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Most network maps are static snapshots. Social System Maps evolve over time—just like the people and relationships they represent.

sumApp Features by Tier

Estimated reading: 6 minutes 59 views Contributors

Tier I – free

Up to 3 projects| max
1,500 people/project

    • Kumu-Ready data structure
  • Multiple data output formats
    • .csv
    • .json
    • Live .json link (data automatically feeds into Kumu, so you map is always up-to-date)
  • Connections stay in place as long as you have the project open – they can simply be updated by members periodically as relationships change
  • Single-mode connections:
    • One series of options you define
    • Only one option can be selected
      • i.e. ‘I know this person’, ‘I share ideas with this person’, ‘I work with this person’ (select one)
  • Names, emails, & segments can all be edited after App is launched
    • Can include up to 3 emails per member
  • More people can be added to the population after App is launched
  • Automated invitation emails
    • 3 types of email-templates (you can edit all to suit your needs)
      • First time invitation
      • After new members have been added (asks people to show ties to new people, not do the whole survey & re-do all the existing ties) (goes to people who have already been invited in the past)
      • Reminder re: deadline.
  • Downloadable status report
    • Includes each person’s link – enable influencers to reach out personally & provide the link to members
  • Short ‘Bio’ field & photo import – show in member tiles to aid recognition
  • Pulls in gravatars if people have Gravitar accounts
  • Connection panel can filter on segments, or sort on
    • Name,
    • Segment,
    • Recent additions,
    • Reported connection strength
    • Tier I only has a single connection question
  • Kumu map can be embedded into 4th ‘Map’ tab of the front-end member interface, enabling members to see and interact with the map right from sumApp.
  • Data can be time-tagged (within limits imposed by browsers & Kumu). Enables you to track changes to your network over time.
  • Projects can be moved from one account to another (submit a ticket or contact Christine)
  • Member Merge function. Enables you to combine accidental duplicate members w/o losing their connections. 
  • Opt-in form – enable members to share a link with others so they can opt into the map.
    • Can approve members before they’re added to the map
    • Can include segment options in opt-in form
  • ‘Send me my link’ Form – enables the sumApp project administrator to send any existing map member their sumApp map link my email.
  • Option to make a ‘Terms of Agreement’ acceptance mandatory.
  • Members can update their own names, emails, and preferences in ‘My Preferences’
  • Basic Activity log

If you need to transfer a project to another user – contact us to implement the move

Tier II – $15/month

Per project – bulk pricing for more projects and 20% off for annual subscription up to 1,500 people/project

Everything in Tier I, plus:

  • Updated Survey form
    • Protected fields – select specific fields to remove from the json output, making them completely unavailable in Kumu. They can only be downloaded in the .csv export.
    • Conditional fields – shows different questions based on earlier answers (sometimes called ‘branching’)
    • HTML elements – you can now add additional texts, links, images to the body of the survey
    • Currency field – you can select currency type
    • Drop Down field (called ‘select’ in sumApp) – Now autofills guesses. You can now select multiple options.
    • Fields can be hidden from the survey – for instance if you want to continue to visualize old data, but don’t want anyone to update it.
    • Fields can be disabled – if you want to show data you already have, but don’t want members to edit it (for instance, cohort labels)
    • More display options – such as label position/label hiding, tooltips, etc. You can use CSS to further decorate survey display.
    • Better input validation
    • Can differentiate labels and values – can have long descriptive labels for survey clarity, but have succinct values to that present more clearly in a map.
    • You can create calculated values – a number field based on a calculation of other fields – requires javascript code.
  • Can choose to show survey or not
  • Can downgrade to Tier I when project isn’t active to save $, 
  • Survey data will be retained & editable again when returning to Tier II.
  • Updated Connections survey
    • You have the same updates as in the updated survey
    • Tier II only has a single connection question
  • Live link stays active
  • Kumu map can be embedded into 4th ‘Map’ tab in front end user interface, enabling members to see and interact with the map right from sumApp. 

Tier III – $33/month

Per project – bulk pricing for more projects and 20% off for annual subscription | max. 1,500 people/project

Everything in Tier II, plus:

  • Multi-Modal connections
    • You can use as many questions regarding relationships as desired
    • Same field types as survey
  • Can import pre-gathered data, which shows up pre-filled in the survey and can be edited by members.
  • Mailchimp API

Caution:

  • Tier III accounts cannot be downgraded to any lower Tier. Projects can be deleted or the project data can be archived for later retrieval up to one year, but once archived the project-specific sumApp interface cannot be resurrected
  • Projects in a Tier III account can only be moved into other Tier III or Tier IV accounts, they cannot be moved into Tier I or Tier II.
  • If a Tier III account is moved into a Tier IV account, it will permanently remain a Tier IV project.

