DaizyLogik

Trusted Salesforce Partner for your mission-driven organization.

Author: Patty Simonton

Building A Teacher Portal Using Salesforce Communities for ArtsCorps

Posted by on in Apex Code, Business Processes, Custom Development, Lightning, Salesforce, Salesforce Community Cloud

ArtsCorpsArtsCorps works with a growing number of teaching artists and other teaching professionals who need to track and submit student attendance as well as payroll information.They had designed a functional solution, but after a number of years, the team realized that it was not a solution that could scale to accommodate the need for a growing number of teaching artists to submit attendance tracking data, timesheets, and expenses.

The ArtsCorps team reached out to DaizyLogik to propose alternative solutions that would allow teaching artists to manage and enter attendance for their classes, timesheets, and expense information through a self-serve online portal. After exploring several options, DaizyLogik recommended using Salesforce Customer Communities to build the teacher portal that would put the ability to manage class information, student attendance, and payroll information in the hands of teachers.

Read more about how this customized solution helped ArtsCorps by designing a simple, self-serve system to support their team.

A Case Study for using FormAssembly to Manage Ticket Sales

Posted by on in Automation, Case Study, Non-Profit Success Pack, Salesforce, Salesforce.org

Washington Global Health Alliance (WGHA) has been using Salesforce and the Nonprofit Success Pack for a few years to track and manage their members and donors. The data collected in Salesforce allows WGHA to measure and report on their members’ interactions and collaboration, and ultimately on the impact of their work in the global health community.

WGHA organizes a number of member and public events throughout the year. They had used Eventbrite to manage ticket sales, and had tested Brown Paper Tickets, but were disappointed with the new price points of both platforms and policy changes, and wanted to find another solution. More importantly, they wanted a solution that would easily feed all event data into Salesforce and remove the need for double data entry. Once the information was in Salesforce, they wanted to track the participation and payments of event attendees, donors, and other stakeholders associated with the organization.

Since the WGHA team was not looking for a full-blown event management system, the DaizyLogik team recommended FormAssembly.

Learn more about this decision and how our team helped to empower WGHA’s team to use this new tool with confidence.

 

Supporting Local Governments with Custom Development

Posted by on in Custom Development

Our DaizyLogik team of developers and consultants have a long history of working with local government agencies to support them in upgrading their systems and evolving their technology to adjust to changing demands.

We were thrilled to support the City of Everett, Washington, as they sought to extend the Business and Occupation Tax system, a service oriented, extensible and modular system that our director of technology, Vladimir Martinov, originally led the design and development of for the City of Bellevue, Washington.

Built on the Microsoft .NET framework and powered by SQL Server, the system supports critical business processes for local city agencies and integrates with external systems via web services.

Over the years, this system has become a regional success and has been adopted by other city agencies. Seattle area cities have licensed this system from the City of Bellevue but have needed modifications to ensure the system fits their own business processes and city tax code.

Read more.

Building a Custom, Responsive, Client Intake Form in Salesforce NPSP

Posted by on in Uncategorized

For many years, Bellingham Food Bank used a legacy Access database called “The Food Bank Intake Database” to track client intake information for the 300-600 households who use their services each day they’re open. This software allowed them to collect data for analysis of the services they provided to their clients, and to produce the monthly statistical reports required by various funders.

As time passed, and as the organization upgraded their various systems, the Access database did not upgrade along with it. The staff at Bellingham Food Bank recognized the mission critical nature of the database, and began to make plans to replace the aging system once it started to crash regularly. In order to process a household every 30-60 seconds, the team needed a system they could depend on.

The Bellingham Food Bank engaged DaizyLogik to design and develop a client intake application that leverages the features of Salesforce CRM and the Nonprofit Success Pack to provide a modern and mobile user interface.

Read the case study here.

 

Updating and Automating Business Processes Through Salesforce NPSP

Posted by on in Business Processes, Case Study, Non-Profit Success Pack, Salesforce

Washington Defender Association (WDA) engaged DaizyLogik to assist with efforts to update and automate their business processes while moving to Salesforce CRM. This effort was done in concert with WDA’s initiative to redesign their outdated website and ensured a much needed integration between the two systems. WDA is a membership organization whose clients include attorneys and their staffs, all of whom expect an easy-to-use interface, a high level of access, and an equally high level of privacy to protect sensitive data.

