Blog

Process Improvements with Custom Development and Integration

rentonOur DaizyLogik team has 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 Renton, Washington, as they sought to adopt and customize the Business and Occupation Tax system, a service oriented, extensible and modular system 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.

The goals of this project were: to implement and customize the Business and Occupation Tax software package in accordance to the City of Renton’s specific requirements and tax rules, integrate it with FileLocal’s web-based tax filing portal and the city’s GIS system.

Read More about how this project contributed to the digital transformation of a local agency.

Building A Teacher Portal Using Salesforce Communities for ArtsCorps

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.

Partnership, Agility, Documentation: Keys to a Long Term Solution

Beginning in early 2017, DaizyLogik partnered with Saasinct to help the Fund for Global Human Rights make a significant upgrade to their technology toolkit, including a move to Salesforce Lightning and migrating from Salsa to Engaging Networks to manage donations and email marketing, which required both meticulous data quality management and the development of a new bi-directional sync with Salesforce.

Multiple teams, requirements that evolved as we dug deeper and learned together, and a client whose priorities changed over time as they responded to rapid changes in their field and the world at large. These are everyday realities for most technology solution scenarios in today’s complex world. We found that combining the Agile Method, transparent project management that kept the client in the driver’s seat, light documentation targeted to future users, and a truly collaborative partnership in which each party could speak freely and respectfully push the others’ boundaries was a recipe for success.
Read the case study here.

A Case Study for using FormAssembly to Manage Ticket Sales

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.

 

Addressing Salesforce CRM Storage Limitations – A Document-Oriented Database Inspired Approach

Most organizations start out with 1GB of storage for Salesforce CRM. This can be a challenge especially for nonprofits who would like to collect a lot of data needed to report to their funders,  collect program data or consolidate multiple aspects of their business data into Salesforce. Over time the data fills up the allotted storage and puts organizations into a bind to either purge data or purchase more storage.

Over the years we have explored different solutions that can be used as preventive measures and limit the storage used. The traditional approach is to either export and archive or aggregate and purge older records. The drawback with these solutions is that you can no longer see the details of the historical data in Salesforce.

Below we describe a different preventive approach inspired from document-oriented databases that allows organizations to keep their data and not run the risk of running out of storage.

Supporting Local Governments with 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

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

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.

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.

Share your Salesforce Data with Your Constituents

At DaizyLogik we always strive to serve our clients through a thoughtful approach in which we take the coolest solutions we develop and make then widely available to as many organizations as possible. Nonprofits work hard to make the world a better place, and they deserve to have access to these solutions in a streamlined and cost effective way. So when our consultants see patterns emerge from client requests, our team of developers transform these ideas into useful products and services. We share a few examples here.

The Salesforce Data Story

Over the years, we’ve found that many organizations want to publicly share some of the important data they collect in Salesforce on their website. The most common ways to do this come with their own set of challenges:

  • Exporting a snapshot of the data from Salesforce, and hard-coding it in the website. This requires manual process and results in static website content.
  • Exposing Visualforce pages through sites requires custom Salesforce development which can be expensive and difficult for web developers to style in a public website.
  • Using Salesforce Communities which comes with a steep price tag.

We knew there had to be a more streamlined way to make this work. Our team wanted solutions that would not require us to reinvent the wheel every time a client asks, that does not clutter Salesforce with custom code, and that can scale to benefit multiple clients. So we built them!