Tier IV – $45/month

Per project – bulk pricing for more projects and 20% off for annual subscription | max. 1,500 people/project

Everything in Tier III, plus:

  • Language can be revised to suit organizations, programs, teams, etc. instead of individuals
  • ‘Custom Filter’ option.
    • Project administrator can choose one checkbox survey question to function as an extra filter (similar to ‘segment’ filter) on the member panel, enabling members to filter based on other member’s responses to that question.
    • When custom filter option is in use, project administrator can send emails to selected sub-groups based on response to the custom filter question responses
  • The first ‘ranking’ connection question responses can be migrated from one project into another
    • If you have multiple projects with overlapping populations, you can save members time by copying their connections from one project into another project. 
    • If you use a different set of ranking options on the 2 projects, you can map which option type should be moved into each of the other options.
    • It won’t import all the connection questions if you’re using multiple questions.
  • Dual Element‘ linkage available, enabling you to link an ‘Organizational’ project to a ‘Person project’:

Caution:

  • Tier IV accounts cannot be downgraded to any lower Tier. Projects can be deleted or the project data can be archived for later retrieval up to one year, but once archived the project-specific sumApp interface cannot be resurrected
  • Projects in a Tier IV account can only be moved into other Tier IV accounts, they cannot be moved into a Tier I, Tier II or Tier III account.

Pricing Table

 

Tier I

 

Tier II

 

Tier III

 

Tier IV

 

Cost

Monthly

Annual

Monthly

Annual

Monthly

Annual

Monthly

 Annual

1 Project

$0

$0

$15

$144

$33

$317

$45

$432

3 Projects

$0

$0

$38

$360

$83

$792

$113

$1,080

5 Projects

NA

NA

$53

$504

$116

$1,109

$158

$1,512

10 Projects

NA

NA

$83

$792

$182

$1,742

$248

$2,376

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sumApp Features by Tier

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CONTENTS

My Account and Billing

Article 8: Containers, Differences, Exchanges

Article 7: Pattern Spotting

This is the seventh article in my 8-week series exploring foundational systems t

Article 6: Attending to Our Attention

This is the sixth article in my 8-week series exploring foundational systems thi

Article 4: The Stacey Matrix

Understanding Contexts for Creating Generative Conditions This is the fourth art

Using the ‘Send me my link form’

This article walks through what to do if a map member loses their personal sumAp

Article 5: Navigating Complexity — The HSD Theory of Change

As mappers, we’re always grappling with complexity. Networks don’t behave like m

Article 3: Complex Adaptive Systems: Patterns & Paradigms Naturally Shifting

Why do systems revert to old patterns even after successful change efforts? The

Article 2: Systems Thinking and Paradigms

Why does change feel so elusive, even when there's abundant good will? The answe

Article 1: Systems Thinking Starts in Our Minds

Why do we get stuck even when our hearts are in the right place? Systems thinkin

Deepen Your Systems Practice — Systems Thinking Academy for sumApp Users

Working on a social system mapping project? The technical aspects of using sumAp

Systems Thinking Trail Guide Series

Frequently Asked Questions

What is Social System Mapping? Social System Mapping is an expanded version of N

Recently Updated: The Living Trail

Been here before? Welcome back, map-walker. This page is your compass for what’s

sumApp Overview

If you’d like a little orientation to sumApp, this 57 second video should help!

