Case Study
Improve program management and donor relations through CRM upgrades and system integrations.
Enhanced strategic decision-making and financial tracking with optimized data processes.
engagement type
Managed Services
product
Nonprofit Cloud
industry
Nonprofit
Schwartz Center is a national nonprofit focused on fostering compassionate, patient-centered healthcare, inspired by Ken Schwartz's vision to enhance the patient-caregiver relationship.
Overview
- Key Challenges: Inefficient program management, outdated CRM, and poor integration.
- Key Solutions: Overhauled program management, updated CRM, optimized integration.
- Key Results: Enhanced data-driven decisions, donor relations, and financial tracking.
challenges
- Inefficient Program Management: Lacked 360° overview, leading to issues with leveraging program management tools effectively, crucial for strategic decision-making.
- Obsolete Salesforce Implementation: Outdated Salesforce instance affected system health and degraded performance, directly negatively impacting donor and stakeholder relations.
- Integration Gaps: Suboptimal Salesforce and Intacct integration, leading to intensive manual data entry and data discrepancies, compromising financial transparency and operational accountability.
Solutions
- Revamped Program Management Systems: Improved data management and provided comprehensive insights for effective program evaluation and stakeholder engagement.
- Intensive System Maintenance: Executed critical system updates, a Health Check, and a Hyperforce migration, bolstering system reliability and data management abilities.
- Integration Optimization and Automation: Enhanced Salesforce-Intacct integration by building automations and cleaning up data.
Impact
- Advanced Program Insights: The overhaul facilitated more nuanced tracking and analysis, enabling data-driven decision-making and enhancing donor and stakeholder relations.
- Elevated Salesforce Performance: Maintenance and upgrades addressed system vulnerabilities, prevented disruptions and resulted in enhanced scalability and data security.
- Operational and Financial Precision: The enhanced integrations, aided by the automations, minimized manual labor, improved per-account financial tracking and bolstered overall data quality.