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Exception Reporting: An Admin’s Best Friend

This week, I’ve been working in an org that was first built out almost 8 years ago. They’re a tiny staff, and don’t have a dedicated admin. Now, having an admin is absolutely crucial to long term success with Salesforce, but sometimes that just doesn’t happen. And if you don’t have an admin, or you’ve…

Mental Health AssocIation of Oklahoma

Unified Program and Donor Management The Mental Health Association of Oklahoma’s expertise and work exist primarily at the intersection of mental illness and homelessness. They promote mental health, prevent suicide, help end homelessness, and transform the justice system. The goal of this Salesforce project was to eliminate data silos and provide an effective tool to…

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Salesforce Enables Real-Time Management of 20 Million Pounds of Food In Wisconsin

Bigger Boat worked with WISCAP to rebuild their TEFAP (The Emergency Food Assistance Program) food distribution system in Salesforce. The system and process improvements have saved their partners and staff numerous hours while improving the accuracy and forecasting of key parts of the process.

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Mercy Housing Makes Data-Driven Decisions and Improves Efficiency Using Salesforce

Mercy Housing is the largest nonprofit affordable housing provider with over 40,000 residents across 325 properties in 21 states. They provide affordable housing and resident services to families, seniors, and people with special needs. Bigger Boat partnered with Mercy Housing to successfully move its 300-person resident services team from Efforts to Outcomes (ETO) to the…

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Case Study

Investing in a Data-driven Approach to Disrupt the Cycle of Homelessness

On any given night there are over 580,000 people in need of a home in the United States. Meanwhile, an estimated 3 million housing rental units sit unoccupied. This mismatch between supply and demand is driven by the fact that thousands of families and individuals are unable to access these homes due to barriers like…

Mercy Housing

Resident Services Mercy Housing is a national, non-profit affordable housing provider with over 40,000 residents across 300 properties in over 20 states. They provide affordable housing and resident services to families, seniors, and people with special needs. Bigger Boat partnered with Mercy Housing to successfully move its 300-person resident services team from Efforts to Outcomes…

Project Access

Resident Services Project Access provides resident programs and services at over 80 affordable housing sites across 19 states. Our project with Project Access helped improve their management and reporting of their resident services work, including service outputs and outcomes. We migrated them from a legacy Microsoft Access system to Salesforce’s Program Management Module. The beneficiaries…

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Case Study

Case Study: Resident Services Management with Salesforce

Project Access (PA) is contracted to provide onsite health, education, economic stability, and community-building services at over 80 affordable housing sites across 19 states. At first, they had a legacy Microsoft Access system that tracked their program attendance. However, it took thousands of staff hours each month to gather the information. Reporting outcomes were bottlenecked…

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Case Study

How a Supportive Housing Organization Uses Nonprofit Cloud Case Management (NCCM)

Jamboree Housing is one of the 20 largest affordable housing developers in the US. Bigger Boat worked with the Jamboree supportive housing team to implement NCCM, enabling them to better track and manage their work.

Senior Salesforce Consultant – Nonprofit Focus

We’re looking for a Senior Salesforce Consultant to join our team. In this role, you will work with our clients throughout the lifecycle of projects. You’ll also have a real impact on the growth of Bigger Boat Consulting and many nonprofits. Who We Are We are a mission-driven consulting firm serving human services and housing…