Select Clients


  • PATH

    Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning Read more.

  • The Fund for Global Human Rights

    The Fund for Global Human Rights

    Improved donation and grants tracking in Salesforce using NPSP. Read more.

  • ArtsCorps

    ArtsCorps

    Customized Salesforce support, tool integration and custom tool development to streamline donor and program management.

  • roper_center_icon

    The Roper Center For Public Opinion Research

    Custom Salesforce integration to manage complex member relationships and data contributions. Read more.

  • Grounded Solutions

    Grounded Solutions Network

    Custom, advanced Salesforce development for streamlined client and program management processes. HomeKeeper 2.0 Case Study.

  • Bellingham Food Bank

    Bellingham Foodbank

    Custom development, integrating Classy with Salesforce NPSP to improve contact and donation tracking.

  • Washington Nonprofits

    Washington Nonprofits

    Improved Salesforce workflows and customized membership management processes.

  • Earth Corps: Local Restoration. Global Leadership.

    Earth Corps

    Personalized Salesforce development and technical support for streamlined program and volunteer management. Read our two-part case study here.

  • unh-stewardship-network-icon

    The Stewardship Network at The University of New Hampshire

    Improved volunteer management by customizing the Volunteers for Salesforce App.

  • EverettLogo

    The City of Everett, Washington.

    Custom functionality for the City of Everett’s Business & Occupation Tax System.

Case Studies

Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning

PATH is an international nonprofit organization and the leader in global health innovation. They accelerate innovation across five platforms – vaccines, drugs, diagnostics, devices, and system and service innovations – that harness their entrepreneurial insight, scientific and public health expertise, and passion for health equity. They mobilize partners around the world and work alongside countries primarily in Africa and Asia to tackle their greatest health needs.

We encourage you to learn more about PATH’s global impact on their website.

 

Background

PATH has grown substantially over the past decade, more than tripling their operating budget to more than $300M in 2016. About 97% of their funding comes from foundation and government sources, with relationships managed by the 25 person Philanthropic Development department of the Global Engagement (GE) division at PATH. This team has been using DonorPerfectOnline (DPO) since 2009, in combination with Cvent for event management, but began the process of converting its legacy awards tracking system to Salesforce in 2010. Team members continue to use systems such as Cvent and Campaign Monitor, but these systems are not yet integrated into Salesforce.

Teams at PATH, including some teams within the Global Engagement division, have increasingly used Salesforce to manage compliance and realize business efficiencies over the past few years, but without much consistency.

The goal of this project is to streamline the use of Salesforce as a true CRM across the Global Engagement division at PATH, and eventually across all of PATH, utilizing shared business processes wherever possible. Through this effort, PATH seeks to provide the framework for cross-department collaboration on complex fundraising proposals and relationship management.

The Drag-n-Drop Calendar: Interactive, Real-Time Event Management

Earth Corps: Local Restoration. Global Leadership.EarthCorps is a nonprofit based in Seattle, Washington, that uses the natural classroom of The Puget Sound to teach young leaders the skills they need to address the environmental challenges facing our planet today. Every year, more than 10,000 youth, business leaders, and community members connect through EarthCorps to care for public parks and trails in the region. EarthCorps’ Mission is “to build a global community of leaders through local environmental service.”

We encourage you to learn more about EarthCorps’ impact from their website: https://www.earthcorps.org/

EarthCorps_June-Selects_102

Background

Earlier this year, we wrote about how DaizyLogik created REST web services on Salesforce to enable EarthCorps to ensure that the data on their calendar came directly from Salesforce in real time and was mobile friendly, all while matching the look and feel of their WordPress website.

You can read more about this case study here, The Value of Web Service: Enabling a Real-Time Responsive Volunteer Event Calendar for EarthCorps.

Today, we’re excited to share information about an exciting follow up project with EarthCorps that enables their team to manage their calendar in a more hands on and visual way.

