Salesforce Human Services Solutions

Bigger Boat partners with human services organizations to build custom Salesforce-based solutions which help improve organizational efficiency and effectiveness. Our team has deep project experience with a range of human services organizations, including organizations focused on child welfare, homelessness, affordable housing, children’s advocacy, disability services, and food banks.

Project for these clients include case management; client intake and enrollment; and program management and enrollment.

Here are examples of several human services projects we have led:

  • Child Welfare

Childhaven is a child welfare agency that provides therapeutic, classroom-based treatment to young children who have experienced abuse and neglect. We worked with Childhaven to bring their processes and data into a centralized Salesforce-based system. The new system tracks children from enrollment to completion of program (or discharge), and allows for seamless transfers between branches. We also designed and built a streamlined behavioral assessment form for classroom teachers that is faster to complete, freeing up time for them to spend directly with the children. Interested in learning more? Read our blog post on how we tracked complicated client relationships for Childhaven.

  • Children’s Advocacy

The Midwest Regional Children’s Advocacy Center (MRCAC) supports and facilitates centers that assist children who are victims of abuse. We worked with the MRCAC team to create a system to effectively track their work with member centers and agencies. The system eliminated a multitude of tools that had been used for tracking technical assistance, program payments, and funder reporting.

  • LGBTQ Youth

Oasis Youth Center was struggling with using multiple tools to track their work with LGBTQ youth. We worked with the Oasis team to build a system to effectively manage client intake and drop in attendance. A key goal was to dramatically improve their reporting to funders, including state and local governments. Their new system allowed them reduce the their reporting time from 8 hours per month per staff to 2 hours per month per staff.

  • Supportive Housing

Tenderloin Housing Clinic is the largest provider of supportive housing to formerly homeless adults in San Francisco. Bigger Boat developed a multi-year plan to replace a legacy client database. Their 250+ employees provide a variety of services including property management, case management, transitional housing, rent payment, representative payee, legal services, and community organizing with a common goal to get and keep people housed.

The system built by Bigger Boat streamlines their client enrollment process, promotes communication and collaboration, reduces paper and time between enrollment stages, and allows easy and timely access to program and client data. Read more details in our supportive housing case study.

  • Disability Services

The Arc San Francisco provides support to approximately 550 adults with developmental disabilities across eight programs areas. The Arc needed a system to both support their move to a client-centered approach to client care and to remove information silos within the organization. This project focused on building the centralized database in Salesforce, incorporating key documents from their paper files, and rolling the system out to a core staff team.

  • Addiction Recovery

Sundown M Ranch provides in-patient addiction treatment for those afflicted with drug and alcohol dependency. Sundown was looking to improve their client intake process, which was previously handled in their patient management system. We worked with the Sundown team to implement a streamlined intake process using Salesforce that prioritizes clients who best fit Sundown’s treatment approach. To eliminate double entry of data, we also facilitated integration between Salesforce and Sigmund, Sundown’s patient management system.

If you are interested in learning more about our work with human services organization, please contact us or see these additional resources: