ANDREA GREEN, JUAN VEGA, DAN OGNISSANTI, CHRIS HUFF, CHRIS CIFELLI, TIM JOYCE, KRISTEN BENEDUCE

Tracking Data in Excel… Tracking Data in a Cloud Database…

Getting to work like this… -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 -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.

Drinking in NYC, on a budget… Drinking in Germany, even if on a budget… Better Quality Greater Quantity Cost Efficiency Bottom Line: More for your $$

FEATURES & SOLUTION IN SALESFORCE Benefits: IDC believes that the rise of Cloud computing has the potential to be among the most transformative developments in the world of information technology in the last 20 years. Lower cost. Reduces TCO (Total Cost of Ownership) Reduce MS Office Suite licenses Reduce time spent maintaining Excel sheets SalesForce.org is free! Higher quality. Users of the custom applications built on the Force.com platform reduce Annual Downtime Reduce maintenance time Reduce time to produce mailings Reduce time to producing reports Better performance. The combination of the first two benefits contribute to better business performance and generate additional annual revenue More contacts and mail = more dentations Ability to manage simultaneous campaigns Accelerated pace of innovation. Force.com changed the process of custom application development so much that companies tripled their output of custom applications and doubled annual enhancements SVH has foundation to produce more reports and automated features: - Lead generation from current contacts - Automated campaigns, reminders, thank you's - Incorporate Adoption Data Instant browser- based access to very high-quality compute resources, storage resources, application logic, and development and deployment environments Access -Multiple users, simultaneously, anywhere Application Logic -Relationships amongst data -Automated processes Development -SalesForce add-on resources -Tools to create more custom features

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 Merge Provide structural foundation for future automated procedures, and electronic campaigns should SVH decide to expand with SalesForce.org

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

SCOPE Training: Provide 10 hours of onsite training before December 3 rd. 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 7 th, and future Villanovans at clients discretion. Under Commit, Over Deliver.

SCOPE CONTINUED… Budget: $0. Priceless. SVH team has option to buy extra licenses and support beyond 10 free licenses. Under Commit, Over Deliver.

PROJECT PLAN

SYSTEM DIAGRAM

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

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

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

ERD ENTITY – RELATIONSHIP - DIAGRAM

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 Merge Provide structural foundation for future automated procedures, and electronic campaigns should SVH decide to expand with SalesForce.org

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

TRAINING ONSITE USER GUIDES