Roles, Responsibilities, and Departments (Glossary) #

Member Services (MS) #

Staff: #

Irene

Maintenance of the Salesforce record-keeping, daily review of upcoming and invoiceable accounts, and notification to AR, TC/OP, about the 60-days invoice requirements on upcoming renewals.

Accounts Receivable (AR) #

Staff: #

Irene, Cathie

Manages invoicing, payment tracking, and financial record-keeping in SAGE.

Chief Financial Officer (CFO) #

Staff: #

Cathie

Makes ultimate decisions on extended delinquencies.

Technical Committee/Open Project Administrators (TC/OP) #

Staff: #

Kelly, Claudia, Ingrid

Support renewal process with Member contact information and participation insights. This team works daily with Members inside the various project committees. Manages Member relationships, conducts outreach, investigates non-renewal reasons, and coordinates off-boarding communications.

Technical Committees are managed in the Member Portal (currently Higher Logic). Open Projects are managed in Groups.io.

Business Development (BizDev) #

Staff: #

Holly

Supports strategic account management.

Content Management (CM) #

Staff: #

Mary Beth

Supports nonrenewal off-boarding process by removing logos from websites and other marketing materials.

Primary Representative (PR) #

Member’s designated primary representative for renewal communications.

Project Governing Board Rep #

Staff: #

• Representative designated by the member to serve on the PGB.
• Internal Project Governing Board rep list management: Kelly

The PGB Rep develops and manages the overall product strategy of the Project, votes on major releases, and decides if/when to submit work for standards approval. This is an OP-only role. Internally at OASIS, Kelly manages this list and keeps it updated.