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Case Study

Case Study: Using Salesforce to Support Rapid Re-Housing Initiatives

With their new Salesforce system up and running, All Chicago surpassed their original goal of housing 1,000 households within nine months and is well on their way to meeting the total goal of 1,750 households.

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Seattle Children’s Hospital Case Study: Making the Most of Salesforce

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…

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Case Study: Workforce Case Management and Employer Engagement on Salesforce

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…

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Case Study: Managing the Client Journey on Salesforce

Homeless Prenatal Program (HPP) is a nationally-recognized family resource center in San Francisco that empowers homeless and low-income families, particularly mothers motivated by pregnancy and parenthood, to find the strength and confidence they need to transform their lives. HPP serves low-income and homeless families, providing programs and services to help families become healthy, stable, and…

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Program Management Case Study: Foundation for Blind Children

“Consolidation of our data has been the greatest benefit of moving to Salesforce.  We are able to track data for students in one place rather than across multiple Excel spreadsheets and/or reporting systems. This has led to an increase in workflow effectiveness and reduced the workload for the administrative staff who manage student data.” –…

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Program Management Case Study: Sunnyvale Community Services

Sunnyvale Community Services (SCS) provides food and financial assistance to low-income families and seniors in the Sunnyvale, CA area, serving over 3,500 families and more than 8,300 unique individuals annually.  In addition to assistance programs, SCS also provides case management services and engages over 2,500 volunteers every year in the delivery of their services.  …

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How to get a Raiser’s Edge Migration done efficiently, fast, and focused

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 were able to get our minimal viable product (MVP) completed…

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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 are in housing or human services, the webinar lets you…

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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 to efficiently run the billing process.   The primary sources…

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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 use the system to efficiently run the billing process.  …