Updates on what I'm building, working through, and thinking about - product design, service design, and side projects.
The newer automation looked like it made the old student intake flow redundant. Tracing what each one actually did revealed the automation stopped right where the human safeguarding steps began, the ones I was about to delete.
Read post →Matching a volunteer to a caregiver isn't about who's free. It's about driving distance, who's in the home, and skills. How the system encodes those safeguarding rules into every match.
Read post →How approving a caregiver-volunteer match now auto-generates the Meet & Greet call link, calendar event, and confirmation email, no more manual back-and-forth scheduling.
Read post →One field decides whether a new signup becomes a general volunteer or a student on placement, and the two journeys diverge from there. The routing logic behind that decision, laid out plainly.
Read post →Some volunteers sign up on their own. Others arrive through a school placement, and that changes who needs to be looped in, and how the record gets built.
Read post →Kicking off a year of documenting Salesforce automation for an NGO that matches caregivers with volunteers - starting with the build that got requests out of an inbox.
Read post →After thirteen years in fintech, I'm spending part of this year somewhere new - designing volunteer operations for an NGO on Salesforce. Here's where it starts.
Read post →