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Original Post by Ryan Martens

Congratulations to the Rocky Mountain Microfinance Institute on their recent 2 year birthday and on a very successful quarter including a $92,000 Technical Assistance Grant from the Community Development Financial Institution Fund (CDFI). That grant and others will assist in building their capacity and efforts toward being certified as a CDFI. The CDFI focuses on enabling ”financial institutions to provide credit, capital, and financial services to underserved populations and communities in the United States.”

Rally is proud to be a 2010 partner with RMMFI as part of our ‘1%Fund’ program which encourages employees to spend 1% of their paid time volunteering. In 2009 this program led to the contribution of over 2,300 volunteer hours. As part of an effort to increase our skill-based volunteering during 2010, Rally recently collaborated with RMMFI on a non-profit Salesforce.com Foundation implementation of Salesforce.com.

Rally’s Matt Harutun from customer support led this initiative after learning about the RMMFI team’s desire to integrate Salesforce.com into their business. Matt’s reflections on this partnership underscore the value of shared vision and continuous collaboration in creating a successful outcome.

I started the project, having enough knowledge of the Salesforce.com to be dangerous. I eagerly jumped at the opportunity to partner with RMMFI and help them deploy Salesforce.com successfully in their organization. There were many keys to making this venture successful, one of the key drivers, though, was having a shared vision of the world made that made for an easy introductory conversation.

A quick glance at RMMFI’s site tells you three things: the team is focused on learning, lending and coaching. Right away, we saw two areas of shared vision: learning and coaching.  Part of what I love and enjoy about Rally is our commitment to being thought leaders in our space as well as challenging ourselves with new and innovative ideas.  This translated well to RMMFI’s goal of teaching their clients about transforming dreams into a business plan. Similarly, both groups valued learning which provided both parties the ability to teach one another and also share and adapt ideas. During our project kickoff, we were fortunate to have the talented Rachel Weston, Rally’s Director of Services, facilitate this meeting. The RMMFI team was so enamored with the way she facilitated the kickoff that they took more notes on the Scrum process than the actual project! The RMMFI team takes a systems based approach to helping their clients improve their businesses – akin to what our Professional Services team does when they are engaged – drive client success through business transformation.

Another interesting outcome was RMMFI’s willingness to adopt Agile principles into their business. Not only were flip charts and Post-It notes a fun way to collaborate, but using key Agile principles like constantly prioritizing the team’s backlog and teaching their clients to focus on the highest priority items in their businesses helped increase visibility into the work being done and also opened new avenues for knowledge transfer. As a shameless plug, the project was run in an Agile fashion which was a very effective way to get RMMFI’s data model up and running quickly.  

Finally, the team was also fortunate to have Rally’s own Salesforce.com Administrator, Rich McGuire, volunteer some of his time to guide the team through the Salesforce.com cloud. His expertise at the keyboard and affable personality quickly made him a team favorite. All this combined with his leadership in the local Salesforce.com User Group, we were able to continue the development effort by leveraging the development community at large who were also excited about the opportunity to pitch in.

At the outset of any projects, there are countless roadblocks, impediments and challenges that can derail any effort. Having good team chemistry through similar beliefs, actions and values – while not a surefire recipe for success – certainly helps pave the road to success.

Find a partner:

Finally, you should know this project involved partnership with other firms to get this done. Aptly nicknamed Michael “S’ Force, from Salesforce.com in Denver, has been a critical resource to help RMMFI all the way to the finish line. In addition, the folks from Application Experts, other Salesforce.com partners and members of the Entrepreneurs’ Foundation of Colorado are moving in to help RMMFI operate, scale and maintain the Salesforce solution beyond launch. You know, it really does take a community to make these things work. Thank you everyone for your help.

The partnership with RMMFI is a great example of Rally’s move toward skill-based volunteering as part of our larger social mission that includes the forming Rally Foundation and our recent certification as a B Corporation. As an Entrepreneur Foundation company in Colorado, we use many of the resources available from the Entrepreneur’s Foundation to help us build a great corporate social responsibility program. In addition, the folks at Intersector Partners, were invaluable in helping us set-up a great working relationship with this young and amazingly effective non-profit.

Have you thought about your own social mission and the steps you’re taking to move that mission forward? One great way to build momentum is to seek out partnerships that provide opportunities and rewards for all involved. We are reaping those rewards in skills development, recruiting great folks and building intrinsic motivations through working towards a purpose. 2010 has been a stepping stone year and we are now primed for another big step in 2011.

Is corporate social responsibility something you care about? How are you making this a strategic part of your business?

Ryan Martens is an Epic Pass holder for 2010, Executive Director for the Entrepreneurs Foundation of Colorado and CTO at Rally Software Development.

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