Customer Experience

Building a phased Salesforce roadmap for the New Jersey Education Association

See how TELUS Digital helped the New Jersey Education Association (NJEA) define a future-state Salesforce architecture and phased roadmap to modernize membership operations and replace a legacy, accounting-built system.

Building A Salesforce Roadmap For An Education Union - Mobile background image

  • 1

    The challenge

    The New Jersey Education Association relied on a homegrown, accounting-built system for all membership operations, leaving it without a consolidated view of constituent data and dependent on custom code and third-party point solutions.

  • 2

    The TELUS Digital solution

    TELUS Digital defined a phased Salesforce roadmap, the "OneNJEA Movement," including a future-state architecture, membership lifecycle plan and a path for implementation, change management and training.

  • 3

    The result

    The organization gained a reimagined membership lifecycle process, a blueprint for its future Salesforce architecture across five clouds and a clear view of where to focus future transformation phases.

Key takeaways

  • TELUS Digital reimagined the New Jersey Education Association's entire membership lifecycle, from onboarding through ongoing engagement at career milestones.
  • The engagement produced a blueprint for a future-state Salesforce architecture spanning Sales Cloud, Service Cloud, Marketing Cloud, MuleSoft and Experience Cloud.
  • A phased program roadmap, branded internally as the "OneNJEA Movement," gave the client a clear path from a homegrown, accounting-based system to a unified digital foundation.
  • Streamlined workflow recommendations were designed to protect the community and political organizing activities central to the union's mission.
  • The roadmap identified specific areas of opportunity for future transformation phases, setting up the client for continued growth beyond this engagement.

The challenge

For more than 170 years, the New Jersey Education Association has represented P-12 educators and professionals across the state as an independent affiliate of the National Education Association. But the systems behind that mission hadn't kept pace with the organization's needs. NJEA ran its daily membership operations on a homegrown system that was originally built for accounting, not for managing constituent relationships.

That mismatch created real friction. The organization had no consolidated view of its constituent data, and its tech stack had grown into a patchwork of custom code and third-party point solutions layered on top of the original system. Day-to-day operations were often inefficient as a result, and the organization lacked the internal structure needed to support a full-scale digital transformation.

NJEA needed to align on a Salesforce-enabled future state that could deliver personalized support to members at critical career milestones and in everyday interactions, but getting there required a clear plan first.

The TELUS Digital solution

TELUS Digital helped NJEA define a phased approach to Salesforce adoption, anchored by a clear roadmap the client named the "OneNJEA Movement." Rather than jumping straight into implementation, the engagement focused on building the strategic foundation the organization needed to transform with confidence.

The team proposed a future state architecture spanning five Salesforce clouds, along with a program roadmap mapped to NJEA's full membership lifecycle. TELUS Digital also designed streamlined workflows to protect the community and political organizing activities that are central to how the union serves its members.

The engagement closed with a plan for implementation, change management and training.

The results

By the end of the engagement, NJEA had a clear, actionable vision for its digital future, along with the roadmap to get there. The organization moved from an ad hoc, accounting-built system to a defined, five-cloud architecture and a phased plan built around member needs.

Frequently asked questions

Talk to us

Fuel all stages of your business growth with our solutions. Get started now!

Contact sales