Nonprofits NYC

We get together as nonprofit organizations to exchange ideas and best practices, and to learn about resources to improve operations. The goal of this group is to create a community of people with similar interests in order to learn information to help us better fulfill our organizations' missions- and maybe even to have some fun!

December User Group Meeting

Thursday December 4th 8:30-11AM
Children's Aid Society
350 East 88th Street (between 1st & 2nd Ave)
The office is located on the third floor.
Closest subway stop:
4 or 5 train, 86th street exit (& Lexington Ave)

Agenda:
8:30-9 Breakfast
9-9:45 Winter '09 Release presented by ACF Solutions
9:45-10 Break
10-10:20 Dreamforce highlights
10:20-10:40 Facebook demo: current integrations
10:40-11: GTalk Video demo

Please RSVP to: Lisa (at) TheSolidFoundation (dot) org

Dreamforce Events

I'm looking forward to seeing many of you at Dreamforce next week! Below are some key Nonprofit events as well as a plug for the two panels where I'll be talking about Nonprofit User Groups- it would be great to have some of you there with me:

User Group Leader Best Practice Panel
Monday 11/3 6:30-8 p.m.
Moscone East Mezzanine, Room 222

Connect with the Community Panel

Tuesday 11/4  2-3 p.m.
Moscone East Mezzanine, Room 232/234

Agenda

Twitter
The npsf list of people who will be at the conference who are on twitter : http://groups.google.com/group/npsf/web/twitter-account-list-for-dreamforce-08.

Volunteer Activity: Saturday, November 1: 9:00am – 4:00pm

Join other Dreamforce attendees and salesforce.com employees for a day at Daniel Webster Elementary School.  Volunteers will have the opportunity to build, paint and get to know other Salesforce.com customers, fellow nonprofits and Salesforce.com partners and staff.  No preparation necessary!To register, email srosas@salesforce.com with subject line Dreamforce Volunteer Event.  We'd like to extend a special thank you to Astadia for sponsoring this event.

Conference Registration
Dreamforce registration begins at 7:00 am at Moscone Center. Try to register by 4:00 pm to ensure you get your conference materials and Dreamforce badge before the Nonprofit Orientation begins at 5 (see below).

Nonprofit Orientation: Sunday, November 2: 5:00pm – 6:00pm

Moscone Convention Center, Room 131

Astadia Happy Hour: Tuesday, November 4th

http://www.astadia.com/DreamforceMainEvent/

Nonprofit Networking Event at the Starlight Room: Tuesday, November 4th: 7:00pm – 10:00pm

Sir Francis Drake Hotel on the 21st floor, 450 Powell Street at the corner of Sutter Street. You must have your Dreamforce badge and be on the Networking Event registration list to attend. If you have not yet RSVP'd, email support@salesforcefoundation.org with subject line Networking Event.

Oh!Zone and Nonprofit Help Desk

The exhibit hall opens Sunday evening.  Be sure to stop by booths with a "Power of Us Partner" logo as they are partners that offer their products and services at discounted rates for nonprofits. You can find Salesforce.com Foundation staff in both the Oh!Zone and at the Nonprofit Help Desk.

Education Meeting Minutes

We had a great meeting last week.

Thank you to our presenters:

  • Darrell Yuen, City & County Schools
  • Elizabeth Leath, Michael Elkin, Columbia University Client Services
  • Josh Broeren, Steve Wohleking, ACF Solutions

Click here to download Meeting Minutes.docx 

Angel.com Webinar

 Wouldn't it be great if people could enter information into Salesforce by phone?

This webinar will feature use cases of Angel.com technology, including a presentation by User Group member Tim Stockert of the Council on Accreditation.

Angel.com Webinar

Thursday September 18th 2-3PM

Webinar: Phone-enabling Salesforce.com

  • Automate outbound or inbound phone surveys
  • Setup volunteer check in/check out lines
  • Create automated donation and information lines

10% pricing discount for webinar attendees
Free registration here: https://microstrategy.webex.com/microstrategy/j.php?ED=111622837&RG=1

Below is a PDF with more information:
Download Angel.com_Non-profit_Webinar.pdf

Google Integratation/ Appirio 10/2/08

Many of our group members are using Google Apps, and the Google demonstration was very much appreciated. speaking at this meeting is Narinder Singh, co-founder of Appirio, the company that built the Salesforce/Google Integrator.

Here is a recent article about the company:
http://www.eweek.com/c/a/Messaging-and-Collaboration/Google-Apps-Salesforcecom-Get-New-SAAS-Synch-From-Appirio/

Meeting Details:
Google-Salesforce Integration, Google Apps and Appirio
Thursday October 2nd 8:30-11AM
Resources for Children with Special Needs
116 East 16th Street, 5th Floor
Union Square, closest subway: N,Q,R,W,L,4,5,6, two blocks east of the 1,2,3, one block east of PATH
Please RSVP to me by 10/1 to be on the list for security

Agenda

  • 8:30-9 Breakfast
  • 9-10:15 Narinder Singh, Appirio will demo use cases of the Salesforce-Google integration, Google Apps and Appirio products
  • 10:15-10:30 Break
  • 10:30-11 Additional demonstrations

Education Industry Meeting

Our first meeting for the Education Industry was a tremendous success. The group decided to have
quarterly meetings going forward, with the next meeting in October, details below. We have 2 great presentations lined up for the meeting and increased time for networking. This meeting is open to individuals working in the Education Industry (nonprofit or for-profit).


