know, or some of the things I see here.

You know, I don't know, maybe I'll just read it. And I will say, shout at me if you want to discuss any of these ideas or add something, like, why not?

Or if you just get tired of hearing my voice. Organizations can define the tier and set the price for each tier.

The solution should offer an environment or framework to define various tier and associated prices. There should be multiple payment processors organizations can choose from and connect with.

Start targeting Drupal 11 along with offering recipes. Ecosystem for membership organizations with all the needed features. Ecosystem we Ecosystem of recipes using the framework, look at Skvar, which has lots of integrations with Civi CRM, USWDS theme, focus on one segment first.

That's what we're doing with our 1.0. Membership dues collection, subscriptions, commerce module maybe, membership management, different types of membership, names of the memberships, durations, price per level.

Self-service ability to join or renew, ability to require an invitation to join, content management for the organization, pages, news, et cetera.

Basic CRM, hey, look at that. Document slash process management, agendas, minutes, outbound communications, email, SMS, statistics, donations, event management, video call integrations, recurring.

Checking RSVPs, groups, messages. What was that, Steve? What are your thoughts on statistics?

@54:09 - steven.ayers

I have no thoughts.

@54:11 - JD Leonard (modernbizconsulting.com)

Anybody else? Keep it simple.

@54:16 - estevenson

Statistics would be useful for me because, yes, kind of one of the things that, you know, kind of is presenting to, like, sponsors or kind of supporting organizations that we're accomplishing.

Kind of the mission. But I don't think that that's important for minimal viable product.

@54:37 - Bee Low

I go into the topic content management is name and news and some pages. So pages should be the articles, the site-related or event report, something like someone visit an event, and you make an an-

And after report, something like a review, something like this, event review. I'm thinking about how could be a profile itself.

So for example, if a user has his own profile with some information where he or she is coming from, land or country with the name of the city and little photo and some biography, infotext.

But should there be something like my personal photo book? No, it's too much, but I'm asking. So not only one profile image or icon, user icon, user photo, even a collection of three, four, five photos.

Or I think, which is very interesting, if someone is visiting many events, something like my milestones or my, my...

Yeah, which have a time scale of different times, time marks. Last month I was on this event, next month I was on this event, and some like reminder, which someone can share a milestone.

I'm thinking about, I will give my feedback then on Slack, because I have everything written, but it's all in German, so I will, no problem, I can write good English, but I will translate a little bit, and I guess I made a lot of research, a lot of paper and stuff, but I focus on you guys, but it looks very good.

ACTION ITEM: Create issue in Member Platform queue detailing requirements for Beatbox Network project - WATCH

Congratulations for just bringing the idea to a paper.

@56:50 - JD Leonard (modernbizconsulting.com)

So Alexander, I think it would be really useful, it sounds like you might have requirements for your project sort of written down, and if you could create an issue in the member platform issue queue.

That is just what are the requirements for your organization and write it all out. That would be very helpful to understand what are the gaps and also which features can we map to which release.

@57:12 - Bee Low

Very good idea, but in the beginning, I just want to become a little part of your whole thing and not to step in.

This is my needs, what I need. I'm calm and very easy. I just want to understand your concept.

@57:29 - JD Leonard (modernbizconsulting.com)

You are welcome in whatever.

@57:31 - Bee Low

Bring my suggestion. I feel shame a little bit, but the step-by-step, if I know you guys a little bit more and if there is something where I can contribute something and help you as well.

But I'm more into building mock-ups, demo graphics, and stuff like this. I'm not so deep in coding. I'm more the graphic and the concept guy.

But of course, if... If you give me the chance just to pitch the needs, what I could, how my vision, sorry, it's a little bit arrogant now, but if you give me the possibility that I can suggest to you guys my vision of a human beatbox-related platform, how I would do it as a non-profit that the beatboxers have their place where they can meet, I definitely like to show you guys.

Yeah, there's no secret, yeah, yeah, but I want to really, I want to step back a little bit low, calm down, not be here on the first meeting and blah, blah, blah, I need this.

@58:39 - Bob Snodgrass

I feel I don't like this, yeah, I know if Bob- It's fine.

@58:46 - Bee Low

Your contributions are welcome, any and all contributions are welcome, and you are specifically requested, if you feel comfortable doing so, to write down your requirements.

It's not being kind of demanding, it's being helpful. I will, thank you. Yeah. Yeah, it'd be great.

@59:04 - JD Leonard (modernbizconsulting.com)

Cool. Okay, so where did we leave off? Statistics, and then we talked about, we have groups, there's a group module integration as part of CRM, which probably could use, you know, further documentation if it doesn't already exist, and maybe a demo or something at some point, that would help inspire some people.

Yeah. So there's another Drupal project called Event Platform, which is specifically targeting... There that have sort of more complex multi-day events that they need to have a schedule for and have sponsors and, you know, have a workflow for accepting speakers, submitted sessions and things like that.

And so there's some overlap, right, kind of between what we're talking about and what they're talking about, and we are in touch with them to work together.

So that was our January meeting. That was like our first Zoom meeting. We went through there, right, which was very much a brainstorming meeting.

Then we've got contributing to a Drupal native CRM. Hey, look at that. So that's what led to us adopting CRM, and that's why Steve is here.

Thank you, Steve. What else do we have? Integrate connection to payments integrations with other tools, so it can be a hub rather than a do-it-all application.

Recipes, so we can use it in Drupal CMS. . Alright, We should do away with offering everything. Instead, we should offer them with an out-of-the-box solution that can work with their existing Drupal websites.

Theme, need something organizations are willing to have their website look like. Investigating incorporating campaign kit into member platform. So Andre is the maintainer of the campaign kit, which is about donation campaigns, fundraising campaigns.

Provide a mechanism to create a survey that enables respondents to rank items that have been predefined. And now we're into April, import contacts data, field mapping to CSV columns, ability for admin to trigger account recovery, member directory and member profiles.

I'll skip over the sub-bullets for the moment because we've got more of that. Later, the ability to clone an event, to copy it, reusable event locations, option for group to be closed to new members, and oh, now we're here.

