1. 1 SharePoint Saturday Atlanta
Level: 100 | Track: End-User, Business

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 5 Seasons Brewery (North)
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 directly
in front of brewery
 See the SPSATL Website for
more info and directions
Join us for SharePint sponsored by

6. 6 SharePoint Saturday Atlanta6 |SharePoint Saturday Atlanta
Daniel Albert
Who Are We?
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daniel.albert@slalom.com

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Matthew Mason
Who Are We?
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matthewm@slalom.com
@mattmasonatl

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 What’s the audience landscape?
- Business, End Users, Developers?
 Who’s currently involved with a non-profit? Role?
 What platforms do you current use for nonprofit
management? SharePoint or Office 365?
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Who Are You?

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Story of a Nonprofit
Fulfilling a mission when time,
resources and cash are scarce

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Challenges faced by nonprofits
 Funding-constrained environments
 As rapid growth occurs, processes may not scale
 Tools may not be standardized across entire
organization
 Relying on volunteers who may not have formal
training

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How does this relate
to Office 365?

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Office 365 provides core out-of-
the-box functionality that resolves
these challenges with no code,
at an affordable price.

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* https://products.office.com/en-US/nonprofit/office-365-nonprofit-plans-and-pricing

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Demonstrated Case Study
Our pro bono consulting
experience with a local nonprofit

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Key nonprofit characteristics
 Provides shelter, services, and outreach for
homeless LGBT youth age 13-25 in Atlanta
 Small, but experiencing rapid growth
 Managed some daily operations on unwieldy
Google Forms instance – others on pen/paper
 No formal “system administrator” or “IT people”
 Transient and varied volunteer base

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Discovery
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Configure
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Iterate
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Business Problem I:
Client management
system no longer met
users’ needs

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Solution: Case Management via
Document Sets
 Demo of case management solution with workflow
and views
 Next steps for growth: Previous client history is now
easily searchable - business can make insights on
how to serve cases of repeat clients

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Business Problem II:
Manual asset tracking
by pen/paper did not
provide accountability

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Solution: OOTB List
 Demo of asset tracking list
 Next steps for growth: Better accounting of assets
reduces excessive waste over time, increases
accountability of clients.

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Business Problem III:
End-of-year reporting
for additional funding
was manual and time-
consuming

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Solution: Exporting Client Data
 Demo of client data export and reporting in Excel
 Next steps for growth: Develop easy reports with
PivotTables. Show main goal metric: days from
intake to exit. Show metrics of increase of clients
helped each year & how many clients come back.

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Future State
How additional functionality in
Office 365 can increase
operational efficiency

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Going green with Forms Designer
 Leverage the Office 365 App Store
 Plumsail Forms Designer (free trial)
 Captures E-Signature, very affordable and stored in
SharePoint lists
 Saves people time instead of having to print and
scan forms

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Email Reminders
 Notifications / ticklers for actions in the case
management tool
 5 day reminder before key dates
 Scales very well because of Office 365 Workflow
infrastructure

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E-mail migration
 Currently on Google mail
 Plan is to migrate mail over to Office 365
 Very well documented by Microsoft
 Manual process, configuration in Office 365, but no
additional cost for organizations with basic needs
https://support.office.com/en-us/article/Migrate-Google-Apps-mailboxes-to-Office-365-
665dc56c-581c-4e35-8028-6bc1e8497016?ui=en-US&rs=en-US&ad=US

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Questions?

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 5 Seasons Brewery (North)

 directly
in front of brewery
 See the SPSATL Website for
more info and directions
Join us for SharePint sponsored by