Mark Kaech
Assistant Director of Business Services
mkaech@asu.edu
markkaech
Arizona State University
Global Launch
Integrating Business Processes within the Student Community
Elyse King
Enterprise Application Business Analyst
ecking@asu.edu
elyseking
#DF16HED
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. 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 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 service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our 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 our 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 our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Introduction
Mark Kaech
Assistant Director of Business Services
Salesforce.com Certified Administrator, business analyst,
and project manager with more than a decade of
experience in the non-profit and higher-ed sectors. I am
passionate about improving processes and equipping
people with the tools necessary to do their jobs effectively
and efficiently. Organizing chaos is what energizes me.
Introduction
Elyse King
Enterprise Application Business Analyst
Responsible for creating and streamlining processes,
data analysis, and managing development on the
Salesforce.com Platform. Additionally, I have extensive
experience in working with Oracle business intelligence
systems and working with mass data sets from multiple
systems. In conjunction with my work at Global Launch, I
have consulted with many diverse non-profits
implementing and supporting organizations on the
Salesforce.com Platform.
Today’s
Agenda
Salesforce Beginnings
Integration of Business Processes into the
Community
From Dream to Implementation
Current Community processes (ft.
Events)
Outcomes from using the Community
Cloud
Future Thinking
Takaways
Questions
our
partners
•Salesforce Silver Consulting Partner since 2009 (8 years)
•Salesforce.org Register Partner
•Providing comprehensive services for Salesforce® and the
Salesforce App Cloud™
• System implementation, integration & training
• Success and user adoption advocacy
• Data “therapy”
• Application development
• Pardot, Work.com implementation services
• Outsourced system administration
•akaCRM is a Salesforce customer also (Sales Cloud, Pardot,
Data.com, Work.com)
•Clients in 45 states of the United States
•Certified consultant team located nationwide
Introduction
about Global Launch
Mission:
“To inspire globally-minded students, educators,
and leaders to change their lives and the world.”
Global Launch Platform
ASU’s platform for training international students and professionals--preparing
them to thrive in the global environment.
Language
Training for
International
Students
Academic
Preparation
Services
Capacity
Building
Programs
Digital Services
and Products
• Paper files and disparate excel spreadsheets
• Implement with standard objects in 2012
• Started with 20 staff users  120 active users
• All areas of the department utilize Salesforce
Salesforce Beginnings
just 4
years
ago
where do
we go
from
here?
•How do we leverage data to better serve students?
•What would it look like for the student to interact
with their data?
•Data is not powerful unless it is displayed to the
customer.
•Decision in 2014 was to move toward the
Community Cloud.
Salesforce Beginnings
Implementing Business Processes
into the Student Community
Dreaming to Implementation
Several meetings with groups across the organization
Questions for your stakeholders:
What is the dream?
What services would you like to provide for the student?
Questions for leadership:
What does success look like after implementation?
Discuss importance of a roll out plan
Initial steps
what is
the
dream?
Dreaming to Implementation
Document your requirements from your
discovery
Listen actively to your end users
Observe how your staff execute processes,
communicate, and use the system
Initial steps
observe
Student Success Better Customer Service
Increase Effective
Communication
Dreaming to Implementation
Initial steps: Define what is important
Collaboration across teams is key
Agile: Wait until the last responsible moment to make a
decision
Dreaming to Implementation
Initial steps
agile
Demonstration
About 5,000 logins each month with 100% of students logging into the Community
Our Community class registration saved students and staff time! Students went from a 3 hour in-
person process to a 3 minute online process.
Registration on site cost approx. $9k; online cost $300. Saving $8,700 every 8 weeks.
Decreased staff and student worker involvement. 40+ team members to 4 people.
65% of those that register attend our major events.
Real-time access to reports of students at events and where students are at in various registration
processes.
Outcomes
New Student Registration
Attendance Tracking for Teachers
Gamify Program Progress
Applicant Access to Community
Partner Community
Future Thinking
Key Takeaways
Key Takeaways
Step 1 Step 2 Step 3 Step 4
Create goals with your
leadership team;
Heavily involve your
staff upfront. Outline,
document, record.
Observe. Dream big.
Map future-state,
develop your priorities
and phases.
Develop iteratively to
minimize risk, allow for
greatest flexibility, and
ensure that all
perspectives are being
captured.
Collaborate with your
developers, admins,
BAs, staff, stakeholders.
and develop a process
for gathering feedback
from your users.
Questions?