We also have from in-between meetings. think these are things that came up in Slack mainly that then somebody, mostly me, noted here.

Here, let's see, subscriptions and roles, voting, like to manage board elections, Zapier integration, ability to tag contacts manually or upon something happening.

Help membership organizations track sales or involvement funnel for their contacts. Ability to import, export all data, ability to migrate to or from city CRM, accounting integrations, QR code.

Generator, short link management, digital wallet, membership cards. And then this was a contribution around how the membership entity module was used in Drupal 7 for an organization.

And there we are. I think I've talked too much, so somebody else says something. Anybody want to contribute anything that they didn't hear?

In that set of features? While we're all thinking about features?

@1:03:35 - Janice

Hi, I just have a question. Sorry. You go first.

@1:03:39 - estevenson

You go first. And by the way, I'll be in Toronto in September.

@1:03:42 - Janice

I'm in New York. Oh, wow.

@1:03:45 - estevenson

Yeah, this is Janice, so we can probably connect offline.

@1:03:50 - Janice

I was curious, you mentioned the member will define their member tier and pricing. So how does that actually work?

Like the organization itself. Oh, okay. Okay. So they set their own price for each tier. And maybe they have like gold, silver, diamond, that kind of thing.

Is that what I, what it is?

@1:04:14 - JD Leonard (modernbizconsulting.com)

I'm not actually certain what this was, but I will take a guess, right? That this was about defining the different memberships that are available, right?

Like an individual membership, a household membership, you know, is it an annual, is it monthly? And being able to say, hey, these are the prices for these different options.

Bob? I might have thrown that item on the list.

@1:04:41 - Bob Snodgrass

I used to have a client that was a medical society for a county level. And they would have memberships that they would do on an annual basis for their people.

They had different levels. So like they had a office management level and they had a... And they had a practice level, so the organization itself could be a member without having to cover the membership for all of their people.

So that may have been where that came from. And again, they set their own, the board set their own structure for that, that fee structure once a year, so it had to constantly be changing.

@1:05:26 - JD Leonard (modernbizconsulting.com)

And we have had further discussions about sort of more complex memberships and, you know, then covering multiple members, you know, things like my local YMCA has a membership for your household, and it's for one to two adults plus one to four children or something like that, right?

And so it's effectively like sort of seat licensing, which I think maybe provides a very flexible, if a little complex mechanism.

For a lot of organizations to, you know, do what they need to. Yeah.

@1:06:05 - Bob Snodgrass

So that would be that kind of complex thing, obviously, wouldn't be part of the MVP, but could come into a later set.

@1:06:17 - JD Leonard (modernbizconsulting.com)

And we've actually said that for MVP for 1.0, that basically everybody in our system is a member, right? So we're vastly simplifying our needs for member platform 1.0.

If you're in the system, you're a member. Now, CRM certainly supports having members and non-members, but it's not strictly a requirement for member platform 1.0 because we're just like a meetup group.

And if you think of meetup.com, right, you join that organization like you're considered a member and it's a free membership, right?

We're just dealing with free memberships for 1.0 as far as our features set. If an organizer wants to charge for memberships.

They have to figure that out for themselves for 1.0.

@1:07:09 - Janice

Thank you.

@1:07:12 - JD Leonard (modernbizconsulting.com)

All right. So maybe, well, actually, any other features that people want to throw out there?

@1:07:17 - estevenson

Oh, like, yes, I don't know if this strictly needs to be a feature, but I definitely know it is something that one organization, other organizations across it sort of could use this project, run into, is that they want to run it locally with a large paranoia about kind of like not accepting outside connections.

So just sort of like on a local LAN. And yes, just sort of like they can sort of get some type of assurance that because they have limited sort of ability to deal with security threats that, yes, they have, yeah, kind of some type of assurance that only it'll only function on the local LAN, which normally would be to sort of.

It only functions in the local LAN, but yes, they're sort of like going through the steps for that in terms of that setup.

Oh, I know kind of another thing that would be useful would be kind of a workflow process that, yeah, that for this organization, they're often breaking stuff down into fairly small manual steps because they're trying to kind of service people with different needs.

So kind of like, yes, they will sort of very count, like count the money and then they'll have someone else verify the count and then we'll have kind of like go together as a group to the bank.

And I mean, sort of that is, and yes, trying to figure out what is done and sort of it being very deliberate is kind of the point because it's trying to kind of create opportunities for people with various sort of ability levels to take on tasks.

So workflow, I guess, is the. Easiest way to sort of summarize it where you can have a task and then have kind of this was done, this was done, this was done by, you know, kind of this member, this member, this member.

If that makes sense. I think so.

@1:09:13 - JD Leonard (modernbizconsulting.com)

So, you know, as a site builder, right, if I've got CRM installed and then I install content moderation workflow, right, and have a, I can define, you know, different states and I can define abilities for different users to transition between states, but we kind of need to tie it in a little bit more to the contacts, right?

Because users performing those actions, it's about the contacts, maybe, I'm not sure. I mean, it could be the users because we can link users to contacts, but.

@1:09:51 - estevenson

Well, yes, no, and where it's like also useful is like, do you have a specific task where you're struggling to get people to do it versus sort of.

One where you're just very happily, like, you know, kind of stuff inside the kitchen is sort of like being done without a whole lot of problems.

But, you know, kind of this task never seems to be done and sort of like having a report on that.

Because, yes, some of it is, again, like I said, designing it for things of different needs and whether something is getting done is useful, I think.

Though, yeah, that is definitely not an MVP thing.

@1:10:32 - JD Leonard (modernbizconsulting.com)

Cool. Anyone else?

@1:10:35 - Bee Low

I'm thinking now in the position of a member who signed up on kind of platform, should there should be there a start page, a home page, which is something that's something like latest member, latest registration or new member welcome or is it something like a pin wall?

now pin wall. guys. Like in a social media platform, that if members contributing some information, some articles or events or something like this, that this should be listed on a front page or something like this, that people can comment on it?

