The Technopath Way: Productivity through tech for nonprofits Justin Dux - Be The Match
Sep 17, 2021
26:26
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Be The Match
How can I check if I’m still registered in the database if I signed up years ago?
You can call this number to find out: 1 (800) MARROW-2 [1-800-627-7692] or send an email to questions@nmdp.org
There is an app you can download to check your status, update your contact information and see if you’ve been matched with a patient
o Apple: https://apps.apple.com/us/app/my-be-the-match/id1535536887
Please text the word “Salesforce” to 61474 to join Be The Match!
What are Justin and the members of the IT team at Be the Match doing lately?
Updating 30 years worth of technology and bringing the entire experience of Be The Match online. Monumental task!
How are their Salesforce orgs communicating to other systems?
One of their orgs is connected to transplant clinics that supply life-saving operations
o The donor org records must be able to communicate with the transplant org records
o Not every transplant clinic uses the same tech and databases so they had to iron out how to get their Salesforce orgs to match up with them
That sounds complicated. How does the team keep track of all the moving parts?
o They have a huge diagram to help colleagues understand which orgs are connected and communicate with one another and how they do that
How do you get your system to work with other systems from transplant clinics and hospitals? Aren’t they all using different systems?
They have built custom applications to input data specific to Be The Match, like DNA characteristics and matching the patients with donors, and then translate it so other stakeholders’ databases and systems can consume the information.
One system was created by Be The Match called Match Source to handle some of this.
Then they purchased and customized a WSO2 connector called ESB
ESB takes that data in from Salesforce and turns it into data that can be consumed by the other databases and systems used by stakeholders, like clinics and hospitals as not everyone uses Salesforce.
Hot Tip: If your organization regularly shares data with stakeholders outside your organization that do not have Salesforce a system like ESB is a great resource to have
How does Be The Match get donor data?
· Often through text campaigns
· Live, on-campus events at colleges, universities, churches, sporting events
How has Salesforce helped Be the Match?
· Salesforce has streamlined Be The Match’s ability to help doctors and clinics find the correct donor to potentially save a patient’s life.
Information Security with sensitive data
· In Salesforce encryption is incredibly granular HIPPA, data privacy and security
o Meet with Salesforce admin regularly to decide which columns need to be encrypted rather than just encrypting an entire table
· What is encryption?
o Encryption will make a piece of data look like gibberish unless the person or computer looking at it has specific ‘key’ or piece of code to ‘unlock’ the encryption
o Take a look at protecting secret data on this Salesforce Trailhead on encryption
o Deterministic – fixed
o Probabilistic – random, dynamic
· How can you report on encrypted data in Salesforce?
o Move some encryption down to ‘deterministic’ that needs to be reported on
o While this is still protected it is not ‘best practice’, however, if you need to include this type of information in a report it is the best workaround available while still protecting your constituents’ sensitive information
o Alternatively, some orgs use reporting tools like Tableau or Looker to report on data from data lakes like Snowflake to return reporting functionality rather than downgrade encryptions on tables
§ Data lake: a centralized repository that allows you to store all your structured and unstructured data at any scale, without having to first structure the data. You can then run different types of analytics—from dashboards and visualizations to big data processing, real-time analytics, and machine learning to guide better decisions.
Tip for all nonprofits
· Don’t make your business processes part of the donor experience, ie, the potential donor you are meeting at an event does not care when the end of your fiscal year is, so do not make it part of why they should sign up today.
Be The Match
How can I check if I’m still registered in the database if I signed up years ago?
You can call this number to find out: 1 (800) MARROW-2 [1-800-627-7692] or send an email to questions@nmdp.org
There is an app you can download to check your status, update your contact information and see if you’ve been matched with a patient
o Apple: https://apps.apple.com/us/app/my-be-the-match/id1535536887
Please text the word “Salesforce” to 61474 to join Be The Match!
What are Justin and the members of the IT team at Be the Match doing lately?
Updating 30 years worth of technology and bringing the entire experience of Be The Match online. Monumental task!
How are their Salesforce orgs communicating to other systems?
One of their orgs is connected to transplant clinics that supply life-saving operations
o The donor org records must be able to communicate with the transplant org records
o Not every transplant clinic uses the same tech and databases so they had to iron out how to get their Salesforce orgs to match up with them
That sounds complicated. How does the team keep track of all the moving parts?
o They have a huge diagram to help colleagues understand which orgs are connected and communicate with one another and how they do that
How do you get your system to work with other systems from transplant clinics and hospitals? Aren’t they all using different systems?
They have built custom applications to input data specific to Be The Match, like DNA characteristics and matching the patients with donors, and then translate it so other stakeholders’ databases and systems can consume the information.
One system was created by Be The Match called Match Source to handle some of this.
Then they purchased and customized a WSO2 connector called ESB
ESB takes that data in from Salesforce and turns it into data that can be consumed by the other databases and systems used by stakeholders, like clinics and hospitals as not everyone uses Salesforce.
Hot Tip: If your organization regularly shares data with stakeholders outside your organization that do not have Salesforce a system like ESB is a great resource to have
How does Be The Match get donor data?
· Often through text campaigns
· Live, on-campus events at colleges, universities, churches, sporting events
How has Salesforce helped Be the Match?
· Salesforce has streamlined Be The Match’s ability to help doctors and clinics find the correct donor to potentially save a patient’s life.
Information Security with sensitive data
· In Salesforce encryption is incredibly granular HIPPA, data privacy and security
o Meet with Salesforce admin regularly to decide which columns need to be encrypted rather than just encrypting an entire table
· What is encryption?
o Encryption will make a piece of data look like gibberish unless the person or computer looking at it has specific ‘key’ or piece of code to ‘unlock’ the encryption
o Take a look at protecting secret data on this Salesforce Trailhead on encryption
o Deterministic – fixed
o Probabilistic – random, dynamic
· How can you report on encrypted data in Salesforce?
o Move some encryption down to ‘deterministic’ that needs to be reported on
o While this is still protected it is not ‘best practice’, however, if you need to include this type of information in a report it is the best workaround available while still protecting your constituents’ sensitive information
o Alternatively, some orgs use reporting tools like Tableau or Looker to report on data from data lakes like Snowflake to return reporting functionality rather than downgrade encryptions on tables
§ Data lake: a centralized repository that allows you to store all your structured and unstructured data at any scale, without having to first structure the data. You can then run different types of analytics—from dashboards and visualizations to big data processing, real-time analytics, and machine learning to guide better decisions.
Tip for all nonprofits
· Don’t make your business processes part of the donor experience, ie, the potential donor you are meeting at an event does not care when the end of your fiscal year is, so do not make it part of why they should sign up today.