By far, the most common question I get from people is, "so what exactly do you do?" In short, I'm a dude with an analytical, process-based mind who happened to learn Salesforce and now I use it to strengthen those processes.
So, what does that mean? It means taking a step back from the 12 spreadsheets you share and review weekly and find a way to 1) structure that information so that it actually says something helpful and then 2) combining all of the most pertinent information into one screen to see the information from those 12 spreadsheets in one screen.
I've seen my fair share of nonprofits and how they run and the most common theme I've seen is that organizations find people with awesome backgrounds and experience and innovative ideas and then hire them to do double data entry, mine spreadsheets to see if this donor has ALSO ever volunteered in the last 12 years or make follow up phone calls. No one takes these jobs to spend half their day doing work that interns could be trained to do. I genuinely enjoy being able to transform how people work so that they feel empowered to effect the change that motivated them to take the job at these amazing organizations in the first place.
Gone are the days of trying to keep that Goodwill receipt from spring cleaning through the next year's tax season. Now, at Goodwill locations in Southern California, attendants are collecting donations on tablets that feed Salesforce. I built custom reports, conducted training and updated the security model so that this technology can be utilized and managed at the over 100 Goodwill stores and donation centers in Southern California.
Taking the macro lessons learned from Special Olympics World Games, I helped identify and optimize the processes occurring daily on the micro, or local program, level. Replaced disjointed spreadsheet processes with streamlined and automated processes to support sports registrations, young athlete registration, local training program registration, Unified Partner registration and Play Unified grant request tracking.
The goal of this project was to increase efficiency in the neuroscience clinic. By creating a digital way for patients to indicate their symptoms, doctors can enter the exam room equipped with more of what they need to diagnose more quickly.
The Steve Tisch UCLA BrainSPORT program is the nation's leader in baseline concussion research. They have devised baseline testing protocol already and this project is to, first, automate the alerts that go to coaches, trainers, parents, etc. when the results of an On-the-field exam after a potential head injury stray too far from that athlete's baseline scores and then, secondly, to package that all up and make it available to other schools, universities or sports teams to use and contribute to.
Operation Mend is a charity created between the US Military and UCLA to provide unlimited medical treatment to qualifying veterans with a traumatic brain injury or post traumatic stress disorder.
They fly their patients to UCLA periodically for a three-week treatment on-site.
While in Los Angeles, they match the patient and their family up with a volunteer family of similar structure or interests to make their stay as enjoyable as possible. They use Salesforce to house the data on both the client and volunteer side.
This project is to streamline how patients give their volunteer preferences and how volunteer families share information about themselves, and then optimizing the process of matching patients to volunteer families.
Previously, all of Lionsgate motion pictures were tracked in a series of spreadsheets: actors over here; scripts over here; contracts in this spreadsheet; submissions in that database; expenses in that one document that only Accounting can edit, etc. This transformational project, which only took 9 days to architect and configure, combined all of these components into one system complete with automated alerts for all team members making a streamlined process from concept through post-production.
The project with Heal the Bay began with an outdated version of the Nonprofit Starter Pack (NPSP) and several years of disjointed custom development that made it impossible to see data the desired way in Salesforce. First we updated the data model for the current version of the NPSP and then we implemented their membership cultivation strategy as automated emails, alerts or reports. We also integrated Salesforce with Emma email software and Eventbrite and built a custom way to account for direct mail donations.
From December 2013 until August 2015, I worked as Director of CRM and Digital Products for Special Olympics World Games 2015. My responsibilities evolved and along the way, we leaned on the Force.com platform to solve many issues.
Before we could automate and leverage the technology, we had to flesh out the process. Special Olympics had never done a World Games online before so we spent three months in a room building what felt like the world's largest flow chart to document the process.
While the problems we solved were large in scale (30,000 volunteer applications, 170 participating countries and protocols, 27 venues, 7,000 athletes), the concept of the lessons we learned apply to charitable and event organizations of all sizes.
Once we had the process documented, then we could really take advantage of the perks of the Force.com platform. Here are a few of the non-conventional ways we did: