Naomi Boyer

Salesforce Partnership Overview Purpose: Salesforce is a cloud-based platform specializing in customer relationship management (CRM). For the University of Florida IFAS Extension, Salesforce will increase visibility and engagement with stakeholders, strengthen the ability to capture stakeholder engagement and improve overall service delivery. Salesforce offers tools designed to enhance various aspects of University of Florida IFAS Extension operations. Integrating data within our existing PEARS system, Salesforce will allow us to continuously improve stakeholder satisfaction. Additionally, Salesforce Marketing Cloud will enable the ability to manage and optimize marketing efforts across multiple touchpoints. Using data from PEARS and Salesforce CRM, we will have the opportunity to deliver personalized marketing information to stakeholders, increasing brand recognition and marketing Return on Investment (ROI). Next Steps: Utilizing Cloud for Good will allow UF/IFAS Extension to streamline Salesforce CRM & Marketing implementation. Cloud4Good incorporates the Talent for Good (TaaS) initiative, which provides UF/IFAS Extension with access to a diverse, highly skilled and well-trained pool of Salesforce professionals that specifically target the needs to further boost stakeholder engagement, data management, and other critical areas. Successfully implementing Salesforce requires collaboration across various teams which will include managing Extension-specific components within Salesforce such as data integration with PEARS, overseeing the customization of marketing efforts, and overall alignment with Extension strategic goals. This will drive more effective service delivery and personalized interactions with stakeholders across Florida. Cloud4Good Partnership Overview Purpose: The Cloud4Good program is centered around Salesforce’s powerful Customer Relationship Management CRM system designed to significantly enhance the efficiency and effectiveness of stakeholder engagement and data management within UF/IFAS Extension. By streamlining these processes, Cloud4Good would aim to improve the overall operational efficiency of the organization for staff to focus more on program delivery rather than administrative tasks. Cloud4Good incorporates the Talent for Good (TaaS) initiative, which provides UF/IFAS Extension with access to a diverse, highly skilled and well-trained pool of Salesforce professionals that specifically target the needs to further boost stakeholder engagement, data management, and other critical areas. Responsibilities: Incorporating the use of the Cloud4Good program would require the participation in regular spring demos and providing feedback during hands-on testing phases to ensure that the solutions developed align with UF/IFAS Extension needs. Additionally, comprehensive training sessions will be a key responsibility to ensure success with the Salesforce platform. Postimplementation, UF/IFAS Extension will benefit from ongoing support to ensure Salesforce is fully adopted and that data management and stakeholder engagement processes are continually optimized. Knowli Partnership Overview Purpose: Knowli is a data science, research and analytics consulting firm based in Tallahassee, FL. The purpose of Knowli’s involvement is to bring their expertise in converting raw data into actionable business intelligence, which is necessary in shaping the future of our financial data reporting system. Working with UF/IFAS Extension, Knowli will be able to identify and define crucial metrics that the Florida Cooperative Extension needs to capture that will then form the foundation for data-driven decision-making processes. Responsibilities: The use of Knowli is expected to bring about significant advancements in how UF/IFAS Extension operated. Their defined and collected performance metrics will also be integrated into the Program Evaluation and Reporting System (PEARS) platform. In addition to defining these metrics, Knowli will work closely with the AI|BI team to develop an efficient data reporting system that is expected to collect data consistently across all Florida counties to provide a more accurate image of UF/IFAS Extension financial and programmatic performance. By reducing the administrative burden associated with data collection, Knowli will enable our faculty and staff to focus more on delivering impactful programs. Qualtrics Partnership Overview Purpose: Qualtrics EX is an advanced experience management platform designed to specifically enhance the employee experience by systematically gathering comprehensive feedback on various aspects such as employee management, performance, and general satisfaction. Within UF/IFAS Extension, this tool will be used to systematically father feedback from staff, faculty and stakeholders to increase satisfaction and improve workplace culture. By utilizing Qualtrics EX, UF/IFAS Extension hopes to create a more engaged, content, and productive workforce, ultimately increasing the effectiveness and impact of Extension services. Responsibilities: The use of Qualtrics EX will involve the collection of data through surveys designed to assess employee engagement, performance and general satisfaction UF/IFAS Extension will be responsible for ensuring that this data is utilized effectively to make strategic decisions and rive continuous improvement across the organization. This includes preparing