The Client: 

A Community Organization dedicated to the well-being of individuals and families and to having a positive effect on the fabric of the community

The Challenge:

This nonprofit organization had expanded over time, resulting in the use of more than 12 different applications to manage its operations. However, this growth led to siloed data across various systems, making it difficult to view program delivery, fundraising, and constituent information in a single report. To gain a comprehensive view, staff had to manually merge CSV files, which was time-consuming.

The Solution:

We conducted a thorough review of all the applications to determine which could be replaced by Salesforce's Nonprofit Cloud functionality. After this assessment, we developed and executed on a plan to consolidate the existing data and applications within Salesforce, allowing the organization to streamline its technology stack and replace redundant systems.

The Results: 

By dramatically simplifying the technology stack, the organization was able to expand the delivery of its programs more efficiently. Additionally, with improved reporting capabilities, they provided better data to their donors, which helped them surpass a significant funding milestone.