Age UK Salesforce Engagement Event – 18th July

Age UK’s Network Infrastructure Programme Team are holding an engagement event to demonstrate the Salesforce platform, including the benefits of using the platform.

With 12 local Age UKs currently exploring the use of Salesforce to support their handling of client data, Age UK are now looking for potentially interested Partners to get in touch and explore being part of the next cohort to move to the platform from September. If you’re interested in taking part, we’re holding an engagement event on Monday 18th July at 12:00 to share more details. Click here to book your place, or read on for further details.

Over the past few years, work has been undertaken to source and develop a single case, contact and rostering solution that fits the needs of local Age UKs.

Currently 12 local Age UKs are using, or transitioning to, Salesforce, a platform to handle their client data and help to plan and allocate work. The platform allows them to accurately evidence the outcomes and impact their teams have had locally.

Increasing the scope of the platform this year, further investment is being made to incorporate volunteering, marketing, and fundraising functionality, providing teams a powerful 360-degree view of the people that really matter to their organisations.

Salesforce Engagement Event – Monday 18th July

We are now looking for potentially interested Partners to get in touch and explore being part of the next cohort to move to the platform from September.

Please join us at the next engagement event being held online on July 18th, 12:00-13:30.

Register to attend here and find out more about the Salesforce CRM (Customer Relationship Management) including:

  • Strategic aims of the programme,
  • How Partners using the system are seeing benefits,
  • Demonstration of what is possible,
  • Information on how to get involved,

For more information about Salesforce or the engagement event, please contact Hayley Ross, Programme Manager – Case, Contact and Rostering, email: Hayley.Ross@AgeUK.org.uk.

New Updates on the Network Infrastructure Hub! 

Check out the latest updates on our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme! This month, there’s an update on the Salesforce platform, which has started implementation projects with a further six Brand Partners – click here to find out more. Development of the Brand Partner Portal continues to support its four main functions: Website Integration, I&A Integration, Quality Assurance Framework, and Organisational Information. More about these functions and how they can help brand partners, is available here.

We’ve also created an email update with the latest news on Charitylog User Groups which may be of interest. If you would like to sign up for this, or any other newsletters from Age UK, you can do so via this signup form.

New Updates on the Network Infrastructure Hub! 

Check out the latest updates on our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme! This month’s update includes Charitylog user group summaries, the updated user guide, training session recordings, and details on how to sign up for communications from Dizions. There’s also news on the Brand Partner Portal, with improvements to the preview function to show updates more quickly, plus details on how partners are getting their services, events and shop information ready to go live. Lastly there’s an update on the upcoming Microsoft Dynamics 365 webinar sessions from TES, who are the Microsoft Partner we are working with on the Microsoft Dynamics Business Central 365 finance system.  

We’ve also created an email update with the latest news on Charitylog User Groups which may be of interest. If you would like to sign up for this, or any other newsletters from Age UK, you can do so via this signup form.

New Updates on the Network Infrastructure Hub! 

Check out the latest updates to our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme, including: upcoming Charitylog user group sessions and the recently updated user guide; progress and plans for the implementation and development of the Salesforce solution; and the next TES Customer Day for the Microsoft Dynamics Business Central 365 finance system.

New Updates on the Network Infrastructure Hub! 

Check out the latest updates to our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme, including upcoming Charitylog training dates and how the new ‘Innovation Hub’ is enabling partners to shape developments in the Salesforce solution. You can also find out about new options to collaborate and share project and ongoing costs for the Microsoft Dynamics Business Central 365 finance system – including the latest Partners to adopted it, plus your invitation to the TES Customer Day.

New Updates on the Network Infrastructure Hub! 

There’s a whole host of recent updates to the Network Infrastructure Hub, including some upcoming events – take a look at all the changes below.

Check out the latest updates on the Network Infrastructure Programme, including: how Partners are utilising Salesforce (plus a short demo video); new Charitylog training dates and an overview of the recent user groups; an invitation for Partners to adopt the Microsoft Dynamics Business Central 365 finance system plus a new trial environment; and an update on the Brand Partner Portal rollout.

Network Infrastructure update: Programme approach and priorities for 2021 – 2022

This Network Infrastructure Programme update looks at the approach and priorities for the next year, including for systems such as Charitylog.

Pam Creaven updates us on the approach and priorities for the Network Infrastructure Programme to support Partners with new and existing solutions such as Charitylog. Please read on for more details.

The Network Infrastructure Programme emerged from Project SOPHIE where we visited many Partners across the network to understand where the commonalities and differences in their infrastructure were alongside their ambitions. Having learned a great deal from that work and the infrastructure projects that followed, the Network Infrastructure Steering Group recently reflected on how the programme can add the most value going forward. We have concluded it is now time to focus on fewer priorities and devote more resource to drive these projects. 

We also recognise that the Network Infrastructure Programme does not and cannot operate in isolation and needs to link closely with developing conversations in the Network Development Programme. As this develops throughout the coming year, the programme will align with the Network Shared Strategy as it becomes clearer. 

At this time, the Network Infrastructure Programme Steering Group has agreed the below approach and priorities for this financial year. 

We’ll be providing regular Infrastructure Programme updates so look out for more communications. 

Case, Contact & Rostering Management 

Salesforce 

A number of pilot Partners have been working to design and configure a Salesforce solution, and the project is currently in the middle of implementation with these pilot Partners. It was agreed that this work should continue, with the programme seeking to support more Partners to consider Salesforce as an option, supporting them to make the move to the new software should they choose to. 

4 Partners have currently signed up to use the system, with a similar number actively considering doing so. 

Further to this, embedding mechanisms to enable the use and continual improvement of the Salesforce solution will be key to making it a viable solution across the network. 

Charitylog 

A discussion was held on the way forward with Charitylog. More detail is available in the recent Charitylog update, but the key point was that with a significant number of partners still using Charitylog, it was decided that we would continue to work together to make improvements to the system. 

Finance Systems 

In the past year, the programme has worked with a number of Partners to design and build a finance system using the Microsoft Dynamics 365 Business Central software. This has now been successfully implemented with one Partner, with another five Partners to follow in the summer, and further implementations are being planned over the year. The Steering Group agreed that we should focus on this solution above other finance systems, aiming to increase the number of Partners using the solution in 2021/22. In line with Salesforce, this will also involve the establishment of robust mechanisms to manage the solution going forward into the future. 

Technology & Core Infrastructure 

One of the most common questions asked of the programme is whether there is a roadmap for the technology and core infrastructure for Partners. At the same time, one of the most common discussions we have with Partners is about the many interdependencies between technologies and how decisions in one area affect others. This project will therefore seek to work with Partners to support them to level up their technology and core infrastructure, allowing them to take advantage of other digital solutions. We will also work with Partners to design a “roadmap” for technology across the network, seeking to recognise where they are in their own digital pathway currently, but also how to move to the next stage. 

Brand Partner Portal & Websites 

The Brand Partner Portal already acts as the mechanism for enabling integration for local I&A services with Age UK’s Advice Line. Working with a group of pilot Partners, Age UK has built a new way for Partners to enter information about services which will then appear on both national and local websites, with the aim being to take advantage of Age UK’s digital presence and ensure older people can find the services they need. Ideally this will result in easier access to local services, but also reduced calls to both Age UK and Partners about what services are available. Furthermore, we will in time be able to provide all Partners with a searchable database of the services provided across the network. 

Over time we will be seeking to use the Portal as a one stop shop for data that flows into Age UK from Partners, and by doing this we will be able to provide data back to partners, both access to the data itself and to reports with analysis of the data.  

Look out for more information on how to get involved in the Brand Partner Portal shortly. 

More information 

For more information about the approach and priorities, visit the Network Infrastructure Hub or contact the team at NetworkInfrastructure@ageuk.org.uk  

Pam Creaven 
Services & Partnership Affairs Director, Age UK