ANDREA GREEN, JUAN VEGA, DAN OGNISSANTI,
C H R I S H U F F, C H R I S C I F E L L I , T I M J O Y C E , K R I S T E N
BENEDUCE
Tracking Data in Excel…
Tracking Data in a Cloud Database…
Getting to work like this…
Getting to work like this…
-Reaches speeds greater than 30mph
-Can be parallel parked in the same spot as the
motorcycle taking up an entire fudgin’ space
-Can carry multiple passengers at once
-Extra trunk space
-Has safety airbags
-Cost efficient
-Can be suped-up with chrome monster wheels, fire-y
decals, and a convertible top.
-Slow
-Unwieldy
-Stops to eat grass (amongst other things)
-Has the ability to catapult you off
-Responds only to the name Rex
-The only ways to spruce it up are by giving it a mullet
or sharpening sanding its horns daily
Drinking in Germany, even if on a budget…
Drinking in NYC, on a budget…
Better Quality
Greater Quantity
Cost Efficiency
Bottom Line: More for your $$
FEATURES & SOLUTION IN SALESFORCE
Benefits:
IDC believes that the rise of Cloud computing has the potential to be among the most transformative
developments in the world of information technology in the last 20 years.
Reduces TCO (Total Cost of Ownership)
Reduce MS Office Suite licenses
Reduce time spent maintaining Excel sheets
SalesForce.org is free!
Higher quality.
Users of the custom applications built on the
Force.com platform reduce Annual Downtime
Reduce maintenance time
Reduce time to produce mailings
Reduce time to producing reports
Better
performance.
The combination of the first two benefits
contribute to better business performance and
generate additional annual revenue
Lower cost.
Accelerated
pace of
innovation.
More contacts and mail = more dentations
Ability to manage simultaneous campaigns
SVH has foundation to produce more reports and
Force.com changed the process of custom
automated features:
application development so much that
- Lead generation from current contacts
companies tripled their output of custom
- Automated campaigns, reminders, thank you's
applications and doubled annual enhancements
- Incorporate Adoption Data
Instant browser- to very high-quality compute resources, storage
resources, application logic, and development
based access and deployment environments
Access
-Multiple users, simultaneously, anywhere
Application Logic
-Relationships amongst data
-Automated processes
Development
-SalesForce add-on resources
-Tools to create more custom features
After holding two conference calls with the client…
Solutions for SVH:
“Cloud” Database
Track Donors
Track Donations, including type and value
Track Event and Campaign Progress
Create Automated Reports
Email Merge
Provide structural foundation for future automated procedures, email and electronic
campaigns should SVH decide to expand with SalesForce.org
SOLUTIONS IN SALESFORCE
Goals for SVH:
Reduce time spent tracking and soliciting donations
Increase annual donations
Reduce overhead costs
Allow simultaneous access
OBJECTIVES
Under Commit, Over Deliver.
Training:
Provide 10 hours of onsite training before December 3 rd.
Client will, at minimum, be able to input data, runs a report, exports data.
Maintenance:
Provided by Villanova team during duration of project
Provided by Salesforce after December 7th, and future Villanovans at clients discretion.
SCOPE
Under Commit, Over Deliver.
SCOPE CONTINUED…
Under Commit, Over Deliver.
Budget:
$0. Priceless.
SVH team has option to buy extra licenses and support beyond 10 free licenses.
PROJECT PLAN
St. Vincents
Salesforce/Villanova University Project
St. Vincent User(s)
Donation
Salesforce
Donor
Internet
·
·
·
·
Mail merge
Sort by category
Print Label
Print individualized
letters
Event
SYSTEM DIAGRAM
St. Vincent Network
Data Flow Diagram
Donor in
Database
?
Donation
Made
Y
N
Y
N
User
Enters
Donation
Amount/Type
Into
System
Donations
DB
Is the
Donor a
Company
?
Page 3
User Queries
Database for
Letter/Report
Page 2
Thank You
Letter Sent to
Donor
Adding Single Donor Flow Chart
Name,
Address,
Phone, etc.
Entered in by
User
Page 2
Y
Company
Matching
Donation
?
Part of
Company
?
N
Does
Compan
y
Exist?
N
Y
Page 3
N
Donations
DB
Attach to NonAffiliated
Company Record
Y
Adding Company Donor Flow Chart
Company
Name,
Address,
Phone, etc.
Entered in by
User
Page 3
Other
Donor
Members
?
N
Y
Company
Matching
Donation?
N
Donations
DB
Y
ERD ENTITY – RELATIONSHIP - DIAGRAM
After holding two conference calls with the client…
Solutions for SVH:
“Cloud” Database
Track Donors
Track Donations, including type and value
Track Event and Campaign Progress
Create Automated Reports
Email Merge
Provide structural foundation for future automated procedures, email and electronic
campaigns should SVH decide to expand with SalesForce.org
SOLUTIONS IN SALESFORCE
Test 1: Calendar
Test 2: Contact Creation
Test 3: Create Household
Test 4: View Organizations and Related Data
Test 5: Add/View Donations
Test 6: Test Report Views
Test 7: Dashboard Views
Test 8: Create Folders
Test 9: Create Recurring Donation & Pledge
Test 10: Contact Record Merge
Test 11: Training and Help Review
PASS
SYSTEM TESTS
TRAINING
ONSITE
USER GUIDES