A four week rollout that cut manual work by 30 percent

Beyond the Surface Problem

ITUP worked with processes that relied heavily on manual entry and patchwork systems. The team believed these methods were acceptable because they had used them for years. Staff assumed existing tools were sufficient even as work expanded and demands grew. The deeper challenge was time lost to reconciliation and follow up that limited strategic focus.

ITUP’s Objective

• Establish a single system for leads, grants, events and donors.
• Reduce repetitive administrative work through automation.
• Equip leadership with consistent, reliable insight to guide planning.

Here’s How We Did It

CUBE84 began with a discovery session to understand how each team collected information, tracked progress and reported results. We identified where work stalled and created a plan that aligned with existing operations. Salesforce Nonprofit Success Pack was configured to support intake, grant renewal tracking and donor records.

Our team built the web to lead form and connected it to workflows that ensured timely follow through. Event and meeting records were moved into Salesforce and tied to donor activity. Mailchimp integration created a clean sync for outreach and tracking. We added dashboards that surfaced metrics needed by leadership. A pilot group tested each component before go live, and the final rollout stayed within the four week timeline.

Transformation in Motion

ITUP experienced immediate change as manual tasks decreased and automated steps guided staff through each stage. Grant renewals advanced through the system with notifications and clear ownership. Event and donor payment reconciliation shifted from multi step tasks to a short review.

Leadership now reviews dashboards each week and uses insight to plan engagement, outreach and grant cycles. Time once spent on data correction and manual updates now supports stakeholder conversations and strategic planning. The organization operates with greater consistency and confidence.