@1:11:16 - estevenson

Or like, I know a use case for my sort of thing is they often want to know each day, kind of when they're having a meeting, like, is it anyone's anniversary for kind of like when they join the organization, just so they can sort of honor that?

Or kind of like, is it anyone's birthday from kind of that? So, yes, and they like kind of like, it's again, it's a more manual process of kind of creating kind of a sheet that, oh, kind of these people have had birthdays inside this time, kind of go them.

And that's just, yeah, that's just a separate document. But yeah, like, I can think. Think of examples inside my organization where they might like kind of, yeah, I don't know if it'd be a homepage, but just sort of a lookup of anniversaries and kind of when you joined.

I can also think of like, oh, like inside the organization, if you've joined for X amount of time and you've kept consistently showing up, you can now access this, which is somewhat informal.

But it is a thing we're kind of, yeah, that they're trying to use kind of like, you can access new things as an incentive for people to keep showing up.

So is that what you were thinking of in terms of a sort of homepage?

@1:12:46 - Bee Low

Yeah, I'm thinking about something like a message pool where all the contributions from, different active users are visible. That's why I said

The phrase start page, like in social media, it's called pinwall, people write on a pinwall, and it's like a feed with the latest or the newest information is always on top, and so you can see how your members are active and what's new in your community and what's going on.

Like you said, it's similar.

@1:13:28 - JD Leonard (modernbizconsulting.com)

So we've said for 1.0, we're not doing kind of straight up content management, but we do need some sort of start page thing, right, where people land and it gives them the opportunity to sign in or join the organization at least.

But I think you're talking about something more than that, right? So how do I capture that? Start page, home page, it's kind of like a wall.

Oh. It's kind of like a community, almost like a message board, sort of, right?

@1:14:08 - estevenson

I mean, a listing of upcoming events could be useful. I know my organization also has, like, a kitchen, and they have kind of, like, a printout that this is going to be what gets cooked, just sort of, like, on this day, this day, this day.

So there definitely are items that would be useful. And actually, yeah, like, a common kind of thing is someone phoning in to ask what the menu is, because they don't have any type of display for that.

So, yeah, like, that's probably overly specific to my organization. But having a board where you can sort of, like, list things is helpful.

@1:14:56 - JD Leonard (modernbizconsulting.com)

All right, what else do we have? All right,

@1:15:04 - Bee Low

Yeah, it should be also just a calendar, calendar where listed dates are and you see what's coming in the future.

Calendar should be, should be an interesting tool. It should be on the start page maybe, every time visible that everybody have access to it.

@1:15:24 - JD Leonard (modernbizconsulting.com)

For sure. All right. Maybe we'll switch back to the functional specification and go through those bullet points. I realize it takes some time, but I think it's helpful for us to align on kind of what are we talking about for 1.0 and also adjust that scope if we need to.

So under the category of member joins and leaves. And these links just point to an issue where these bullet points originated.

So there shouldn't be anything new with those issues probably. So So join slash become a member requires the visitor confirming an email address by clicking a link, ability to cancel their account, which deletes the data, the resulting emails that are sent for those actions, email templates, and the ability to configure the content of those emails, ability to opt out of all emails, ability for a member to recover their account, so password reset, and convert a CRM contact into a membership.

I think that just means create a membership for the contact. So that is a, another, okay, let's see. So here it says there are three ways to become a member.

So one is the visitor explicitly. Requests to join. So this could be configurable, either organizer approval is required or approval is automatic.

The second way to become a member is a prospective non-member event attendee joins implicitly when RSVPing for an event.

So on meetup.com, if you go to an event in a group you don't belong to, right, and you say RSVP, in the process you become a member of that group.

So it's an analogous concept here, right, of you shouldn't have to explicitly join the group so that you can RSVP to an event.

It's like too many steps, right, for the prospective attendee. But, of course, that could be configurable for the organizer.

The third way is the organizer adds the person as a member. So I think that covers this bullet point.

point. All right. What thoughts are in people's head about a member joining or leaving?

@1:18:14 - estevenson

Oh, I mean, this is going into sort of scope, but kind of member hasn't attended for a while. It's kind of like a state that sort of is useful for my organization or kind of yes, member was contacted on XYZ about being not attended.

So you're not sort of constantly spamming the person with kind of like, hey, come back. We're thinking of you.

That's like keeping track. But yeah, that's not an MVP thing. Sorry. That's okay. We're over here in future brainstorming again.

So it was that last item, tracking communications with the member to avoid like. Pretty much. Right.

@1:19:04 - JD Leonard (modernbizconsulting.com)

Anyone else have thoughts on the member joining or leaving?

@1:19:07 - Bee Low

Yeah, in case of joining or in the moment when you became a member, it should be maybe someone, when you make the email, you signed up, you get an email, and you click on the link in the email, then you're official, really full member.

Yeah, because it's confirmed and you have a verification because you answer the email, perfect, super. And maybe there's something, if someone, for example, contributed, let me say, 20 events or 20 articles or something, content 20 times, he could, this member could be updated.

Yeah, some, like, like, like, should be a batch? Something like starter, normal user or heavy user that if maybe with a color code under your username or I don't know, the little icon next to the username or on the icon photo circle with a color ring or I don't know that it's visible that this is a power member.

And to honor this person because it's active on the community could become an upgrade.

@1:20:37 - JD Leonard (modernbizconsulting.com)

Does this capture user, or I shouldn't say user, contact having completed X actions leads to a member being tagged in some way?

Is that kind of a generic way of saying that? Or did I miss the admin, the admin, the administrator or, or the, the, the, the, the admin.

@1:21:06 - Bee Low

Yeah. Highlighted the account, or I don't how you can mention it. I have, can I share some images here?

Sure. Let me, because I'm not only in Zoom, I'm using on a platform. What I'm doing, sharing screen, just 10 seconds.

@1:21:25 - JD Leonard (modernbizconsulting.com)

Go for it. Which button I had to click?

@1:21:27 - Bee Low

It's a green share button, bottom, middle.