Education Industry Meeting

Thursday October 16th 8:30-11:30AM

Columbia University Client Services

637 W 125th Street (between Broadway & 12th)

2nd Floor

closest subway: 1 train

Please RSVP by 10/14 to be on the list for security


Agenda

  • 8:30-9: Breakfast
  • 9-9:45: User Showcase: Darrell Yuen, City & Country School
  • 9:45-10  Break
  • 10-11: User Showcase: Elizabeth Leath, Michael Elkin, Columbia University Client Services, with Steven Wohleking, Joshua Broeren ACF Solutions.
  • 11-11:30 Additional time for networking 

September Meeting


Thursday September 4th 8:30-11AM

Community Resource Exchange

42 Broadway (south of Exchange Place)

20th Floor

Closest subway stops: N,R,5,A,C,E,J,M,Z,2,3

Please allow 5 minutes to go through security.

Agenda:

8:30-9: Breakfast

9-10: Answers to questions posed by the group: Idea Exchange, RSS feeds, formula fields

10-11 Documentation, with Andrea Leszek of Salesforce

  • How to write effective documentation of  your Salesforce instance that can be accessed from within your App
  • A walk-through of the Documentation offered by Salesforce

Great Discussion on User Adoption!

The NY Nonprofit User Group got together to discuss User Adoption ("I built it, but not everyone wants to come."). Below are the ideas that came out of the meeting:

The Pain

  • Cultural Shift: Changing systems from admin entering  info (bottle neck) to team entering info is a big change in cultural
  • People feel like entering info is “one more thing they have to do.”
  • Social Workers don’t care about reports, they are client focused & care about people (they don’t see reports as a aggregation of people).
  • It's hard to get individuals to see the organization perspective
  • The "you have to" approach creates friction
  • "[Some] people just don't want to do it."

Questions

  • How do you encourage use without a feeling of big brother?
  • How do you communicate the value of the system to the team and increase comfort level?

What's worked

  • Assessing skills: some people may need basic computer skills before they can get to SF skills
  • Understanding Drawbacks: the new system will take more time in the short run, change is hard, learning something new isn't comfortable, there is often insufficient senior management enforcement
  • Address: "What's in it for me?"- How can I better serve my client and become more productive, then address "What's in it for my organization?"
  • Get buy-in from the top; make it something that is not elective
  • Run meetings off SF (if it's not in SF it didn't happen): resource management, updating statuses
  • Senior Management: Saying "Do it!" vs. Living it- encourage Senior management to rely on SF for info, one ceo assigned time to make sure people had time to enter data
  • Give people an opportunity to look good: ex, use reports to show how quickly people complete their work, look into the User Adoption Dashboard
  • Make it as easy as possible
  • There should be a SF Game to help people learn in a fun way
  • Difference in Perspective: You see value of the system & are excited about it; others will not. Acknowledging their perspective and addressing them where they are will help with communication.
  • Reality check: User adoption will not be perfect. Work hard and be creative, and don't take resistance personally.
  • Make it fun!Create an exercise for people to do, have teams competing for the best adoption for a party, give presents (one org gave stuffed animal Guinea Pigs to people who tested the system)
  • Special Forces: Chris Pokrana of Points of Light Foundation gave a fantastic example of making User Adoption a team spirit event. Below are some of the resources that Chris put together and is graciously sharing with us:

                  Download points_of_light_leadershippresentation.ppt

                  Download specialforces_info_about_teams_and_training.doc

                  Download specialforces_invitation_to_join_the_team.doc

Summer '08 Release Presentation

Thanks to Josh and Steve of ACF Solutions for taking us through the Summer '08 Release!
Enclosed is their slide deck and more information about the Customer Portal and Partner Portal.
Download summer_08_review.ppt
Download customer_portal_servicesupport.pdf
Download salesforce_partners_prm_datasheet.pdf

The entire Summer Release Notes posted here
Gokubi Notes about Release Notes posted here

Joshua Broeren
Manager
ACF Solutions
Mobile: (773) 220-7005
jbroeren@acfsolutions.com

Steven Wohleking
Account Manager
ACF Solutions
Office: 571.490.3184
Mobile: 571.265.2803
swohleking@acfsolutions.com

Upcoming Meetings

  • August 7- User Adoption and New Features from Summer '08 Release
  • September 4- Documentation: How to write effective documentation of your Salesforce Instance that can be accessed from within your App and a walk-through of Documentation offered by Salesforce
  • September 18- Phone Connection from Angel.com (webinar)
  • October 2- Appirio will present the Salesforce - Google connector
  • November 2-5- Dreamforce
  • TBD: The next Education Meeting