Sample Projects Listing

Worked with a professional association to integrate, transform, and automate the process to take invoice and payment data from Wild Apricot membership management and creating a valid IIF file for import to QuickBooks Desktop Canada.  This includes invoices for memberships, event registrations, online store purchases, manual invoices, and donations.  Mapping logic was used to assign specific types of invoices to the corresponding accounts and classes inside of QuickBooks.  Sales Taxes are also mapped from Wild Apricot to the proper accounts inside of QuickBooks.

Key tasks included:

• Creation of Integromat data stores to hold configuration and mapping assignments
• Integromat scenarios to extract invoice data, transform the data, create a valid upload file (in QuickBooks IIF format), and load the resulting file to the client's online storage system.  (box.com)
• Evaluation of IIF formats for US vs. Canadian versions of QuickBooks Desktop and the corresponding treatments of Sales Tax.
• Customizing Integromat scenarios to map Memberships and Events using the client's preferred  account structure

When complete, the association's accountant no longer needed to manually enter invoices from Wild Apricot.  The automated process dramatically reduced the number of invoices that needed manual reclassification to the proper accounts.

Worked with a small non-profit in the arts to sync Contacts from their Wild Apricot membership management system to their Salesforce NPSP CRM system using Integromat process automation.

Key tasks included:

• Integromat scenarios that trigger when a contact is created/updated in either Wild Apricot or in Salesforce NPSP (Non Profit Success Pack).
• Update to data model in both systems to maintain synchronization.
• Data conversion for existing contacts.

When complete, key contact information (name, email address, mailing address, phone, and other custom fields are synchronized without manual input required.

Worked with a small non-profit to use SSO (Single Sign On) to integrate a Membership Management system (Wild Apricot) and an existing Member Community Portal (Personify Community).

Key tasks included:

• Configuration of Community Portal member segments and workflows to align with Wild Apricot member levels
• Changing the front end web pages for the Portal and the Membership system to appear seamlessly integrated
• Changed the Portal access levels to drive visibility based on Membership status in the Membership system
• Data conversion to reset the membership segments inside the Portal
• Coordinated the change management campaign with staff and members for access int the consolidated systems.

When completed, the project simplified the member-facing systems and reduced the manual effort needed to maintain membership status inside the Member Portal.  Additionally, the Portal automatically prompts former members to rejoin to get access to member-only content.

Worked with a small non-profit in the arts to take manually generated Excel membership totals and transform to automatic membership dashboards in Salesforce NPSP, including segments, trends, and comparisons to previous year.

Key tasks included:

• Interviewed executive staff to understand the desired membership dashboard
• Mapped the data snapshots and aggregation needed to support trend and comparison reporting
• Configured Salesforce reports, custom objects, reporting snapshots, and dashboards
• Completed data conversion to support trend reporting for the previous 12 month period
• Established automated email notifications to executive staff with monthly dashboard updates

When complete, the manual generation and reconciliation of membership totals was no longer required.  In addition, comparisons to previous year performance is now available to predict trends in membership.

Worked with a small non-profit to deploy a new member-facing Membership Management system (Wild Apricot) with an integrated payment gateway (AffiniPay - Wild Apricot Payments).

Key tasks included:

• Configured Wild Apricot to align with the nonprofit's membership types, messaging, and renewal periods.
• Integrated a "join" form to the public website for new members
• Completed data conversion for existing members
• Defined administrative processes for maintaining consistency in membership information across systems
• Trained nonprofit staff and supported initial member renewal campaigns

When complete, a significant portion of the membership management activities were automated and made self-service for members.  The project also set a baseline for future projects to automatically maintain data between Membership, CRM, and Financial systems.

Worked with a small non-profit in the arts to transform from an old, unmanaged Salesforce system to the newest Salesforce NPSP (NonProfit Success Pack) instance with sustainable membership management processes.

Key tasks included:

• Interviews and business process mapping for as-is processes
• Defined to-be processes to align with Salesforce NPSP capabilities
• Create new instance of Salesforce NPSP and configured key objects and processes
• Completed data conversion from old instance to new instance for existing members
• Trained the nonprofit's staff

After the initial project was completed, the nonprofit was able to establish the Salesforce system as the source of truth for memberships in partnership with the financial accounting team.  The initial project also set the baseline for using Salesforce as a constituent management tool.

Worked with a small live event promotion and management company to scale existing processes, tools, and staff.

Key tasks included:

• Business process mapping for existing processes
• Assessing cost-effective alternatives to support scaling
• Configured and deployed Google Sheet extensions that leveraged existing G Suite Tools used by the company
• Trained key staff

After the project was complete, the founder of the company was able to hire new staff and easily train them to manage quality live events in a repeatable manner.