Mauckingbird Theatre Company Sophia Bartolini, Caroline Bauer, Tara Donovan, Courtney Herring, Sean McCarthy, Ashley Peraino Mauckingbird Theatre Company • Theatre located in Philadelphia “Founded by Reynolds and Mauck, Mauckingbird Theatre Company is committed to producing professional gay-themed theatre, while also exploring classic literature and musical genres and providing affordable productions of infrequently produced works.” Analysis Approach • Met with Lindsay Mauck to understand current system and to determine client objectives • Involved Lindsay in the process ▫ Project Contract ▫ Frequent updates • Developed user manual for new system • Demonstrated Salesforce tools and capabilities live with Lindsay • Kept up with documentation Maukingbird’s Current System • Ticket Sales ▫ ▫ ▫ ▫ Online using Tix Box Office Phone reservations Google Docs to track tickets • Contacts ▫ Stored in Excel and on paper ▫ No comprehensive database with all contacts in one place Mauckingbird’s Wishlist • Ticket Sales: ▫ Track and manage tickets through database • Centralize patron information in database ▫ Contact info ▫ Plays attended and how many • Donation Tracking and Management • Grant/Development Tracking • New Play Submission Tracking Feasibility Report Centralize patron information in database Track and manage all tickets through database Track and manage grants Track and manage donations Track new submissions Project Scope Centralize patron information in database Track and manage all tickets through database Track and manage grants Track and manage donations Track new submissions Salesforce System Advantages • Stores currently dispersed contact information of patrons and employees into a centralized database • Reduces the time required to find patron contact information • Easy integration of external applications ▫ Brown Paper Tickets • Provides a record of patron attendance history and donations Demonstration of Mauckingbird Theatre Salesforce System • www.salesforce.com Entity Relationship Diagram Leads Lead List Shows Contact List Accounts Contacts 0 Donations System Context Diagram Client (Door sales/ event setup) Client Contacts Donations Leads Contacts Leads Donations Attendance Reports Lead Campaign Salesforce Lead Brown Paper Tickets Lead Patrons (Online Ticket Orders) Data Flow Diagram Mauckingbird Theatre Co. Salesforce 1 2 3 Add New Contacts Record Donations Import Brown Paper Tickets Information Data Flow Diagram (cont’d) 1. Add New Contacts EE1.1 New Contact Calls/emails Mauckingbird EE1.2 User Converts Lead to Contact 1.1 Record Contact Info Contact Master Data Flow Diagram (cont’d) 3. Importing Brown Paper Tickets Information EE3 User initiates Brown Paper TicketsSalesforce Sync 3.1 Leads & Show Information imported into Salesforce Brown Paper Tickets Leads Master Brown Paper Tickets Show Master Leads Master 3.2 Write to Campaign and Leads Campaign Master Data Flow Diagram (cont’d) 2. Record Donations EE2 Donation is mailed to Mauckingbird 2.1 Verify if donor exists as contact Contact Master No Yes 1.1 Record Contact Info 2.2 Record donation & pledge terms Recurring Donation & Pledge Master Opportunities for enhancement • Track and manage grants • Track new submissions for play manuscripts • Add a portal on Mauckingbird’s website for purchasing tickets and patron donations Questions?