Tag archive for Case Study

Case Study: Managing the Client Journey on Salesforce

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…

Continue reading →

Program Management Case Study: Foundation for Blind Children

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…

Continue reading →

Program Management Case Study: Sunnyvale Community Services

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…

Continue reading →

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

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…

Continue reading →

Highlights from Salesforce.org’s Program Management Webinar with BRIDGE Housing

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…

Continue reading →

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…

Continue reading →

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…

Continue reading →

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…

Continue reading →

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 money from donors and investors…

Continue reading →

Tracking Training and Technical Assistance

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…

Continue reading →

Page 1 of 2 1 2