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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
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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
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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)
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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”
11/7/2013
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Salesforce.com Solutions for CDFIsAndrew Schlack Calvert FoundationAndrew Schlack, Calvert Foundation
October 17, 2013
Time for Change (2012)
– Portfolio growth led to quick rise in number of borrowersg q
• 200 individual spreadsheets as of 2011
• Multiple files, multiple locations
• Huge inefficiencies, lots of manual work
• Paper packages received for 198 borrowers as of 2011
– Lack of data integrity
• Too many cooks, too many recipes
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Slide One Headline
Thi i l h ld t t f h t i i
Starting Point: As of 12/31/12
This is placeholder text for whatever session we are in– A sub Bullet would be handled like this.
Goals: Current/Future State
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Sample Dashboards
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Dashboards (Money In)
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CONTACT
Andrew SchlackAndrew Schlack Director of Lending
Shwetha ShivakumarSenior Systems/Business Analyst
shwetha shivakumar@calvertfoundation [email protected]