Unlocking Global Impact with Salesforce:
World Savvy’s story

World Savvy is a national nonprofit working with educators and community leaders since 2002 to reimagine learning for the 21st century and create inclusive, future-ready schools where young people are prepared to thrive in a rapidly changing world. They are preparing a new generation of empathetic and engaged global citizens ready to address complex, real-world challenges in their communities and across the globe—inspiring them to learn, work, and thrive as responsible global citizens and problem solvers. Since 2002, they have reached more than 808,000 students and 8,000 teachers across 45 US states and 32 countries.

Young people today are growing up in an increasingly diverse and globally connected world, and they are building classrooms, schools, and communities that harness the unique power of diversity—in our demographics, in our lived experiences, and in our ideas. Their work supports the next generation of courageous problem solvers, passionate leaders, and resilient peacemakers.

The core of their model pivots around World Savvy Comprehensive School Partnerships, which support system-wide change in K12 schools—and districts—to embed global competence into teaching, learning, and school culture. This includes leadership development, staff development (including workshops and coaching), youth development that promotes student-led action and project-based learning, and evaluation and program assessment.

As they enter their 21st year, their goals for the future are ambitious – by 2035, World Savvy plans to engage a network of 10,000 K-12 schools in diverse geographies across the US, reaching an estimated 5 million students. They will leverage the learning and impact of our network toward broader policy change toward recognition of global competence as critical to a quality education across the country. Only then will our educational systems truly prepare young people for future jobs, citizenship, learning, and problem-solving.

World Savvy initially worked with Redpath on a Path to Success strategic advising service where, after analyzing their current processes and technology, we found the following areas of improvement:

• There were opportunities to create training and role-specific documentation
• Data tracking was reliant on spreadsheets and Programs data was not being tracked in Salesforce causing data quality and user experience issues
• Segmentation issues that impacted having effective communication
• There was a need for reporting and dashboards to be able to accurately do a trend analysis

In addition, it was identified that due to the absence of internal staff to manage their Salesforce administration, there were some foundational configuration and administration issues that could be addressed.

Based on these results and findings from the Path to Success, World Savvy entered into a series of support engagements with Redpath to address their needs.

We started our first support agreement with World Savvy while they were onboarding an Operations Manager who would oversee Salesforce administration for their organization. We set this new role up with training and administrative support, and with the Enhancement Manager to produce a backlog of action items and to have a system to manage requests generally. Additionally, we recommended the creation of a steering committee to get various internal teams more involved in Salesforce decision making.

To help work towards the areas listed above, we partnered with World Savvy to implement the following changes:

• Normalize their Salesforce experience by undoing historical customization and replacing it with native NPSP functionality while also introducing additional NPSP features such as standardized Opportunity naming, automatic payments, and gift entry.
• Introduced a new, simplified Program Management Module focused on the primary data points needed for their reports and dashboards
• Optimized Opportunities so teams had better cross-team coordination
• Undid the heavy customization that allowed Finance and Development to more easily facilitate revenue reporting
• Updated page layouts to better align user experience with various record types, created new record types, and recommended deprecation of historical record types.
• Simplified their profiles and permissions structure to utilize standard profiles with custom permissions sets, to align with Salesforce’s recommendations for the future
• Set up an integration for EventBrite to facilitate contact management related to Campaigns.

Additionally, Redpath served as general support to address ongoing maintenance like data issues, Pardot issues, and updates to automation.

World Savvy is now more holistically engaged with Salesforce as an organization than they were previously.

Their Operations Manager has the tools and training to initiate next steps with a range of different internal needs, and they’ll be able to continue refining their user experience to meet the needs of their various teams and move away from historical bloat and unused customizations. They now have a system for Salesforce requests to be made, and they’ve started to bring all of their teams together to find a shared purpose for Salesforce.

When their Programs team utilizes the new platform, they’ll finally be able to accomplish a “360-degree view” of the services they offer, from Recruitment to Delivery. This will ultimately allow their executive team to have a much more coherent perspective on where and when their efforts are most effective.

They have the stage set for a new era of their use of the tool, with an internal resource who is prepared to help move them forward. And they’ve started a long-time partnership with Redpath, who can help them when more complex needs arise.