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Technology in
     Freemasonry




     Conference of Grand Masters 2013


     Mark Menard
     President, Enable Labs




North American Conference of Grand Masters 2013 - Kansas City, MO
Tuesday, February 19, 13                                            1
Who is Mark Menard?
   Past Master of VanRensselaer Lodge #87, East
      Greenbush, NY
   Past Secretary of VanRensselaer Lodge #87, East
      Greenbush, NY
   Member Grand Lodge of New York Technology
      Committee 2002 to present
   Creator of MORI the Masonic Online Registry
      System in 2004
   Engaged with Grand Lodges for 9 years on IT
      issues
   Responsible for the management of over 300,000
      active Masonic member records as President of
      Enable Labs the providers of MORI

North American Conference of Grand Masters 2013 - Kansas City, MO   2
Tuesday, February 19, 13                                                2
Themes
   Communication
   Coordination
   Data Management
   Data Preservation
   Social Engagement
   Mobile
   E-Commerce




North American Conference of Grand Masters 2013 - Kansas City, MO   3
Tuesday, February 19, 13                                                3
Lodge Issues
   Improve Communication
   Increase and Simplify Coordination
   Preserve Lodge Records
   Manage Membership Data
   Socially Engage the Membership
   Collect Dues Quicker and Easier




North American Conference of Grand Masters 2013 - Kansas City, MO   4
Tuesday, February 19, 13                                                4
What are lodges using?
   Communication and Coordination
     Email
     Websites
     Facebook
     Twitter
     Blogs




North American Conference of Grand Masters 2013 - Kansas City, MO   5
Tuesday, February 19, 13                                                5
What are lodges using?
   Data Preservation
     Nothing at worse, generally ad-hoc, the very
           few are using offsite such as Carbonite
   Data Management
     Home grown member management systems
         (Paper, Excel and Access)
        Third party stand-alone member management
         systems
        Grand Lodge provided online web-based
         member management systems
   Document Preservation
     Ad-hoc document storage (some of it not so
           good)

North American Conference of Grand Masters 2013 - Kansas City, MO   6
Tuesday, February 19, 13                                                6
What are lodges using?
   Social Engagement
     Email
     Facebook
     Private Forums on Websites
     Twitter
   Collecting Dues
     PayPal
     Other third party payment processors




North American Conference of Grand Masters 2013 - Kansas City, MO   7
Tuesday, February 19, 13                                                7
The Generational Change
   New members coming into Freemasonry are
      conversant with:
       Email
       Facebook
       Twitter
       Web Applications
       Smartphones
   The average age of secretaries in the jurisdictions
      that use MORI has been dropping steadily since
      the introduction of the system.
       Younger secretaries are tech savvy.


North American Conference of Grand Masters 2013 - Kansas City, MO   8
Tuesday, February 19, 13                                                8
Future Lodge Technologies
   Improve communication and social engagement
      by adding new avenues:
       Managed email such as Constant Contact or
        Contactology
       Facebook
       SMS text messaging
       Private online communities
   Move beyond email for coordination
     Basecamp - Online project management
     Eventbrite - Online event management



North American Conference of Grand Masters 2013 - Kansas City, MO   9
Tuesday, February 19, 13                                                9
Future Lodge Technologies
   Preserve documents by scanning them.
     SnapScan - Cheap and Easy
   Improve dues collection by using online options
      such as:
       PayPal
       Square
       MORI (4th Quarter 2013)
       ... and other payment processors




North American Conference of Grand Masters 2013 - Kansas City, MO   10
Tuesday, February 19, 13                                                 10
Grand Lodge Communications
   Blind CC emails aren’t sufficient anymore.
   A printed magazine doesn’t work like it used to.

   How do we improve?
     Managed email lists
           Find out bounce rates
           Use professional templates
           Easy and regular communication
        Electronic Magazine
           We can’t abandon our older members, but we can
                repurpose.
               California Mason available for iPhone, iPad, Android and
                Kindle Fire



North American Conference of Grand Masters 2013 - Kansas City, MO          11
Tuesday, February 19, 13                                                        11
Grand Lodge Coordination
   The Challenge
     Your team is all over your state.
           Some of those states are BIG.
        You as a Grand Line Officer have to keep tabs
         on a LOT of stuff.


   Some Ideas:
     Basecamp
               Support To Do Lists, Discussions, Document Storage and
                 more
                     Used by the Ritual Renaissance Committee in NY very
                       successfully.

        Pivotal Tracker
               Good for projects that are highly task oriented.

North American Conference of Grand Masters 2013 - Kansas City, MO           12
Tuesday, February 19, 13                                                         12
Coordinating Member Management
   How old is your member management system?
   Is it web-based?
   Are you running your own server?
   Can lodge secretaries and officers; and Grand
      Lodge staff see the same data?
   Does it integrate with the US Postal Service?
   Do you still require the submission of forms by
      either postal or email?
   Do you accept submissions from lodges in any
      form that then need to be processed in some
      way?


