Salesforce for Nonprofits: Turn Big Data into Social Change

Turn Big Data into Social ChangeAnalytics for the Rest of Us

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Celebrating 16 Years of Giving Back

1-1-1 Model Adopted by

$85M+Grants

1% Equity

Sharethemodel.org

25K+Nonprofits & Higher Ed

1% Product

920K+Service Hours

1% Time

Who we are. What we do. How we do it.

A Global Force

for Good

OneModel

1% Product 1% Equity 1% Time

Pledge 1%

10 Free Licenses

DeepDiscounts

TwoProduct

Discounts

ThreeAreas of

ReinvestmentInnovation Community Grants

SixNonprofitSolutions

Fundraising Programs Engagement

Marketing Big Data Platform

TwoSocial

Sectors Nonprofit Higher Ed

$85M+Grants

920K+Hours

25K+Customers

$350M+Yearly Product

Donations

Starts with 1% Product

#1

#1

Enterprise Cloud Computing Market

Share

World’s Most Innovative Company: 2011, 2012,

2013, 2014

#1World’s

Best CRM

Enterprise,Mid-market, SMB &

Salesforce Automation

#1

#1Best Enterprise

Platform

Salesforce is the Cloud Computing Leader

ConnectedWorld

5B smart phones by 2017

4.5B social users

“You can achieve amazing progress if you set a clear goal and find a measure that will drive progress toward that goal. “

Bill & Melinda Gates FoundationAnnual Letter, 2013

Every organization reinvents the wheel

Fragmented systems create silos

Not designed for mobile & social world

The Challenge: Changing Landscape

Accountability& Big Data

LegacySystems

MarketingDonors

PartnersAdvocates

CommunityEmployees

Board

Community

Clients

Volunteers

HR ERP Payroll

Analytics

System ofRecord

System ofIntelligence

System ofEngagement

Program Management

Fundraising

THE CONNECTED NONPROFIT PLATFORM

Market

Recruitment

Community

GL Housing HCM SIS LMS DegreeAudit

FinancialAid

MealPlans

Payroll

Student Success

Analytics

Advancement

Prospects

DonorsFaculty & Staff

ParentsCorporations

Students

Alumni

BECOME A CONNECTED CAMPUS

System ofRecord

System ofIntelligence

System ofEngagement

Legacy Databases Aren’t Designed to Maximize Social Impact

Hard to access the right answers

Need an expert to get reports

Limited self-exploration

Hard to connect the right data

Lengthy schema design

Rigid architecture

Legacy donor databases were not designed to answer changing questions or changing data

How can I get visibility into my programmatic impact?

How do I grow my donor base?

Who is my next big supporter?

What if analytics were reinvented for Social Impact?

Analytics Cloud: Any Data, Any Device, Everyone

Connect toBack-end Data

Trust Security Permissions

CRM Programs Marketing Platform Communities

API

Native Integration withSalesforce Data

Integrate ExternalBig Data

API

Salesforce Analytics Cloud: The Fastest Path to Insight

Data

Slow, On-Premise, Disconnected

BI PlatformData Marts Discovery Tool Run Reports Excel & PPTEDW Sharing

EDW

Insight

Data Native Salesforce Integration Multi-party data Search-based query engine Schema free Visualization Collaboration Mobile

Insight

Analytics Cloud: Delivering Customer Success

Global Impact Visibility Global Population Analysis Program & Development Health

Human need projections for 8B Focus on food, water and energy needsManipulated by anyone, anywhere

Corporate partner placement performance360° program management dashboardsSophisticated donor retention analysis

Transparency across key programsSelf-Service analytics & KPIsCross-functional reporting

