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PROVAIL’s Lightning Migration: “From Brontosaurus to Pterodactyl”

PROVAIL’s Lightning Migration: “From Brontosaurus to Pterodactyl”

PROVAIL is a nonprofit supporting children and adults with disabilities in primarily King and Snohomish Counties of Washington State. PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supportive employment for adults with disabilities. They partner with the business community…

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Investing in Nonprofit Measurement and Learning

Investing in Nonprofit Measurement and Learning

Investing in a Salesforce administrator is a key factor for an organization to be successful with Salesforce. But what about someone who is also thinking strategically about how the organization is measuring their work and learning from the data? Lauren Shaughnessy serves in exactly that…

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Calculating Donor “Streak” in The NPSP (No code required!)

Calculating Donor “Streak” in The NPSP (No code required!)

Do you know how loyal your donors are? One key metric of donor loyalty is to look at how many consecutive years they have donated. Some folks call this concept a donor’s “streak”. I first heard about this metric and the desire to include it…

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Supporting Report Filter URL Hacks in Lightning and Classic

Supporting Report Filter URL Hacks in Lightning and Classic

Ahh, the fabled URL hack. For years, Salesforce admins have used formulas to create dynamic URLs behind custom links. The classic use case is linking from a record to a report, and having that report be filtered to information relevant to that particular record. In…

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Anatomy of a successful Salesforce project: Enhabit

Anatomy of a successful Salesforce project: Enhabit

The competence and demeanor of our Bigger Boat team were absolutely critical to the project. They would really listen. The were never disagreeable but could tell us what would and would not work. Their process provided structure while being flexible to our changing needs. Mid-way…

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The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

Today’s guest post is by Matt Eldridge. Matt served as IslandWood’s Senior Vice President. IslandWood’s mission is to inspire lifelong environmental and community stewardship. They do this through events and programs at several facilities, including their flagship 250-acre outdoor learning center on Bainbridge Island in…

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Case Study: On-site Attendance Made Easy at BRIDGE Housing (Part 2 of 2)

Case Study: On-site Attendance Made Easy at BRIDGE Housing (Part 2 of 2)

In Part 1 of this case study, we shared with you how we built a system for affordable housing developer BRIDGE Housing that tracks complex funding compliance requirements and boils them down to helpful visual indicators. Today we expand on that story and share how…

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Case Study: Complex Compliance Made Easy at BRIDGE Housing (Part 1 of 2)

Case Study: Complex Compliance Made Easy at BRIDGE Housing (Part 1 of 2)

Salesforce has been a game changer for our work. Usually when we get notice of an audit, we have just 2-3 weeks to prepare. I needed that amount of time to pause all other work and focus on wrangling years of data to produce a report-…

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Where to find us at Dreamforce ’16

Where to find us at Dreamforce ’16

Most of the Bigger Boat team will be at Dreamforce ‘16, Salesforce’s annual conference in San Francisco. Here are some of the places you can find us or our clients: Identity and Single Sign-On for the Connected Nonprofit Tuesday October 4th at 9:00am inside the…

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Case Study: Statewide Childcare Referral Network Streamlines Operations Across Eight Agencies

Case Study: Statewide Childcare Referral Network Streamlines Operations Across Eight Agencies

Supporting Families Together Association (SFTA) is a statewide association of child care resource agencies and family resources agencies throughout Wisconsin. SFTA helps these agencies by providing program management, organizational development, systems building, and professional development services. This project focused on a tool for the eight…

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