10/7/2013

1

Wall-to-wall Salesforce

Pradip Sitaram Enterprise Community PartnersPradip Sitaram, Enterprise Community PartnersOctober 17, 2013

The problem we set out to solve

Partners Investments

Capacity Building C t t T ki

Business Plan/Goal Tracking

Raiser’s Edge Fundraising

RDG Inbound

Goldmine Contact Mgt

(Phasing Out)

Corporate Systems & Starta

Co

ntr

act

/Co

st

(man

ual

)

Gra

nt/

Aw

ard

(m

anu

al)

Starta

Funds In (auto)

PeopleSoft FinancialsWeb App

PeopleSoft Web Browser

Access

PeopleSoft Human Resources

Time & LaborWeb App

Applicant Tracking(Cyber Recruiter)

Performance Management

(Halogen)

Human Resources

HR Perspective

ADP Journal Entries (manual)

PS Fin DB PS HR DB

Integratec

Syndication Management Tool (SMT)

Manually copied reports and tax returns

Applications to be ReplacedFuture ApplicationLIHTC BrokenLIHTC Moderately BrokenManual Integration

Goldmine Raiser’s Edge

Gift Tracking

Enterprise Application Architecture as of August 26, 2010 Local Office

Access to Customized

Views

Offices with Customized ViewsAtlantaBaltimoreClevelandDistrict of ColumbiaDenverLos AngelesNew YorkPortlandSante FeUpstate New York

NAHT Access

Access to a copy of the SMT Application and a

customized version of the SMT Data Base

Investor Extranet

HTCP M d l

HR Profile

HR MIS Capability i R tW it

HR MIS Capability i R tS ith

HR Update Capability

ECP Budget Preparation Sheet

Too many systems!

Too many databases!

Too man silos!Capac ty u d gGrants Mgmt

NMTCAsset

Management

New Markets Tax Credit (“MNTC”)

Tracking

Contracts Tracking

Green Grant Application -

Web Application

Green Grant Application Tracking

LMS Loan Fund Loan

Servicing

FICSMultifamily

Mortgage Loan Servicing

MFM Originations

Consultant Registry

gGrant Tracking

Public PolicyLoan Fund

Originations

Legal – Loan Due Diligence

Journal Entries (manual)

Projects to be Asset Managed (manual)

New

loa

ns

(ma

nu

al)

New

lo

ans

(man

ual

)

LIHTC project/cost/investment (auto)

Jou

rna

l En

trie

s (

man

ual

)

Check Printers- Corporate,- Dallas- LA

ADP Journal Entries (manual)

PeopleSoft

Retire(Emjay)

Enroll(EBIS)

COBRA/Flex(Hirsch)

Dental(Delta Dental)

Prescription(Express Scripts)

BenefitMall(Medical, Vision, Life Insurance,

Disability Insurance, EAP)

Benefits Administration

Partner ADPPC / Payroll

Investment ADPPC / Payroll

ADP Journal Entries (manual)

Internal AuditActivity Records

Manual Data Entry

Enterprise Homes Customer Service

Experience Records

Manual Data Entry

Investment Finance FAS Depreciation

Records

Manual Data Entry

Stand Alone Corporate Systems

Data WarehouseSMT Data

Asset Management (37)Fund (0)Investment Management (13)Underwriting (6)Restricted (21)Quarterly Estimates (7)Project Performance (3)

FICS MMF Database

LMS Loan Fund Database

Acquisitions Management

Report

Fund Analysis Report

ADP IPayEmployee Access

Customer Relationship

Management & Investor/Funder

Business Intelligence

Reports

iManage

Project Initiation & Due DiligenceFund AllocationPre-ClosingFund Management and FinancingProject Closing

Construction Monitoring and Lease-UpOperational Property Monitoring and Risk AssessmentPost-ClosingFund Management and FinancingPost-ClosingFund Management and FinancingProject Adjuster Determination / ApplicationProject Stabilization Determination / Application

Project Disposition

SMT: Pre-Close

SMT: Post-Close

SMT: Disposition

SMT and related applications could

potentially break with any modifications to the SMT database.

Changes to one part of the SMT application can potentially break

other parts of the application.

