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Tracking Data in Excel…

Andrea Green, Juan Vega, Dan Ognissanti , Chris Huff, Chris Cifelli , Tim Joyce, Kristen Beneduce. What it’s like…. Tracking Data in Excel…. Tracking Data in a Cloud Database…. Getting to work like this…. Getting to work like this…. -Reaches speeds greater than 30mph

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Tracking Data in Excel…

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  1. Andrea Green, Juan Vega, Dan Ognissanti, Chris Huff, Chris Cifelli, Tim Joyce, Kristen Beneduce

  2. What it’s like… Tracking Data in Excel… Tracking Data in a Cloud Database…

  3. Getting to work like this… Getting to work like this… -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. -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 What it’s like…

  4. What it’s like… Drinking in Germany, even if on a budget… Drinking in NYC, on a budget… Better Quality Greater Quantity Cost Efficiency Bottom Line: More for your $$

  5. Features & Solution in SalesForce Benefits:IDC believes that the rise of Cloud computing has the potential to be among the mosttransformative developments in the world of information technology in the last 20years.

  6. Solutions in salesforce After holding two conference calls with the client… Solutions for SVH: “Cloud” Database Track Donors Track Donations, including type and value Track Event and Campaign Progress Create Automated Reports Email Merge Provide structural foundation for future automated procedures, email and electronic campaigns should SVH decide to expand with SalesForce.org

  7. Objectives Goals for SVH: Reduce time spent tracking and soliciting donations Increase annual donations Reduce overhead costs Allow simultaneous access Under Commit, Over Deliver.

  8. 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 project Provided by Salesforce after December 7th, and future Villanovans at clients discretion. Under Commit, Over Deliver.

  9. Scope Continued… Under Commit, Over Deliver. Budget: $0. Priceless. SVH team has option to buy extra licenses and support beyond 10 free licenses. 1st MILESTONE!

  10. Project Plan

  11. System Diagram

  12. Data Flow Diagram Donor in Database? Is the Donor a Company? Donation Made Y Y N N User Enters Donation Amount/Type Into System Page 3 Page 2 Donations DB User Queries Database for Letter/Report Thank You Letter Sent to Donor

  13. Adding Single Donor Flow Chart Page 2 Name, Address, Phone, etc. Entered in by User Part of Company? Y N Does Company Exist? Y Company Matching Donation? Page 3 Y N Donations DB N Attach to Non-Affiliated Company Record

  14. Adding Company Donor Flow Chart Company Name, Address, Phone, etc. Entered in by User Other Donor Members? Page 3 N Company Matching Donation? Y Y Donations DB N

  15. ERD Entity – Relationship - Diagram

  16. Solutions in salesforce After holding two conference calls with the client… Solutions for SVH: “Cloud” Database Track Donors Track Donations, including type and value Track Event and Campaign Progress Create Automated Reports Email Merge Provide structural foundation for future automated procedures, email and electronic campaigns should SVH decide to expand with SalesForce.org

  17. Test 1: Calendar System Tests Test 2: Contact Creation Test 3: Create Household Test 4: View Organizations and Related Data Test 5: Add/View Donations Test 6: Test Report Views Test 7: Dashboard Views Test 8: Create Folders Test 9: Create Recurring Donation & Pledge Test 10: Contact Record Merge Test 11: Training and Help Review PASS

  18. TrainingONSITE USER GUIDES

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