Tag archive for Case Study

Salesforce Supported Employment: Deep Dive into Billing (Post 3 of 3)

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…

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Salesforce Supported Employment: Deep Dive into Managing Employment Counselor Caseload (Post 2 of 3)

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…

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Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

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…

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Tracking impact investors with the Nonprofit Success Pack

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 the funds from donors and…

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Anatomy of a successful Salesforce project: Enhabit

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…

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Case Study: On-site Attendance Made Easy at BRIDGE Housing (Part 2 of 2)

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…

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Case Study: Complex Compliance Made Easy at BRIDGE Housing (Part 1 of 2)

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-…

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Case Study: Statewide Childcare Referral Network Streamlines Operations Across Eight Agencies

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…

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The History of HomeKeeper: From local impact to national shared measurement

The History of HomeKeeper: From local impact to national shared measurement

HomeKeeper is a Salesforce-based system for affordable homeownership organizations. It combines a day-to-day program management system with a shared measurement system. It is currently in use by over seventy organizations across the country. This post shares the history of how the HomeKeeper system came together over…

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Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

By upgrading to Nonprofits Starter Pack v3, we now have a more powerful platform to track our work. Finding answers is also easier with the NPSP v3 documentation and the Power of Us Hub community. – Stephanie Murray, Development Director, The Healing Center   Situation The…

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