DaizyLogik

Trusted Salesforce Partner for your mission-driven organization.

Category: Salesforce.org

Emergency Fund Distribution with Salesforce Nonprofit Cloud Case Management

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

Wellspring Family Services is a nonprofit, multi-service agency serving low-income and vulnerable individuals, children and families in the Seattle area. Its mission is to end the cycle of family homelessness in the metropolitan area, and ensure that every child has a safe and stable home. 

At the height of the COVID-19 crisis, Wellspring Family Services was selected by the City of Seattle to administer the distribution of a $2.17M fund targeted to aid the city’s hospitality workers who lost their jobs or income due to the pandemic. The organization was tasked with quickly bringing online an end-to-end system that was equipped to: collect applications in multiple languages, track information in a meaningful way, support the selection process of eligible applicants, and facilitate the disbursement of funds.

Wellspring Family Services reached out to DaizyLogik to help them design and implement this digital system for their needs by leveraging Salesforce CRM and the Nonprofit Cloud Case Management module.

Together, we got the $2M into the hands of people that needed it. A success from every angle – from the City of Seattle, our team, DaizyLogik’s completion, and the lives it touched.

Peter Schultz COO, Wellspring Family Services

Agility and Forward Looking Design

For this project, Wellspring and DaizyLogik selected FormAssembly to build out the data collection portion of the project. This allowed the DaizyLogik team to build out data collection forms in 10 different languages in order to support the diverse Seattle community and reduce the language barrier for potential applicants. By using the e-signature feature built into FormAssembly, the team was able to provide an additional layer of validating eligible applicants and meet the requirements set forward by the City of Seattle. 

Leveraging their expertise in both Salesforce CRM and in supporting human services organizations, DaizyLogik was able to quickly deploy and configure the Case Management module for Salesforce CRM. Our team designed additional structures needed to support the immediate needs of the hospitality program data collection with an eye for the future, taking into consideration the needs of other programs that Wellspring is currently managing or plans to manage moving forward. Using the Salesforce connector for FormAssembly, the applicant data was funneled directly into the Case Management system allowing the team to perform in-depth data analysis after the initial application process, in order to drive the funds disbursement process.

In order to ensure compliance with the funding guidelines established by the City of Seattle and fairly disburse the funds to applicants in need, the data collected had to be further scrubbed before being used for decision making. Using one of the address verification services built into the Nonprofit Success Pack, as well as a third party deduplication tool (Demand Tools), DaizyLogik helped Wellspring ensure the applicant data was accurate.

Read the entire case study and Q&A with Wellspring Family Services COO, Peter Schultz.

Based on the timeline – I needed someone who knew the questions that were necessary to ask. With limited staff: there was a lot that was self led by DaizyLogik, whose team fulfilled answers to questions that I didn’t even have to ask, and met at odd hours during a truly unrealistic timeline – they were very accommodating.

Peter Schultz COO, Wellspring Family Services

Farewell NPower Template, Welcome Nonprofit Success Pack

Posted by on in Case Study, Non-Profit Success Pack, Salesforce.org, Upgrade to NPSP

A Walk Down Memory Lane

Back in 2011, DaizyLogik co-founder, Nineta Martinov was hired to work as a Salesforce consultant with NPower Seattle where she became familiar with the NPower Template for Salesforce. The origins of the NPower Template can be traced back to 2006 and to countless collaborations with nonprofits and talented, passionate individuals who contributed ideas and code to build a common template that nonprofits can leverage to make the most of their Salesforce CRM. Around the same time, emerged [what was then called] the Nonprofit Starter Pack brought to life by the Salesforce Foundation, now known as the Nonprofit Success Pack (NPSP).

Fast forward to 2020, DaizyLogik had the opportunity to transition probably one of the last remaining NPower Template Salesforce instances to the latest version of Nonprofit Success Pack. “This project has been somewhat emotional to me,” said Nineta Martinov. “As I got to unravel and unplug the pieces of the NPower Template and move data into the NPSP, it’s been an illuminating experience as to how much things have changed in these nine years, yet how much they stayed the same.”

In Keeping with The Times

DaizyLogik frequently helps their clients adopt the latest advancements in the Salesforce nonprofit technology, as it did with School’s Out Washington (SOWA), a nonprofit organization that provides services and guidance for organizations to ensure all young people have safe places to learn and grow when not in school. The organization has been successfully using Salesforce with the NPower Template since around 2011. As part of the organization’s  initiative to revamp its digital assets, SOWA decided to modernize its CRM by moving to Salesforce’s Nonprofit Success Pack and switching to the Lightning experience. In this post we illustrate the first part of this effort, namely the journey to NPSP.

Smooth Transitions

At DaizyLogik we always approach transition projects with deliberate care and diligent planning. Using a full sandbox we tested the upgrade to NPSP and planned out the data conversion down to the smallest detail. School’s Out Washington had many customizations and integrations which had to be preserved or upgraded to work with the NPSP. DaizyLogik worked to surgically update code and structures so that NPower Template pieces could be safely removed from the system. 

