SERVICES

 

 

 

 

 

SERVICES

 

 

Accounting & Database Implementation ServicesAccountingDatabaseImplementationServices300x300

 

Services include non-profit specific configuration of the SaaS* Stack, data migration & scrubbing, report & dashboard setup, and audit & 990 preparation support.

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*SaaS stands for Software as a Service



 

SaaS Stack Implementation:

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GreenDollarBulletImplementation Details

GreenDollarBulletSaaS Stack Components

GreenDollarBulletSaaS Stack Objective

GreenDollarBulletSaaS Stack Advantages

GreenDollarBulletSaaS Stack Centerpiece

GreenDollarBulletRecommendations

GreenDollarBulletClient Interface

GreenDollarBulletAccounting Back-End

GreenDollarBulletPrivacy Considerations

GreenDollarBulletSecurity Settings

GreenDollarBulletEmail Communication

 

 

 


 

SaaS Stack Implementation Details

 

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SaaS Stack Set-up & Shell Design

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Configure vs. customize SaaS Stack to maximize stack programs and apps

GreenDollarBulletMap org chart and governance structure in the database

GreenDollarBulletCreate security protocol that limits access to data

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Migration of Scrubbed Data into new SaaS Stack

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All historical revenue data

GreenDollarBulletTwo prior & current fiscal year expense data

GreenDollarBulletAudit & 990 preparation

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Programming & Development

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Configure organization’s programming (events, courses, and other activities)

GreenDollarBulletEstablish relationships between contacts and affiliated organizations

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Analysis & Reporting

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Determine what types of reports are needed by which departments

GreenDollarBulletConfigure reports and dashboards so that department heads can access relevant information with a few clicks

GreenDollarBulletAutomate reporting and train department heads to create new reports

 


 

SaaS Stack Components

6 SaaSStackComponents

More Detail More Detail More Detail

 

SaaS stack adds a web-based interface for clients to enter data and make purchases, and an accounting back-end to monitor financial transactions.

Front- and back-end can be added piecemeal.

 


 

Process Consolidation

7 ProcessConsolidation 

 


 

Stack Advantages

 

Accuracy & Error Checking

TrainingServicesEducationProgram

 

GreenDollarBulletParticipants, patrons and non-profit staff enter data using apps

GreenDollarBulletData is automatically validated (e.g., using spellchecks, Google address checks, email checks, etc.)

GreenDollarBulletDepartment heads review & edit data in the apps before it is uploaded to Salesforce

GreenDollarBulletTransactions are uploaded directly from external programs into Salesforce

 

 

 

Security, Updates, Maintenance & Backup

 TrainingServicesEducationProgram

GreenDollarBulletShifts cyber security to external organizations

GreenDollarBulletExternal organizations are responsible for server maintenance

GreenDollarBulletApps are continuously updated for Salesforce compatibility

GreenDollarBulletBackups with Spanning



 


 

SaaS Stack Centerpiece

jpg9 SaaSStackCenterpiece

 

What is Salesforce?

Salesforce is a cloud-based CRM (Customer Relation Management) software that handles customer relationships, sales, and marketing. It is used to manage internal operations and programs, connects to external organizations, and keeps track of business processes and transactions in real time. Users can create dashboards and meaningful reports.

 

 

Useful Reads:

GreenDollarBulletA Beginner’s Guide To Understanding Salesforce

GreenDollarBulletWhat Does Salesforce Do?

 

Short Videos:

GreenDollarBulletWhat is Salesforce? (4 min)

GreenDollarBullet15 Things about Salesforce (15 min)

 

 


 

Salesforce Pipeline

 

 


 

Expand Salesforce

 

Build out the Salesforce Platformjpg11 ExpandSalesforceBuildOutPlatform

 

GreenDollarBulletBase is Salesforce.com

GreenDollarBulletIncorporate Salesforce.org

GreenDollarBulletNon-Profit Cloud: Non-Profit Success Pack (NPSP)

GreenDollarBulletPhilanthropy Cloud: Volunteers

GreenDollarBulletEducation Cloud: Education Data Architecture EDA)


GreenDollarBulletFree to non-profits


 

Use Apps from the Salesforce AppExchangejpg11ExpandSalesforceAppExchange

 

GreenDollarBulletChoose task specific apps and add to the SaaS Stack

 

Configure vs. customize

 


 

Non-Profit Success Pack (NPSP)

 

What is the NonProfitSuccessPackText?

 

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Salesforce’s Non-Profit Success Pack (NPSP) offers additional key features including fundraising and donor management, program management and mission measurement, and marketing and engagement.



jpg12 NonProfitSuccessPack

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The NPSP ecosystem uses the familiar nomenclature and Salesforce structure, integrating smoothly with other Salesforce objects.

 

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NPSP Overview Video

 


 

Volunteers Pack

What is Volunteers for Salesforce?VolunteersPack

 

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The Volunteers App matches companies with volunteers through giving, corporate grants, fund disbursement, and collaboration & engagement.


GreenDollarBulletFor an overview watch this short video .

 


 

Education Data Architecture (EDA)


What is theEducationDataArchitectureText?

jpg14 EducationDataArchitecturePic1

 

GreenDollarBulletSalesforce’s Education Data Architecture provides a platform to administer the needs of educational institutions, like K-12 schools and universities.


