Too many nonprofit organizations lose countless hours and resources on inefficient manual systems, which can take them away from delivering the quality programs and services that are so urgently needed. The next generation of nonprofits is changing this paradigm, leveraging mobile, social and cloud technologies to put their constituents at the center. With a 360-view of every constituent touch point, nonprofits can spend less time on paperwork and more time serving their communities. Join us to discover how Polaris Project uses Salesforce to combat human-trafficking. Learn how they are connecting all of their service channels-- toll-free hotline, text, web and email--to meet those in need. See how Polaris is also using data to go beyond reporting to influence policy and transform their strategy so they can reduce trafficking around the United States and reach more survivors. Who Should Attend: Human services organizations Program managers Case managers Anyone interested in connecting with their community in powerful new ways

1. Polaris Project
Next Generation Case and Program Management
February 2014
/Salesforce.comFoundation
@SFDCFoundation

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3. Two Ways to Ask Questions
• Use question box on webinar
• Tweet questions with
#connectednonprofit
To be contacted by a nonprofit
specialist, email:
events@salesforcefoundation.org

4. Naomi Mandelstein
Jennifer Kimball
Matthew Bradley
Nonprofit Marketing Director
Salesforce.com Foundation
Assistant Director,
Eradication Team
Polaris Project
IT Architect
Polaris Project

5. Our Mission:
Leverage our
Product,
Resources
and Time to
help improve
communities
around the
world.
Best-in-Class Technology
Made
Affordable
Our Communities
Nonprofits & Higher Ed
Strengthen
Invest
Technology Innovation
Grants
Employee Giving &
Volunteering

6. %
1
Product • Resources •
Time
20,000
Nonprofit
organizations
$53M+
530,000+
Grants
Hours Service

7. The Connected Nonprofit
360-View
Raise more
funds
Mobile
Engage and
strengthen your
community
Communicate
more effectively
Unified Data Model
Real-time Data
Social
Deliver better
programs
and services

8. Connect To Your Community In A Whole New Way
Connected
Programs
Connected
Employees
Connected
Partners
Connected
Supporters

9. Watch the Polaris Project video:
http://www.salesforcefoundation.org/polarisproject

10. POLARIS PROJECT OVERVIEW

11. Polaris Project has been providing a
comprehensive and community-based approach to
combating human trafficking and modern-day
slavery since 2002.

12. OUR FOCUS
• Polaris Project is a leading organization in the
United States and globally
• We work on all forms of human trafficking and
serve victims who are:
– Adults or children
– U.S. citizens or foreign nationals
– Sex trafficking or labor trafficking victims

13. DIRECT CLIENT SERVICES
• Offering comprehensive clinical
social services to victims of all
forms of human trafficking
through specialized local offices
in Washington, D.C. and New
Jersey
• 650 clients served to date

14. U.S. POLICY PROGRAM
• Functioning as a central hub
of human trafficking
legislative expertise while
advancing state and federal
policy related to the crime of
human trafficking on a
national scale
• 39 states passed new laws to
fight human trafficking in the
past year.

15. TRAINING AND TECHNICAL
ASSISTANCE
• Providing lessons learned,
promising practices, and
counter-trafficking strategies
to local, national, and
international audiences
through training and
consulting.
• 11,247 people trained across
the country in 2013.

16. ORGANIZATION-WIDE USAGE
Training and
Technical Assistance
Tracking
Website Integration
Contacts Management
Content – Library of
Resources
Client Services Case
State Policy Pages &
Know Who Integration Management Tracking
Donor Management
Grants Management
Human Resources &
Application Tracking
System

17. NATIONAL HUMAN TRAFFICKING
RESOURCE CENTER

18. MULTI-MODAL HOTLINE
Phone: 100,000
Email: 6,800
SMS: 950 (launched 3/28/13)
Online Report: 3,600

19. CATEGORIES OF CALLS
Training/TA
4%
General Info
23%
Crisis 5%
Referral
11%
Tip
17%
At Risk
20%
Unrelated
20%

20. IMPACT OF THE NHTRC
 12,800 Victims Identified (High Indicators)
 16,000 Victims Identified (Moderate Indicators)
 5,500 Calls Directly from Survivors
 4,500 Human Trafficking Cases Reported to
Law Enforcement
 15,000 Referrals Provided for Social Services
and Survivor Support

21. NHTRC CALL VOLUME
35000
30000
25000
20000
15000
10000
5000
0
2007
2008
2009
2010
2011
2012
2013
2014

22. FIRST ITERATION: MONOLITHIC OBJECT

23. SUBSEQUENT ITERATIONS:
CALL TAKING EXPERIENCE

24. CASE FOLLOW-UP

25. CASE FOLLOW-UP

26. SPECIALIZED RESPONSE PROTOCOLS

27. MONITORING OPERATIONS

28. MEASURING IMPACT

29. IDENTIFYING TRENDS
Vic;m
Demographics
Top
Caller
Types
Common
Types
of
Sex
Trafficking
Reported
Common
Types
of
Labor
Trafficking
Reported

30. GLOBAL HOTLINES PROGRAM
Map & Connect Anti-Trafficking
Hotlines & Organizations
Train & Provide
Technical Assistance
Grow the Global Human
Trafficking Hotline Network
Increase Global
Coordination & Gather,
Analyze and Share Data

31. GLOBAL HOTLINES

32. GLOBAL DATA COLLABORATION
• Synthesize and analyze data from our program areas,
external data sets, and partner hotlines to:
• Inform strategic interventions and eradication efforts;
• Inform targeted prevention campaigns;
• Identify weaknesses in trafficking networks, anti-trafficking
responses, borders, etc.
• Assist in improving global resource allocation focused on
eradication

33. CASE MODEL EVOLUTION
• Iterate & merge our Case Model for NHTRC
calls with our Client model for direct services
• Describe relationships to cases through a custom
replacement for “Contact Role”
• Track milestones on Contacts
• Challenge: Streamline data entry burden for two
different users

34. PACKAGE FOR GLOBAL NETWORK
• Distribute case model as an unmanaged package
• With documentation of our base environment, use
case(s), and configuration considerations
• Facilitating appropriate customization
• We can’t know enough to make it managed package
• Network members can tweak and iterate to support
regional influences affecting requirements
• Facilitate Limited Support, and Peer-to-Peer
support through Global Portal

35. PERMISSIONS REFORM
• Started with a very tight data security model,
a silo for every program
• New model to emphasize program control of
sensitive domain-specific objects, otherwise
field-level security and role-based access
• Be able to report across programs & the Org
– Resolve Contacts and Accounts across programs

36. EXPLORATIONS
• Service Cloud — CTI integration, Service Cloud
Console, burgeoning predictive tools, workflow
• ExactTarget — tightest available integration w/
Salesforce for mass email & social (for our
Development, Communications, Policy, as well as
Training programs)
• Third Party Form authoring/web-to-objects
• Evaluating new NPO-friendly donation processors
• Salesforce1 — clear out of the box advantages

37. HOW TO REACH US
Matthew Bradley - mbradley@polarisproject.org
Jennifer Kimball - jkimball@polarisproject.org
1-888.3737.888; Text BEFREE (233733)
Or e-mail us at
NHTRC@PolarisProject.org