@1:21:30 - JD Leonard (modernbizconsulting.com)

I have it, sharing, yeah.

@1:21:33 - Bee Low

Okay, and I just go to my, one second, here's the batches. I had to allow Zoom. Okay, now it's good.

Okay, I'm sorry to let you wait, but I... Oh, I cannot, if I... I'll If I leave now, then I'm leaving the video call.

So maybe post it in the Slack? Yeah, yeah, yeah. Easy. I will send you, I have, like I said, I have everything written, but something like someone is gray, he's a newbie, and then he starts with yellow, like a basic member, then he could change to orange.

And if someone is a legend, he could be, at the end, red, for example, yeah? So that's a color code that your membership shows to the community, that you contributed a lot of interesting footage or events, which gives you another status, maybe, yeah?

Got it. Yep.

@1:22:50 - JD Leonard (modernbizconsulting.com)

Thank you. Sorry to let you wait.

@1:22:52 - Bee Low

I'm not so into Zoom. I'm sorry. Apologize.

@1:22:54 - JD Leonard (modernbizconsulting.com)

Oh, all good.

@1:22:56 - estevenson

Another thought that came to me is just the ability... To handle users where you don't have their email or phone number, that kind of, with mine, kind of people who are sort of homeless or kind of struggling, and maybe it takes a few times, is a thing that can pop up.

Logically, the way that you handle a lot of it is they just don't get communications, but being able to enter it and have kind of events tied to them is helpful.

@1:23:26 - JD Leonard (modernbizconsulting.com)

Yeah, absolutely. So we do have that accounted for. Here we have a persona for an offline member. Jessica has attended ADUG without RSVPing.

Paul adds Jessica as a member without an email address in the ADUG site, so her event attendance can be tracked, and hopefully he can get her email address so she can receive emails.

@1:23:48 - estevenson

Cool.

@1:23:53 - JD Leonard (modernbizconsulting.com)

All right. So let's maybe move on to member directory and member profile. -mails. Provide a list of members with control over who can see the list.

@1:24:06 - estevenson

Did you share the document on your screen again? Oh, that would be helpful.

SCREEN SHARING: Jd started screen sharing - WATCH

@1:24:09 - JD Leonard (modernbizconsulting.com)

Thank you. All right. So provide a list of members with control over who can see the list. Control which fields are visible for different member groups.

For example, name might be public, but email is only visible to admins. Ability for members to opt out of public lists.

being listed publicly. Ability for members to have a public profile. Allow members to opt out of public profile. I think this all needs some development, but what thoughts do people have?

@1:24:54 - estevenson

Oh, I mean, yeah, possibly the ability for member to see state. think think this Right. Like I said, there are kind of examples of, yeah, kind of where you can get access inside this program because you kind of, you spent this long kind of showing up.

That really kind of, but that's not an MVP. So I'd probably just exclude that. terms of MVP, that's probably a good scope.

@1:25:27 - JD Leonard (modernbizconsulting.com)

We do have a desired concept of a sort of arbitrary tagging, right? So that a given organization can tag contacts however they want for whatever reason they want, and then, you know, be able to filter their contacts by the tags.

I don't think thus far that that has been envisioned as those tags being like visible outside of the organizers of the group, but it sounds like you might have just suggested that maybe have you.

Maybe some tags should be visible on the member profile directory.

@1:26:04 - estevenson

So let's capture that.

@1:26:19 - Bee Low

Is there something possible by via coding URL slug? So for example, just basic, membership.com slash JD profile, membership.com slash below profile, or just slash below, that at the end, there's a final link, a really full link URL, which is not cryptic.

The more, more, in the same way written, like the username. So this. People can share. This is my public profile here on this platform.

You can find me here, not like hashtag.com, blah, blah, blah, blah. You understand what I mean? Just the short name.

Yeah, Slack URL. Got it.

@1:27:15 - JD Leonard (modernbizconsulting.com)

Nice one.

@1:27:17 - Bee Low

What about, this is basic, but what about header? Yeah, I can picture, of course, I can picture of the person, but maybe a header graphic, which makes the, gives the profile a little bit more personality look.

Yeah, that everybody should, like on Twitter, should upload a header image, something like 300 pixel versus 150 pixel, which gives the identity and it makes a little bit more shiny, more fancy.

that everybody, that everybody try to make his, his. Personal profile looking good, yeah? The biography, of course, I mentioned, you have this already, that someone has a few sentences about the person, geographic coordinate, or the country, okay, this is all done, but I'll just follow up, the country where the person is coming from, or maybe the city where the person is living.

Yeah, and maybe in the profile should also be something like, which events the person already attended in the past, that, ah, this guy was last week on this party, on this music concert, this may be interesting.

Yeah, and yeah, I mentioned already the phrase, event review, that someone, that someone gives. Some afterwards, that should also be visible in the member profile.

Because, JD, for example, I'm a user, and I will take a look at your personal profile. Then I see your image, I see a little bit of biography, or I see Mike's profile.

Or anyway, I'm curious, what did you on the platform one month ago? Yeah, so I find on a profile, a central location, where some platform-specific informations are all in one center.

@1:29:43 - JD Leonard (modernbizconsulting.com)

Sure, yeah, makes sense. What else do we have around member directory and member profiles? And I've kind of stuck about...

There's of stuff here on our future brain. No, I mean, we've got to discuss more.

@1:30:05 - estevenson

Well, yeah, like in terms of MVP inside that document, like, I don't know if I'd want to add anything more because, yeah, kind of, you sort of need to, the ability for people to sort of make minimal use and to be able to opt out of stuff, and then everything else kind of can be later and discussed and all that.

I'd actually vote to not make that more complicated.

@1:30:35 - JD Leonard (modernbizconsulting.com)

Yeah. Let me skip over event management for the moment and event attendee experience and go to just member management.

Ability to add members, ability to remove members, ability to set members as inactive. I could have sworn we had more bullet points for these things, but maybe I'm wrong.

