Bigger Boat was able to help us assess what our needs were and get us on a path to success. We had a very short timetable for moving data from Raiser’s Edge to Salesforce. With Bigger Boat’s strong team, excellent project management, and agility we…
A human services agency that focuses on homelessness and hunger prevention for low-income families and seniors in Silicon Valley approached Bigger Boat for help. They wanted to build a better system for managing, tracking and reporting on program delivery and case management. The goal of…
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…
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…
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…
How complexity, alignment, and commitment factor into project success and 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…
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…
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…
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…
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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