Escolar Documentos
Profissional Documentos
Cultura Documentos
Information system
November 2015
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Pascal Vallet Director of Academic Technology with the collaboration of the Academic Technology Team
Supporting Documents
AT Department
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Contact
Links to Salesforce Success Stories
Information about Salesforce Cloud Event New York November, 18 2015
Presentation AT Department November, 12 2015
Exponent Success Stories
Exponent Salesforce Planning Engagement Overview
Exponent Example Planning Engagement Summary
Exponent Preliminary Solution Description & Cost Estimate
FinancialForce: documentation specific to Accounting
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page 77
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1. Contact:
Salesforce : Julie Wiseman
Account Executive, Nonprofit Organizations | Salesforce.com Foundation
jwiseman@salesforce.com | office (703) 470-0503 | mobile (703) 244-5434
Exponent Partner : Kristi Phillips
Account Manager | Exponent Partners
kristi@exponentpartners.com | w 1-(800) 918-2917 Ext. 159 or 347-514-9155
2. Salesforce Success Stories:
Teach for America
United Nations
University of Southern California
Cornell University
George Mason University
3. Information about Salesforce Cloud Event New York November, 18 2015:
When? November, 18 2015 from 8am to 6pm
Where? Davits Convention Center
Register online
Agenda:
8:00 a.m. - 6:00 p.m : Registration & Customer Success Expo
8:30 a.m. - 9:10 a.m.: Breakout sessions
9:45 a.m. - 10:00 a.m. : Pre-show with Peter Coffee, VP of Strategic Research at Salesforce
10:00 a.m. - 11:30 a.m.: Keynote with Keith Block, Vice Chairman and President, Salesforce,
and special guest speakers
11:30 a.m. - 1:00 p.m.: Lunch in Customer Success Expo
1:00 p.m. - 4:40 p.m.: Breakout sessions**
4:40 p.m. - 6:00 p.m.: Networking reception in the Customer Success Expo
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Success Story
KIPP
KIPP (Knowledge is Power Program) is a national network of free, open-enrollment, college preparatory public schools with a
track record of preparing students in underserved communities for success in college and in life. There are currently 162 KIPP
schools in 20 states and the District of Columbia serving more than 58,000 students.
Challenges
Low Adoption of Existing System
A clunky homegrown system that was difficult to customize prompted staff to track data
using other tools, including spreadsheets.
Inability To Report On Data
Disparate data housed in multiple places made it difficult and time-consuming to produce
reports.
Visibility Into Outcomes Was Limited
Due to data silos across the organization, management had limited visibility into the results
of schools, students and alumni, making it difficult to track the extent to which KIPP and the
KIPP Through College (KTC) Program were achieving their mission.
Homegrown System Was Not Scalable
The fast-growing organization needed to house data from schools nationwide in a single
system to enable analysis of individual or aggregate numbers and make informed decisions.
Solution
KIPP selected Exponent Partners because of the companys impressive track record helping
similar nonprofit organizations in the education sector. Given a limited timeframe in which
to build a sophisticated solution on Salesforce, Exponent Partners designed a system
that met the immediate needs of KIPP New York City, and that offered the flexibility to scale
across KIPP schools nationwide.
After the kickoff phase in July, discovery and design was completed in August, and the first
and second phases were built and rolled out in September and October, respectively. With
a view toward ensuring KIPPs self-sufficiency in the future, Exponent Partners completed
extensive custom development that focused on user interface and usability, and also
automated several complex processes which involved numerous data points from student
records.
Results
Highlights
Improved ability to track
performance and outcomes
Increased visibility into student and
alumni data
Created a solution ready for rollout to KIPP schools nationwide
Achieved 100% adoption among
users in first pilot site
Increased Visibility
All data is centralized in one location and student records are now assigned a status (i.e.,
green, yellow, or red) based on information that is aggregated from numerous data points in
Salesforce.