Let me just double check here. We did. Where did those go? We had ability to set values for all fields of a member, even hidden, no fields required, don't trigger an email when a member is added by an admin, list members, a list of members, export member data to a CSV, import members from CSV, single membership type member, like a lifetime member for 1.0, ability to see whether a member's email address has been verified.

ACTION ITEM: Repopulate missing bullet points in member management section of functional spec document - WATCH

Those are some other things we discussed. Some things have disappeared here, I'm going to guess by accident, so we might need to repopulate some of this stuff, but any other thoughts on how as an organizer of group you would want to manage your members?

Thank you.

@1:32:03 - estevenson

So, possibly have a blacklist where kind of someone was previously a member, but, you know, kind of for reasons, you know, sort of, we don't want to accept that member again.

Just because, yes, people can approach multiple times.

@1:32:24 - JD Leonard (modernbizconsulting.com)

Sure. I wonder if, I mean, Drupal has a general concept, right, of being able to make a user account inactive so they can't log in.

@1:32:40 - estevenson

And beyond that, maybe it's just like a tag, right? Yeah, that might be kind of like more of a tag thing where kind of like your organizations need to tag members to do whatever, and that could just fall under that.

Functionally, kind of, you just have inactives probably good. Sure.

@1:32:58 - JD Leonard (modernbizconsulting.com)

Sure. Anything else come to mind about managing members?

@1:33:20 - estevenson

Yeah, no, I mean, I can think of kind of like additional functionality, but we're sticking to one lifetime member.

We're not worrying about members being promoted to admin, so that's the user concept.

@1:33:31 - JD Leonard (modernbizconsulting.com)

I'll still take anything outside of 1.0 scope and stick it in the other document for, so we capture it.

@1:33:38 - estevenson

Yeah. Oh, like, I know, well, yeah, like, we're, you don't have to worry about relationships between members yet. Although that is a CRM already.

Pretty much, I, I, I, yeah, I. I I'd have to think about it, and I think there's already a lot there, because sort of like membership management in and of itself is non-trivial.

@1:34:09 - JD Leonard (modernbizconsulting.com)

You're not wrong. Yeah, feel free to dive in there and just add whatever you think of. Okay, outbound emails.

I'm going to open this up, because I think we had more than that. Well, not too much more, but send outbound emails to the entire user base, active or inactive, by role, by RSVP status for an event, right?

So you can send a message to all the people who have RSVP'd for an event or all the people who have not RSVP'd for an event.

This says require the platform to use an email service provider to ensure delivery of emails. So this is kind of more about, like, might be a requirement we place on the platform to ensure that the communications are effective.

But ultimately, you can do what you want, right?

@1:35:02 - estevenson

And we've said not in scope is integration with MailChimp or any specific provider.

@1:35:11 - JD Leonard (modernbizconsulting.com)

Ability to select outbound emails by various listings. Don't know what that means. Allow members to opt in or out of email categories.

So I think that's kind of like preference management, right, for emails. I want to receive emails of this type.

@1:35:41 - estevenson

I mean, the closest thing I can think of is that, at least instead of my organization, there's the concept where kind of we want to send an email.

We want to kind of generate a list of people to be emailed, but then we want the, someone wants to sort of make the emails personalized.

So what they sort of want. would be just sort of a list of emails and kind of like the notification that we want to send out X, but then they don't actually want it to be emailed because they want it to review it and personalize it first, if that makes sense.

@1:36:15 - JD Leonard (modernbizconsulting.com)

Do you mean that it would be personalized to the individual or personalized like we're inserting the individual's name here?

@1:36:24 - estevenson

In terms of this organization, people are just able to get a CSV list, and then that gets passed to someone to do the work kind of manually.

What I'm trying to out is, what is the personalization that they're doing?

@1:36:44 - JD Leonard (modernbizconsulting.com)

Are they writing a personal note to each person, or are they just...

@1:36:48 - estevenson

Yeah, a personal note to each person, and possibly kind of cover these topics. You know, kind of as sort of like part of it.

But yes, like what they... sort of wants is instead of the program doing the emails, they get a list of things that's for a task for someone to do, which might not fall under outboned emails, but yeah.

@1:37:12 - JD Leonard (modernbizconsulting.com)

me try an idea here. So what if the system had the ability to create an email template, right? And then you could go to a list of members and send an email to one of them at a time, right?

And it's, you can choose the template to start it off and then you write your personalized message and then you hit send.

@1:37:33 - estevenson

Yes, that feels like a very advanced sort of thing, but yeah. I don't think it's going to end up being that complicated.

@1:37:42 - JD Leonard (modernbizconsulting.com)

I think it's the kind of thing we've already discussed actually.

@1:37:44 - estevenson

So, but let me capture the concept here.

@1:37:51 - JD Leonard (modernbizconsulting.com)

Certainly the ability, we already have captured the ability to export kind of information about, you know, the contacts in the system, the members.

@1:37:59 - estevenson

To support. support. support.

@1:38:00 - JD Leonard (modernbizconsulting.com)

You know, any offline process, but I think we can do better. What else do we have around outbound emails or communications?

@1:38:34 - Bee Low

When I hear this, for me, it sounds like one email list is for marketing purpose. One email list is for sending out internal information for a special user group like admin or workers.

Do you mean this kind of stuff?

@1:38:54 - JD Leonard (modernbizconsulting.com)

So, yes. So, all of the above. We've talked... In previous meetings, we've talked about marketing, you know, email communications, and we've talked about transactional email communications, right?

So you would get an email when you RSVP for an event, right? Or you might get an email manually sent by an organizer because you RSVP'd for a specific event, and they're sending communication out to all the attendees of that event, right?

And then there is separately a desire to say, hey, we're going to send out our monthly newsletter. It's marketing, right?

We send it out once a month, maybe, and it goes to everybody on our list who hasn't opted out.

@1:39:37 - estevenson

I mean, if I had to think of a very kind of super edge case is you have people with support people, or you have kind of like emails that would go to kids, but maybe you also want to CC the parents.

So the ability to kind of like, for a contact, allow for multiple emails, kind of like where it, yeah, when you send an

So to this person, it gets sent to two addresses, just because, like I said, you have people with different support needs.

