Milieu is comprised of 4 modules. Features of each module are described below, and most require only configuration during set up. Capabilities that are dependent on an additional module, or those which require customization (or extensive data manipulation) are noted.
· Basic Directory/Rosters of People
· Dynamic Person Profiles
o Content-rich user-experience that drives engagement
o Self-service profile editing
Rich text bio
CV upload
vCard
Social media links
Multiple email addresses, websites, and phone numbers
Primary and secondary addresses
Privacy on contact information fields
Validated organization affiliation (requires directory module)
Portrait and banner image cropping
Embedded YouTube video
o Share an update (requires directory module)
o Publish a resource (requires knowledge base module)
o Answer a question (requires community module)
o Aggregated contributions
o Tiered search categories (primary, secondary, tertiary)
o Hidden fields, only visible to pre-defined user groups (customization req’d)
· Personal Dashboard
o Activity summary
o My events (requires community module)
o My groups (requires community module)
o My required actions (customization req’d)
o Action menu (customization req’d)
o Account settings
Change password
Notification management
· Content Management
o Dynamic homepage
o Community feed / latest updates
o Subpages
o Blog
Blog articles
Blog comments
o Parent to child inheritance
o Check-in, check-out & hand-off
o Duplicate, move, or short-cut content
o Dynamic linking
o Scheduled publish & unpublish
o History and versioning
o Visibility & access control
o Friendly URLs
o Metadata
o HTML & CSS Editors
· User Management
o Join form & approval processing
o Self-service password reset
o Users & groups
o User activity dashboard & moderation tools
o Website announcements in header
o SmartMail bulk email and distribution list management
o Notification management
o Email routing via Microsoft Exchange, MailGun, or MailChimp*
· Data Management
o Category editor
o SQL database export (customization req’d)
o Excel data export (customization req’d)
o Excel data import (customization req’d)
o XML content export (customization req’d)
o API
· Single Sign On (SSO)
o SAML 2.0
o OAuth
o Token
· Dynamic Search Engine Optimized Pages (SEO)
· Dynamic User Interface
o Standard web interface with configurable colors and logos
o Responsive design with 3 breakpoints for mobile, tablet, laptop, and desktop experiences
Directory Module
· Advanced Directory of People (Members, Employees, Speakers, Players, Candidates, etc.)
o Find a Person - guided user-experience uncovers the right people faster
o Combine category filters (progressive filtering, narrowing results)
o Elastic Search with type ahead
o Multiple view modes: tile, list, grid
o Multiple sorting options
o Listings that dynamically display fields, photos, badges, counts, & status
· Advanced Directory of Organizations (Suppliers, Companies, Partners, Departments, Schools, etc.)
o Find a Service Provider - guided user-experience uncovers the right service provider faster
4 filters + more options pull-down
8 filters + more options pull-down
o Geographic radius
o Configurable service territories
o Multiple view modes: tile, list, grid, and map
o Side by side comparison of organizations (October 2020)
o Export results to Excel
· Organization Microsites/Self-Service Profiles
o Content-rich user-experience that helps suppliers, partners, academic programs etc. differentiate themselves and engage in a context their customers/constituents value
Multiple profile administrators and editors
Rich text company description
Logo and banner with cropping for clear branding
Brochure upload
Embedded YouTube Video
Dynamic website screengrab with override option
GPS friendly address
Hidden fields (customization req’d)
o Badges for membership, certification status etc.
o Contacts tab supports multiple employees or affiliates
Invite people (employees, faculty, members etc.) to accept affiliation & edit
Widget for Main contacts
Dynamically linked to individual person profiles
o Post updates on company microsite, automatically aggregated on community feed
o Publish a resource on company resources tab and dynamically aggregated in knowledgebase*
o Request contact/call back form
o Branches tab lists separate profiles for each business location
o Mini-directory of verified partners (customization req’d)
Import tool to add hundreds of certified partners, resellers, or service providers to a company microsite (customization req’d)
Verified partner logo appears with link on partner company profiles (customization req’d)
o Restricted access fields on profiles and on lists
Knowledge Base Module
· Library of Resources, Documents, Media, Reports, Manuals, Publications, Bibliographies, etc.
o Guided user-experience uncovers the right content faster
· Configurable Resource Types
o Set-up different resource types to support specific cataloging requirements
o Create specific rich text content templates for each content type
o Configure metadata fields, specify which resource types they apply to
o Configure categories
o Configure resource types to support images, files, and URLs
o Manage user access to specific resource types
· Advanced Resource Types
o External link
o Documents
o FAQs
o Bibliographies
o Regulatory filings
o Podcasts (customization req’d)
· Publications
o Reports
o Segmented publications for manuals, guides, essays, proceedings, etc.