for the full-scale implementation of Qualtrics EX, even though a specific timeline or user count has not yet been established. The active focus is on ensuring the tool is used effectively and preparing for Qualtrics EX launch when a projection date is established. Stamats Partnership Overview Purpose: The Stamats application is known for its expertise in strategic planning, audience engagement and brand recognition. Recently, Stamats was commissioned to conduct an extensive review of the web content across UF CALS, IFAS Extension, and Solutions For Your Life (SFYL). While the primary purpose of this review was to ensure that these properties align with the upcoming ADA regulations set to take effect in March 2026, Stamats identified several significant areas of concern. Addressing these issues is essential for amplifying the UF/IFAS Extension websites, improving and increasing user engagement, and ensuring compliance with ADA standards. Responsibilities: To address the identified issues, Stamats recommended a series of actions focused on the adoption and implementation of a comprehensive governance plan that includes clear roles, refined processes, and robust policies. This governance plan will require hiring an implementation team that is familiar with site auditing, decision making, and content quality improvement. Additionally, Stamats suggested the use of sample wireframes to enhance user journeys and overall user experience. The governance improvements will focus on assigning clearer roles, providing comprehensive training, improving workflows, and restricting CMS privileges. Additionally, the establishment and enforcement of content policies, standards, and guidelines are critical to ensuring that all content is reviewed by March 2025 and fully compliant with ADA requirements by March 2026. PEARS Partnership Overview Purpose: The Program Evaluation and Reporting System (PEARS) I designed to streamline UF/IFAS Extension’s data collection, reporting processes and overall program development. The integration of PEARS will optimize data collection by standardizing how data is fathered across all Extension programs, further ensuring consistency and accuracy. Additionally, PEARS facilitates real-time monitoring of program activities, allowing for immediate feedback and timely adjustments, which contribute to improved program outcomes. By centralizing data collection and reporting processes, PEARS significantly reduces the administrative burden on faculty and staff. This reduction allows faculty and staff to dedicate more time to delivering effective programs. Furthermore, PEARS supports comprehensive planning, tracking, evaluation, and management of Extension programs to ensure the activities align with the goals and Extension Pathway of UF/IFAS. Responsibilities: The PEARS Administrative Implementation Team is responsible for ensuring the successful integration and ongoing management of the PEARS platform within the UF/IFAS Extension. This team plays a crucial role in training both new and existing employees on how to effectively use the PEARS platform, ensuring that all users are well-equipped to maximize its benefits. Additionally, the team oversees the management of Extension-specific elements within PEARS (lists, fields, permissions, reporting deadlines, etc). MySidewalk Partnership Overview Purpose: MySidewalk is a robust data platform that UF/IFAS Extension plans to use to boost its data-driven strategies. The platform’s WhereHouse repository provides access to over 8,000 community-level indicators, offering a comprehensive baseline of data to support decision making across Extension. By integrating data from WhereHouse with existing resources such as PEARS and Salesforce CRM, UF/IFAS aims to develop plans that will increase the growth of Extension programs. The investment in MySidewalk’s WhereHouse is a cost-effective alternative to building an in-house data warehouse. With an annual subscription cost of $85,680 after a 15% discount, UF/IFAS will gain access to an extensive data repository, Snowflake distribution, and the highlest level of support. Responsibilities: The successful implementation of MySidewalk within UF/IFAS Extension will require an initial review of the budget and IT infrastructure in September 2024, followed by the procurement of the necessary licenses and tools in October 2024. The deployment and adoption of the platform are scheduled for November 2024. Additionally, the UF/IFAS will ensure that the data from WhereHouse is seamlessly integrated with PEARS and Salesforce CRM. Glossary Aspirational Metric: A metric UF/IFAS Extension aspires to capture and better understand. Artificial Intelligence (AI): Automating processes through technologies like machine learning. Baseline Metric: A metric UF/IFAS Extension currently captures and trusts. Business Intelligence (BI): Analytics, metrics, data visualization for data-driven decisions. CRM: Customer Relationship Management System. Knowli: Research and analytics consulting company. PEARS: Program Evaluation And Reporting System. Qualtrics: Program that counts survey answers to better understand employee expectations. Salesforce: Connects businesses and customers. Snowflake: Snowflake is a cloud-based data warehousing platform. Stakeholder: Anyone impacted by or interested in Extension program activities and outcomes. Stamats: Communications and marketing strategy experts.