Mauckingbird Theatre Company Sophia Bartolini, Caroline Bauer, Tara Donovan, Courtney Herring, Sean McCarthy, Ashley Peraino

Mauckingbird Theatre Company Theatre located in Philadelphia Founded by Reynolds and Mauck, Mauckingbird Theatre Company is committed to producing professional gay-themed theatre, while also exploring classic literature and musical genres and providing affordable productions of infrequently produced works.

Analysis Approach Met with Lindsay Mauck to understand current system and to determine client objectives Involved Lindsay in the process Project Contract Frequent updates Developed user manual for new system Demonstrated Salesforce tools and capabilities live with Lindsay Kept up with documentation

Maukingbirds Current System Ticket Sales Online using Tix Box Office Phone reservations Google Docs to track tickets Contacts Stored in Excel and on paper No comprehensive database with all contacts in one place

Mauckingbirds Wishlist Ticket Sales: Track and manage tickets through database Centralize patron information in database Contact info Plays attended and how many Donation Tracking and Management Grant/Development Tracking New Play Submission Tracking

Feasibility Report Centralize patron information in database Track and manage all tickets through database Track and manage donations Track and manage grants Track new submissions

Project Scope Centralize patron information in database Track and manage all tickets through database Track and manage donations Track and manage grants Track new submissions

Salesforce System Advantages Stores currently dispersed contact information of patrons and employees into a centralized database Reduces the time required to find patron contact information Easy integration of external applications Brown Paper Tickets Provides a record of patron attendance history and donations

Demonstration of Mauckingbird Theatre Salesforce System

Entity Relationship Diagram Leads Donations Lead List Accounts Shows Contact List Contacts 0

Salesforce Brown Paper Tickets Patrons (Online Ticket Orders) Client (Door sales/ event setup) Client Lead Campaign Lead Contacts Donations Contacts Leads Donations Leads Attendance Reports System Context Diagram

Mauckingbird Theatre Co. Salesforce 123 Add New Contacts Record Donations Import Brown Paper Tickets Information Data Flow Diagram

1. Add New Contacts Contact Master New Contact Calls/ s Mauckingbird EE Record Contact Info User Converts Lead to Contact EE1.2 Data Flow Diagram (contd)

3. Importing Brown Paper Tickets Information User initiates Brown Paper Tickets- Salesforce Sync EE3 3.1 Leads & Show Information imported into Salesforce Brown Paper Tickets Leads Master Brown Paper Tickets Show Master 3.2 Write to Campaign and Leads Campaign Master Leads Master Data Flow Diagram (contd)

2. Record Donations Donation is mailed to Mauckingbird EE2 Verify if donor exists as contact 2.1 Contact Master 1.1 Record Contact Info Record donation & pledge terms 2.2 Recurring Donation & Pledge Master Yes No Data Flow Diagram (contd)

Opportunities for enhancement Track and manage grants Track new submissions for play manuscripts Add a portal on Mauckingbirds website for purchasing tickets and patron donations

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