Background

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. 

For more than 125 years, Wellspring has been a source of opportunity for children and families alike through community services in four areas: mental health, family homelessness, early learning and basic needs. Each year, Wellspring Community Services helps thousands of children and families break the debilitating cycles of instability, homelessness, and adversity to achieve positive, permanent change in their lives. 

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.

Read More “Case Study: Emergency Fund Distribution with Salesforce Nonprofit Cloud Case Management”

Founded 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.

Read More “Case Study: Managing Volunteer Opportunities at Scale with Volunteers for Salesforce and WordPress”

 Background

ArtsCorps reached out to DaizyLogik for a solution that would help teaching artists manage student attendance for the classes they teach, enter timesheets, and report expenses through a self-serve portal. DaizyLogik, using Salesforce Customer Communities, built the teaching artist portal. You can read more about how this project came to life here. 

Now, we are helping ArtsCorps take their portal mobile and make their system even more efficient. The implementation of this mobile solution came in two phases. Phase one, realizing the problem, and phase two, creating the solution. 

Realizing the Problem 

In our first phase of the teaching artist portal, recording student attendance was based on the concept of a grid or spreadsheet. This allows users to view the students and their attendance on one page. 

We found that a lot of teaching artists do not use desktop computers anymore. Instead, they prefer to record attendance from their mobile devices. Even though the grid-like view was designed to be responsive and allows for the display of the most information on one desktop or laptop screen, this mode of viewing and entering data does not lend itself well to the small screens on mobile devices. 

Designing for Mobile

To address this challenge DaizyLogik went back to the drawing board on the design of the data entry screens and by building on the existing portal solution, created a mobile version of the attendance tracking page.

Read More “The Evolving End User – Salesforce Communities Goes Mobile”

The Roper Center for Public Opinion Research, located at Cornell University, is one of the world’s leading archives of social science data, specializing in data from public opinion surveys.

The Center’s mission is to collect, preserve, and disseminate public opinion data; to serve as a resource to help improve the practice of survey research; so naturally, each project the Center takes is a large undertaking with very specific parameters – this is where DaizyLogik came in. We were originally contracted by Cornell to assist in making the key processes more efficient – notably managing members who subscribe to the resources the Roper Center provides, and data providers who provide the data the Roper Center makes available [original case study, here]. They had acquired Salesforce but sought assistance getting it up and running and getting their data into the system. They were starting their implementation to Salesforce from scratch; specifically, a system to manage membership and data contributions to their system, not donors. So, we implemented data management and training for their complex organization database and member management.

Nearly two years later, the Center returned to DaizyLogik to build on the original foundation, this time focusing on automation and reporting. Our team added enhancements to their Salesforce database to support the type of reporting they were looking for, as well as implemented workflows for automating their membership business processes. For this, DaizyLogik took full advantage of Process Builders and the new enhanced Lightning reports and dashboards. Full staff training was necessary so that each department was well versed to perform day-to-day tasks such as building reports and dashboards, and changing email templates.

The theme for this iteration was to…

Read More “Member Management : Custom Build Out, Salesforce Automation and Enhancements”

Arts Corps is a nationally recognized youth arts education organization that works to address the race and income-based opportunity gap in access to arts education. Through participation in their arts integration, out-of-school arts and teen leadership programs, youth experience the transformative power of creativity and gain a deepened belief in their own capacity to learn, take risks, persist and achieve. Their programs reach over 2,500 K-12 students in South Seattle and South King County each year.

We encourage you to learn more about Arts Corps on their website.

Case Study

The Problem

ArtsCorps 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. ArtsCorps 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.

Specifically, teaching artists would collect and submit student attendance data in Excel spreadsheets, then ArtsCorps staff would upload this data to Salesforce via a custom upload tool that was built specifically to handle the organization’s Salesforce data structure. Similarly, payroll and expenses were submitted via spreadsheets, but the data was never entered into Salesforce.

This cumbersome process demanded that ArtsCorps staff commit time to vet and upload the spreadsheets teaching artists submitted. Moreover, since the payroll information continued to live in separate spreadsheets, it was not reportable in any way.

Read More “Case Study: A Teacher Portal Using Salesforce Communities”

Arts Corps is a nationally recognized youth arts education organization that works to address the race and income-based opportunity gap in access to arts education. Through participation in our arts integration, out-of-school arts and teen leadership programs, youth experience the transformative power of creativity and gain a deepened belief in their own capacity to learn, take risks, persist and achieve. Their programs reach over 2,500 K-12 students in South Seattle and South King County each year.

We encourage you to learn more about Arts Corps on their website.

The Problem

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 More “A Use Case for FormAssembly to Salesforce Integration – Improved Efficiencies”

PATH is an international nonprofit organization and the leader in global health innovation. They accelerate innovation across five platforms – vaccines, drugs, diagnostics, devices, and system and service innovations – that harness their entrepreneurial insight, scientific and public health expertise, and passion for health equity. They mobilize partners around the world and work alongside countries primarily in Africa and Asia to tackle their greatest health needs.

We encourage you to learn more about PATH’s global impact on their website.

Background

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.

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

EarthCorps is a nonprofit based in Seattle, Washington, that uses the natural classroom of The Puget Sound to teach young leaders the skills they need to address the environmental challenges facing our planet today. Every year, more than 10,000 youth, business leaders, and community members connect through EarthCorps to care for public parks and trails in the region. EarthCorps’ Mission is “to build a global community of leaders through local environmental service.”

We encourage you to learn more about EarthCorps’ impact from their website: https://www.earthcorps.org/

Background

Earlier this year, we wrote about how DaizyLogik created REST web services on Salesforce to enable EarthCorps to ensure that the data on their calendar came directly from Salesforce in real time and was mobile friendly, all while matching the look and feel of their WordPress website.

