Projects

Unifying SU Australia: Merging Nine Entities' Systems into One

The Problem: Prior to May 2021, Scripture Union in Australia operated as a federated network of separate state and territory organisations. This decentralised structure led to significant inefficiencies and limited national strategic capabilities, hindering our ability to engage on a national level and establish a broader presence for communications, marketing, and fundraising.

Key Contributions

  • Program Managed Mission Systems Integration: Led the strategic planning and execution of numerous complex projects to consolidate nine separate entities’ systems and data into a single, national platform for SU Australia over a three-year period.
  • Cultivated High-Performing Team: Built and fostered a cohesive and productive Mission Systems team from diverse backgrounds, providing professional growth, training in key methodologies (including business analysis and PRINCE2 project management), and fostering strong stakeholder communication.
  • Drove Strategic Systems Development: Oversaw the successful implementation of critical mission-enabling systems, including national CRM unification, event management, volunteer management, and corporate risk solutions.
  • Ensured Business Continuity during Transition: Maintained essential business processes and technical support for ongoing operations throughout the merger, managing critical data flows and technical infrastructure while simultaneously delivering complex integration projects.
  • Provided Interim Leadership: Stepped into an Acting Group Director role for Mission Support, maintaining departmental productivity and strategic direction during a leadership transition, including sourcing critical external expertise for the marketing team.

Lapsing Series Report

The Problem: SU QLD was struggling to report on the effectiveness of its reactivation marketing automation journey.

Key Contributions

  • Mapping the relationships between the data types.
  • Developing the data integration to bring the data from Salesforce into BigQuery.
  • Writing the SQL query to join the data and ensure we only report on income from individuals once they began the marketing journey.
  • Designing the Data Studio report to visualise the data in a way that makes sense to people viewing it.

Soulution

The Problem: Structured problem solving is a great way to help the human mind find solutions for seemingly difficult problems. However, there currently isn’t a website or app that makes this easy to do on the go.

Key Contributions

  • Designed mockup in Figma.
  • Built the web app in React using Google’s Firestore and Firebase Auth.
  • Configured the automated build process from git push to live.
  • Deployed for testing and personal use at soulution.cloud

Pocket Query

The Problem: One night, my boss messaged me asking me for some statistics and I wished there was a way I could quickly query the results from my smartphone.

Key Contributions

  • Designed app in Figma.
  • Affordances for multiple projects, saved queries, running ad-hoc queries.
  • Full screen query editor, full screen results or a split view for both.
  • Ability to quickly reference the schema along with auto-complete and intellisense.

Talend Data Integration

The Problem: SU QLD wanted to consolidate several data sources into Salesforce in order to get more complete picture of each person’s involvement with the organisation.

Key Contributions

  • User requirements gathering and stakeholder engagement.
  • Proposed options and recommendations for the right solution.
  • Worked with vendors to setup the system and internal IT to setup resources in Google Cloud.
  • Built out a data integration job that brings Salesforce Marketing Cloud SMS send history into Salesforce.

Recurring Donation Uplift

The Problem: SU QLD had some very faithful long-term donors who wanted more control over their recurring donations. The fundraising team also wanted to offer these donors an easy way to automatically increase their giving each year.

Key Contributions

  • Requirements gathering and process mapping.
  • Functional build and technical development using SFDX.
  • Emails, landing pages and journeys built in Marketing Cloud.
  • Campaign launch marketing setup and send.

Salesforce Marketing Cloud Implementation

The Problem: SU QLD needed a way to automate their stakeholder engagement and increase donor retention.

Key Contributions

  • Requirements gathering and user story development.
  • Stakeholder Engagement to help create excitement and manage expectations.
  • Working with internal teams and external consultants to implement and transition data.
  • Some implementation, including custom development, journey building and integrations.
  • Activation of new channels, including online advertising and SMS marketing.

Primary District Auto Allocator

The Problem: SU Australia draws it’s own geographic bounds, that we call Districts, in order to evenly distribute the work across the country. In Salesforce, we wanted to ensure donors were allocated to the relevant District Manager.

Key Contributions

  • Drawing up the geographic bounds in Google My Maps.
  • Converting the map data into a dataset that Salesforce can work with.
  • Building out the system in Salesforce so that every Contact and Account with a mailing address is correctly allocated to a district.
  • Ensuring that there is a history of allocations to see how people migrate over time.

Salesforce Implementation

The Problem: SU QLD’s old CRM was limited to desktop users, with too few licenses and no ability to integrate with other systems.

Key Contributions

  • Requirements gathering and user story development.
  • Stakeholder Engagement to help create excitement and manage expectations.
  • Working with internal teams and external consultants to implement and transition data.
  • Some implementation, including custom development.

© James Angus 2020. View source on Github.