Ideal Attribute 1 Vision Map Template Short description

Ideal Attribute #1 Vision Map Template Short description Ideal Attribute #2 Short description Ideal Attribute #4 Short description Picture of your constituents Ideal Attribute #5 Short description Ideal Attribute #3 Short description Ideal Attribute #6 Short description

Seamless Client Experience Vision Map Example High quality experiences across digital and in-person interactions that exceed clients’ expectations and deliver the resources they need – made possible by a single source of truth for all client information. Personalized Engagement Communications and recommendations tailored to each client’s situation and needs, delivered at scale. Self-Service Volunteering Self-service online portal for volunteers to easily manage shifts, access training, and communicate with staff so they can focus more of their volunteer time on serving clients. Picture of your constituents Sense of Community Clients feel understood, cared for, and appreciated because staff always know their story and background via sharing and collaboration tools. Mobile Intake Clients can quickly access services anywhere, thanks to apps that are mobile first and easy for staff members to use on phones or tablets in the field. Strategic Insights Actionable analytics help program managers, executive team members, and staff to make datadriven decisions that improve the client experience.

Path to Value Template Goals & Objectives Nonprofit Cloud Capabilities Feature 1 description Impact 1 Objective 1 Estimated Results Metric 1 Metric 2 Feature 2 description Feature 1 description Impact 2 Impact 1 Objective 2 Metric 3 Metric 1 Metric 2 Feature 2 description Feature 1 description Impact 2 Impact 1 Objective 3 Metric 1 Metric 2 Feature 2 description Impact 2 Metric 3

Path to Value Example Goals & Objectives Use data & dashboards to make decisions, measure impact & improve outcomes Increase internal collaboration & efficiency Access a single source of truth providing holistic client visibility Key Capabilities & Features Real-Time Reports & Dashboards Translate data into visualizations, impact reports, and action. Track impact and increase transparency to report to funders more easily. Impact Become an agile, data-driven organization Estimated Results Strategic use of data Flexibility Analytics & Intelligence Use data-powered insights to identify funder or program opportunities; use AI to predict and enhance programs & pivot quickly. User Experience Update and create new records easily through a mobile-accessible platform instead of paper forms. Improve data accuracy. Optimize data to improve programs & outcomes Improve quality of data Organizational agility Staff-to-client engagement Data redundancy One-Stop Resource Equip employees with tools, resources, and info they need in one place. Simplify data entry so they can focus on driving impact. 360 -Degree View Empower staff with a 360 -degree view of all constituents and funders, including progress, program and relationship history. Improve staff experience Reduce redundant tasks Staff efficiency & collaboration Transparency of data Time spent on manual efforts An Integrated Platform Increase transparency within the organization. Share knowledge to drive more effective communications and engagement. Break down silos Individuals impacted/reached