While most processes are functioning well, Donation Offers present significant challenges, primarily related to data consistency and program usability.
Key Challenges with Donation Offers
Data Challenges
Varied Donor Systems: Donors use different systems, producing Excel outputs in about 30 unique formats, making it impractical to enforce a single standard template.
Incomplete Data: Critical data points like UPC, Fair Market Value (FMV), and Categories are often missing. Requesting donors to fill these in before sending files isn’t feasible.
Multiple Distribution Centers: A single Donation Offer might come from various distribution centers, potentially leading to multiple Goods Orders.
Manual Data Processing: Excessive copying, pasting, and data manipulation are required.
Existing System Limitations
Vague Errors: The system generates too many unclear error messages, complicating support efforts.
Fragile and User-Unfriendly Program: The program lacks resilience and is challenging for users.
Proposed Solutions
Option 1: External Management of Donation Offers
Move Outside GoldFinch: Manage Donation Offers outside GoldFinch using Excel.
Excel-Based Review: Use Excel for review, rejection, allocation, and confirmation with donors.
Import Upon Allocation: Only import data once orders are allocated and confirmed.
Option 2: Incremental Improvements Within the Existing System
Relax Data Control:
Delay FMV requirements until the invoicing stage.
Defer UPC requirements or item matching until Goods Orders or Sales Orders are ready.
Program Enhancements:
Transition flows to Apex code for greater flexibility.
Implement additional error checks and clearer error messages.