Making the most of your data: OMS - 2010 and beyond

• Welcome • Outline of the session

– The Journey since Edinburgh– Opening note by Sriyan de Silva

Wijeyeratne– Demonstrations: 2 case examples– Panel discussion with Marcelo, Sujeewa,

Jorge– Summary and Q&A

Introduction

The journey since Edinburgh

OMS 1.0• Launched in Edinburgh, October 2008• Uptake by 11 members of the Network• Consultation with members• => Building blocks for a new Salesforce

edition

OMS 2.0• Demonstrations and opportunity for

familiarization and feedback

Sriyan De Silva WijeyeratneYBI Board representative & member of the YBI IT advisory committee

Opening note

Demonstrations of the new edition of the OMS

Case study 1:Supporting “Cyclo Tours” in Argentina

A fictional example

StorytellerMarcelo RosenblattDevelopment and Communications Director & project lead OMS pilot Fundacion Impulsar

Mark Olivarez

• Mark works in the small Formosa office

• Mark looks after entrepreneur and mentor relationships

• He manages the training programme

• He supports the loan officer with loan management

I love my job because I help young people to realise their

potential

But I seem to spend more time on administration and not

enough time supporting our entrepreneurs!

The Entrepreneur:Ms. Lalita Muñoz Armijo

• Potential entrepreneur

• 24 years old

• Self-employed

• Wants to start her own cycling tourism company,

Cyclo Tours

The Mentor:Mr. Juan Quelme

• Mentor

• Senior Manager

• Board for Travel and Tourism, Argentina

Step 1: Entering core data

• Adding Lalita as entrepreneur• Adding her business Cyclo Tours• Adding Juan Quelme as mentor

Step 2: Assigning Entrepreneurs to Training

• Activating the mentoring relationship between Lalita and Juan Quelme

Step 3: Uploading the business plan and disbursement of Lalita’s loan

• A $ 5,000 loan is assigned to Lalita and a loan schedule is created

Step 4: Summarizing the Entrepreneur record

Case study 2: The Yew Tree Foundation - a funder

A fictional example

StorytellerSujeewa RatnakumaraNational Programme Manager, Youth Business Sri Lanka and project lead OMS pilot YBSL

Meet the Funder

The Yew Tree Foundation

Grant making foundation

The foundation has expressed an interest in supporting us financially in the past but until now there have been some hurdles that have prevented this.

The Funder

YBP

We want to decide how the funds will be allocated

We want to decide how the funds will be allocated We want reports on what

impact our funds are having on support young

entrepreneurs

We want reports on what impact our funds are having

on support young entrepreneurs

We need to be able to link resource-raising

back to our objectives of supporting youth entrepreneurship

We need to be able to link resource-raising

back to our objectives of supporting youth entrepreneurship

We need to be able to track how and when

funds are utilized

We need to be able to track how and when

funds are utilized

We need a system to manage our funding resources to ensure we can sustainable resource our activities

We need a system to manage our funding resources to ensure we can sustainable resource our activities

The agreement

•A three year grant

•$ 80,000 grant of which

• $40,000 on loan capital

• $20,000 on training support

• $2000 per attendee

• $20,000 on mentoring support

• $2000 for each successful mentoring relationship

With the agreement signed we can enter the fund details into the OMS...

Step 1 Adding our Funding agreement

1 month later in a regional office…

Step 2 Allocating the grant to activities

Meanwhile back at the national head office…

Step 3 Fund Monitoring and Reporting

One year has past and it is time to report back to the funder...

Step 4Sharing progress with The Yew Tree Foundation

The End

Demonstration:National Level Data Monitoring- Dashboards and KPIs

Panel interview

Marcelo RosenblattDevelopment and Communication Director Fundacion Impulsar and project lead OMS pilot Fundacion Impulsar

Sujeewa RatnakumaraNational Programme Manager, Youth Business Sri Lanka and project lead OMS pilot YBSL

Jorge Rodriguez-LascanoAdvisor, Youth Business International

Salesforce & the Salesforce Foundation

About Salesforce•Listed on the New York Stock Exchange : CRM•82,000+ customers •Over 1.6 billions dollars in revenue

About the Salesforce Foundation•Initiated at the start of Salesforce•1%/1%/1% model•Working with over 9,200 nonprofits

Summary

•A new platform

•Focus on

• Flexibility and intuitiveness

• Dashboards and reporting

• Project implementation, process readiness, training

and support and data migration

• Sustainability

•More to functionality coming up...

Future developments...

• Fund & donor management and portfolio reporting

• Loan management (reporting, workflow, processes)

• Making data available for mentors, entrepreneurs, donors

• Entrepreneur and mentor survey functionality

• Mobile and MS Outlook integration

• More...

Questions & Answers