A N D R E A G R E E N , J U A N V E G A , D A N O G N I S S A N T I , C H R I S H U F F , C H R I S C I F E L L I , T I M J O Y C E , K R I S T E N B E N E D U C E

Tracking Data in Excel…

Tracking Data in a Cloud Database…

What it’s like…

What it’s like…

Getting to work like this… Getting to work like this…

-Slow-Unwieldy-Stops to eat grass (amongst other things)-Has the ability to catapult you off-Responds only to the name Rex-The only ways to spruce it up are by giving it a mullet or sharpening sanding its horns daily

-Reaches speeds greater than 30mph -Can be parallel parked in the same spot as the motorcycle taking up an entire fudgin’ space -Can carry multiple passengers at once -Extra trunk space -Has safety airbags-Cost efficient-Can be suped-up with chrome monster wheels, fire-y decals, and a convertible top.

What it’s like…

Drinking in NYC, on a budget…

Drinking in Germany, even if on a budget…

Better QualityGreater QuantityCost Efficiency

Bottom Line: More for your $$

FEATURES & SOLUTION IN SALESFORCEBenefits:

IDC believes that the rise of Cloud computing has the potential to be among the most transformative developments in the world of information technology in the last 20 years.

Lower cost. Reduces TCO (Total Cost of Ownership) Reduce MS Office Suite licenses Reduce time spent maintaining Excel sheets SalesForce.org is free!

Higher quality.

Users of the custom applications built on the Force.com platform reduce Annual Downtime

Reduce maintenance time Reduce time to produce mailings Reduce time to producing reports

Better performanc

e.

The combination of the first two benefits contribute to better business performance and generate additional annual revenue

More contacts and mail = more dentations Ability to manage simultaneous campaigns

Accelerated pace of

innovation.

Force.com changed the process of custom application development so much that companies tripled their output of custom applications and doubled annual enhancements

SVH has foundation to produce more reports and automated features: - Lead generation from current contacts - Automated campaigns, reminders, thank you's - Incorporate Adoption Data

Instant browser-

based access

to very high-quality compute resources, storage resources, application logic, and development and deployment environments

Access -Multiple users, simultaneously, anywhere Application Logic -Relationships amongst data -Automated processes Development -SalesForce add-on resources -Tools to create more custom features

SOLUTIONS IN SALESFORCE

After holding two conference calls with the client…

Solutions for SVH:“Cloud” Database Track DonorsTrack Donations, including type and valueTrack Event and Campaign ProgressCreate Automated ReportsEmail Merge Provide structural foundation for future automated procedures, email and electronic campaigns should SVH decide to expand with SalesForce.org

OBJECTIVES

Goals for SVH: Reduce time spent tracking and soliciting donations Increase annual donations Reduce overhead costs Allow simultaneous access

Under Commit, Over Deliver.

SCOPE

Training: Provide 10 hours of onsite training before December 3rd.Client will, at minimum, be able to input data, runs a report, exports data.

Maintenance: Provided by Villanova team during duration of projectProvided by Salesforce after December 7th, and future Villanovans at clients

discretion.

Under Commit, Over Deliver.

SCOPE CONTINUED…

Budget: $0. Priceless. SVH team has option to buy extra licenses and support beyond 10 free

licenses.

Under Commit, Over Deliver.

1st MILESTONE!

PROJECT PLAN

SYSTEM DIAGRAM

Internet

St. VincentsSalesforce/Villanova University Project

Donation

Donor

Event

Salesforce

· Mail merge· Sort by category· Print Label· Print individualized

letters

St. Vincent User(s)

St. Vincent Network

DonationsDB

User Queries Database for Letter/Repor

t

UserEnters

Donation Amount/Type

Into System

Donation Made

Thank You Letter Sent to Donor

Data Flow Diagram

Donor in

Database?

Is the Donor a Compan

y?

Page 3 Page 2

NN

Y Y

DonationsDB

Name,Address,

Phone, etc. Entered in

by User

Adding Single Donor Flow Chart

Part of Compan

y?

Company

Matching

Donation?

Page 2

Attach to Non-Affiliated Company

Record

Does Compa

nyExist?

Page 3

Y

Y

Y

N

N

N

DonationsDB

Company Name,

Address, Phone, etc. Entered in

by User

Adding Company Donor Flow Chart

Other Donor

Members?

Company

MatchingDonation

?

Page 3

YY

N

N

ERD ENTITY – RELATIONSHIP - DIAGRAM

SOLUTIONS IN SALESFORCE

After holding two conference calls with the client…

Solutions for SVH:“Cloud” Database Track DonorsTrack Donations, including type and valueTrack Event and Campaign ProgressCreate Automated ReportsEmail Merge Provide structural foundation for future automated procedures, email and electronic campaigns should SVH decide to expand with SalesForce.org

SYSTEM TESTS

Test 1: Calendar Test 2: Contact CreationTest 3: Create HouseholdTest 4: View Organizations and Related DataTest 5: Add/View Donations

Test 7: Dashboard ViewsTest 6: Test Report Views

Test 8: Create FoldersTest 9: Create Recurring Donation & PledgeTest 10: Contact Record MergeTest 11: Training and Help Review

PASS

TRAININGONSITE USER GUIDES