OFM, the end-to-end Outbound Fund Management System
Thu, Jun 24, 2021, 1:30 PM (PDT)
Here are some helpful links, from this past event:
OFM 101 - https://bit.ly/OutboundFunds101
OFM Report - https://bit.ly/Ofm_Report
OFM Demo - https://bit.ly/Ofm_Demo
Looking for a new option for your grants, scholarship programs, and more? During this informative user group event, Jessica Rosenberg, consultant with North Peak Solutions, and Nell O'Connell, Grants Manager with Community Catalyst, will tell you all about the Outbound Funds Module (OFM). OFM is a community-inspired and created product originally developed as part of the Salesforce.org Open Source Commons program.
In 2020, Salesforce announced the addition of OFM to their suite of offerings, bringing this new option to the table for foundations and nonprofits making grants, running scholarship programs, and more. OFM is free and open source, and it configures Salesforce to track outgoing funds, providing a flexible base for an end-to-end outbound fund management system. Like other open source Salesforce products, teams can customize and extend OFM to meet their specific needs.
Since OFM is new on the scene, there are a lot of questions:
What is it, exactly? There will be a demo!
What kinds of organizations and teams does it work for? Will it work for mine? We will talk about use cases and keys to success they have seen in implementations.
What other applications or systems (and costs) do I need to consider to build a truly comprehensive GMS? We will talk through common extensions and integrations.
Our goal is that people walk away with an understanding of what the product is, which organizations it's well-suited for, and next steps to take if it's a solution they want to consider.
North Peak Solutions is a Salesforce implementation partner that's been working on the OFM project from the beginning. Their team co-led the initiative to design the product for several years and they've implemented OFM for 8 organizations.
Community Catalyst is a national consumer advocacy nonprofit that provides technical assistance and grants to consumer advocacy organizations. Since 1998, their mission has been to organize and sustain a powerful consumer voice to ensure that all individuals and communities can influence the local, state, and national decisions that affect their health.
Jessica Rosenberg
North Peak Solutions
Nell O'Connell
Community Catalyst
Jessica is a Consultant with North Peak Solutions. She loves translating complex challenges into elegant solutions for mission-driven organizations. Before joining North Peak, she worked in nonprofits for over a decade, where she led various Salesforce implementations. Jessica experienced first-hand the power of Salesforce to help nonprofits increase their impact and tell their stories while improving organizational efficiency.
As Community Catalyst's Grants Manager, Nell supports programs across the organization with regranting capacity. In this role, Nell provides assistance in the development and implementation of Community Catalyst's strategic grantmaking agenda by providing technical assistance to staff and grantees, managing the proposal and award process, monitoring grants and assisting in evaluating our grantmaking impact. Prior to joining Community Catalyst Nell served as a Project Administrator for the Center for Child Health Care Studies at Harvard Pilgrim Health Care Institute providing administrative and grant assistance to the Center and its faculty members. Prior to her time at HPHCI, Nell worked at the Alaska State Hospital and Nursing Home Association which strengthened her interest in health care and policy. Nell holds a dual bachelor's degree in Political Science and French from Loyola University Maryland.Community Catalyst works to ensure consumer interests are represented wherever important decisions about health and the health system are made: in communities, courtrooms, statehouses and on Capitol Hill.
Thursday, Jun 24
1:30 PM - 3:00 PM (PDT)