Centralized Client and Donor Tracking
The Arc San Francisco provides support to approximately 550 adults with developmental disabilities across eight programs areas. The Arc needed a system to support their move to a client-centered approach to client care and to remove information silos within the organization.
The first phase of this project focused on building the centralized database in Salesforce. This involved migrating client data from a legacy Access database, migrating donor data from a legacy MatchMaker system, incorporating key documents from their paper files, and rolling out the system to a core staff team.