   Options: MORI and Bell Systems
North American Conference of Grand Masters 2013 - Kansas City, MO   13
Tuesday, February 19, 13                                                 13
Grand Lodge Data Preservation
   Do you have a formal backup process?
   If you have an older membership management
      system can you even open the files in a more
      modern program?
   Do you have some form of off-site backup?
   File formats are not forever?
     Word and Excel are not archival formats.
   Does your staff have a file saving convention?




North American Conference of Grand Masters 2013 - Kansas City, MO   14
Tuesday, February 19, 13                                                 14
Grand Lodge Document Preservation
   Paper doesn’t last forever.
   Everything decays over time, not just physically
      but organizationally.
       It gets harder to find documents over time.




North American Conference of Grand Masters 2013 - Kansas City, MO   15
Tuesday, February 19, 13                                                 15
Grand Lodge Social Engagement
   Can you be found on Facebook?
     Do you have a formal team managing your
         Grand Lodge page on Facebook?
        If you don’t create the page someone will!




North American Conference of Grand Masters 2013 - Kansas City, MO   16
Tuesday, February 19, 13                                                 16
Grand Lodge E-Commerce
   Are you extending credit to lodges for goods?
      Why?
   There are simple online solutions you can use to
      sell goods.
       Shopify

   If you have MORI you can sell online securely
      using our built in store.




North American Conference of Grand Masters 2013 - Kansas City, MO   17
Tuesday, February 19, 13                                                 17
Mobile




 http://blog.nielsen.com/nielsenwire/online_mobile/survey-new-u-s-smartphone-growth-by-age-and-income/

North American Conference of Grand Masters 2013 - Kansas City, MO                                        18
Tuesday, February 19, 13                                                                                      18
Mobile




     http://www.wirefresh.com/making-calls-is-one-of-the-last-things-we-use-smartphones-for-study/


North American Conference of Grand Masters 2013 - Kansas City, MO                                    19
Tuesday, February 19, 13                                                                                  19
Mobile and Freemasonry
   The majority of our members under 55 have a
      smartphone.
   The vast majority of our members under 64 are
      getting a smartphone when they get a new
      phone.
   We need to engage our members on their mobile
      devices.


   Find a Lodge Based on Location
   Find Meetings Based on Location
   View Lodge, District and Regional Calendars


North American Conference of Grand Masters 2013 - Kansas City, MO   20
Tuesday, February 19, 13                                                 20
Shameless Self Promotion
                              Over 340,000 active member records
                                under management.
                              Cloud based
                                All you need is a web browser
                              Complete Grand Lodge, Lodge, and
                                Fundraising Support
                              On and Off Site Backup
                              Full service phone support for Lodge
      info@enablelabs.com       secretaries, Grand Lodge, Grand Line,
                                Everyone
             518-272-4455     Complete turn key solution




North American Conference of Grand Masters 2013 - Kansas City, MO       21
Tuesday, February 19, 13                                                     21

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Conference of Grand Masters Tech Talk 2013

