Case Study

Case Studies >> Envision A New Way Of Grants Approval

Envision A New Way Of Grants Approval

OBJECTIVE

To provide the client with a customized salesforce solution that help to manage their Non – Profit with Funds Approval with Granting System, Child Information and Donation Request Tracking.

CHALLENGES

  • Managing the Child Information and Hospital, Pharmacy and Other details of the Child.
  • More manual work on updating the Child information and Funds Allocation.
  • Managing large number of data from Multiple Hospital, Multiple Pharmacy in a single online form.

APPROACH

  • Implemented Sales cloud for Non-Profit to handle the Organization Activities and Grants Management
  • Implemented Custom Built Application to meet the Unique requirements of the client with a Dynamic Approval process
  • Implemented Custom Lightning Components and Custom UI Pages for better Experience and to meet the Complex Process Automations.
  • Salesforce Sites for Fund Request Registration and Sign up form
  • Data migration to import data from other tools and Excel.

BUSINESS BENEFITS

  • Registration of online Fund request made efficient and Tracking of Grants and Approval of Fund request is accomplished.
  • Duplicate Management of the Contacts, Childs, Application Request were handled effectively, and Donation Tracking was captured by the System.
  • Child information Management Application provided a whole new way of capturing the Child’s information with Details on Health, Child Diagnostic History, Hospital Information tracking, Pharmacy Information Tracking, Payment Done.

INDUSTRY

Non-Profit Organization

CUSTOMER PROFILE

US-based Nonprofit, having 5+ years of experience of Raising funds and Granting them for Kids Struggling with Cancer

TECHNOLOGY AND TOOLS

  • Sales Cloud with NPSP
  • API Integration
  • Custom Lightning Components
  • Salesforce1 Mobile App
  • Lightning Platform

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Contributor

CloudQ

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