SMT

Starta DB

Payment VarianceReport

HR/Payroll DBHR/Payroll DB

HTCPro Upload

Fund Model

Replacement Reserve Form

Operations Reserve & Cash

Flow Model

SMT Tool

LIHTC Financial Reporting System

HTCPro Model

Payment Variance/Import process

(VB6 app) EMPPECP and ECI

Partner Payroll Update Capability

Investment Payroll Update Capability

via ReportWriter via ReportSmith

ECI/ECP Payroll MIS Capability via

ReportWriter

ECI/ECPPay Employees

Positive Pay File

ACH File

Equity Payments

Construction Risk Rating Dashboard

StabilizedRisk Rating Dashboard

Data Quality Dashboard

Stand Alone On-Line Services Systems

Banks

Survey Request

Submitted via OLS Mailbox

or eMail

Survey Monkey

Hosted Site

Questionnare Created / Results

Tabulated

Questionnare eMailed to Distribution Audience

Completed Questionnare Returned to

Survey MonkeySurvey Monkey

edicy Hosted Collaborative A.C.T.I.O.N.

Site

A.C.T.I.O.N. Member Inquiry

Policy Initiated Campaign Topics and Collaboration

Participation

LIHTC ACTION Campaign

A.C.T.I.O.N. Correspondence

to Representatives

Member Inquiry

CQ Roll Call Group Hosted

Policy Alert Site

(Capwiz)

National Policy Alerts

National Policy Content

Enterprise Community

Partners Home Page

Donor Inquiry

Network for Good Hosted ECP Home Page Site(Ground

spring.org)

Policy Alert to Members

Donate Now Green Discussion Forum

Member Inquiry

Enterprise Green

Communit ies On-Line

Forum Site(WordPress / BuddyPress)

Enterprise Green Team Establishes

Forum

RegOnLine Hosted

Enterprise Event Site

Attendee Inquiry

Registration On-Line

Enterprise Event Planner

Event Information to Attendees

H t l R t

Questionnaire Results Export to

Excel

Audit Tracking Access Database

Enterprise Homes Customer Svc

Tracking Access Database

Investment Finance FAS Depreciation

(COTS)

Borrower / Investor Inquiry

FICS Loan Stat

Web Access

Loan Status Reports

Subscriber Inquiry

Email Now

Network for Good Hosted ECP Email Now Page

Site(Emma)

Enterprise Campaign Planner

Documents Uploaded

(.xls, .doc, .pdf, etc)

Email Campaign Msgs / Surveys to

Subscribers

Campaign Response Reporting

Donation Committment

$$

Enterprise Green

Communities Tools

(WordPress / BuddyPress)

Green TA Providers Database

Member Inquiry

Green TA Providers Database

Too many silos!

Too Complicated!

Un-documented!

• Consolidate

• Simplify

• Integrate

Our Goals

Enterprise Donation Process

Hotel Reports

Caterer ReportsVendor Reports

Payment Processing

Marketing & Communications

Video

Marketing & Communications

Publications

Manual Upload

Intranet (Enterprise)Public Websites

(Enterprise)Sharepoint Sites

Media Library (Web App)Green CommunitiesExternal AffairsIT Project CoordinationPeopleSoft Project ManagementLIHTC Project Management~ 10 sites that should be decommissioned

Media Library (COTS)

Bank Transactions

Credit Card Transactions

• Integrate

• Streamline

10/7/2013

2

Business Tools

Mission & Business operations (Force.com & cloud eco‐system)

Target High‐level Conceptual Architecture

Desktops LaptopsSmart Phones

iPad

Business Tools

FinancialModeling

FinancialAnalytics

DataManipulation

HR Systems

ODS andData Warehouse

Business Intelligence (QlikView)

Dashboards Reports GIS/Mapping

AccountsReceivables

Financial System (PeopleSoft)HRIS (NuView)

Analytics

AccountsPayables

GeneralLedger

PurchaseOrders

Billing

Time & Labor (PeopleSoft)