Thank Y u

Dreamforce 2016 HEd Session Integrating Business Processes in the Student Community

  • 1.
    Mark Kaech Assistant Directorof Business Services mkaech@asu.edu markkaech Arizona State University Global Launch Integrating Business Processes within the Student Community Elyse King Enterprise Application Business Analyst ecking@asu.edu elyseking #DF16HED
  • 2.
    Forward-Looking Statements Statement underthe 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. 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 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 service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our 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 our 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 our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3.
    Introduction Mark Kaech Assistant Directorof Business Services Salesforce.com Certified Administrator, business analyst, and project manager with more than a decade of experience in the non-profit and higher-ed sectors. I am passionate about improving processes and equipping people with the tools necessary to do their jobs effectively and efficiently. Organizing chaos is what energizes me.
  • 4.
    Introduction Elyse King Enterprise ApplicationBusiness Analyst Responsible for creating and streamlining processes, data analysis, and managing development on the Salesforce.com Platform. Additionally, I have extensive experience in working with Oracle business intelligence systems and working with mass data sets from multiple systems. In conjunction with my work at Global Launch, I have consulted with many diverse non-profits implementing and supporting organizations on the Salesforce.com Platform.
  • 5.
    Today’s Agenda Salesforce Beginnings Integration ofBusiness Processes into the Community From Dream to Implementation Current Community processes (ft. Events) Outcomes from using the Community Cloud Future Thinking Takaways Questions
  • 6.
    our partners •Salesforce Silver ConsultingPartner since 2009 (8 years) •Salesforce.org Register Partner •Providing comprehensive services for Salesforce® and the Salesforce App Cloud™ • System implementation, integration & training • Success and user adoption advocacy • Data “therapy” • Application development • Pardot, Work.com implementation services • Outsourced system administration •akaCRM is a Salesforce customer also (Sales Cloud, Pardot, Data.com, Work.com) •Clients in 45 states of the United States •Certified consultant team located nationwide Introduction
  • 7.
    about Global Launch Mission: “Toinspire globally-minded students, educators, and leaders to change their lives and the world.”
  • 8.
    Global Launch Platform ASU’splatform for training international students and professionals--preparing them to thrive in the global environment. Language Training for International Students Academic Preparation Services Capacity Building Programs Digital Services and Products
  • 9.
    • Paper filesand disparate excel spreadsheets • Implement with standard objects in 2012 • Started with 20 staff users  120 active users • All areas of the department utilize Salesforce Salesforce Beginnings just 4 years ago
  • 11.
    where do we go from here? •Howdo we leverage data to better serve students? •What would it look like for the student to interact with their data? •Data is not powerful unless it is displayed to the customer. •Decision in 2014 was to move toward the Community Cloud. Salesforce Beginnings
  • 12.
  • 13.
    Dreaming to Implementation Severalmeetings with groups across the organization Questions for your stakeholders: What is the dream? What services would you like to provide for the student? Questions for leadership: What does success look like after implementation? Discuss importance of a roll out plan Initial steps what is the dream?
  • 14.
    Dreaming to Implementation Documentyour requirements from your discovery Listen actively to your end users Observe how your staff execute processes, communicate, and use the system Initial steps observe
  • 15.
    Student Success BetterCustomer Service Increase Effective Communication Dreaming to Implementation Initial steps: Define what is important Collaboration across teams is key Agile: Wait until the last responsible moment to make a decision
  • 16.
  • 17.
  • 18.
    About 5,000 loginseach month with 100% of students logging into the Community Our Community class registration saved students and staff time! Students went from a 3 hour in- person process to a 3 minute online process. Registration on site cost approx. $9k; online cost $300. Saving $8,700 every 8 weeks. Decreased staff and student worker involvement. 40+ team members to 4 people. 65% of those that register attend our major events. Real-time access to reports of students at events and where students are at in various registration processes. Outcomes
  • 19.
    New Student Registration AttendanceTracking for Teachers Gamify Program Progress Applicant Access to Community Partner Community Future Thinking
  • 20.
  • 21.
    Key Takeaways Step 1Step 2 Step 3 Step 4 Create goals with your leadership team; Heavily involve your staff upfront. Outline, document, record. Observe. Dream big. Map future-state, develop your priorities and phases. Develop iteratively to minimize risk, allow for greatest flexibility, and ensure that all perspectives are being captured. Collaborate with your developers, admins, BAs, staff, stakeholders. and develop a process for gathering feedback from your users.
  • 22.
  • 23.