One takeaway from this project has been the striking similarities between the NPower Template and the NPSP. We found that most fields and structures transferred very easily and many of the template’s settings can now be found in the NPSP Settings. One aspect of the NPower Template that we knew SOWA wanted to preserve is the NPower Lead Converter which allows staff to mass convert leads which are coming into the system from various integrations; a function that had proven very successful for them. DaizyLogik was able to update the code of the mass lead converter to work with the account model in NPSP, therefore minimizing any disruption to the processes that staff was accustomed to.

Onwards

Now that SOWA and DaizyLogik have successfully completed the transition to NPSP, staff can look forward to leveraging the additional functionality in NPSP and benefiting from the ongoing updates and improvements that NPSP continues to make available. The organization is already excited about the opportunity to leverage the Enhanced Recurring Donations feature that will allow staff to more easily track and manage recurring gifts from donors over extended periods of time.

In Their Words

We asked School’s Out Washington to reflect on our work on this project and here is what they had to say: “What I love most about working with Nineta and DaizyLogik is their ability to explain technical aspects of Salesforce to those who are not as well versed in it. Nineta is also very transparent and upfront about costs and risk, and is committed to weighing those out with you so that your organization gets as much value from the finished product as possible. The entire process was very organized (Basecamp and Google Docs for project management) and Nineta is very flexible on response times depending on your availability. I can always trust her in our work together.” – Shirley Lu, Salesforce Administrator and Technical Project Manager

Managing Volunteer Opportunities at Scale with Volunteers for Salesforce and WordPress

Posted by on in Apex Code, Custom Development, Salesforce, Salesforce.org, Volunteers for Salesforce, Web Services

SHFB_Primary_Logo_RGB@2x-8Founded in 1974, Second Harvest Food Bank of Silicon Valley is one of the largest food banks in the nation, providing food to more than a quarter of a million people in Santa Clara and San Mateo counties every month – that is roughly 1-in-10 people across the region.

The organization distributes more fresh produce than almost any other food bank in the country, through a network of 310 nonprofit partners at 1,000 sites.

Technology is a crucial component for Second Harvest to be able to fulfill its mission – from tracking warehouse inventory and managing distribution activities, to allowing partner agencies to order online, and routing delivery to distribution sites at specific times.

Read more about the work DaizyLogik and Metric Media did to implement and re-launch the Second Harvest volunteer calendars using Volunteers for Salesforce and WordPress, to fulfill the food bank’s need to, “meet people where they are,” as described by Second Harvest Director of Information Technology, Elizabeth Whamond.

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Salesforce CRM, the ‘PATH’ to Global Engagement

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

For many nonprofits fundraising is not just a means of raising critical funds, but also a way to promote the message and goals of a charity. Given enough time and capital, a charity has the potential to go global with engagement, ensuring the organization can continue support its cause; for example, funding research. What can get in the way of potential lifechanging funding? Operations that aren’t consistently streamlined. This is where Salesforce can be a powerful tool in constituent management; with more importantly, the right training.

Salesforce has earned its place as one of the most comprehensive CRM software options on the market. A popular solution for for-profit businesses, many nonprofits tend to fall into the belief that because of their specific needs, it may not be the right fit – fortunately, that’s not true! Salesforce.org Nonprofit Cloud is the only complete platform for nonprofits. It’s the only platform that gives you a 360-degree view of an organization’s mission, and is the only platform built with a community of over 30,000 trailblazers. Its program allows users to deepen constituent relationships, deliver better programs, and accelerate its transformation into a connected nonprofit. A great example of its possibilities was established by DaizyLogik client, PATH, and case study: Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning; specifically with client lead, Catherine Endicott. Catherine came into the project with no prior Salesforce CRM experience, but as an experienced fundraising professional. Our team worked alongside her and the PATH team throughout the project to drive the migration of the organization fundraising data and processes from Donor Perfect Online to Salesforce CRM.

Now, two years later, Catherine has not only grown more confident in her use of Salesforce CRM but, has started helping others in the community by sharing some of the practices that our team helped put in place at PATH. Don’t just take our word for it though, please allow Catherine to explain herself in our recent customer review, below.

Read More “Salesforce CRM, the ‘PATH’ to Global Engagement”

Where Is The Project? – Salesforce CRM For The Long Haul

Posted by on in Automation, Business Processes, Custom Development, Salesforce, Salesforce.org, Strategy, Uncategorized

Whether you are a nonprofit Salesforce CRM administrator struggling with the decision of when and how to bring in a Salesforce consultant to help your team overcome the complexities of the CRM or you are a consultant evaluating a Salesforce CRM engagement, you have probably given a lot of thought to what makes your work a project.

In the world of Salesforce CRM consulting it’s often expected and required to define and secure projects, work on projects, talk about projects and be rated and evaluated on the success of projects.

But what about the other work we do with our clients that falls outside the box of a “project”? This blog is about shining a spotlight on the non-project work we do day in and day out in partnership with our clients.  

Read More “Where Is The Project? – Salesforce CRM For The Long Haul”

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.