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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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Blog Case Study

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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Blog Case Study

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.  …

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Blog Case Study

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 Salesforce journey actually started over 10 years ago. Their legacy…

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Blog Case Study

Tracking impact investors with the Nonprofit Success Pack

Bellwether Housing manages and develops affordable housing in the Seattle area. They serve over 3000 clients a year and manage 30 properties. We recently worked with them to implement a Salesforce system to help them be more effective in raising money from donors and investors that are key to the organization delivering on its mission.…

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Tracking Training and Technical Assistance

We have worked with a number of organizations that provide training and technical assistance to member organizations. One example is Children’s Advocacy Centers who support dozens of local agencies. These local agencies provide direct support to children who are victims of abuse. The goal of the regional training and technical assistance programs is to support…

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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 through the project we introduced a new business development component.…

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Blog Case Study

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 we replaced a paper-based class attendance system with a tablet-based…

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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- a report that determines future funding streams worth millions of…

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Blog Case Study

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 participating child care resource agencies. This tool also provides aggregated…