forum of regional associations of grantmakers dreamforce presentation 2013
DESCRIPTION
In November 2013, members of the Forum of Regional Associations of Grantmakers presented at Dreamforce on their integrated Drupal-Salesforce Platform. The platform, powered by a shared Drupal distribution, Salesforce customer relationship management system , and a collective database of grantmaker resources known as the Knowledgebase, has substantially raised the capacity of all participating regional associations to serve their respective members, created internal efficiencies by streamlining operations, and leveled the playing field among them, all at a significantly reduced cost. The platform has been receiving a lot of attention from the technology and philanthropy fields alike. Recently, it has been featured as a case study in the e-book 8 Amazing Drupal Launches. The Salesforce Suite developed for the platform now has over 13,000 downloads on Drupal.org and is being used by all participating organizations and even United Way!TRANSCRIPT
Adopting Salesforce Across National-Chapter Organizations
Forum of Regional Associations of Grantmakers, Director of Knowledge Services
@givingforum
Council of Michigan Foundations, Director of Technology
@michfoundations
Association of Baltimore Area Grantmakers, Member Information & Operations Manager
@ABAGrantmakers
Val Rozansky
Bill Corkill
Kim Snipes
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PROJECT OVERVIEW
ChapterPerspectiv
e
Discovery,Planning,
Development
Migration, Adoption,
RolloutNext Steps
TechnologyProject Conceptualized
Discovery and Build
12 ORGs launch on Proprietary CMS & AMS
New Project: Salesforce-Drupal Discovery and Build
GOAL: Double Participation!
2004
2006
2011
2013
2005
MY NEEDS ARE SIMPLE,
ALL I WANT IS EVERYTHING
Don’t worry, I got your
back!
What did we find?
• We have the same/similar constituent groups• We provide the same/similar services to these groups• We track the same/similar things
But each of us does it
differently...
How do we address these?• Is common system really the answer?• Can large and small associations work
together?• Compromise can be a scary word• Differences can be an asset, not a liabilityLeverage commonalities
Learn from
differences
Do it in phases
Core platform and levelled playing field
Phase I
Lowest common
denominator
All needs are shared
No individual
customizations
Phase II
Add-ons and
enhancements
Individual
customizations
Work alone or share
costs
Knowledge sharing and development platform
Project Overview
CHAPTERPERSPECTI
VE
Discovery,Planning,
Development
Migration, Adoption,
RolloutNext Steps
Bill Corkill
Director of Technology
@michfoundations
WHY?
Knockout Benefits
Collaboratively Independently
Joining Participating
Estimated Cost?
$200,000+
Our Cost?Less than $20,000
90% Savings
Strengthening the Network
Project Overview
ChapterPerspective
DISCOVERY,PLANNING,
DEVELOPMENT
Migration, Adoption,
RolloutNext Steps
Kim Snipes
Member Information & Operations Manager
@ABAGrantmakers
COMMON PACKAGE
65 Custom Fields14 Custom Reports13 List Views13 Record Types 5 Triggers 4 Workflow Rules 4 Validation Rules 2 Visualforce Pages
1.02.02.52.72.8
Forum Board
Committee
Forum Board Committee
Project Overview
ChapterPerspective
Discovery,Planning,
Development
MIGRATION, ADOPTION, ROLLOUT
Next Steps
Our Secret Recipe
Salesforce
Salesforce NonProfit Starter Pack
"Common Package"
Future Packages
Individual Enhancements
Migration
Adoption
Scalability
Sustainability
Need a Life Line?
Phone a Friend
Ask the Audience
User Adoption
Institutionalizing Knowledge Exchange Question? Post it to the project site Technical issue? File a ticket Training your staff? Record and share
If it’s not on the project site or our ticketing system, it doesn’t exist!
Rollout Must deploy rapidly Minimal Salesforce skills needed Learn with your own data ( Sandboxes!) Get me 90% there and I’ll do the remaining
10%
KEEP CALM and ROLLOUT
Are Packages Restrictive? More in theory than in practice Unique configurations are encouraged
and may get to the next package version Significantly reduces individual
development costs Data consistency facilitates integration
with other products
Salesforce Drupal Integration
24 Organizations:
Same Drupal Distribution
Same Salesforce Packages 1 Integration
LESSONSLEARNED
Takeaways … Effective Leadership + Communication = Trust
Common Needs + Compromise = Savings
Peer Learning + Power Users = Sustainability
Engagement + Empowered Stakeholders = Good Governance
Clear Scope + Shared Vision = Lasting Partnerships
Director of Knowledge Services
@givingforum
Director of Technology
@michfoundations
Member Information & Operations Manager
@ABAGrantmakers
Val Rozansky
Bill Corkill Kim Snipes
Chatter on the session record in the Dreamforce App
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Power of Us HUB - http://powerofus.salesforcefoundation.org