Dynamic assembly of large publication from individual chapters and sub-chapters
Embed discussions at publication, chapter, or sub-chapter levels (customization req’d)
Add child resources within chapters and sub-chapters
o Periodicals and periodical articles
o Search within each publication
o Table of contents within each publication
· Video archive
o Embedded YouTube videos
o Secure video storage & streaming for premium content (supplemental Azure req’d)
· Glossary of Terms
o Searchable listing of terms with definitions, figures, files, and related terms
o Submit new terms and revisions with moderator review prior to publishing (customization req'd)
· Recommended Content
o Dynamically recommended content, based on category matches on resources
o Featured resources manually curated or dynamically selected based on popularity
· Resources within Resources
o Configure parent/child relationships between specific resource types
o Dynamic link up to parent resource on each child
o Child resources organized on sortable lists at the bottom of a parent resource
· Community Engagement within Resources (Community module req’d)
· Capture New Resources (customization req’d)
o Submission forms within the library
o Submission review & editing
· Metadata Manager (customization req’d)
o Standardized Dublin Core fields
o Extended metadata fields
o Edit metadata fields on thousands of resources simultaneously
· Category Manager
o Set up categories for use across all content or for specific resource types
o Rename categories & automatically propagate changes to affected resources
· Pathways to People, Services, and Groups
o Dynamic links to profiles of community member who contributed each resource
o Contributor name, title, organization, city, state, and photo automatically appear
o SEO boost & increased organic traffic achieved by relating resources to expertise
Knowledge Sharing Module
· Community Engagement within Directory and Knowledge Base
o Ask a question
o Ratings and reviews
o Share an experience
o Academic commentaries
o Comment or augment with files and links
· Groups
o Participant roster dynamically linked to person profiles
o Discussions
o Documents tab dynamically aggregated in knowledgebase*
o Events tab dynamically aggregated in main calendar
o Projects tab dynamically aggregated in main projects directory
o Join/Leave
o Daily/Weekly activity digest email
o Voting on documents (e.g. report drafts, bylaw changes, project proposals etc.)
· Projects & Committees
o Project listing with search, sort, & category filters
o Project status/phase indicator
o Project status updates with notes
o Project actions
o Project landing page with rich text descriptions and public/private view modes
o Key contacts including staff coordinator, committee chair, or team leader
o Project team/Committee with roles & inactive/past participants
o Discussion tab
o Updates
o Documents tab* dynamically aggregated in knowledgebase
o Sponsors dynamically linked to company/organization profiles in directory*
· Events
o Calendars with search, sort, and category filtering
o Dynamic site-wide and activity specific calendars
o Date, time, and location with multi-day & time zone support
o Workshop support
o Rich text event description with public and private view modes
o Agenda builder with dynamic links to speakers, presentations, and resources
o File upload to event
o Resources & presentations dynamically aggregated in knowledge base
o Invitations with loginless RSVP
o Join unrestricted event
o Attendee roster dynamically linked to person profiles
o Recurring events
o Copy an event
o Add to Outlook calendar
o Secure event video storage (September 2020 / Knowledge base and Azure Req’d)
o Virtual meeting access fields for meeting link and instructions (October 2020)
· Conferences & Roadshows
o Conference calendar
o Conference microsites for each conference and roadshow
o Agenda builder with support for concurrent streams
o Featured widgets for daily schedule, key speakers, featured media,
o Subpages for travel, accommodations, and other details
o Media room with press releases, news articles, blog,
o Support for roadshow/tour stops at multiple locations
o Exhibitor hall dynamically linked to supplier directory microsites*
o Roadshow exhibitor hall dynamically linked to supplier directory microsites*
o Speaker roster dynamically linked to personal profiles
o Attendee roster dynamically linked to personal profiles
o Conference forums and groups
o Media archive dynamically aggregated in knowledge base*
o Resources tab dynamically aggregated in knowledge base*