Project Title: Riding Success: Optimizing Cowboy Ball Fundraiser with Salesforce Integration
UM Rodeo Club
| Details | |
|---|---|
| Project Title | Riding Success: Optimizing Cowboy Ball Fundraiser with Salesforce Integration |
| Project Topics | Data Management Product Design & Development Research & Development Software Design & Development |
| Skills & Expertise | |
| Project Synopsis: Challenge/Opportunity | The challenge addressed by this project for the University of Montana Rodeo Team is the absence of an efficient Customer Relationship Management (CRM) system, particularly during their annual Cowboy Ball fundraiser. The event takes place in a location without cell phone or WIFI access, making manual data management for check-in, check-out processes, and silent auction management highly cumbersome. The opportunity lies in leveraging Salesforce integration to overcome these challenges, streamline event operations, and enhance participant experiences. The project aims to optimize data handling, reduce inefficiencies, and ensure a seamless check-in and check-out process, ultimately contributing to the overall success and growth of the Cowboy Ball fundraiser.
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| Project Synopsis: Activities/Actions Required | To achieve the desired results of optimizing the Cowboy Ball fundraiser through Salesforce integration, key activities include collaborating with the University of Montana Rodeo Team to gather specific requirements for check-in, check-out processes, and silent auction management. The project will involve configuring Salesforce to meet the unique needs of the event, and developing customized modules for efficient event management. Additionally, a crucial step involves migrating existing participant data to Salesforce, ensuring accuracy and completeness for a centralized and accessible database. The primary focus will be on designing and implementing a seamless check-in and check-out process within Salesforce, considering the challenges posed by the lack of cell phone or WIFI access at the event location. These strategic actions aim to streamline operations, enhance participant experiences, and contribute to the overall success of the Cowboy Ball fundraiser.
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| Project Synopsis: Expected Results | The success of this project for the University of Montana Rodeo Team lies in achieving tangible and measurable outcomes that enhance the efficiency of the Cowboy Ball fundraiser. Key success factors include the seamless execution of the check-in and check-out processes through Salesforce, resulting in a noticeable reduction in manual errors and processing time. The successful integration of Salesforce for silent auction management should lead to improved organization, participant engagement, and potentially increased revenue. Measurable results also include user satisfaction, with Rodeo Club members adeptly utilizing Salesforce and expressing enhanced confidence in managing future events. Ultimately, the project's success will be reflected in the overall streamlined operations of the Cowboy Ball fundraiser, positively impacting participant experiences and contributing to the continued success and growth of the event.
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Project Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
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Program Created |
Jan 25 2024 | Event |
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Project Application Deadline |
Jan 26 2024 EST (UTC-05:00) | Event |
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Projects Finalized |
Jan 26 2024 EST (UTC-05:00) | Event |
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Program Kickoff |
Jan 29 2024 | Event |
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Student Pre-Kick-off Self-Assessment Form |
Jan 31 2024 | Evaluation |
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Students Onboarded & Assigned Teams |
Jan 31 2024, 12:00 PM EST (UTC-05:00) | Event |
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Student Temperature Check |
Feb 28 2024, 12:30 PM US/Mountain (UTC-07:00) | Evaluation |
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Student Post-Engagement Self-Assessment Form |
May 07 2024, 12:00 PM US/Mountain (UTC-07:00) | Evaluation |
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Project Complete |
May 10 2024 | Event |
Program Managers
| Name | Organization |
|---|---|
| Ankush Manchanda | Indian Academy Group of Institutions |