Plymouth Housing provides permanent supportive housing and on-site services to their residents. Their legacy case management system, Agency, was outdated, and any change required an outside developer. Bigger Boat partnered with Plymouth to build a Salesforce system designed around how front desk staff, case managers, and billing teams actually work.
Introducing the Migration Accelerator for Apricot: a toolkit that analyzes your Apricot database and gives you a head start on forms, logic, reports, and data migration in Salesforce.
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.
Sometimes the needs of an organization are just not big enough to justify an API integration. That’s when you might consider something simpler: a “little i” integration. In this type of integration, you export well-designed reports from one system, minimally modify them, then import them into another system.
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…
Salesforce’s Enterprise Territory Management can provide a manageable and flexible security model for national nonprofits with locally focused staff.
All Chicago is the Continuum of Care lead for homelessness prevention in Chicago. They work with over 90 partner agencies. During the May 2023 meeting of the New York Salesforce Nonprofit User Group, Megan Lutz (Director of Technology Operations at All Chicago) demonstrated the organization’s Salesforce system for managing their Chicago Rents program. Bigger Boat…
This post by Tracy Kronzak was first published on the Heller Consulting website. This post is one of our favorites on the Salesforce administrator topic. Heller Consulting has graciously granted us permission to repost it here. If you want your nonprofit’s Constituent Relationship Management (CRM) system to function at its best, you need a good…
Seattle Children’s Partnership Access Line (PAL) fields over 3,200 calls a year from primary care providers (doctors, nurse practitioners, and physician assistants). PAL responds to mental health care questions like diagnostic clarification, medication adjustment, and treatment planning. Providers can get expert resources for their patients from the Line. In addition to support for primary care…
WorkLife Partnership (WLP) engages with businesses to support the needs of front-line employees (who have been especially stretched during the COVID-19 pandemic). WLP’s employee assistance program uses specialized Navigators—proxy case managers—to assist employees with personal and financial challenges, yielding higher employee engagement and lower turnover costs for a participating business. Resource Navigators offer high-touch help…