DJH Consulting

Washington Environmental Council

For 40 years the Washington Environmental Council has been a strong voice for environmental protection in Washington.  Their collaborative leadership and forward thinking reforms have helped protect the people and natural areas of Washington -- and created models for change now used around the nation.

This project involved migrating from their old donor management system, Sage, to use Salesforce for all their constituent management needs.  This includes donor management, activism, engagement, and campaign management.  Salesforce was also integrated with their use of Vertical Response to track all their e-newsletter and activist emails with their constituents.  I also created a custom module for doing Auction Management, which allows WEC to track all of the donated items, attendees, purchases, and sponsors for their annual auction event.

Passages Northwest

Passages Northwest is dedicated to educating and motivating girls to develop leadership and courage through the integrated exploration of the arts and the natural environment. 

This project involved migrating an existing Access database being used for donor management and program management to Salesforce.  The donor management piece was implemented in Salesforce using the Salesforce non-profit template, which provides donor management capabilities.  Customization of the various fields and pages was done to make the application easy and understandable for Passages Northwest.

A second project entailed migrating their Access database program management data into this same Salesforce installation, since many of their donors are either participants or parents of participants.  This involved additional custom objects and pages added to Salesforce, to handle their programs, student enrollment, program leaders, and volunteers.

RiteCare of Washington

RiteCare of Washington provides diagnostic and therapeutic services to children, aged two through seven, whose primary disorder is a severe delay in language or speech development. They also offer a program for their parents.

This project involved migrating an existing Access database being used for client management to Salesforce.  The default Salesforce objects were not used, and new custom objects for Clients, Families, Therapists, Appointments, etc. were created.