Using Grantee Portal for scaling an organization
Client Name: Arnold Ventures
Services Offered: Grantee Portal
Project Background
Arnold Ventures (AV) is a mid-size philanthropy organization. AV had Foundation Connect and wanted to scale the platform. The organization was growing and other departments within the entity wanted to bring their processes in the platform. After evaluating various options AV decided to move away from Foundation Connect and migrate to a new instance of Salesforce. This change has allowed them to have full flexibility with the platform and scale across the organization.
What They Needed
Their staff was forced to adapt to the features vs. having features built based on defined processes.
They were unable to understand the customized automation that is included in the Foundation Connect product since it’s a managed package.
They had difficulty managing the administrative interface to modify the configuration of Foundation Connect.
They were not leveraging all of the functionality of the product.
What We Did For Them
We implemented Salesforce partner communities for grantee portal.
We created automation leveraging process builder, flows, and Apex code.
We leveraged flows for capturing grantee reports.
And leveraged flows to allow user to add additional contacts.
Results
Implementing Salesforce allowed AV to have full flexibility with the platform and scale across the organization.
Streamlined grantmaking built specific to the needs of Arnold Ventures.
Intuitive user experience for Grantee users.
Simple design that incorporates a modern look and feel.
Easily manage and maintain the platform.
Scale without having to unravel or account for barriers due to a managed package.
Easy migration and change management from Foundation Connect to Core Salesforce since core data model is the same. Leveraging Opportunities for Grants, Payments, and Grant Reports.
We look forward to working with you.
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