You can read more about this case study here, The Value of Web Service: Enabling a Real-Time Responsive Volunteer Event Calendar for EarthCorps.

Today, we’re excited to share information about an exciting follow up project with EarthCorps that enables their team to manage their calendar in a more hands on and visual way.

Read More “The Drag-n-Drop Calendar: Interactive, Real-Time Event Management”

THE PLAYERS

HomeKeeper is a managed package app on the Salesforce App Exchange that was built by Grounded Solutions Network, and that standardizes the way affordable housing programs track data, measure outcomes, and implement effective property and homeowner stewardship practices. Participating HomeKeeper organizations seamlessly share social impact data with the HomeKeeper National Data Hub, where data is aggregated and shared across the sector.

Grounded Solutions Network is a national nonprofit membership organization that brings together an extensive network of partners and member practitioners from local communities, all of whom have a deep understanding of best practices in community land trusts, shared equity housing, local housing policies such as inclusionary housing, and more. They promote housing solutions that will stay affordable for generations, so communities can continue to stabilize and strengthen their foundations.

DaizyLogik is a certified Salesforce Partner that works with nonprofits and social enterprises to help them build customized streamlined, easy-to-use Salesforce systems to effectively track their impact and engage with donors, clients, and beneficiaries.

SoPact  is a certified Salesforce Partner that works with mission-driven organizations to manage their social impact framework through innovative technology.

Read More “HomeKeeper 2.0 – Building the Future of HUD Reporting in Salesforce”

The Roper Center for Public Opinion Research, located at Cornell University, is one of the world’s leading archives of social science data, specializing in data from public opinion surveys. The Center’s mission is to collect, preserve, and disseminate public opinion data; to serve as a resource to help improve the practice of survey research; and to broaden the understanding of public opinion through the use of survey data in the United States and abroad. Founded in 1947, the Roper Center holds data ranging from the 1930s, when survey research was in its infancy, to the present. Its collection now includes over 22,000 datasets and adds hundreds more each year. In total, the archive contains responses from millions of individuals on a vast range of topics. (Source: http://ropercenter.cornell.edu/about-the-center/)

Case Study

When they came to DaizyLogik, the Roper Center was manually managing data distributed across several different systems and/or in the heads of members of the team. They had acquired Salesforce but sought assistance getting it up and running and getting their data into the system. They were starting their implementation to Salesforce from scratch. Since they wanted a system to manage membership and data contributions to their system, not donors, they decided not to use the Non-Profit Success Pack.

DaizyLogik worked with them to understand the key processes they were hoping to make more efficient – notably managing members who subscribe to the resources the Roper Center provides, and data providers who provide the data the Roper Center makes available. While neither involve large volumes of data, they do have some complex relationships and require management and updates in a timely fashion.

Read More “Managing Complex Relationships for The Roper Center For Public Opinion Research”

Founded on the core belief that on-the-ground activism is the bedrock on which respect for human rights is built, the Fund for Global Human Rights started with the simple but pioneering approach of directing financial resources to locally-rooted rights groups with transformative potential. Since 2002, the Fund has made over $69 million in grants and facilitated hundreds of hours of capacity building to over 550 human rights organizations in Asia, Africa and Latin America. This support has helped to fuel the development of effective national actors and movements that have increasingly come to be seen as nimble, influential challengers holding governments and other powerful actors to account.

Just in 2015, organizations the Fund supports:

• Successfully advocated for the passage of a law prohibiting child marriage in Pakistan
• Persuaded hospitals in Sierra Leone to provide treatment for victims of sexual violence during the Ebola crisis
• Trained Liberian police on LGBTI rights, leading them to establish a hotline for LGBTI people to call in case of attack
• Pushed Tunisia to establish a commission to investigate the cases of 1,500 migrants disappeared at sea
• Prevented a budget cut to India’s National Rural Employment Guarantee Act which guarantees rural laborers a minimum of 100 days of work per year
• Forced the Honduran Supreme Court to overturn the conviction of an activist imprisoned for political reasons

Case Study

The Fund for Global Human Rights relies on Salesforce to track and manage grants and individual donations. In addition to some general cleanup, the Fund engaged DaizyLogik to address two particular challenges that were preventing them from getting the most out of Salesforce.

Read More “Improved Donation Tracking for the Fund for Global Human Rights”

PATH is an international nonprofit organization and the leader in global health innovation. They accelerate innovation across five platforms – vaccines, drugs, diagnostics, devices, and system and service innovations – that harness their entrepreneurial insight, scientific and public health expertise, and passion for health equity. They mobilize partners around the world and work alongside countries primarily in Africa and Asia to tackle their greatest health needs.

We encourage you to learn more about PATH’s global impact on their website.

Background

PATH has grown substantially over the past decade, more than tripling their operating budget to more than $300M in 2016. About 97% of their funding comes from foundation and government sources, with relationships managed by the 25 person Philanthropic Development department of the Global Engagement (GE) division at PATH. This team has been using DonorPerfectOnline (DPO) since 2009, in combination with Cvent for event management, but began the process of converting its legacy awards tracking system to Salesforce in 2010. Team members continue to use systems such as Cvent and Campaign Monitor, but these systems are not yet integrated into Salesforce.

Teams at PATH, including some teams within the Global Engagement division, have increasingly used Salesforce to manage compliance and realize business efficiencies over the past few years, but without much consistency.

The goal of this project is to streamline the use of Salesforce as a true CRM across the Global Engagement division at PATH, and eventually across all of PATH, utilizing shared business processes wherever possible. Through this effort, PATH seeks to provide the framework for cross-department collaboration on complex fundraising proposals and relationship management.

Read More “Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning”