Back to Shepherd University Foundation case study

Shepherd University Foundation workflow

Three workflows, less repeated workThree separate Foundation workflows: donor records become formatted recognition lists; scholarship assignments and student submissions pass through staff review to donor-ready PDFs; Facebook albums appear on the website homepage and gallery archive.Three workflows, less repeated workSeparate processes, built around information the Foundation already manages.Donor recognitionEnter donor recordsPeople, households andrecognition groups.Apply display rulesNames, class years andhousehold conventions.Publish recognitionConsistent, formattedlists on the website.Scholarship reportingAssign scholarshipsStaff connect studentswith their awards.Collect student storiesProfiles, photos andscholarship thank-yous.Review informationStaff review and editthe submitted details.Generate a PDFA branded profile andselected thank-you.Facebook galleriesPublish on FacebookStaff add their eventphotos and captions.Reuse the albumsThe website pulls inthe same gallery content.Browse on the websiteHomepage galleries andthe photo album archive.Custom development connects each task with a useful, consistent output.