Improved Ability to Track Performance and Outcomes
Data is easily accessible, yet the confidentiality of student records at individual schools
is protected. Rolled-up data is driving more meaningful and actionable insights that help
the organization pursue continuous improvement through optimized program design and
delivery.
Achieved 100 Percent Buy-In
KIPP has achieved high adoption rates from staff in departments organization-wide.
Created the Infrastructure to Scale
Investing in a solution that could ultimately power the schools needs across the country will
enable rapid rollout of the application nationwide over the next few years.
2014 Exponent Partners. Salesforce, Salesforce.com, and the Salesforce.com Foundation are trademarks
of salesforce.com, inc. and are used here with permission.
www.exponentpartners.com 800.918.2917
Success Story
OneGoal
OneGoal identifies, trains, and supports our nations most effective teachers to lead underperforming high school students to
reach their full potential and graduate from college.
Challenges
Data Housed In Dozens Of Spreadsheets
Important student data was stored in Google Docs, but these spreadsheets werent
connected. Without an ability to analyze historical data easily, mistakes were being
repeated, rather than corrected. Scalability was also a concern because, at that time,
OneGoal had 10 staff supporting 60 teachers, and was experiencing rapid growth.
Highlights
Inefficient Communications
OneGoals Program Staff spent too much time on one-off email communications with
Program Directors, since they did not have a single place to go to enter information about
their students. This inefficiency pulled Program Staff away from strategic work.
Solution
OneGoals decision to use Salesforce for its student data warehouse was driven by the
organizations overarching goal of having a central database to capture more data points.
Salesforce could provide the structure we needed to communicate with our Program Staff
and Program Directors in one place, while giving us the flexibility to change as our program
model evolves and we need to collect different and new data, explained Topher. We
chose Exponent Partners because we wanted to work with people who really understood
our work and challenges, and had deep expertise in Salesforce. We wanted a partner that
would be an extension of our team.
Results
Single Database Has Allowed For Informed Decision-Making
With all data in a central location, we now have better and more information to support
our model, said Topher. Improved insight into our data forced us to have the right
conversations internally, and refocuses our work. OneGoal is also able to track and
communicate, historically, the impact the organization has had, and use this data to better
predict current and future outcomes.
www.exponentpartners.com 800.918.2917
Success Story
Challenges
Manual Application Management
Amigos De Las Amricas (Amigos) sends youth volunteers to Latin America to lead valuable
service projects. Accepting applications and ensuring that volunteers have everything in
place to make their trips a success required a huge amount of document intake. Their small
staff was overburdened with this processing.
After acceptance, staff also needed to process other volunteer docs: health forms, passport
information, and more. It could be difficult for volunteers to track the status of their own
documents as well.
Fragmented Organizational Knowledge
Staff is spread across the world: in Texas, on U.S. high school and college campuses (in
chapter networks of volunteers who recruit students), and in Latin America. Because of
this distribution, it was difficult to preserve institutional knowledge and centralize Amigos
information. Useful details about programs, volunteers and alumni might only be in Word or
Excel documents, or not written down.
Slow Donation Processing
Amigos system for donor management did not integrate with credit payments nor with
other aspects of Amigos data management. The result was significant manual data entry
by staff for payments and other records, siloing of information, and delays of donor receipts.
Solution
Exponent Partners implemented a volunteer and alumni management system on the
Salesforce.com platform for Amigos. Other features include volunteer portal integration
with customized dashboards, EchoSign, and Click & Pledge to expedite donation
processing.
Results
Seamless Application Process For Volunteers and Staff
Data entry for volunteer paperwork is now automated: volunteers submit their applications
online and the information is sent directly into the system. EchoSign allows travel and other
documents requiring signatures to be processed online as well.
Volunteers now each have unique portal access: a dashboard giving them an at-a-glance
view of the submission status of all required documents, and a place to upload them. With
the systems flexible privacy settings, volunteers only see information they need to see.
