Data Clean Up & Migration to Nonprofit Cloud
The Client:
A Creative Arts Center that welcomes children, teens and adults to develop skills in a variety of art forms, nurturing self-esteem, building character and cultivating an appreciation of the diverse cultures within a large metropolitan area.
The Challenge:
The organization uses a number of siloed applications for Program Tracking, Donation Management and Email Marketing to service their customers. This resulted in messy data and a lack of confidence by the organization. They also had an existing NPSP Salesforce instance used only by the Development team with limited data.
The Solution:
A review of applications and their data was performed to develop a data migration plan. The data from siloed applications (including the NPSP org) was exported, de-duped and cleaned. It was then loaded into a new Nonprofit Cloud Salesforce org to provide the organization with a single location to view all family, student and donor data.
The Results:
The organization has a single unified view of all constituent, program and donor data, with confidence the data is accurate. Multiple teams have now adopted Salesforce as their primary tool. The organization is now poised to work with Baywood Consulting to begin leveraging the AI features of the Nonprofit Cloud.