WDA’s outdated database in Access was isolated and cumbersome to maintain. The team wanted a more flexible cloud-based solution that would give them the opportunity to integrate with the new website and enable data to flow directly into their database.

Read how the DaizyLogik team addressed this challenge.

Business Processes Change. Your Salesforce CRM Should Change With Them.

Posted by on in Business Processes, Non-Profit Success Pack, Salesforce, Strategy

Does your Salesforce CRM feel disconnected from your business processes? Do you feel like you have to use Salesforce because is telling you to, but you end up reverting to spreadsheets and sticky notes?

As Salesforce has been gaining momentum in the nonprofit community, many nonprofits adopt and implement the powerful CRM to manage their donor engagement and programs. Through our work with nonprofits at various stages in their journey with Salesforce, we have found that while their business processes may change and evolve to meet new demands, their CRM doesn’t always keep up.

Fortunately, there are a few telltale signs that indicate that an organization is using a CRM that no longer supports their business processes. If you see your staff seeking out alternatives to Salesforce, it may be time to schedule a business process review.

Read More “Business Processes Change. Your Salesforce CRM Should Change With Them.”

A Use Case for FormAssembly to Salesforce Integration – Improved Efficiencies

Posted by on in Case Study, Non-Profit Success Pack, Uncategorized

Arts Corps has been using Salesforce and the Nonprofit Success Pack (NPSP) for a number of years. On their website, they hosted three web-to-lead forms, which would automatically drop new information directly into Salesforce as Leads. For many years, our team at DaizyLogik was able to maintain a legacy solution for the mass conversion of these leads

When this legacy lead conversion tool finally stopped functioning completely in November 2017, Arts Corps knew it had to make a choice about how to move forward.

Read the full case study.

The Power of a Phased Approach: Implementing the Nonprofit Success Pack in an Existing Salesforce Instance

Posted by on in Case Study, Non-Profit Success Pack, Salesforce, StrategyLeave a comment

PATH hired DaizyLogik to help them improve user buy-in within the Global Engagement division and incorporate Salesforce as a true CRM for the department.

This case study offers insights into how the DaizyLogik team led the effort to implement the Nonprofit Success Pack (NPSP) on an existing Salesforce database for PATH by using a phased approach.

This body of work started with the output from the CRM planning phase, which we discussed in Part 1 of this Case Study (Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning). This work included over 900 user stories that were groomed and prioritized, an existing Salesforce instance with approximately 700 active users, 1.5GB of data to be migrated from DonorPerfect into NPSP, and integration with external applications such as DonorSearch and SoapBox Engage.

Recognizing the scale of this project, our team started by defining a few phases of implementation, each with its own theme and set of goals.

Read the full case study here.

Are You Recruiting a Salesforce Consultant or a Roofer?

Posted by on in Custom Development, Salesforce, Strategy

When recruiting a Salesforce CRM consultant, it’s very tempting for project managers in organizations to equate this individual with the contractors they’ve hired to do other jobs, such as installing a new roof. After all, both the Salesforce consultant and the roofer require a very specific skill set to do their jobs well, take on a certain set of risks, and probably cost more than one might originally expect.

Salesforce consultants know the feeling all too well that their bids and proposals are reviewed as if they were simply quotes for a new roof. And it sounds fair on the surface, if you believe that Salesforce consulting equals a one-off home repair project.

If you’re in the shoes of an organization evaluating a consulting proposal for your Salesforce CRM and find yourself struggling with the question of how to evaluate consultants, consider the following points.

Read More “Are You Recruiting a Salesforce Consultant or a Roofer?”

Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning

Posted by on in Case Study, Non-Profit Success Pack, Salesforce

To improve user buy-in within the Global Engagement division and incorporate Salesforce as a true CRM for the department, PATH hired DaizyLogik to help them facilitate this process.

Over the course of six months, the DaizyLogik team joined members of PATH’s GE division for over 46 discussions to define use cases and identify process-related requirements and business rules, collecting over 900 user stories. Our team provided guidance on process improvements while effectively communicating Salesforce and Nonprofit Success Pack functionality, evaluated data migration needs, and prepared an implementation plan.

This Case Study provides insights into how DaizyLogik applied our consulting and project delivery methodology to a cross-organizational, complex Salesforce and Nonprofit Success Pack implementation. It also discusses the questions and challenges faced by core members of the PATH and DaizyLogik teams during this extensive requirements collection process. We describe our approach and share some key takeaways that we hope others will find useful.

Read the case study here.