so my name is Patrick Yurgosky I'm the president of the company Yurgosky
key we are an expert data analytics company focused on making data easy to
collect it's easy to understand and useful to drive a deeper connection
between our clients and their constituents so we help our clients
understand who their constituents are what are the touch points that they have
with them so what's the eleven point experience that they want their
constituents to have and then what's the technology that they need and the data
that they need to generate that experience so from there what we do is
we build and configure technology to facilitate that connection and we do
this by creating some of the most advanced products on the market today
can download some of them on the app exchange but then a lot of them we build
custom for our clients with our amazing partners partners such as charging a
little bit about Jewish kids groups it was started in 2012 and their mission is
to educate inspire children in a way that feels more like summer camp
engaging the joys of Jewish identity learning and friendship and so jkg
engaged us to implement Salesforce and so the project overall the goals were to
one better engage constituents over email to we need to track student
attendance carpool pickups enrollments things like that three we need to manage
employee records for we needed better data analytics for quality assurance and
program delivery and then five and this is what we're gonna talk about today is
managing billing and invoicing we took that information you see in the
screenshot you can actually go in create a record manually to put in your billing
information credit card number bank account number and so on and we have
some triggers behind the scenes that utilize some charge'
apex methods that they published that goes to authorized.net grabs the token
for that payment formation saves it back into that record and then removes all
this instead of material the second we actually used the student registration
the registration cost in an apex class that we wrote that then creates what we
call household hold invoice line items I'll talk about that in a moment
we have that looking up at charge of orders and so a charge of order is
really defined by these household line items these household white line items
serve the second purpose this is the second control so before the credit card
gets billed we now have the invoice and jkg staff can edit those household line
items the costs themselves to make sure that the credit card will be charged
right and also it's another layer of review before the card gets charged the
these actually look up to a charger order and so the charge on order I'm out
if we were to go in and modify the amounts of these line items the charge
on order we reflect that to give the organization a time to review the
charger order we're actually using the sergeant's batch process and that they
are one-time scheduled payment so about a week after this gets generated we have
the orders that will actually get pushed out and charged so results the next
steps we actually went live with this last month was very successful we ended
up reducing number of invoices over 400% if you think about all the different
households with multiple children and just kind of aggregated up we saved over
one full time employee their time on invoicing because they were able to not
have to process so many refunds or partial refund spaced on the data they
had they had no significant invoicing errors so they had a less back-and-forth
with their customers in the end last month charge at work great at processed
over $100,000 for their team were really in big development right now for their
salesforce communities what they're doing is allowing their customers to log
in to see what classes their students are enrolled at to modify that
enrollment to see their invoices to change their credit card payment
preferences again just to reduce the volume of support going to the jkg team
with that I mean charge that's been a great solution for them and
thank you again for letting us come out and speak about it