Case Study
Custom Salesforce solutions for 2X efficiency and better engagement
Enhancing user experience and streamlining core processes for CCA
engagement type
Estimated Project
product
Sales Cloud, Experience Cloud
industry
Nonprofit, Healthcare & Lifesciences
The Center for Caregiver Advancement (CCA) is a nonprofit dedicated to upskilling caregivers through comprehensive training and support programs like Home Care and Ed-Fund, equipping professionals to deliver high-quality care.
Overview
- Key Challenges: No self-service capabilities, manual processes, poor visibility
- Key Solutions: Centralized platform, process automation, portals
- Key Results: 2x team efficiency, 100% portal adoption, 70% faster decisions
challenges
Limited Student Self-Service Capabilities:
Students lacked a centralized platform to access resources, manage profiles, or communicate with staff. This limitation resulted in disengagement, reduced transparency, and inconsistent student support.
Manual Scheduling & Attendance Tracking:
Class scheduling and attendance were managed manually, increasing staff workload and introducing errors. This inefficiency made it difficult to provide accurate reporting and ensure compliance with attendance requirements.
Inefficient Recruitment & Enrollment Processes:
The recruitment and enrollment process was slow and error-prone due to manual data entry and inconsistent workflows. This bottleneck delayed student onboarding and reduced operational efficiency.
Solutions
Empowering Students with Self-Service Access:
CUBE84 implemented Salesforce Experience Cloud to provide students with a user-friendly portal to access information, manage their profiles, track their progress, and interact with CCA staff. This implementation significantly improved student engagement and satisfaction.
Automating Class Management & Attendance Tracking:
Salesforce enabled CCA to efficiently manage class schedules, track student attendance, and automate the creation of make-up classes. This solution eliminated manual processes, improved accuracy, and ensured compliance with attendance requirements.
Optimizing Recruitment & Enrollment Workflows:
CUBE84 implemented a streamlined recruitment and enrollment process within Salesforce, automating tasks such as data entry, communication workflows, and eligibility checks. This enhancement significantly reduced manual effort, improved data accuracy, and enhanced student and provider experience.
Impact
100% Portal Adoption:
Students and partners fully embraced the Experience Cloud portals for self-service and engagement.
60% Increase in Responsiveness:
Improved communications led to faster support and smoother collaboration between CCA, students, and partners.
2x Efficiency:
Process automation halved the manual effort across departments.
95% Data Visibility Boost:
A centralized platform enabled organization-wide insights and stronger reporting.
70% Faster Decision-Making:
Real-time analytics and dashboards drove quicker, more confident decisions.
