Southeast Dreamin' 2016 Presentation: Nonprofit Starter Pack Advisory Board
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Who we are, what we do and how you can help
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Southeast Dreamin' 2016 Presentation: Nonprofit Starter Pack Advisory Board
- 1. Nonprofit Starter Pack Advisory Board – Who we are, what we do and how you can help Adam Kramer Senior Project Manager KELL Partners Tal Frankfort Founder/CEO Cloud for Good
- 2. CELEBRATING 16 YEARS OF GIVING 1-1-1 Model 1.3M+ Service Hours 1% People $115M+ Grants 1% Resources 28K+ Nonprofit Organizations1% Technology pledge1percent.org $250M Donated Product
- 3. 2005-7 2009 2011 2013 • Unmanaged Collection of Configuration • Individual Bucket Model • NPSP Released Open Source • One-to-One Account Model or Individual Bucket Model • Project Cumulus begins! Nonprofit Starter Pack History
- 4. 2014 on NPSP 3 – The Next and Future Generation Never do an upgrade again! New push releases every 2 weeks!
- 5. •55% of Nonprofit customers use NPSP •82% of Nonprofit customers are P10 customers •64 releases since 3.0 •32 in the last year •Used in over 80 countries •3 Community Sprints •21 attended in DC •54 attended in Seattle •45 will attend in San Francisco Nonprofit Starter Pack Statistics
- 6. Multiple Account Models • Household Accounts • 1x1 Accounts • Individual Accounts Complex Constituent Tracking • Households and Address Management • Relationships • Affiliations • Custom Salutations Tools & Configuration • Sophisticated Config Options • Health Check • Application API • Data Import Tools • Custom Contact Merge & Lead Conversion A Community-Driven, Open Source Product • Open & Free BSD-3 License • Documented Source Code and Contribution Instructions • Large Active Community • Extensive Documentation • Workbooks & Walkthroughs Donation Management • Hard & Soft Credits • Grant & Deadline Mgmt • Recurring Donations and Pledges • Membership Tracking • GAU Allocations • Email Acknowledgments • Honor/Memorial Gifts Reporting & Analytics • Preconfigured Reports and Dashboards Social & Mobile • Chatter Enabled • Salesforce1 Mobile-Ready Brand new in NPSP 3!
- 7. • Prescriptive solutions don’t always work – some things are better left on the cutting room floor • Nonprofits come in all sizes, budgets, and technical expertise • Organizations avoid adjusting processes to fit tools • Hard to understand features aren’t used • We live in a big garden – what we build impacts partners, existing customers, and impacts decisions customers have already made Before We Build - Philosophy As We Build - Philosophy • Simple Solutions – Broad Designs • Start with “Do No Harm” • Prioritize infrastructure and UX • Avoid: • Breaking anything • Complex setup • Data migration • Forgetting the Accidental Admin • Backwards Compatibility • Strive for Infinite Customization • Multicurrency/Language (and UI) Design & Build Philosophy The Beautiful & Unique Nonprofit Snowflake
- 8. Who We Are Nonprofit Start Pack Advisory Board
- 9. • Community Sprints • Seattle and San Jose • In-Kind Giving • Honor/Memorial Giving • .org IdeaExchange • Account-Account Associations • Payments & Rollups • Matching Gifts & Partial Soft Credits • Upgrade Month Topics Discussed Nonprofit Start Pack Advisory Board
- 10. • Facilitate community • Improve the product Our Goals Nonprofit Start Pack Advisory Board
- 11. • Fully Lightning compatible • Matching gifts and partial soft credits • Two translations in progress (Spanish and French) • Account to Account relationships • Video guides on how to use features • Additional Trailhead modules • Guidelines for NPSP compatible apps Road Map Nonprofit Start Pack Advisory Board
- 12. • Community Contribution Tool • Anyone can upload code • Hub Group • Email the NPSP Advisory Board at npsp_advisoryboard@salesforcefoundation.org • Other ways? • We want to hear from you! We Need Your Help! Nonprofit Start Pack Advisory Board
- 13. Thank you!
Editor's Notes
- #FDAE17 Gold #6BB4E5 Light Blue
- Key Takeaway: Tell a personal story- Ask customer to do the same Talk Track: We recognize that you have to get back to the fact that you can do more with the company than just make money, build products, hire great people, you can also give back. That is the core of our new philanthropic model. This model is a 1:1:1 model where we give 1% of our equity, employees time, and product to non-profits. And we’re celebrating 16 years of giving back this year. In that time we’ve given over 1.1M hours of community service, $100 million in grants have come out of the foundation, and 26,000 non‑profits use our products which has amounted in $250M worth of donated product. In fact, our 1:1:1 model has been so successful that global companies like Yelp, DocuSign and Splunk have adopted it. Personally, I am involved in… [Insert personal story here]
- The Nonprofit Starter Pack open source project has continued to provide an alternative platform for nonprofit organizations on the Salesforce platform to build upon since 2008. Given the large numbers of users, organizations and ecosystem partners with a stake in the future of the project, Salesforce.org leadership wants to provide a long-term commitment to a more open governance and contribution model by facilitating and supporting an advisory board. The NPSP Advisory Board has seats reserved for the various constituencies who are making long-term investments in the Nonprofit Starter Pack, this includes: Individuals who are investing time and effort to contribute to the project Organizations using the NPSP Partners that are extending, utilizing or enhancing the NPSP in their products and services Outside expertise from other open source projects
- Facilitate Salesforce.org believes by letting the direction of NPSP be driven by the community, it will future-proof the project and eliminate the perception that the project direction is dictated solely by Salesforce.org. The NPSP Advisory Board provides input on this to ensure there is a clear model for contribution, a meritocracy-based path for consideration in input and roadmap direction, and a well-defined model for making decisions within the core contributor team and for maintaining a high level of quality on the project. improve In-depth test results, such as usability tests, performance tests, etc. Supporting important but potentially non-obvious aspects of the product development process, including accessibility and extensibility Roadmap discussions. Salesforce.org wants partners, customers and contributors engaged in roadmap discussions and values information on how and when Advisory Board need certain technologies/features as well as input on what is most relevant on the roadmap.
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