Highlights
Increased staff capacity leading to
program expansion
Developed volunteer portal with
at-a-glance view of all application
and travel documents needed
Enabled efficient application and
donation management
Provided a central, accessible
program management system
www.exponentpartners.com 800.918.2917
Challenges:
Lack of Integration between Databases: Two existing custom-built systems, one for recruiting,
receiving, and processing applications, and another for tracking principal/school performance,
were cumbersome and not integrated.
Inflexible and Inaccurate Reporting: Reporting was static, unreliable, and time-consuming.
Senior staff spent two to six hours exporting and preparing data for analysis weekly. Presentation of data made it difficult to make informed strategic recruitment and admissions decisions
based on past performance.
Weve leapfrogged
many other nonprofits
that are spending many
more dollars on IT
infrastructure.
Its phenomenal.
James Truong,
Executive Director, Operations
& Business Systems,
NLNS
Costly Maintenance Fees: With no in-house development expertise, any change to existing
systems was outsourced. Annual maintenance fees totaled a small fortune.
Complex Systems: Current systems were not user friendly, making it difficult to evaluate and
move applicants through the admissions process.
Solution:
In only two months, Exponent Partners built a custom recruiting, admissions, and administration
application for NLNS on the Force.com platform. The turn-key project included discovery, business process workflow analysis and design, systems development, data migration, and launch. Two
legacy Java/MS SQL Server custom web applications were replaced in record time.
Exponent Partners also designed and delivered an innovative online application intake solution
using Salesforce portal and Visualforce technologies. Over the course of the project, NLNS capacity expanded to the point where the organization fully supports its new world-class application
infrastructure.
Results:
Cost Savings: System maintenance fee savings paid for the new system within the first few
months of implementation and will save NLNS thousands of dollars annually.
Professional Interface for End-Users: From a marketing perspective, the Visualforce-based
application interface on NLNS website presents a highly professional public face that helps
drive recruitment efforts.
Productivity Improvements: Recruiting, receiving, and processing applications along with tracking principal/school performance are now fully integrated, making Salesforce.com the onestop-shopping system that dramatically improved the national admissions teams productivity.
Dynamic Reporting: Static reports that used to take hours to create are now generated
dynamically in minutes, and provide much greater detail which helps staff to make strategic
recruiting decisions.
info@exponentpartners.com
800.918.2917
2009 Exponent Partners
www.exponentpartners.com
Exponent Partners:
Salesforce Planning Engagement Overview
November, 2015
EXPONENT PARTNERS
Flexible Scope
Benefit #3
Your Solution
Your Need
Our Solution
Assumptions
We assume this
engagement will be
conducted prior to any
configuration within
Salesforce.
Estimated Cost
40-50 hours
$7,400-$9,250
*The duration of a 50
hour engagement is 4-6
weeks.
Assign your key contact, including a Project Manager and/or System Administrator
Share any related documentation with Exponent Partners (i.e. current trackers,
goals/vision, current challenges, etc.)
Next Steps
1
We sign contracts
The purpose of this document is to provide an example of what a planning engagement summary could
look like for your organization. Other documents such as high level requirements, solution diagrams and
detailed cost estimates are also provided through this engagement and stored outside of this document.
Please note that the sequencing, cost and duration are examples and not reflective of our understanding
of your requirements at this time.
May 1 - June 30
July 1 - Sept 30
July 1 - Oct 31
Oct 1 - Jan 31
Feb 1 - March 31
Phase 1:
Phase 2:
Phase 3:
Phase 4:
Phase 5:
Basic CRM
Program
application
Summer school
management
Fundraising/
development
High school
placement
Volunteer
management
College
admissions
Online donations
Document merge
School year
attendance
tracking
Workshop and
event
management
Grade tracking
Student
accountability/risk
management
College
persistence data
Mass email
Document merge
for program
management
Mentor and
teacher fellow
tracking
Gmail for
Salesforce
Standardized test
score tracking
If time: SMS
Exponent Scrum
Engagement Approach
Phase
Estimated
Hours
132-209 hrs
187-231 hrs
116-132 hrs
149-193 hrs
172-232 hrs
Estimated Cost
$24,156-$38,073
$34,185-$42,257
$21,460-$24,420
$26,355-$34,047
$31,477-$42,326
Exponent recommends implementing the following features that require custom code development. These are
either low-hanging fruit or high value to end users.