GreenDollarBulletjpg14 EducationDataArchitecturePic2The EDA ecosystem uses the familiar nomenclature and Salesforce structure, integrating smoothly with other Salesforce objects.


GreenDollarBulletEDA manages the full student lifecycle, including recruitment, admissions, degree programing, registration, performance, progress throughout studies, and alumni relations.


jpg14 EducationDataArchitecturePic3

GreenDollarBulletFor an overview check this video & technical summary.

 

 

Non-Profit Use

 

jpg14 EducationDataArchitecturePic4NonProfitUse

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EDA pack can be used to administer events and participation activities.


GreenDollarBulletClean Ledgers also configures the EDA pack to manage governance.

 


 

Recommendations

 

jpg15 RecommendationPic1Customization

Configuration vs. Customization

 

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Customization:

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Build custom objects using APEX code → requires a developer

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Configuration:

jpg15 RecommendationPic2Configuration

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Use native objects built by Salesforce

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Max out of the box functionality of Salesforce

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Leverage the full power of Salesforce

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Advantages:

jpg15 RecommendationPic3Advantages

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Native objects are continuously updated for Salesforce compatibility

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Eliminates the need for programmers and developers

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No programming necessary → non-profit staff can do it

 
 


 

Client Front-End

 

Client Interface

 ClientFront-End

GreenDollarBulletWooCommerce provides an interactive website that integrates commerce with content.

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As a WordPressPlugin” managed on GitHub, WooCommerce is open-source and highly customizable.

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WooCommerce integrates smoothly using the organization’s website theme.

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Clients can make donations and/or purchase products and memberships via the user-friendly WooCommerce shopping cart.

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Clients can enter data, fill out forms, and sign agreements. They can register for courses, sign up for events, and edit their personal account information.

 


 

WooCommerce Salesforce Integration

 

The power of Salesforce is leveraged by mapping WooCommerce variables and attributes to Salesforce objects and fields.

 

 

 

17_WooCommerceSalesforceIntegrationSync

 


 

Accounting Back-End

 

Expense Management ToolsAccountingBack-End

 

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Accounting Seed is an accounting software on the Force.com (Salesforce) platform, offers full revenue and expense integration

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Certify is an expense management SaaS that syncs with corporate credit cards

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Paychex is preferred because of its general ledger mapping feature, but any payroll service can be used

 

 


 

Accounting Seed Advantages

 

AccountingSeedAdvantagesChart

 


 

Financial Reports

 

Accounting Seed leverages the power of Salesforce to create stakeholder reports.


Click Video

 

FinancialReports

 

 


 

Data Configuration & Flow

 

DataConfigurationAndFlow

 


 

Privacy Risks & Protecting Minors

 

jpg22 PrivacyRisksPic1ObligedOrganizations are obliged to know/comply with data privacy/security laws

 

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Potential liability if data on minors is lost, stolen, hacked/breached or misused

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Compliance plan for businesses: Summary & Guide

 

jpg22 PrivacyRisksPic2FederalLawFederal law about the privacy of data collected on children

 

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Children’s Online Privacy Protection Act (COPPA): §6501 and Video

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Federal Trade Commission (FTC) implements COPPA Rule

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Safe Harbor Program self-regulatory compliance guidelines

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Video about Google/YouTube allegations & settlement regarding data on minors

 

jpg22 PrivacyRisksPic3QuestionsQuestions to consider

 

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Where is the line between data sharing and data breach?

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What disclosures should be provided when data is collected?

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Where and how is cloud data being stored? Is data “reasonably” secure?

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Do employees have security clearance? Can they recognize phishing attacks?

 

jpg22 PrivacyRisksPic4RecommendationsRecommendations

 

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Upload only “aggregated” data to national database

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Store “encrypted” child data locally

 


 

Salesforce Security Settings

 

Salesforce Security SettingsStaff Access

 

GreenDollarBulletStaff members have limited access to Salesforce

GreenDollarBulletSalesforce system administrator limits user assess depending on

GreenDollarBulletUser role

GreenDollarBulletStaff members can only access their department’s records

GreenDollarBulletLow level staff record access is more restricted

GreenDollarBulletUser profile

GreenDollarBulletTasks are assigned to specific users

GreenDollarBulletIndividual users can only access certain objects and records

GreenDollarBulletSharing rules

GreenDollarBulletGive access to individual users based on record ownership

GreenDollarBulletGive access to individual users based on criteria within an object

 

Client Access

 

GreenDollarBulletClients do not have access to Salesforce

GreenDollarBulletClients only have access to the Woo Commerce shopping cart

GreenDollarBulletSalesforce and WooCommerce are connected via a two-way sync

GreenDollarBulletStaff edit data in Salesforce, clients edit data in WooCommerce

 


 

Media & Data Rich Emails

 

Email Communication

 Problem

 

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Media & data rich emails are not arriving in inboxes

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Instead these emails are automatically sent to SPAM and promotions folders – depending on the recipient’s email server and personal settings

 

Solution

 

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Replace media & data rich email content with a LINK to a secure website portal

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Content is stored in a secure website portal accessed through WooCommerce/WordPress

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Instead of eblasts recipients receive content specific alerts determined by personal setting selections in the secure website portal

 

WordPress Portal Examples

 

GreenDollarBulletNonprofit Board Management Plugin

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Volunteer Management Plugin