More Than The Bottom Line

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More Than The Bottom Line
Track Nonprofits, Education, and Public Sector
Organizations

• Steve Wright, Salesforce.com Foundation
• Carlos Pessoa, Endeavor
• Jessie Grenfell, Center for Employment
  Opportunities
• Brad Presner, Acumen Fund

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Safe Harbor Statement
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Securities Litigation Reform Act of 1995 This
presentation may contain forward-looking
statements including but not limited to
statements concerning the potential market for
our existing service offerings and future
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update these forward-looking statements, except
as required by law.
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A Platform to Change the World
Moderated By
Steve Wright
Director of Innovation
Salesforce.com Foundation
Carlos Pessoa
Director of Special Operations, Endeavor
Jesse Grenfell
Chief Information Officer, CEO Works
Brad Pressner
Metrics Manager, Acumen Fund
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Social Impact Metrics

• What if we could bake in to our operational
  process the incidental collection of data points
  that would aggregate to help us understand if we
  were any good at what we do.
• Endeavor Who do we know and what do they know?
• CEO Works Exactly, how good are we?
• Acumen Fund Are we, collectively, making a
  difference?

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Carlos Pessoa Director of Special Operations
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Endeavor Global
Our mission is to create high value jobs, wealth
and an entrepreneurship culture through
supporting high-impact entrepreneurs in emerging
markets

• OFFICES 11 Headquarter in NY
• ENTREPRENEURS 333 from 220 different companies
• JOBS CREATED 86,291
• ENTREPRENEURS REVENUES 2.5 BILLION
• ENDEAVOR EMPLOYEES WORLDWIDE 100
• PRODUCT USED Salesforce.com

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Challenges

• 100 x 11 1100
• different ways to perform the same activities

employees
offices
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All types of formats to track activities

• No institutional memory
• No scalability
• No collaboration
• No reliability
• No standardization

• Proprietary databases
• Microsoft Excel
• Microsoft Outlook
• Post-it
• Moleskines
• Peoples head

INEFFICIENCY
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Solution a Integrated web-based Database

• A common tool that would be available worldwide
  at marginal cost
• Budget constraints No investment in IT hardware
  and Software licenses
• Fully customizable to Endeavor needs
• Ability to generate reports comparing each
  Endeavor Operation
• Salesforce.com

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Knowledge Management

• Tracking of all activities with each entrepreneur
  in each country
• Appending meeting notes to every single meeting
• Ranking the meetings from 1 to 5 stars
• Who knows who?
• Who knows what?

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(No Transcript)
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Jessie Grenfell Chief Information Officer
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Center for Employment Opportunities
CEO's vision is that anyone with a recent
criminal history who wants to work has the
preparation and support needed to find a job and
to stay connected to the labor force.

• INDUSTRY Non-profit
• EMPLOYEES 150
• GEOGRAPHY New York City
• USERS 75
• CUSTOM APPLICATIONS DEVELOPED 5
• THIRD-PARTY TOOLS Crystal Reports, Eclipse, Flex
  SDK

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Pain Points

• No real time access to our key performance
  indicators
• Multiple touch points throughout our program,
  ensuring participants dont slip through the
  cracks
• Different groups and individuals reporting
  different results for the same metrics

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Solutions

• A suite of dashboards showing metrics by key
  demographics
• Apex code to automatically update participants
  status based on their activity in the program
• A set of reports that flag participants who need
  attention some are emailed automatically to case
  managers each day
• All metrics generated in Salesforce CRM using
  standardized, agreed upon calculations

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Demo
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Whats Next

• Lots of Visualforce!
• IPhones or other handheld devices for field staff
  to access Salesforce CRM
• Tools to manage our internal operations like
  timesheet and help desk functionality

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Brad Presner Metrics Manager
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Acumen Fund
Acumen Fund is a non-profit global venture fund
that uses entrepreneurial approaches to solve the
problems of global poverty. We seek to prove that
small amounts of philanthropic capital, combined
with large doses of business acumen, can build
thriving enterprises that serve vast numbers of
the poor. Our investments focus on delivering
affordable, critical goods and services through
innovative, market-oriented approaches.

• INDUSTRY Social Investing
• EMPLOYEES 50
• GEOGRAPHY Headquartered in New York field
  offices in India, Pakistan, and Eat Africa
• INVESTMENTS 300K - 2M 25, serving nearly 10
  Million people
• PORTFOLIOS Energy, Health, Housing, and Water

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Pain Points

• How do we quantify the social impact of our
  investments?
• How can our sector better understand what truly
  works and what doesnt?
• Can we aggregate and benchmark ourselves against
  a common set of standard metrics?

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Solutions

• Development on a Portfolio Data Management System
  PDMS) to identify and track social metrics
• Community coming together to identify and agree
  on standard metrics sets
• Working with PriceWaterhouse Coopers to develop
  data warehousing platform to integrate with
  Salesforce CRM-based PDMS system to aggregate and
  benchmark social impact data across investments
  and institutions

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Solutions
Google
Funder B
Funder C
Funder D
Funder E
1
Acumen Fund
Investor 2
Investor 3
Investor 4
Investor 5
Investor 6
Investor N

• PDMS benefits
• Transparency on intermediary performance
  impact
• Improved metrics at the intermediary level by
  development and adoption of best in class system
• Consistent company level data shared with
  co-investors
• Aggregated information across all portfolios
  enables benchmarking

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Company A
3
4
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Demo
PDMS Demo
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Whats Next

• Development of new system on Salesforce CRM
  platform
• Scope and build data warehouse component
• Continually iterate on what the standard metrics
  are
• Will enable for first time using harvesting of
  existing data with new tools
• Systems will help drive data standards in
  historically non-standardized sector

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