Using the Cloud

sandwichclippersMobile - Wireless

Nov 24, 2013 (3 years and 8 months ago)

48 views

Using the Cloud

for Social Impact


Mission
-
based social
enterprise


Founded
in 2003


HQ in SF with DC & NY offices


Over
30 expert staff & growing rapidly


Salesforce.com Foundation partner since 2005

Who We Are


Focused exclusively on the nonprofit sector


Exceptional business analysis skills


Unmatched Salesforce.com expertise


Deep understanding of the social sector’s needs,
challenges, and constraints.


Implemented 200+ Salesforce projects for nonprofits
&
social enterprises across the globe

Nonprofit Expertise

One topic:

Better service.

1.
Evolution of Computing

2.
Cloud Computing Model

3.
Cloud Mission Management

Data Management
Apps

Business Logic

Apps

Process Automation

Apps

1970s Mini Computing

1990s Desktop Cloud Computing

2000s Mobile Cloud Computing

2010 Post PC Revolution

1960s Mainframe

Computing

1980s Client/server Computing

Mobile/Social
Apps

Web

Apps

Post PC
Apps

Evolution of Computing

Cheaper.

Timely
-
er.

More relevant.

Easier to access.

Social Network Surpasses Email

Cloud Computing Model

Traditional Data Center Model

Congratulations! You now own a 1998
Toyota Corolla!

Now: insurance, parking, maintenance,
fixed monthly payments.

If it breaks you pay for it.

Oh, and you’ll own it for 10 years.

Cloud Computing Model

Cheaper.

Timely
-
er.

More relevant.

Easier to access.

Cloud Computing Model

Traditional IT Cost Model

Cloud Computing Cost Model

Traditional IT Cost Model

Cloud Computing Cost Model

Interchangable Parts

Plug and Play

is the new

“Interchangable Parts”

HTML

FTP

XML

SOAP

WSDL

POP

SMTP

IMAP

UDP

(and other acronyms)

Cloud Mission Management

The most important person in the world:


the constituent.

What we’re good at

(or should be by now):



Raising money


Telling our stories


Emailing lots of people


Tweetering
(or whatever the kids call it)



Filling out lots of paper forms


Doing our jobs









Doing our jobs

How do you know?

What we can improve:





Understand your constituents


Provide great service


Do more with what we have

Cloud CRMs

What Nonprofits can do
with Salesforce.com

CRM

Contacts

Orgs

Inquiries /
Requests

Email
Integration

Development

Donor
Mgmt

Online
Donations

Grants
Mgmt

Marketing &

Communication

Email
Marketing

Websites

Call
Center

Resource

Management

HR and
Staff
Mgmt

Volunteer
Mgmt

Financial
Mgmt

Programs & Participant

Management



Referral Tracking

Case Management

Assessments &
Outputs

Outcomes
Management

Client Intake

Plan of Service

Service Provided

Goals & Objectives

The business of Salesforce


$1.5 billion
revenue run
-
rate.


Salesforce Foundation
: 1
-
1
-
1 Model.


10 free
enterprise

licenses.


Advanced

technology.


Free

upgrades.

Flexibility and Accessibility


A
ny modern browser


M
obile devices (iPhone, Blackberry, Android)


Multiple operating systems


Major email clients


Fully Section 508 compliant with


Screen reader accessibility settings


Color
-
blindness graphic color correction


Accessible from anywhere with an Internet connection with
no software to install or hardware to setup.

Security and Scalability


Secure (HTTPS, ISO 27001)


Always available (realtime mirroring to 3 data centers)


HIPAA compliant


Industry
-
leading system up
-
time and reliability.


Transparent: trust.salesforce.com.


Confidential: u
ser security and permissions settings to silo
sensitive data.


Scalable: virtually unlimited concurrent users.



User Interface and Ease of Use


Consistent user interface.


Modifiable through clickable user interface.


NPOs can modify and extend their instance without vendor
involvement


drives down ongoing costs.


Many 3
rd

party apps adopt standard Salesforce UI for
consistent interface


even across
different applications.


Many interfaces are now fully drag
-
and
-
drop compatible,
including page layouts, reports, and dashboards.



Managing Your Mission

CRM


First goal: know your constituents.


Track:


Demographics


Relationships


Activities


Communications


All staff have access to the same, complete information.


Information is accessible
anywhere
,
anytime



even on the road
or in the field.


Integrations: Google Apps, Outlook, Lotus

Get rid of the …


paper

Excel files

shared drives

any “duplicate of the Truth.”


Communications


Integrate all your communication methods in one system:


Phone


Email


Mass email


Twitter, SMS


Facebook


Private social networks


No more guessing who’s been in contact with whom, and what
they said


Integrations: Vertical Response, Constant Contact,

Exact Target



Development


Development can track all fundraising activities, including:


Individual donations


Pledges


Grants


Memberships


Events


Apps for online donations, event management


Fully customizable for high
-
touch, large value constituents


Integrations: Soapbox Engage, Linvio Payment Connect, Click
and Pledge, EventBrite

Program Management


Track the specific information related to your programs:


K
-
12 Alumni tracking (KIPP, Beyond 12)


Sustainable business certification (B Lab)


School leader recruitment and development (New Leaders for
New Schools)


Sustainably harvested wood certification (Forest Stewardship
Council)


High school student mentoring (BUILD)


Grant making management (Give2Asia)


Veteran networking and support (Iraq and Afghanistan
Veterans of America)



Special case: Case management


Cloud CRMs are great for multi
-
program, case management
organizations:


Get a single, clear, 360
°

view of each constituent


Simplified intake and enrollment process


Track enrollments across various programs


Referrals to internal programs and external agencies


Client assessments and service plans


Outcomes tracking and measurement



Why program management in the cloud?


