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Automating attendance tracking for therapeutic day programs

Automating attendance tracking for therapeutic day programs

Guest Post: Jamie Little is the Salesforce Administrator at Childhaven. Childhaven uses Salesforce to track program management, program enrollment, behavioral assessments, case management, and individual treatment plans. In this guest blog post, she shares how Childhaven uses Salesforce automation tools for attendance tracking.   Childhaven…

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Guide: Staffing the Team for Success with Salesforce

Guide: Staffing the Team for Success with Salesforce

Salesforce has the potential to make a huge, positive impact on your nonprofit. But in order to get the most out of Salesforce, it’s critical to have the right internal team in place, from before the implementation project even starts until long after the project…

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Highlights from Salesforce.org’s Program Management Webinar with BRIDGE Housing

Highlights from Salesforce.org’s Program Management Webinar with BRIDGE Housing

BRIDGE Housing provides housing, programs, and services to residents in 90 apartment communities across California, Oregon, and Washington. Bigger Boat helped BRIDGE Housing move their program tracking from Excel spreadsheets and paper files to Salesforce. Salesforce.org recently hosted a webinar with BRIDGE Housing. If you…

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How Much Will My Salesforce Project Cost?

How Much Will My Salesforce Project Cost?

One of the questions we often get early in a discussion with a potential client is, how much will this project cost? I’m always tempted to reply “how long is a piece of string?” In both cases “it depends…” It really boils down to these…

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Four Reasons Salesforce Implementations Fail

Four Reasons Salesforce Implementations Fail

Over the years, many organizations who started their Salesforce journey before we arrived on the scene have reached out to us for help. Some organizations need just an enhancement or two to keep their systems running smoothly. Some want to push into new horizons and…

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Using custom metadata to provide flexibility in a managed package

Using custom metadata to provide flexibility in a managed package

We previously shared the details of PROVAIL’s supported employment managed package. That app needed flexibility to support different program models. Here’s how this was built into the package. Managed packages are Salesforce’s method of installing and distributing custom applications. Salesforce managed packages lock in certain…

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Salesforce Supported Employment: Deep Dive into Billing (Post 3 of 3)

Salesforce Supported Employment: Deep Dive into Billing (Post 3 of 3)

In part 1 of this blog post series, we gave an overview of the Salesforce supported employment solution we built with PROVAIL. In part 2, we shared how Employment Counselors use the system. In part 3, we dive into how Billing Managers use the system…

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Salesforce Supported Employment: Deep Dive into Managing Employment Counselor Caseload (Post 2 of 3)

Salesforce Supported Employment: Deep Dive into Managing Employment Counselor Caseload (Post 2 of 3)

In part 1 of this blog post series, we gave an overview of the Salesforce supported employment solution we built with PROVAIL. In this post, we dive into the details on how Employment Counselors use the system. In part 3, we share how Billing Managers…

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Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supported employment for adults with disabilities. They partner with the business community to recruit, hire, and train employees with disabilities. These services are all managed out of a Salesforce system. PROVAIL’s…

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Where to find us at Dreamforce ’17

Where to find us at Dreamforce ’17

Many of the Bigger Boat team are headed to Dreamforce ’17, Salesforce’s annual conference in San Francisco. Here are some of the places you can find us or our clients: Develop for Changing Requirements with Custom Metadata Types Monday November 6, 12:00 PM – 12:40 PM, Moscone…

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