Salesforce Implementation @

Surf Life Saving GBA Journey

Forcewest April 17, 2012

Surf Life Saving GB

Founded in 1955National 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

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

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

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

The SolutionPhase 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

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 rolesLaunched February 2012

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

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

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.

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!!!

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.

Thank you

• simon.parker@gmail.com• s.parker@appichar.co.uk

@rhooseboy

www.appiChar.co.uk