Data Integrity to Data Intelligence
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The document discusses the transition from data integrity to data intelligence, highlighting risks and forward-looking statements related to Salesforce's products and services. It outlines UC Innovation, Inc.'s CRM solutions, specifically targeting advancements in educational and financial sectors, and provides an overview of their experiences working with clients, particularly in data management and processing. Key challenges addressed include data volume and quality, with a focus on simplifying data entry and ensuring integrity through various tools and integrations.
Data Integrity to Data Intelligence
- 1. Data Integrity To Data Intelligence: Taking Advancement To Another Level Jacqueline DiMare, USC User Experience Designer Christine Chen, CEO of UC Innovation
- 2. Forward-Looking Statements Statement Under the Private Securities Litigation Reform Act of 1995 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. or Salesforce.org could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with Salesforce.org or as applicable Salesforce (referred to collectively as “we” and “our”) developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our services and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to different market segments. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in its annual report on Form 10-K for the most recent fiscal year and in its quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of the Salesforce Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase salesforce.com services or the Salesforce.com-developed products and services should make the purchase decisions based upon features that are currently available. Salesforce.org assumes no obligation and does not intend to update these forward-looking statements.
- 3. Agenda Company Overview Advancement Data Challenge • Advancement Data Volume • Data Entry Standardization and Simplification • Fundraiser Summary ascend Review Questions & Answers
- 4. Company Overview Founded in 2011, we are a CRM Solutions & Services company based in Orange County, California – with a commitment to earning the trust of our Higher Education, Financial Services, and Consumer Products clients. We are obsessed about delivering solutions on time and on budget, finding that optimal blend of innovative products and deep domain expertise. Our resources are 100% onshore and certified in the tools we use. Introducing UC Innovation, Inc.
- 5. Some of Our Products ascend for Advancement • Comprehensive Advancement solution, HEDA compatible cloud explorer Dataloader • Fast, drag-n-drop data migration tool for Salesforce Consultants & Admins rubrik Records Manager • Simple tool to define, preview, and deploy records for Salesforce Admins Three industry-specific and productivity applications on Salesforce AppExchange
- 6. Experience In Advancement Working with USC since 2013 • 29 Business Units and 550+ Advancement users on desktop and mobile • Deployed Prospect Management in August 2015 • Migrated over 10M data from their prior application • Gift Processing and Bio Demo in July 2016 – have booked over 350K transactions resulting in more than $700M gifts per year • Deployed functionality to support Development Officers for Keck Hospital • KUSC radio station migration from Blackbaud Team Approach to Salesforce in progress which requires Household and Memberships • Custom security requirements Understand complexities and intricacies of Advancement Wealth of lessons learned and best practices to be leveraged
- 7. ascend Integrations Pre-built integrations with the following applications: • Kuali Financial Systems (KFS) • Cybersource • Bank of America Lockbox • Workday – New Hire, Termination and Payroll deduction • iModule • Athletic Ticketing (Paciolan) • Student Information System – degree information • Ruffalo Noel Levitz – formerly RuffaloCody • WealthEngine • Cerner (Hospital data for Grateful Patients) • Cognos Datawarehouse • IBM Watson
- 8. “What are the common data challenges in Advancement?
- 9. Volume and Quality of Data Historical and current information all stored in the system Data comes from multiple sources with varying levels of information • Credit Card Processing – Name, Address • HR – Name, Address, Work Phone and Work Email • Hospital Data – Name, Address, Phone • Lockbox file – Name, Address and Phone (optional) • SIS –Name, Address, Phone(s), Email(s) Advancement CRM (ascend) HR Hospital Data LockboxSIS Credit Card Processing
- 10. ascend Solution Create objects to store multiple name, address, phone, email Built a data de-duplication module to find duplicates and define scoring that can be tailored by different data sources
- 11. “How do we ensure data integrity?
- 12. Data Entry Simplification & Cleansing Tools ascend Gift Processing Wizard Session pre-population for designation Leveraging rubrik for data clean ups
- 13. “How do we make what’s important bubble up?
- 14. Fundraiser Summary Preferred Contact Information Giving Summary Action Center Incorporating Artificial Intelligence
- 15. ascend Review