Boys & Girls Clubs of America is a network of over 1,100 independent nonprofit organizations making up more than 4,900 locations that provide mentorship and high-impact development programs to 4 million children each year across America. Their mission: help young people of all backgrounds reach their full potential through caring mentorship, safe spaces, and life enhancing programs.

The Challenge

It all began when Boys & Girls Clubs of America began rethinking how their Clubs approached membership management. 

“All of our Club sites operate independently, meaning there were hundreds of different systems in place for daily operations - but each experienced similar pain points related to how much time their day-to-day tasks demanded,” said Jacky Noden, Senior Director of Product at Boys & Girls Clubs of America. “We needed a way to help them function more efficiently using a single holistic solution, rather than several siloed systems.”

The answer was MyClubHub, a custom member management system built on the Salesforce platform. MyClubHub provides connected member, program, donor, and volunteer management, plus more - which in turn allows staff to spend more time with the kids.

But one efficiency challenge remained. 

“Local Clubs have to print lots of custom documents, including membership applications & cards, donor thank-you letters, and licensed childcare forms,” said Jacky. “Users had to export Salesforce reports, build documents in Microsoft Word, perform mail merges, and then print the docs or upload them back to Salesforce. It was very time-consuming.”

Boys & Girls Clubs of America needed a solution for creating custom documents that would also fit seamlessly into MyClubHub.

The Solution

To solve their document efficiency challenge, Boys & Girls Clubs of America piloted S-Docs 100% native document generation, which allows Club staff to create custom documents in minutes, right from MyClubHub.

"S-Docs helps deliver on the promise of what a CRM is supposed to be, and it saves our Club sites tons and tons of time."

“We initially offered S-Docs for generating and printing membership cards and applications, but after some time, Club professionals started coming up with many more ways S-Docs could help them save time and focus on what really matters - engaging and mentoring the kids,” said Jacky.

Thanks to S-Docs, printing any type of custom document - both individually and in bulk - no longer takes up participating Clubs’ valuable resources. 

"S-Docs’s ability to easily transfer templates across different orgs has been really powerful for us."

“The biggest improvement has been efficiency. S-Docs helps deliver on the promise of what a CRM is supposed to be, and it saves our Club sites tons and tons of time,” said Jacky.

S-Docs also saves time for the Boys & Girls Clubs of America national organization, which typically builds and delivers templates to individual participating Clubs.

“S-Docs really decreases the development time it would've cost to build out this functionality with Visualforce,” Jacky elaborated. “The most unique part of this project is managing so many different environments, since each Club is so unique. S-Docs’s ability to easily transfer templates across different orgs has been really powerful for us.”

"Clubs really enjoy the ability to create their own S-Docs templates and use the product in even different ways."

Since S-Docs is 100% native to Salesforce, it fits seamlessly into different instances of MyClubHub and serves the unique needs of unique Club sites.

Looking Ahead

Boys & Girls Clubs of America initially offered a limited number of S-Docs templates to participating Clubs, but as MyClubHub continued to be adopted by more and more Club sites, ways to save even more time constantly surfaced.

“As we release new versions of MyClubHub, we continue to offer more functionality with S-Docs. While our initial build had 2 prebuilt S-Docs templates, our new version has over 30,” said Jacky. “And Clubs really enjoy the ability to create their own S-Docs templates and use the product in even different ways.”

Ultimately, S-Docs helps deliver on MyClubHub’s promise: helping Club sites operate more efficiently so they can devote more time towards accomplishing their goal of doing whatever it takes to build great futures for America’s kids.

For more information about S-Docs and how our 100% native document generation and e-signature solutions for Salesforce can help your business succeed, contact us here.

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