Req
Number
Phase
Description
Estimated
Effort
Non-code Alternative
R23,
R37, R89
1, 4
11 hrs
R72
22 hrs
R74
5 hrs
The following customizations may not be necessary, at least for initial launch; therefore, your organization may
choose to defer or de-prioritize this work.
Req
Number
Phase
Description
Estimated
Effort
Non-code Alternative
R15
11 hrs
R90
16 hrs
R97
11 hrs
R127
5 - 8 hrs
14
15
Our Project Manager will conduct weekly status meetings with your
Project Manager and other designated team leaders. The weekly
status report and meeting results will be documented. The standing
agenda for the weekly status meeting is: Project Scope, Project
Schedule, Project Budget, and Project Issues/Risks.
18
Class scheduling
Grades
Requirement Notes
Teachers track daily
attendance for students
for each class.
Solution Hypothesis
Custom built solution requiring user
interface enhancements through Skuid
and/or Visualforce and Apex. Create
community for teachers to enter and access
information. May build through Salesforce
Employee Community or Unity Community
Package product based on requirements.
QA/testing, deployment, project
documentation, data migration & project
management.
Custom built solution requiring Visualforce
and Apex triggers.
QA/testing, deployment, project
documentation, data migration & project
management.
Custom built solution requiring user
interface enhancements through Skuid
and/or Visualforce and Apex. Create
community for teachers to enter and access
information. May build through Salesforce
Employee Community or Unity Community
Package product based on requirements.
(same Community as above)
Integrate document merge solution such as
Conga Composer or Drawloop to generate
custom report cards.
QA/testing, deployment, project
Admissions/
selection
Fundraising/
Advancement
Finance
Aftercare Program
Application collection
from students/families
Admissions and selection
management
Budget
Purchasing
Expense management
Vendor tracking
Payroll
Student/program
enrollment
Payment collection
Registration
Attendance tracking
Based on our experience building comparable solutions for more than 400 clients and 1,000
projects, we estimate that the cost of solution implementation for the project described above is
$350,000-$450,000.
Through the planning engagement (and possible product selection) we are able to greatly
refine this estimate through more requirements gathering and additional conversations with
your team. This refinement could lead to a significant cost savings for your school. Also,
Exponent Partners invoices clients based on time and materials used. Clients only pay for the
time used by consultants and are not charged for any unused hours.
FinancialForce Accounting
The #1 Accounting App on the Salesforce Platform
FinancialForce Accounting is a simple, yet powerful, accounting application that
is straightforward to learn, easy to implement and trouble-free to maintain. It is the
perfect complement to Salesforce CRM, helping you to bring back office data to
the front, eliminating data silos, and allowing companies to align sales, service and
finance on a single cloud platform. Accounting processes will get more efficient,
period closes will get shorter, and financial reporting sharper than ever.
Quickbooks to FinancialForce
Accounting and have never looked
back. We can now see up to date
financial data at the push of a
button and our pay cycle is much
quicker.
Scott Travasos
CFO, Blue Shield of California
Foundation
Billing
t
t
t
t
About Us
FinancialForce.com is the #1 developer of back office business applications on the Salesforce Platform. Our award-winning apps - accounting, billing and professional services automation - are built around
your customers, unlike ERP systems of the past. Our outside-in approach allows you to eliminate barriers and inefficiencies between the front and back office to cohesively improve customer visibility and
satisfaction, and pursue a customer-centric strategy to profitable growth. Founded in 2009, FinancialForce.com is backed by two of the biggest and best players in the business, UNIT4 and salesforce.com.
To find out more about FinancialForce solutions, please contact us at:
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