More time with clients.


Better information.


Coordination among multiple touch points.


Visibility from funding to service to outcomes.


Easier reporting to funders.


Sector benchmarking and measurement.





Resource Management


Volunteers


Human Resources


Financial


Advocacy


App Exchange


100s of integrated applications


Easy installation


Competitive marketplace means constant innovation and
favorable pricing.


Old apps can be swapped out for a new app with little to no
downtime or interruption.



Reporting


Built
-
in analytics and reporting engine with:


Real
-
time reports and dashboards


Drag
-
and
-
drop creation and editing


Analytic snapshots for historical and trend reporting


Sharable dashboards through scheduled emails or web
publishing.


Publically accessible and full
-
featured API for integrations with
virtually any Internet
-
based application


Business Intelligence tools allow for mash
-
ups of multiple data
sources (e.g. NPO data and a government public data source), for
complex outcomes tracking and benchmarking.


How do you know your social impact?

Measurement.

Outcomes and Reporting


Outcomes measurement is a growing need for nonprofits.


Outcomes methodologies and metrics are not standardized across
the sector.


As the sector develops outcomes tracking standards, metrics
applications can be incorporated into Salesforce and made
available to sector participants.


Examples:


IRIS Standards and PULSE


GIIRS and B Lab


Social


Portals


Volunteer portals


Grant application portals


Program application portals


Reviewer portals


Chatter

Other integrated applications


Financial management


Contract management


Online surveys


Call centers


Aggregation and Analysis: Create sector
-

or service
-
specific outcomes repositories for benchmarking and
research.


The future is mobile


Cloud computing in inherently mobile: available anywhere
with a computer and an internet connection.


Swiping a credit card on an iPhone.


Mobile phone banking in developing countries.


Salesforce Touch.


Less time spent on paperwork, means more time face
-
to
-
face
with clients


Attendance tracking


In
-
person surveys, canvassing


Case Studies

Submit

Assess

Approve

Award


100+ countries


Health care, human rights, economic
development, governance, techonology,
environment, and more


Created on
-
boarding process for new NPOs


Integrated email marketing



Applicant Portal



Submit due diligence
documents via portal


Global Giving partners
review


Confirm or rule out eligibility


English/French portal for
Pepsi Refresh Canada

Users can submit
candidates to be added to
Global Giving’s roster of
projects.

1

Global Giving staff review the
candidates and manage the
complicated, multi
-
step
onboarding process in
Salesforce.

2

Approved projects are added to
the Global Giving website and
can receive funds from their
141,066 (and growing!) donors.


All grantees and donations
managed in Salesforce.

3

Recruiting

Application
Selection

Participant
Management

Alumnus
Management

NLNS serves 12
locations using a
Custom Visualforce
Application built using
the Salesforce Portal.



NLNS currently handles
approx.:


10,000 leads


1,800 initial applicants


800 applicants who
complete the
application and
evaluation process


and 100 awardees
annually


Since 2000, NLNS has trained
more than 440 urban school
leaders, serving 200,000
students in twelve cities.

… all while tracking
the performance of
existing NLNS
principals/schools.

Applicants can apply online
through NLNS online
application portal.

1

NLNS reviews the applications
and manages the onboarding
process within Salesforce.

2

NLNS tracks principal and
student performance both
locally at each city, and
nationally.


3

Finally, NLNS tracks alumni,
and manages relationships
within Salesforce.

4

Donations

Volunteer
hours

Match

Verification

Employee Portal

60,000 employees



Find approved NPOs globally


Online donations


Donation matching


Volunteer time

Exponent Partners created Corporate Social
Responsibility (CSR) platform. Enables Cisco
employees to give back to the community in
the form of matching funds from the foundation
for both donations as well as volunteering
hours.



60,000 internal users


> 2,000 nonprofit organizational users

1

CISCO Foundation



Donation matching


Volunteer hour subsidy


Payment management with
donor advised fund


Orgs are validated by Office of
Foreign Assets Control (OFAC)

2

Nonprofit Portal

> 4,000 organizations



Review and accept donations


Review and confirm volunteer
hours

3

=

1
st

year: 27% usage
rate (16,365 users)


2
nd

year: $3.1 million in
matching gifts


Giving has doubled
each year since
2008


$1 million in matching
gifts in the first three
weeks of 2010

Programs in over 30 countries
and supports the work of over
2600 Fellows.


Employs 160 staff in 25 regional
offices throughout Africa, the
Americas, Asia, Europe, the
Middle East, and North Africa.


9 Business Processes

Deployed in 13 months

Venture, Youth Venture,
Fellowship, Finance, Global
Team Fundraising, and more.

Find social
entrepreneurs

Vet

Select

Support

Venture / Youth Venture


Ashoka searches for social
entrepreneurs around the world
to become Ashoka Fellows:
“The 1 in 10,000,000.”

1

Venture


Nominated entrepreneurs are
vetted by Ashoka staff and other
Ashoka Fellows.

2

Selection


After extensive vetting, new
Ashoka Fellows are onboarded
and become part of the Ashoka
community.

3

Fellowship


Ashoka staff use Chatter to
collaborate on business
processes and for internal help
desk management.

4

?

Ma

Questions?

Exponent Partners

800.918.2917







info@exponentpartners.com






Exponent
Partners helped get us out of the business of hosting and managing
our IT infrastructure, and into the business of using CRM tools effectively to advance
our
mission. Their entrepreneurial
fiber and deep knowledge of the Salesforce
solution were indispensable
.


















-

Romanus

Berg, CIO,
Ashoka







Sean
Speer

East Coast Account Manger

sean@exponentpartners.com


Next session


“COA in Heaven:

How the Council on Accreditation

Moved to the Cloud”