  • 1. Technology in Freemasonry Conference of Grand Masters 2013 Mark Menard President, Enable Labs North American Conference of Grand Masters 2013 - Kansas City, MO Tuesday, February 19, 13 1
  • 2. Who is Mark Menard?  Past Master of VanRensselaer Lodge #87, East Greenbush, NY  Past Secretary of VanRensselaer Lodge #87, East Greenbush, NY  Member Grand Lodge of New York Technology Committee 2002 to present  Creator of MORI the Masonic Online Registry System in 2004  Engaged with Grand Lodges for 9 years on IT issues  Responsible for the management of over 300,000 active Masonic member records as President of Enable Labs the providers of MORI North American Conference of Grand Masters 2013 - Kansas City, MO 2 Tuesday, February 19, 13 2
  • 3. Themes  Communication  Coordination  Data Management  Data Preservation  Social Engagement  Mobile  E-Commerce North American Conference of Grand Masters 2013 - Kansas City, MO 3 Tuesday, February 19, 13 3
  • 4. Lodge Issues  Improve Communication  Increase and Simplify Coordination  Preserve Lodge Records  Manage Membership Data  Socially Engage the Membership  Collect Dues Quicker and Easier North American Conference of Grand Masters 2013 - Kansas City, MO 4 Tuesday, February 19, 13 4
  • 5. What are lodges using?  Communication and Coordination  Email  Websites  Facebook  Twitter  Blogs North American Conference of Grand Masters 2013 - Kansas City, MO 5 Tuesday, February 19, 13 5
  • 6. What are lodges using?  Data Preservation  Nothing at worse, generally ad-hoc, the very few are using offsite such as Carbonite  Data Management  Home grown member management systems (Paper, Excel and Access)  Third party stand-alone member management systems  Grand Lodge provided online web-based member management systems  Document Preservation  Ad-hoc document storage (some of it not so good) North American Conference of Grand Masters 2013 - Kansas City, MO 6 Tuesday, February 19, 13 6
  • 7. What are lodges using?  Social Engagement  Email  Facebook  Private Forums on Websites  Twitter  Collecting Dues  PayPal  Other third party payment processors North American Conference of Grand Masters 2013 - Kansas City, MO 7 Tuesday, February 19, 13 7
  • 8. The Generational Change  New members coming into Freemasonry are conversant with:  Email  Facebook  Twitter  Web Applications  Smartphones  The average age of secretaries in the jurisdictions that use MORI has been dropping steadily since the introduction of the system.  Younger secretaries are tech savvy. North American Conference of Grand Masters 2013 - Kansas City, MO 8 Tuesday, February 19, 13 8
  • 9. Future Lodge Technologies  Improve communication and social engagement by adding new avenues:  Managed email such as Constant Contact or Contactology  Facebook  SMS text messaging  Private online communities  Move beyond email for coordination  Basecamp - Online project management  Eventbrite - Online event management North American Conference of Grand Masters 2013 - Kansas City, MO 9 Tuesday, February 19, 13 9
  • 10. Future Lodge Technologies  Preserve documents by scanning them.  SnapScan - Cheap and Easy  Improve dues collection by using online options such as:  PayPal  Square  MORI (4th Quarter 2013)  ... and other payment processors North American Conference of Grand Masters 2013 - Kansas City, MO 10 Tuesday, February 19, 13 10
  • 11. Grand Lodge Communications  Blind CC emails aren’t sufficient anymore.  A printed magazine doesn’t work like it used to.  How do we improve?  Managed email lists  Find out bounce rates  Use professional templates  Easy and regular communication  Electronic Magazine  We can’t abandon our older members, but we can repurpose.  California Mason available for iPhone, iPad, Android and Kindle Fire North American Conference of Grand Masters 2013 - Kansas City, MO 11 Tuesday, February 19, 13 11
  • 12. Grand Lodge Coordination  The Challenge  Your team is all over your state.  Some of those states are BIG.  You as a Grand Line Officer have to keep tabs on a LOT of stuff.  Some Ideas:  Basecamp  Support To Do Lists, Discussions, Document Storage and more  Used by the Ritual Renaissance Committee in NY very successfully.  Pivotal Tracker  Good for projects that are highly task oriented. North American Conference of Grand Masters 2013 - Kansas City, MO 12 Tuesday, February 19, 13 12
  • 13. Coordinating Member Management  How old is your member management system?  Is it web-based?  Are you running your own server?  Can lodge secretaries and officers; and Grand Lodge staff see the same data?  Does it integrate with the US Postal Service?  Do you still require the submission of forms by either postal or email?  Do you accept submissions from lodges in any form that then need to be processed in some way?  Options: MORI and Bell Systems North American Conference of Grand Masters 2013 - Kansas City, MO 13 Tuesday, February 19, 13 13
  • 14. Grand Lodge Data Preservation  Do you have a formal backup process?  If you have an older membership management system can you even open the files in a more modern program?  Do you have some form of off-site backup?  File formats are not forever?  Word and Excel are not archival formats.  Does your staff have a file saving convention? North American Conference of Grand Masters 2013 - Kansas City, MO 14 Tuesday, February 19, 13 14
  • 15. Grand Lodge Document Preservation  Paper doesn’t last forever.  Everything decays over time, not just physically but organizationally.  It gets harder to find documents over time. North American Conference of Grand Masters 2013 - Kansas City, MO 15 Tuesday, February 19, 13 15
  • 16. Grand Lodge Social Engagement  Can you be found on Facebook?  Do you have a formal team managing your Grand Lodge page on Facebook?  If you don’t create the page someone will! North American Conference of Grand Masters 2013 - Kansas City, MO 16 Tuesday, February 19, 13 16
  • 17. Grand Lodge E-Commerce  Are you extending credit to lodges for goods? Why?  There are simple online solutions you can use to sell goods.  Shopify  If you have MORI you can sell online securely using our built in store. North American Conference of Grand Masters 2013 - Kansas City, MO 17 Tuesday, February 19, 13 17
  • 18. Mobile http://blog.nielsen.com/nielsenwire/online_mobile/survey-new-u-s-smartphone-growth-by-age-and-income/ North American Conference of Grand Masters 2013 - Kansas City, MO 18 Tuesday, February 19, 13 18
  • 19. Mobile http://www.wirefresh.com/making-calls-is-one-of-the-last-things-we-use-smartphones-for-study/ North American Conference of Grand Masters 2013 - Kansas City, MO 19 Tuesday, February 19, 13 19
  • 20. Mobile and Freemasonry  The majority of our members under 55 have a smartphone.  The vast majority of our members under 64 are getting a smartphone when they get a new phone.  We need to engage our members on their mobile devices.  Find a Lodge Based on Location  Find Meetings Based on Location  View Lodge, District and Regional Calendars North American Conference of Grand Masters 2013 - Kansas City, MO 20 Tuesday, February 19, 13 20
  • 21. Shameless Self Promotion  Over 340,000 active member records under management.  Cloud based  All you need is a web browser  Complete Grand Lodge, Lodge, and Fundraising Support  On and Off Site Backup  Full service phone support for Lodge info@enablelabs.com secretaries, Grand Lodge, Grand Line, Everyone 518-272-4455  Complete turn key solution North American Conference of Grand Masters 2013 - Kansas City, MO 21 Tuesday, February 19, 13 21