@1:40:07 - JD Leonard (modernbizconsulting.com)

So I just broke open CRM here, which is what we're going to use in our database, and so you can find an email with different types, and you can configure what those types are, and then you would be able to, in theory, right, get a list of, or compose an email, right, to a segment of contacts, right, that you've filtered somehow, maybe by tag, or event attendance, or whatever, and say, I want to email all of these attendees using their, what, work email, or something like that.

@1:40:46 - estevenson

Well, ideally, yeah, where you have kind of where, when you're sending an email to this person, also send it to this other address, because it's like their sort of mom, or it's their support person, or kind of like,

Yeah, like I don't know if that's actually important enough to ever be included, but if I had to think of a feature that could be useful for people, if that makes sense, to kind of like have an automatic CC sort of like email.

@1:41:20 - JD Leonard (modernbizconsulting.com)

Yeah, no, I understand the concept, and I think that would be achievable, even if that, you know, relatively niche feature is not sort of an out-of-the-box member platform thing.

It could, you know, be added a number of ways. One is you can have a relationship between two contacts, saying that this contact is the caregiver of this contact.

There's a tool called ECA, Event Condition Action, and you could, through the UI, configure something that says when an email is sent to this contact, and

They have a relationship to a contact who is a caregiver, then copy the email and send it to the caregiver or something like that.

Requires some finessing, right, some customization, but it's the kind of thing, right, that this platform is sort of designed to allow an organization to customize to do.

What else do we have?

@1:42:36 - Bee Low

What is L18.1? This is I18n, so internationalization, ensuring that the platform is usable globally in different languages. That's very good in Drupal.

@1:42:52 - JD Leonard (modernbizconsulting.com)

Yes, but requires some specific effort to make sure it works well, right? I do.

@1:42:59 - Bee Low

Thank Thank Let's go to Event Management.

@1:43:04 - JD Leonard (modernbizconsulting.com)

So add, edit, delete events. View an event, get a list of members who RSVP'd, yes or no. Delete an event.

List events on a calendar in a list form, include past and future events. List members by their RSVP status for an event.

Set the RSVP status for a member. Allow members to RSVP. Visitors link to registration or sign-in flow, then automatically return to event RSVP.

Do we allow visitors to RSVP and how do we control spam? Can members RSVP for more than one person at a time and or RSVP on behalf of another member and or non-member?

Announce event to members, email integration, integration, consider easy email. The recipe that allows for sending HTML emails. Consider when emails should be sent.

At RSVP, automatically X days before the event. Ad hoc. Some potential features to consider. Recurring events, time zones, all-day events.

Add to calendar links, fieldable registrations, for example, T-search size or food allergies. Location and mapping, SEO and metadata optimization, iCal feeds.

So some of this kind of turned into brainstorming, I think. It's the first time I've read through some of those books.

Very good list.

@1:44:42 - Bee Low

Mostly everything inside. But let me ask you a question in case of... When I read all this, or follow you, what you're saying, for me it's everything like the event is outside, let me say in a club or discotheque or...

Or in a park or somewhere in a venue, or I don't know. But this means that that member platform is a message board, which provides information for an individual event, and it gives service for supporting artists, VIP, for ticketing, and everything.

Let's think a little bit different for one moment. Erika, let us try to think that the member platform itself, the platform, the portal, is the event venue.

It's a little bit weird now, but let us think that the website, the portal, is the place where people come together as an event itself.

means that that how could... So virtual events, so kind of a link to a Zoom meeting?

@1:45:59 - estevenson

So...

@1:45:59 - Bee Low

So... This is now what we talk about, video conference, yeah, is one way. It could be also, I will not be technical.

I just want to talk about the term itself. A second version would be audio only, something like a town hall.

Let me say, JD, Erica, and Bee Low, we three are now speakers. We are like Twitter spaces or there was this app called Clubhouse a couple of years ago where people were on top and they're speaking and down in the audience. There were people who cannot talk and have no voice, but they can listen to it.

I'm not talking about the voice service or video conference service. I'm just wondering if the platform itself is the event venue.

@1:46:57 - JD Leonard (modernbizconsulting.com)

So I can't help but go a little technical here. Um, I'm imagining, uh, so you, you log in as a member because there is a certain time when this event is occurring, right, on, on the platform, and maybe there is like an embedded video stream or audio stream, right, and then there is some way to interact with it, if it's not necessarily joining and participating on the video or the audio, but maybe it's posting comments in a, you know, sort of streaming kind of, yeah, listening, then, but is it just listening or are you participating somehow?

@1:47:42 - Bee Low

Different, it depends on the status, uh, how, if you, if the event organizer invites you to contribute or to participate in the event, or is it just, you are just a consumer who in the audience and, and, and you be passive, not, not, active, passive, you next time.

In the venue, in the event, but you can give feedbacks by maybe writing a comment or like something, but I don't want to go too deep into it.

I just think about it would be a smasher if a member platform 3.5, an older version later on, just to be an event space, a virtual event space itself would be hardcore.

Wow.

@1:48:37 - JD Leonard (modernbizconsulting.com)

Yeah, no, I love it. And I think there are a lot of ideas like this where ultimately it takes, you know, just the right people to be interested in making it, right?

And then like anybody can make any feature they want, right? Whether it ships as part of member platform itself or as another contributed module in the ecosystem, right?

So, mean, very cool.

@1:49:00 - Bee Low

Okay, let me ask you one technical question. Does it mean if someone make a new installation of Drupal, a clean Drupal core, and then, for example, a member platform exists, 1.0, he installed a module, then a member profile is a part of the clean Drupal.

But if someone also installs other modules, not even a CRM or something about members, but different platforms, he can mix, right?

It's open source. So Erika can have for her use case a totally different Drupal installation than me below, right?

@1:49:45 - JD Leonard (modernbizconsulting.com)

Correct. And so whether you are starting a new installation or you have an existing Drupal installation, right, you can add member platform to that, and you can add other non-member platform things to that.

