This project was completed on Jul 14, 2015
Matched with Pierre D
Matched with
Pierre D.

Salesforce Database Customization

Share this project:
Salesforce Database Customization
Impact statement
This project will save us $22,852 , allowing us to provide meaningful, life-enhancing arts opportunities for 80 people who have chronic psychiatric disorders, who are working hard on sustaining recovery.

Project Details

What We Need

As a mental health, arts and wellness agency, Artreach needs to track data from a variety of angles. We need to:

  • Manage donors; volunteers; program members; and specific interest groups for annual projects
  • Collect data on program member participation, goals and mental health outcomes;
  • Track grant and deadlines, from start to finish of a project, including clearly defined outcome measures, with a method of measuring them;
  • Track donations, amounts, and our communication with donors (thank you's and benefits);
  • Track the impact of our education programs on our community
  • Streamline what we're currently doing.

We need a customized Salesforce database to help manage all of this data

  • Migration of our current data to Salesforce
  • Training for designated staff member on new objects, reports and views
  • “Hand-off” documentation on the object schemas and any custom codes.
What We Have In Place
  • Here is what we have in place:
    - MailChimp to manage fans/donors.
    - ticket sales database.
    - A new Development Director who is enthusiastic about this project.
    - Basecamp to manage 14 virtual interns, staff communications and general project management.
    - For program member data, the CT Dept. of Mental Health's data management system (good reports available).

    We are excited about how Salesforce will help us grow and manage all of this data more effectively. An arts analyst intern will help as well as the new Development Director, while the agency's computer-savvy Executive Director will be project coordinator.
How This Will Help

The success of our organization depends on effectively managing multiple, diverse groups of people. Without your help, we cannot set up Salesforce and learn to use it. Your skills will empower us to improve donor management and assess program effectiveness.

Project Plan

Milestone 1: Information Gathering
  • Volunteer Manager provides the Professional with a detailed description of data tracking and reporting needs
  • Professional makes recommendations on Salesforce objects, views, and reports to address the Organization's needs
  • Professional proposes a schedule for data migration and Salesforce platform customization
  • Volunteer Manager prepares data for migration
Milestone 2: Data Migration and Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
Milestone 3: Handoff
  • Professional delivers handoff document to Volunteer Manager
Show More

About The Org

Our Mission

Artreach's mission is to use the creative arts to support sustainable recovery from psychiatric disorders.  We provide theater, music, creative arts, alternative wellness, and recreational opportunities.  These activities enhance the quality of our members' lives and teach skills that help them  achieve & sustain recovery after experiencing mental health issues.  Artreach deeply believes that Creativity Heals.

What We Do

Artreach, Inc. has several programs, all which share the mission of providing services to support sustainable recovery for adults with mental illnesses.

The Second Step Players, one of the country's first Applied Theater troupes, features actors who are in recovery from psychiatric disorders. They create and perform socially conscious sketch comedy, stand-up comedy, and musical parodies from their own mental health histories. Their delightful stigma-busting variety shows enlighten and stimulate discussion on the often taboo topic of mental illness and recovery. The Players have been ambassadors in community education and advocacy since 1985. They tour nationally to spread the word that Recovery Happens, and Creativity Heals.

Artistic Skills Building classes help individuals connect with their unique form of creativity, and learn to use that creativity to support their recovery. Classes include creative writing, poetry writing, songwriting, beginning and intermediate guitar lessons, drawing, painting, creating mosaics, vision boarding, etc.

Our Community Theater Liaison program supports program members to audition for community theaters, and as an incentive to the community theater, provides technical crew, stage management, and house crew for the performances. Artreach members who are not acting attend these community performances in support of their fellow program members. New pathways to integration and acceptance in the community have been forming rapidly.

Wellness Program includes trainings in Mindfulness meditation for stress reduction, Yoga, Tai Chi and Qi Gong, Walking Club, and African Dance. Statistics show that people with mental illnesses die on average 25 years sooner than others. Thus, sustaining physical health is an integral component of recovery.

Recreational Program includes trips to ball games, concerts, billiards, and pottery making.


(No testimonial has been submitted by Becca)
(No testimonial has been submitted by Pierre)

Similar Opportunities

See All
See all projects