Presentation on implementation and development of Member Information System at Surf Lifesaving GB

1. Salesforce Implementation
@
Surf Life Saving GB
A Journey
Forcewest
April 17, 2012

3. Surf Life Saving GB
Founded in 1955
National Governing Body of Surf Lifesaving in GB.
5,000 members aged 7-70+ and over 70 clubs across
the UK.
Provide awards for Beach Lifeguards and RNLI.
www.slsgb.org.uk

4. Drivers & Objectives
• Used MS Access database for several years
– Only available on 2 PCs in Head Office (Exeter)
• Strategic direction to be more member focussed
– Provide more services to members and clubs
– Improve back office efficiencies – reduce costs
– Be more open to members

5. Challenges
• Half of SLSGB staff are remote workers
• Members & clubs dispersed throughout UK
WEB BASED SOLUTION
• Charity organisation
KEEP COSTS DOWN
• Complex processes
SIMPLIFY BEFORE AUTOMATING

6. Why use Salesforce?
• Minimal initial costs (FREE!!)
– SF Donation of 10 Enterprise Licenses
– 100 free Force.com Licenses
– Zero hardware costs
• Web-based
– Accessible anywhere – even on the beach
• Scalable
– Grows with the organisation

7. The Solution
Phase 1 – Members & Subscriptions
• Built solely on Force.com platform using
Custom Objects.
• Batch Membership Renewals using Cheques
or PayPal – but with manual payment
confirmation.
• Auto-generation of membership card – PDF as
Email attachment.
Launched January 2011

11. The Solution
Phase 2 – Award & Qualifications
• Catalogue of 80+ types of training course
• Course registration, enrolment, payment, assessment
all through SF
• Numerous confirmations & reminders via email
• Access for Trainers and Assessors through Portal
• Generation of Award Certificates and Training Records
• Complex award update processes and roles
Launched February 2012

15. The Solution
Phase 3 – Online Memberships with PayPal Integration
• Online joining and renewals with PayPal integration
using IPN (thanks to Simon Lawrence!)
• Ability to take payments for National Governing Body
and Clubs
• Public access via Sites pages
• Customised to look like SLSGB web pages.
Launched March 2012

18. The Numbers
• 26 Custom Objects
• 600+ Custom Fields
• 45 Page layouts
• 40 Email templates
• 53 Workflow rules, 1 Approval Process
• 46 Apex Classes
• 76 Visualforce pages
• 25 Custom user profiles
• 300+ Active users
• 25,000 member records
• 5,200 current subscriptions
• 2 Customer portals
• 3 Sites
• Paypal Integration

20. The Outcome
“The Member Information System provided the
opportunity to free up staff time, reduce complaints
related to admin, increase communication with
members and track our progress more effectively.
This will provide us with an opportunity to scale up
our operations and reassign resource to enhance
benefits to our members in many other ways.”
Andrew Byatt, Operations Manager, SLSGB.

21. Lessons
• Plan for the future
– Take time to build something generic and not rush
for a quick fix
– Consider platform limits as you will hit them –
eventually.
• Be aware of the pace of the client
– An organisation can only take so much change!
• Everything always takes longer!!!

22. The Future for SLSGB & SFDC
1. April 2012 – rolling out MIS to another NGB
with interest from several others.
2. Competitions & Events – planned for 2012.
3. Patrols & Incidents – possible future app.

23. Thank you
• simon.parker@gmail.com
• s.parker@appichar.co.uk
@rhooseboy
www.appiChar.co.uk