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Client and Project Overview
Business Requirements Document
BRD
Epic Name
User Story Name
User Story Description
Configuration
12
Initial Settings-NPSP
As an Executive Director, I need to have NPSP installed and configured to best practices so that we can track donors and associated activities.
Campaign setup
As a Marketing Director, I need to group donors for appeals and board/committee communication so that we can pull reports on campaign success and easily communicate with groups in mass.
General Accounting Unit Setup
As a bookkeeper, I need to designate gifts to specific funds so that we can understand the amount of restricted and unrestricted funds we have received.
Email tracking
As an organization staff member, I need to track receipt, click rate, and open rate of emails I send. so that we can monitor communication effectiveness
Gift Entry Setup
As a(n) bookkeeper, I need to enter checks in batches with fund allocations so that we can quickly keep track of donations.
Engagement Plans
As a Major Gifts Officer, I need to track moves management on prospects so that we can monitor my effectiveness in managing my portfolio.
Volunteer Management
As a Volunteer Coordinator, I need to track volunteer jobs and have an easy way for volunteers to sign up for shifts so that we can have the help needed to run excellent programs
Reports and Dashboards
As a Marketing Director, Development Director, or Executive Director, I need to be able to pull lists of donors and donor analytics easily so that we can send mailings and make strategic development and marketing decisions.
Automated Thank you email template
As a Development Coordinator, I need to send email acknowledgements automatically when new gifts come in so that I can recognize donors in an expeditious manner.
Program Management
As a Program Director, I need to track program's participants and their progress so that we can ensure our organization delivers the most effective program.
Formulas and rollups
As a development staff member, I need to report on all donations both soft and hard credited so that we can accurately see how much a donor has given whether funds were given directly or through a Donor Advised Fund.
User Interface
As an organization staff member, I need to quickly see the information I am looking for in a neat and organized way so that we can answer questions asked of me by my superiors and be efficient in my job.
Data Import
1
Data Import
As a(n) organization staff member, I need to have data from spreadsheets imported into new Salesforce system so that we can see historical data from previous system.
Integration
2
Acknowledgement Integration-Sdocs or mail merge process
As a(n) Development Coordinator, I need to print acknowledgement letters from gifts and tribute letters for memorium/honorarium designations so that we can recognize donors in an expeditious manner.
Lightning for Outlook
As an organization staff member, I need to attach emails from Outlook to Salesforce contacts and look up contact information without leaving Outlook so that we can easily track my communications and activities.
Training
1
NPSP Training
As an organization staff member, I need to understand the new system that has been implemented so that I can use Salesforce to its fullest capacity.
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