StudentsFirst Rollup Helper Case Study

Main Objective: Our mission is to build a national movement to defend the interests of children in public education and pursue transformative reform, so that America has the best education system in the world.

In pursuit of this mission our organization supports state and local efforts to promote educational policy and reform.

Approach: In the past we have relied almost exclusively upon standard roll-up summary fields and a variety of formula fields.

However, we found it difficult to meet all our reporting needs due to inherent limitations of standard roll-up summary fields.

Challenge: It is critical for our organization to "roll-up" various data throughout a complex campaign hierarchy so that we can see how active local and state entities are in pursuit of educational policy advancement.

Likewise, it is important for our organization to cultivate future leaders in education policy. One aspect of this cultivation is the identification of members who clearly stand out as the most active supporters based on a variety of criteria.

Solution: Going forward we intend to address these needs in Campaigns and Contact management via a mix of standard roll-up summary fields as well as the more flexible roll-up summary fields offered via Rollup Helper.

Results: Our metrics cannot be measured so easily in dollars and cents. However, we expect Rollup Helper to improve the user experience for staff and in doing so increase productivity by helping us focus on those emerging leaders and activities that provided the most bang for the buck.