@1:49:57 - Bee Low

Sure, sure. I expected this. just want to ask one time, because I'm not so deep into Drupal, that's why.

@1:50:03 - JD Leonard (modernbizconsulting.com)

Sure, it's a good doubt to clarify.

@1:50:11 - Bee Low

Yeah, one more time, the list what you just wrote, what you just mentioned in the last topic, it's very good.

@1:50:19 - JD Leonard (modernbizconsulting.com)

It makes me think of some of the platforms that became very popular during the pandemic, kind of hosting these virtual events.

Yeah, like Jackbox, right?

@1:50:33 - Bee Low

Clubhouse, I mentioned this. I don't know Clubhouse, Jackbox, like the game thing, like they do like...

@1:50:41 - estevenson

Yeah, no, I mean, when he was describing it, was thinking like, Jackbox?

@1:50:47 - Bee Low

Ah, kind of like... The craziest, okay, the internet is worldwide, so you're on another continent, North America, and I'm here in the middle of Europe.

Of course, internet... That is for everybody, but here in the pandemic, they promoted this Clubhouse very much. And it was invitation only, and you can speak there.

But after that, Twitter copied exactly 100% the idea, and we had big success, and then Clubhouse shut down. But yeah, I want to contribute one more thing about this.

And I'm using sometimes one. Sorry, go my programs. Sorry, I'm a little black out. What's the name of the tool?

Discord. Sorry, of course, Discord. And on Discord, there's also something called events. Yeah, it could also be something like Town Hall.

I mentioned already that the people on the Discord. Platform can create virtual events. I know that LinkedIn had this, but they canceled this.

They put it out of their LinkedIn program. It's not existing since two months in LinkedIn. But I was wondering why they canceled it, yeah?

Because it's such an amazing feature, yeah?

@1:52:23 - JD Leonard (modernbizconsulting.com)

Yeah.

@1:52:24 - estevenson

I mean, if I had to guess that possibly like Twitch or Discord or kind of different things, they ate their lunch.

Yeah, but I'm not talking about live streaming. Not live streaming.

@1:52:35 - Bee Low

Of course, somehow it's a broadcasting service because some people are speaking live. But that's too technical. I just want to bring the idea of what will be one day in the future member platform will be a virtual event place.

And now I'll say twice again, yeah, but the perfect shocker.

@1:53:04 - JD Leonard (modernbizconsulting.com)

No, I think, and I think it will be, right? I think that will be one of the many things that people can do with it if it makes sense for their organization.

The sort of maybe stepping stone to that that I can see is, well, two things. The first very basic stepping stone is just, hey, there is a virtual event, right?

And you RSVP to it, and you RSVP to it, and then you get whatever the information is that you need to join this virtual event on whatever platform it might be, right?

Simple. And then, you know, that's like 1.0. And then a stepping stone beyond that, hey, we have like an embedded stream, right, from Zoom or Big Blue Button or one of these other platforms, right?

And you RSVP, and when you RSVP, you can then access the stream, right? And maybe instructions to join if it's something you can join, right?

And then that, I think, could be paired with whatever other community-oriented functionality there is about communicating among members, right?

So whether that is a discussion board or a wall that you post to for the event or something like that, right?

Like, I think these pieces can all kind of come together. And then there's something more integrated.

@1:54:28 - Bee Low

So I actually have to run.

@1:54:31 - estevenson

I would totally love to circle back with you to get an orientation. So, yeah, my knowledge of Drupal isn't current.

But, yeah, I have been a dev. And, like, I figured out how to at least get sort of, yeah, sort of Drupal on my machine.

So, yeah, hoping I can get an orientation and figure out how to contribute to version 1.0. Absolutely.

@1:54:56 - JD Leonard (modernbizconsulting.com)

Thank you, Erica. Thanks for joining it. Thanks for all your comments.

@1:54:59 - Bee Low

I really... I appreciate you taking the time.

@1:55:02 - estevenson

Of course. Thanks, Erika. We'll see you later.

@1:55:04 - JD Leonard (modernbizconsulting.com)

Nice to meet you, too. Bye, Bee.

@1:55:08 - Bee Low

See you later. JD, I don't want to make it long. First of all, one more time, really, I appreciate a lot that I found you guys and that you started this.

For me, it's a game changer. Just an idea. And before I stopped, it's 7 p.m. so I will eat something with my wife and my son.

So I was talking about something like an audio voice chat room with RTC from browser to browser, like audio communication, P2P without plugins, bringing audio streams directly into a browser via HTTPS.

@1:55:58 - JD Leonard (modernbizconsulting.com)

Yeah.

@1:56:00 - Bee Low

I don't want to tell two details that should work, but with an external service, with an external platform, of course, it's too hardcore to have an own voice server and everything, especially for you in the States.

For you, it's in some way easier. Here, the European Union now, with the data privacy, so, to running a service like this, you need to hire five lawyers.

Anyway, I will definitely think a little bit about the next few days. I have some busy schedules with visiting some events.

I'm visiting, just privately, that you know a little bit about myself, I'm visiting a lot of AI events. Today, I learned a lot of coding about REC systems, and so, tomorrow, we have video and audio editing.

In AI and the new Drupal AI with these different AI features, for me, it's interesting because I will definitely take member platform and one day will be 1.0 open.

I will take it as a core in the Drupal, but I like to involve more modules to have more of the content part to bring, like I said, the legacy about my old Beatbox events.

have tons of photos and stuff, videos and images to make it for the members a little bit, a space where they can find stuff.

And you can get started on that today, right?

@1:57:49 - JD Leonard (modernbizconsulting.com)

Spin up a Drupal 11 site and build it, right? And you can add member platform to it when it's ready.

@1:57:55 - Bee Low

Wow. You don't have to wait.

@1:57:58 - JD Leonard (modernbizconsulting.com)

Yeah, you're right.

@1:58:00 - Bee Low

I already built one Drupal test atmosphere just to check it out with my composer here, with my terminal. I have Apple Mac Studio, this is a silver box, so it has good power to do it.

