Migration to Milo – Data Sources Required
Most TSIs have been using an automated bulk load of data from one or two sources to move their volunteer and organisation data to Milo.
The migration process was covered in detail during the on-site migration planning meeting with your TSI. You can download the PowerPoint slides giving an overview of the process here for a reminder. In brief, there are three stages for each TSI’s migration:
1. Collation and cleansing of local data
Depending on how much data you plan to migrate, there are either two or three key resources Sopra require to migrate your TSI to the live system:
Once you have provided your completed local lookups and uploaded your copy of VBay (and your copy of the interim Access database, if using), Sopra will be able to begin the test load process.
The process is fairly straightforward, allowing you to check your data is being uploaded correctly before you go live on the system. The process generally takes place over 2-3 days, and the time commitment for the TSI during that period will not usually exceed 2-4 hours.
For more information on migration, call Gavin Bell on 0141 559 5004 or email him at email@example.com
Milo Healthcheck Review Report
The Milo Healthcheck Review report can be viewed here.
Helpful Hints and Tips
Our helpful hints and tips can be found here
Milo Support Contact Structure
Please refer to the Milo support contact structure to find out how to report a problem, give feedback or ask questions about Milo.
Milo Lead Contacts
Details of the Milo Leads for each Third Sector Interface can be viewed here.
Milo Frequently Asked Questions
With input from the TSI network, the latest version of the Milo Frequently Asked Questions are now available.
Milo Interim Access Database: Update
Sopra Group (the developer of Milo) has now approved the Milo Interim Access Database for bulk migration of organisational records to Milo.
The Interim Access Database allows TSIs to collate their organisational data records into one place. It is a very simple one-table Access database which contains all of the Core Minimum fields. The database is based on a model developed by The Ayrshire Community Trust (part of the North Ayrshire TSI).
You can use the database to combine records from other (non-VBay) data sources at your TSI, and to ensure that the data is in a format that can be easily migrated to Milo. When planning your data migration, you will have the option to carry across records from both VBay and this interim database, in order to create a single record on Milo for each organisation you work with.
Some TSIs have already indicated that they will be bulk-migrating from VBay only and updating records directly on Milo, and will therefore not require this database.
If your TSI is interested in receiving a copy of the interim Access database, please contact firstname.lastname@example.org so Gavin can get in touch with you to discuss the process.
If you have gathered and collated your data using the field names and formats in the Milo Core Minimum Fields, it should be possible to organise your data in Excel and copy and paste directly into the Access database. For a reminder of the core fields, you can download the CMF sample survey form and notes on field formats further down this page.
To allow certain functionality, the database has been built in Microsoft Access 2010, which will not open on earlier versions of Office. When you get to the point of collating your existing data in the Access database, it will be necessary to do so on a machine running Office 2010.
If your TSI has not yet upgraded to Office 2010, you can click on this link to find out how to download a free 60-day trial, which will allow you to work with the interim database: http://www7.buyoffice.microsoft.com/emea1/product.aspx?sku=10234643&tf=true&tf3=true
Milo Organisational Fields – Screenprints
Screenprints are available for Milo covering all of the core and additional organisational fields. This will enable you to see how the fields are presented on the system itself.
Milo Data Rules Now Available.
The Managing Intelligence Common Approach Guide and associated resources are now available to download.
The Common Approach Guide is an extensive resource outlining suggested approaches to the gathering and managing of data, broken down across 14 categories from data collection methods to analysis, reporting and pulication. The guide contains examples and case studies drawing on previous initiatives.
The Review section of the Common Approach allows you to work through a series of forms and checklists in order to check your TSIs current situation in relation to the data it holds. The Review will provide a discussion point for members of staff involved in Milo, and will allow you to see at a glance what steps need to be carried out and what has already been done.
The Mapping to Milo spreadsheet is used along with the Review section in order to map exactly what data you currently hold across your different data sources (eg membership database, vBay), whatr data you need to gather to meet the Milo Core Minimum fields, and what additional data, if any, you would like to gather.
(a version of this sheet pre-filled with the standard vBay fields will be available once Sopra has completed vBay mapping)
The Common Approach Guide Additonal Materials is a series of appendices referred to in the Guide and Review.
If you experience any problems downloading these documents please contact email@example.com.
Milo Core Field Sample form now available
Milo Information Sheet
The Milo Information Sheet is a document that can be provided to local organisations to explain how their information (specifically organisation details and volunteer opportunities, if applicable) will be used and shared.
You can add the name of your TSI to this document and use to provide clear and concise information to local organisations.
More information on Common Approach Guide
Developed by Voluntary Action North Lanarkshire it addresses the following areas:
- Reviewing your organisation’s current data
- Mapping your current data fields to Milo data fields
- Identifying organisations for inclusion
- Data protection
- Data sharing agreements
- Core minimum fields
- Additional question sets
- Staffing the data gathering
- Data collection methods
- Administration of large scale data collection
- Data management
- Updating processes
- Quality standards
- Data-sharing agreements
- Analysis, reporting & publication
- Awareness raising amongst the local third sector
- Awareness raising & promotion amongst local partners
- Sustainability & securing additional funding
- Main challenges
More information on Managing Intelligence Database
Consultation across the Third Sector Interfaces in 2009 & 2010 provided extensive input from organisations on the range and types of data captured locally, along with valuable contributions in terms of surveys, data collection forms and insight into both the successful and more problematic areas of data collection.
Following analysis of this and discussion amongst the Managing Intelligence Advisory Group, this has informed the development of the core minimum fields and additional optional question sets that are now being developed within Milo and include data fields in the following areas:- Core minimum (contact & basic profiling)
- Additional Profiling
- Volunteers, opportunities & placements
- Customer Relationship Management
- Social Economy & Social Enterprise
- Community Planning
- Workforce Profiling & Development
- Non-Voluntary Sector Stakeholders
- Networks & Strategic Partnerships
Sopra are underway in developing the comprehensive system – Milo, designed specifically for Interfaces and other intermediary organisations. As a result of the needs identified via the successful Scoping Exercise undertaken by Sopra earlier last year, Milo will also include the following functionality:
- Database reporting
- Information library
- Online toolkits & questionnaires
- Online forums & networks
- Training & events
In seeking to ensure a range of Third Sector Interfaces (in terms of geography, size, experience etc) to pilot the Common Approach Guide, in late 2009 the following three pilots were identified:
As a result of various delays in the development of Milo and the need for the Common Approach Guide to incorporate key aspects of Milo, the pilot activity has not been able to progress as previously anticipated. However, we are currently working with each of the pilots to get back on track with the associated activities.
For more information on any aspect of Managing Intelligence, how it can benefit your organisation or to sign up please email firstname.lastname@example.org.