WALK WITH A DOC

Salesforce NPSP Implementation

Project

Walk with a Doc, a Coumbus, Ohio based non-profit, Salesforce CRM NPSP implementation

Client

Walk with a Doc (WWAD) was started in 2005 by Dr. David Sabgir, a cardiologist in Columbus, Ohio. Frustrated with his inability to affect behavior change in the clinical setting, Dr. Sabgir invited his patients to go for a walk with him in a local park on a spring Saturday morning. To his surprise, over 100 people showed up, energized and ready to move.


Since that first event in 2005, Walk with a Doc has grown as a grassroots effort, with a model based on sustainability and simplicity. A doctor gives a brief presentation on a health topic and then leads participants on a walk at their own pace. Healthy snacks, coffee and blood pressure checks are an optional part of a Walk with a Doc event. The Walk added an Executive Director in 2009 and focused on building a program that could easily be implemented by interested doctors in other cities around the country. As a result of these efforts, the reach of Walk with a Doc now extends all around the globe with over 300 chapters worldwide!

 

Problem

Walk with a Doc had outgrown the collection of spreadsheets they were using to manage the recruiting, onboarding and renewals of chapters all over the world. Office staff was struggling to complete all of their work in a timely fashion and important tasks were getting lost in the system. A lack of visibility and transparency into their processes was making management and oversight difficult. Staff was stressed out worrying that important tasks were being overlooked.

 

Solution

Summit Technologies implemented a Salesforce Non-Profit Success Pack (NPSP) solution for WWAD to consolidate information from nearly a dozen spreadsheets into a single CRM solution. 

 

Custom sales processes and opportunity stages were set up to track the recruitment and onboarding of new chapters. Formulas and roll-ups on the Account object make it simple to see the status of a given chapter.

 

Reports and dashboards were created to track chapters through the recruiting and onboarding processes, as well as renewals. Engagement Plans were leveraged to create a series of follow-up tasks, and reports and dashboards promote accountability among the staff by giving management visibility into the process.

 

WWAD staff were trained in using the new solution both from a desktop and a mobile device to look up information and record their activities. They were also trained on how to administer their new solution and create reports and dashboards.

 

Result

Retiring their spreadsheet solution has allowed WWAD to focus on growing the number of chapters world-wide at a faster pace, without having to add staff.

Management has unprecedented oversight over their processes, and the overall stress level in the office is reduced as staff has assurance that nothing is falling through the cracks.

Board members are better informed than ever with access to statistics and metrics that give a succinct overview of the non-profit.

With chapter recruiting, onboarding and retention issues addressed, WWAD now has more time to devote to fundraising.