So I built the Drupal page offline here without this web server. So I did not upload it to the server yet.

Then I deleted it again because I changed my concept. So now I'm going very deep into research, and I built up mock-ups, how I see the UX, UI design, and how everything is connected to each other, and the taxometer, taximity is a very, very big topic for me.

So in the moment, I will not start to building the page. I'm still planning. I always install something, and the module.

It's interesting because that's the same approach that we're taking with Member Platform, where we're really doing more of the planning up front, right?

@1:59:14 - JD Leonard (modernbizconsulting.com)

CRM is working on things that are more generic, right? That we will leverage. And, you know, as we're contributing, you know, in the interim, right?

But as you can see, we're still very much in the planning stage for Member Platform. No real full code, of course.

@1:59:27 - Bee Low

But I guess if you, for example, if you guys and you and your friends had written a code in April, March, or May, the code would be changed a hundred times already again, again, again, change, change, change.

So it's interesting that you find a core group of people and make research and build this up. Then the focus on the coding part, I think, is more and more...

Clean to see. Clean And then you still need... You see exactly what... That's the way I wrote in a private message to you that the next Beatbox World Championship, I will not organize it.

I did it over 20 years. I give it up now to people from Denmark.

@2:00:12 - JD Leonard (modernbizconsulting.com)

Good event organizers, so they did it.

@2:00:15 - Bee Low

It's okay, and I will still be on board and the organizer and everything, but I don't do it as a commercial.

I just want to bring the community because there are a lot of Beatboxers that they have their platform. So the event organization and all the business, it's the way.

I'm family father now, so I don't see your project as a money cow. For me, this is not about business.

For me, it's like, yeah, not really project. For me, it's more a lifetime project. To finalize my 25 years and bring it into digital life and put my...

not my legacy, the legacy of the whole event itself, put this digital online. That's, for me, very, very important.

My family is the most important. Now, this kind of project is my most important. So I call it Beatbox Network.

and I have everything already on many country flags.

@2:01:27 - JD Leonard (modernbizconsulting.com)

I must not show everything. I will send you all the information.

@2:01:32 - Bee Low

I love it.

@2:01:32 - JD Leonard (modernbizconsulting.com)

I would love to see more, and I'm particularly interested in, you know, your mock-ups and things and would love your help, you know, if you're willing to create mock-ups for a member platform for 1.0.

ACTION ITEM: Develop and share UI/UX mockups for Member Platform 1.0 features - WATCH

@2:01:45 - Bee Low

I do mock-ups, I promise you, because I cannot code, because I want to give you something. I know if I make something and I have no money, but if I had money and my real company, I would hire a coder.

@2:01:59 - JD Leonard (modernbizconsulting.com)

coder. Would be tons of money, would be very expensive. I don't have the money.

@2:02:02 - Bee Low

So I try to be a good colleague of your team. And yeah, I make mock-ups and design. I just need the, if it's HD 1920, or if it's five coulombs, if it's four coulombs, maybe I show you my stuff.

And maybe it's something where, ah, this is interesting. Maybe this, then I don't have to do this double, yeah?

I just do continue on my work, what I think I like to do, and maybe that inspires you and give you ideas.

Hey, you know, look at this sheet number three. Maybe we can do something like this. Because tonight, when I stop after food, I will make the build-up of, yeah, profile.

I will have a profile. But, last thing, then we stop our conversation, then I will say goodbye. Bye. Bye.

Bye. Bye. How does it look when I see it on a mobile telephone browser? That's interesting. Not only on a screen.

And so I think about that. That's why I make some little research also in Drupal about themes. And there were some Bootstrap 5 themes.

They are very responsive to smartphone telephones. That's good. But we had to also think how a member platform looks on a telephone.

Of course, you know this, yeah? But I'm thinking about this. But it's too much for me. In the moment, I'm just building my mock-ups for the screen.

But then I can crop it down. Because I was working two years in a video live streaming company. I was a marketing guy there.

And we had an application for iOS where you can do video streaming. And put it on a server, and then we have their own member profile and a CRM, where we had something that called social media wall, where all the recorded videos are listed in different tiles, and that people watch the profile and click on the tiles and see the video diaries from the past recordings.

So I know exactly what I'm talking about, but the people who coded, who was the coder, who was the room next to me, so I don't have any experience.

@2:04:34 - JD Leonard (modernbizconsulting.com)

sure. I'll let you get to dinner, because I know you've got probably your family's waiting, but I look forward to our next conversation.

You know, maybe we can meet sometime before the next, you know, Zoom meeting and maybe walk through your, you know, what you have and figure out how best to get you plugged in.

@2:04:53 - Bee Low

Super, that's a nice goodbye words. Last question in Slack, I can send you a PDF.

@2:05:00 - JD Leonard (modernbizconsulting.com)

Private message? Yeah, yeah. Easy.

@2:05:02 - Bee Low

So I need maybe one more week or so, not over translating, but that you see a little bit. But thank you very much one more time.

Enjoy your day, JD. And you. Tschüss. Tschüss.

English

Austin, Texas

commented 14 August 2025 at 19:59

Issue summary:	View changes
Status:	Active	» Fixed

Comment #10

14 August 2025 at 20:05

jdleonard credited speckles.

Comment #11

jdleonard

he/him

English

Austin, Texas

commented 14 August 2025 at 20:05

Issue summary:

View changes

Comment #12

28 August 2025 at 20:09

Status:

Fixed

» Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.

Member Platform (Zoom) Meeting on August 14, 2025

Google Doc

Member Platform Meeting

Meeting Notifications, Agendas, Past Notes, Slack Channel

Who is here?

What Topics Should We Discuss? / Limited Human Notes

Action Items

Fathom AI Summary

Meeting Purpose

Key Takeaways

Topics

Introductions and Project Interest

CRM Module Updates

DrupalCon Chicago Proposal

Functional Specification Updates

Roadmap and Feature Tracking

Event Management and Virtual Events

Member Management and Profiles

Outbound Communications

Next Steps

Action Items

Fathom AI Transcript

Comments

Parent issue