3

EnterpriseCorporate Website

enet

Extranet Portals Framework

LIHTC/Syndication DFPG Loan Fund

Forums Framework

InitiativesEnterprise Homes

Solutions

Chatter/Collaboration

Business, MissionOperations & Management

Services

Green

Online Fund

Raising

RDG

Intranet

Websites,Portals  & Forums

MFM

Grants & Contracts

FinancialReportingPortal

InvestorPortal

EnterpriseResourceCenter

GreenForum

nd raising & 

Donor Mgt

Phase 1

mpact Note

Other/FuturePortals

Asset M

gt

yndication

al M

arkets

Credit

Finance

OtherForums

DocH

ub

orativeNMTC

System

MS

KIS

Quarterly

Reporting

IT

PMO

T Help Desk

Target High‐level Conceptual Architecture for Salesforce‐based applications

Document Mgt

GIS

Architecture, Data Model, Systems, Servers, Storage, Security, Redundancy, ReliabilityInfrastructure

CRM Framework

Workflow

Reports/Dashboards Fun

Contact Management

PipelineTracking

OpportunityManagement

ActivityLogs

HistoricalTracking

NDI

Community ImA

Sy

Capita

Phase 2

Learning Collabo

Loan

 Fund M

gt S

Architectural Stack Systems Components

Operations & I

Phase 2

Phase 2

Phase 2

Phase 2

Phase 2

Phase 2

Phase 2

Phase 2

Phase 2

Account Management

IT

In production today Infrastructure & Frameworks in productionApplications planned for 2013+ FutureColor Key

Our Corporate website (www.enterprisecommunity.com); Our Intranet 

Chatter (including with Partners)

Community Impact Note: Opportunity and pipeline management and CRM

Grants & Contracts management system

Green Forum (www.enterprisecommunity.com/greenforum) 

Green Certification management system (www.enterprisecommunity.com/greenportal)

New Markets Tax Credit: operations management system

• Enterprise Resource Center (www.enterprisecommunity.com/resources/)

• Mortgage: Opportunity and pipeline management and CRM

• Enterprise operational reporting (Knowledge, Information & Strategy)

• Portals: Financial Reporting portal; Investor Extranet (secure portals)

• Fund Raising & Donor Management system (replaces Raiser’s Edge)

• Mortgage Resolution Fund: operations management system

• RemedyForce: for our IT Helpdesk 

• LIHTC/Syndication management: over 20 integrated applications

Applications built in about 2 years

10/7/2013

3

Enterprise: Case Study Profile - 1 Scope:

IT modernization; Organization-wide; all business units Out-of-scope: ERP/Financials; Financial Modeling; HRIS; BI

Project Duration: Project Duration: 2.5 years (and counting)

4 Pillars of the IT modernization strategy: 1. Salesforce; 2. Dell Boomi; 3. Qlikview; 4. Agile

Benefits already realized: Very minimal data center impact (goal: shrink the data center) 4 – 8 times faster; at up-to 90% savings compared to traditional; p g p Architecturally compliant, integrated systems Very high level of User adoption Increased operational efficiencies (reduction in manual processes) Improved visibility, reporting and dashboards Increased collaboration

Future Potential: Portals/Communities Content management and delivery 3rd party services and managed applications

Enterprise: Case Study Profile - 2

3 party services and managed applications

Challenges: Dealing with the increased internal demand Limited availability of skilled resources Application Lifecycle Management (ALM)

10/7/2013

4

Snapshot of functionality of our Loan Fund App

Manage Funder (Capital, Donations, Grants) opportunities and information Manage Borrower opportunities and information Manage Borrower opportunities and information Help match covenants & conditions Manage the distribution of funds/loans Enable oversight and reporting Manage accounts and contact information Enable management of related documents Enable Risk management and oversight functions Track social impact metrics Track social impact metrics Enable Reporting via Portals and Dashboards (portfolio and loans) Integrate with a loan management system

Key Takeaways But, don’t lose sight of the basics: architecture, data model, SDLC, etc. Staff your team with developers who believe in the vision, who like Cloud-

based technologies and are enthusiastic about the potential Find a good partner/consultant; ensure key architecture and development

lead roles are filledlead roles are filled Start small, prototype, learn, and then build on that success and grow If migration to the Cloud is your goal then, a sound Integration strategy

and platform is key to establishing Salesforce as an enterprise platform –do this as early as possible

We use Dell Boomi for integration – great all purpose integration tool Portals (Communities) are great; easy to setup Chatter is a powerful tool; try it The savings are real: both in cost and time; and the results are much better This stuff REALLY works Finally – we really have a shot at “better, faster, cheaper”