SOS Self-ServiceCommunities

MobileSelf-Service

Social Customer Service Email

Phone/CTI

Live Chat

Agent Console

Knowledge Base

SLAs &Entitlements

Collaboration AnalyticsAnalytics

CloudSalesforce1Mobile App

APIs AppExchange Desk


MobileSelf-Service


Phone/CTI

Live Chat

Agent Console

Knowledge Base

SLAs &Entitlements




Everyone Understands Impact with Self-Service Analytics

Self Service ExplorationCollaboration

Salesforce Foundation gives every Salesforce employee visibility

into volunteering data – their own, their team’s & the company

Interactive dashboards for program & business insight

Lightning fast slice-and-dice across any type of data

No need for expert analysts to get the data you need

Everyone Gets Answers Faster Than Ever


MobileSelf-Service


Phone/CTI

Live Chat

Agent Console

Knowledge Base

SLAs &Entitlements





MobileSelf-Service


Phone/CTI

Live Chat

Agent Console

Knowledge Base

SLAs &Entitlements




Analytic Apps & Dashboards Delivered to Every Device

Project 8 uses big data to project food, water & energy needs

to support the global population now & in the future

Analytic Apps Any DataSearch Based

Mobile access to the analytics that matter most

Design & deliver insights to every phone & tablet

Interactive exploration down to the individual data point

Have Data-Driven Conversations Anywhere

Maximize Programs & Fundraising with Integrated Analytics

Complete program insight from across your organization

Predictive analytics give you an edge

Trusted sharing & permissions for staff & partners

Fast Access to the Right Information

Extend the Platform

Governance & Trust

Year Up analyzes program data & donor data to get real-time

insights & to continually increase their effectiveness

“We’re bringing together massive sets of data & allowing people to interact with it.”

Collaborative initiative led by the United Nations & other organizations

Using Analytics Cloud to model the future of human needs as the world races toward 8 billion people

“Digital Demand Commons,” powered by Community Cloud, will allow researchers around the world from NGOs, governments & the private sector to collaborate around data

Project 8 is Helping to Prepare the World for the Future

Logo

- Nic Covey, Executive Director

Nic CoveyVP, Executive Director

Project 8

Anticipating the Needs of 8 Billion People and Beyond

The worldis changing.

Yet we’re flying blind.

The power of collaboration

The Project 8 Journey

Jan

2013

Jun

2014

Dec

201

4

2016

+

Discovery Salesforce Ignite

Prototype Development

With Accenture

Salesforce Ignite for Project 8, November 2014, NYCA co-creation workshop with potential end-users and stakeholders from UN agencies, NGOs and the

private sector

Proof of Concept

First Generation Design Concept

Communities Cloud

+Analytics

Cloud

Roadmap

Summer 2015 Fall 2015 2016+

Prototype Development Beta Testing

Iteration & Scaling

A Lean Social Startup

Thank you

Nic CoveyNielsen & The Demand [email protected]+1 513 [email protected]/project8

“Becoming a data-driven nonprofit is essential toour success.”

Year Up Maximizes Program Effectiveness with Analytics

- Jim Thie, CIO

Logo

Provides corporate training & skills development programs for low-income young adults

Tracks employment & salary data of participants after they leave the program

Uses demographic analysis to predict participant success rates & take proactive measures

Constantly improves programs & adjusts strategies with real-time analytics

v

Dave DixonSenior Consultant

Analytics for Nonprofits: Turn big data into Social Change

Salesforce WaveJune 18th 2015Dave Dixon – Senior Consultant

© 2015 Appirio, Inc. - Confidential

Changing Young Lives with Salesforce Wave

37

Year Up’s mission is to close the Opportunity Divide by providing urban young adults with the skills, experience, and support that will empower them to reach their potential through professional careers and higher education.

The Results

• Wage improvements analysis before and after Year Up Program

• Utilized data to proactively help students stay enrolled and succeed

• Gained insight into the impact of Internship partners on the program

Challenge/Approach

• Information was housed in multiple spreadsheets

• Data was manually updated was difficult to manage

• They had a hard time understanding how to maximize benefits of their programs

• Data from Salesforce was consolidated into two Analytics dashboards (development and donations)

Changing Young Lives with Data

Analytics Cloud helps Year Up effectively deliver on their mission and show their impact

Changing Young Lives with Data


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Analytics Cloud helps Year Up effectively deliver on their mission


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Analytics Cloud helps Year Up effectively deliver on their mission

Identify KPIs and measures that match with strategic goals

SFDC Analytics Cloud– Guiding Principles

Allow for exploration of data

Data governance

Alignment

Agile development

Assess

Plan

1.2.3.4.

Develop

Prepare for Mobility5.

Appirio for Analytics Cloud

The most Customer proof points & successful POCs

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200K+ Data Scientist in Crowd!

Pre-built assets (Demos, Migration Toolkits, Solution Accelerators… over 25 and growing)

60+ Certified Brown belt Resources Exclusive For Analytics Cloud

Salesforce for Nonprofits: Turn Big Data into Social Change

Government & Nonprofit

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