Networkism – The New Cultural Meme

In a March 2015 TED Talk, data visualization researcher Manual Lima explores wha

Intro to project set-up

Envisioning

Project Data-Management

Project Launch

Project Set-Up

Principles

Four Hats

Account Info

Intro to Social System Mapping

Pre-existing Data

Define Settings

Time Tags

Add Members

Manage Invitations

Define Email Templates

Manage Members

Define Opt-In Form

Intro to Mapping

Designing the Input Tools

The Advocates

Sharing the Vision

Edit Connection Options

Edit Survey Form

Import Connections

Intro to Data Management

The Storytelling Hat: Weaving Meaning Throughout the Mapping Project

The Storytelling Hat is worn across the whole Social System Mapping journey — fr

Member Views

Accounts and Tiers

Intro to sumApp

SenseMaking

Kumu

Getting Started

sumApp

Intro to Social System Mapping

Mapping

Envisioning

Getting Started

SenseMaking

We Made a Social System Map – Now What Do We Do With It? Social System Mapping e

Adding Pre-existing Data: Preliminaries

A preliminary video on what to expect when adding pre-existing data to a sumApp

Opt In Form

Are you starting a new mapping project? The Opt In Form is one way to help get n

Intro to Member Views

The Member View is the interface that your members will engage with. You – as th

StoryTelling

This article is in \’placeholder\’ phase. If you need this info soon, please put

sumApp Member View | Map Page

The Map Page allows you to embed your Kumu map back into the sumApp interface. T

Importing Connections from Another Project | Tier IV

Many of our customers work with different networks that have overlapping members

The Status Report

The ‘Status Report’ in sumApp helps you access a CSV file with all of your map m

How To Insert The Live JSON Link Into Kumu

How To Add “Relative” Links To Views In The Side Panel

An Absolute link is a full URL:  https://kumu.io/HSDInstitute/hsdnetwork#home/in

How the Segments Work in the Members Connections View

sumApp Member View | Survey Page

The member view survey page is almost completely defined in the Survey Editor. F

Approaches to Mapping People AND Organizations

A network is often made up of a combination of organizations and individuals – w

Understanding Your Data Flow Options

sumApp is a tool designed to GATHER your network data in an easy, user-friendly

Download Data

This article is in \’placeholder\’ phase. If you need this info soon, please put

Data-Flow Option #3) Link Into a Google Sheet then Link Google Sheet into Kumu

If you want to incorporate data gathered from sources other than sumApp, or make

Accounts Needed for Social System Mapping

Social System Mapping involves the use of two online platforms, sumApp and Kumu.

Map Literacy – Example #1

Just to see what I mean by mapping being a ‘language’ – watch this one minute .g

Networkism – The New Cultural Meme

In a March 2015 TED Talk, data visualization researcher Manual Lima explores wha

It’s a New Language That is Emerging

I like to say that Social System Mapping is one genre in a new visual language t

It Takes a Social System to Map a Social System

Social System Mapping is an art of collaborative process — requiring at least fo

The SenseMaker Hat

Isn’t SenseMaking the Same as Envisioning? Not at all! People often think of vis

The Technician Hat

Is Technician The Role You Fill In AN SSM? The Technician or Technicians are gen

The Four Mapping ‘Hats’

A Social System Mapping project thrives when four Thinking Hats are present: Vis

The Visionary Hat

Are You An SSM Visionary? The person or persons wearing the Visionary hat are ge

sumApp Pricing Table

  Tier I   Tier II   Tier III*   Tier IV*   Cost Monthly Annual Monthly Annual M

sumApp Features by Tier

Tier I – free Up to 3 projects| max 1,500 people/project Kumu-Ready data structu

How To Upgrade Your Account

If you already have a sumApp account (including an old trial that has been downg

Cancelling Your Account or Downgrading to Tier I

All sumApp account set-ups start at Tier II for a free trial month. No credit ca

The ‘Meet Them Where They’re At’ Principle

This is related to the Show Don’t Persuade principle, and it’s about not stressi

Understanding the Relationship Between sumApp and Kumu

Kumu is an online platform that visualizes data in network graph format.  A pers

Member Views and Admin Views

Just as with most survey tools – sumApp has two layers of users who engage with

How to Start Mapping – Create a Pilot/Prototype Map

Social System Mapping means that: All of this makes it hard to know where to sta

How to Merge a Member with Multiple Profiles into a Single Profile

Data-Flow Option #1) Download to Desktop – Upload to Kumu

When we first developed sumApp, this was the only way to get data into Kumu. We’

