ABC Council PTA has implemented one of a kind web application for better communication, document management and compliance for PTA units of our council. This can be easily extended to various units across the state and nation and see how it can change the way councils and units collaborate!

1. Council
PTA Units Portal
(CUP)
Murali Vasudevan
IT Architect
IT Philanthropist
Elixir Addons by Elixir Systems, Inc
Cerritos CA 90703
https://www.elixiraddons.com
contact@elixiraddons.com
www.linkedin.com/in/elixirinc/

2. Why?
• Improved communication
• Timely notifications on document upload
• Reminders to units
• Google Calendars for units
• Contact forms for units
• Members can contact their unit
• Units can contact Council board
• Improved compliance
• Document submissions online on time
• Avoid Audit/Compliance issues
• Financial documents of units
• Meeting Minutes (monthly)
• Keep track of per capita due payments from units
• Other forms due to council

3. Roles – Three types of users

4. Secured access
• Login required – Member only area
• Three kind of users with different level of access
• Council PTA Board members – Maximum controls
• Unit presidents - create users for the unit
• Unit Board members

5. Accurate Information
• Updatable user profile
• Updatable unit profile
• Beginning of Academic year
• Change of officers – update online
• Create new users (new officers)
• Remove users (outgoing officers)
• Self service

6. Document Mess!
• Financial documents of units
• Not submitted on time
• Audit/Compliance issues
• Meeting Minutes (monthly)
• Other forms due to council
• Issue paper/eCards to members
• Membership roster submissions
• Payment to Council PTA

7. CUP Solution
• Dashboard – easy to view
• Overdue indicator
• Review indicator
• Overdue/review counts
• Review and Approve
• Upload various documents electronically
• No more paper trails
• Easy to Manage, Track, Report

8. Document upload status

12. Unit Portal
• PTA Member Portal (PMP)
• Manage units tasks, member registration, renewals, payments
• Integrate with CUP

13. PTA Family!

14. CUP Scope

15. PMP Scope

16. National Family!