Data-Flow Option #2) Live Link from sumApp to Kumu

This is by far the simplest and most popular option among sumApp users.  Read ab

Introduction to The sumApp Data Management Tab

The sumApp Data Management Tab enables you to: The Three Ways of Getting Your Da

Using the Graph Commons data output

sumApp now works with both Kumu AND Graph Commons! Graph Commons is an Open Sour

How to Hide sumApp Fields in Kumu

The Envisioning Phase

The Envisioning Phase simply means – everything that needs to happen to get a pr

The Advocate Team

In an ideal world, there would be a core group of early adopters – advocates – i

sumApp Content Development

There are 7 content items that the Visionaries/Advocates should provide to the T

Turning Data-Flows Into a Practice

Moving data around is by far the most confusing, time-consuming, mind-numbing pa

The Mapping Phase: Wearing the Technician Hat

The Mapping Phase is where vision takes shape. Wearing the Technician Hat means

The Project List

Project List Page The project list gives you an overview of your projects and ac

Social System Mapping Principles

The original network visualization tools (as well as, perhaps, the underlying sc

The ‘Show Don’t Persuade’ Principle

One of my first insights into this kind of project is that ‘network mapping’ or

Impact on Survey When Loading Pre-Existing Data | Tiers III & IV

Tiers III & IV enable you to incorporate data about your members that you’ve

The Create Survey Workspace

Tiers II, III & IV include a survey / member profile.  You customize your su

How to Re-Order Your Survey Question Options (temporary work-around available in Tiers III & IV only)

There’s one place where sumApp is not yet as flexible as it should be, if we’re

Tier Differences in The Survey Builder

The Survey Editor will be slightly different, depending on which Tier you’ve sub

Changing Survey Questions and Options

sumApp was designed to enable you to test, reflect, learn, adapt and iterate thr

Custom Survey Filter | Tier IV

Sometimes the segment filter on the connections page just isn’t enough. Your pop

Planning for Kumu When Defining Field Types

Most surveys aren’t designed with complex data-visualization in mind, so even pe

Connection Options | Tiers I & II

You can change your options in Setup > Define connection options  – #1 &

Understanding Connections in the Social System Mapping Context

The Connections Page of the Member View represents the key functionality of sumA

sumApp Member View | Bio Page

The Bio page is the first page your members will see when the click on the link

sumApp Member View | Connections Page

Purpose of the Connections Page The Connections Page represents sumApp’s core fu

Understanding sumApp Tiers

Our initial intention when creating sumApp – in addition to creating the tool we

How To Transfer A Project To Another User

If you need to transfer a project to another user, we can do that for you. To do

Survey Field Types

Types of fields available in the survey 1) Text input. Open ended short text fie

How To Load Pre-Existing Data Into sumApp | Tiers III & IV

What Is ‘Pre-Existing’ Data? Pre-existing data is information about your members

Adding Members With Pre-Existing Data

Tiers I and II only allow you to load the core fields necessary for sumApp to fu

The ‘Data That Makes a Difference’ Principle

I stole this phrase from Michael Quinn Patton’s upcoming book ‘Blue Marble Evalu

The Sensitizing Principle

A social system map can instigate lot’s of great actions. A social system map ca

Understanding your map embed options

Now that you can use sumApp with two different platforms, we figured you’d want

How to Change the Date Format in Excel to a Different Locale Other than English (USA)

Link for Walk-through Method 1: How to change the Date Format in Excel Link for

Instructions for Using Tim’s Header Maker – Simplified Version

Instructions for Tim’s Header MakerSimplified VersionMar 25, 2024 Video Tutorial

Instructions for Using Tim’s Header Maker Part 2

Instructions for Tim’s Header MakerPublic Full VersionJul 25, 2024 Video Tutoria

Multi-Modal Connection Option Field Types | Tiers III & IV

Most of the connection field types are identical to the survey field types, but

The Define Connection Options Workspace | Tiers III & IV

Defining connection options in Tiers III & IV is very similar to setting up

Understanding and Preparing the Three Email Template Types

Why have three templates? sumApp was designed to be what we call ‘evergreen’ – i

Project Settings

Settings for all Tiers The aspects of the Member Views (outside of the survey an

How to Add the Kumu Embed Link Into sumApp

Once your map is ready to share, you can put the Kumu embed link to show it with

Introduction to Project Setup

The project setup tabs are how you access everything related to customizing your

Understanding the URL field on the Bio page

Graph Commons, just like Kumu, is fussy about how your data is structured (hence

The Three General Phases

Social System Mapping unfolds in three fluid, overlapping phases — Envisioning,

What is Social System Mapping?

Social System Mapping is an expanded version of Network Mapping that is emerging

The Purpose of Social System Mapping

Social system mapping (SSM) is a new mapping practice that can present on the su

Video of a Social System Mapping Presentation to the Blue Marble Evaluation Network

Sarah Shanahan of the RE-AMP Network and I recently had the honor of presenting

Why think about each phase separately?

A guide to starting your Social System Mapping journey with small, intentional s

sumApp Overview

sumApp Overview If you’d like a little orientation to sumApp, this 57 second vid

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