HomeKeeper 2.0 – Building the Future of HUD Reporting in Salesforce

THE PLAYERS

HomeKeeperLogo

HomeKeeper is a managed package app on the Salesforce App Exchange that was built by Grounded Solutions Network, and that standardizes the way affordable housing programs track data, measure outcomes, and implement effective property and homeowner stewardship practices. Participating HomeKeeper organizations seamlessly share social impact data with the HomeKeeper National Data Hub, where data is aggregated and shared across the sector.

grounded-soolutions-network-logo

Grounded Solutions Network is a national nonprofit membership organization that brings together an extensive network of partners and member practitioners from local communities, all of whom have a deep understanding of best practices in community land trusts, shared equity housing, local housing policies such as inclusionary housing, and more. They promote housing solutions that will stay affordable for generations, so communities can continue to stabilize and strengthen their foundations.

DaizyLogik is a certified Salesforce Partner that works with nonprofits and social enterprises to help them build customized streamlined, easy-to-use Salesforce systems to effectively track their impact and engage with donors, clients, and beneficiaries.

SoPact  is a certified Salesforce Partner that works with mission-driven organizations to manage their social impact framework through innovative technology.

CASE STUDY

Grounded Solutions Network worked with DaizyLogik, SoPact, and an advisory committee of users to help develop HomeKeeper into a HUD compliant CMS. As a sector-wide program management and impact measurement tool, HomeKeeper was well positioned to build on their popular app by expanding the housing counseling features and seeking approval from the US Department of Housing and Urban Development. Once made publicly available, HomeKeeper will be an excellent tool for affordable home ownership programs that offer workshops and other housing counseling services.

Managing Complex Relationships for The Roper Center For Public Opinion Research

roper_center_iconThe Roper Center for Public Opinion Research, located at Cornell University, is one of the world’s leading archives of social science data, specializing in data from public opinion surveys. The Center’s mission is to collect, preserve, and disseminate public opinion data; to serve as a resource to help improve the practice of survey research; and to broaden the understanding of public opinion through the use of survey data in the United States and abroad. Founded in 1947, the Roper Center holds data ranging from the 1930s, when survey research was in its infancy, to the present. Its collection now includes over 22,000 datasets and adds hundreds more each year. In total, the archive contains responses from millions of individuals on a vast range of topics. (Source: http://ropercenter.cornell.edu/about-the-center/)

Case Study

When they came to DaizyLogik, the Roper Center was manually managing data distributed across several different systems and/or in the heads of members of the team. They had acquired Salesforce but sought assistance getting it up and running and getting their data into the system. They were starting their implementation to Salesforce from scratch. Since they wanted a system to manage membership and data contributions to their system, not donors, they decided not to use the Non-Profit Success Pack.

DaizyLogik worked with them to understand the key processes they were hoping to make more efficient – notably managing members who subscribe to the resources the Roper Center provides, and data providers who provide the data the Roper Center makes available. While neither involve large volumes of data, they do have some complex relationships and require management and updates in a timely fashion.

Improved Donation Tracking for the Fund for Global Human Rights

The Fund for Global Human RightsFounded on the core belief that on-the-ground activism is the bedrock on which respect for human rights is built, the Fund for Global Human Rights started with the simple but pioneering approach of directing financial resources to locally-rooted rights groups with transformative potential. Since 2002, the Fund has made over $69 million in grants and facilitated hundreds of hours of capacity building to over 550 human rights organizations in Asia, Africa and Latin America. This support has helped to fuel the development of effective national actors and movements that have increasingly come to be seen as nimble, influential challengers holding governments and other powerful actors to account.

Just in 2015, organizations the Fund supports:

  • Successfully advocated for the passage of a law prohibiting child marriage in Pakistan
  • Persuaded hospitals in Sierra Leone to provide treatment for victims of sexual violence during the Ebola crisis
  • Trained Liberian police on LGBTI rights, leading them to establish a hotline for LGBTI people to call in case of attack
  • Pushed Tunisia to establish a commission to investigate the cases of 1,500 migrants disappeared at sea
  • Prevented a budget cut to India’s National Rural Employment Guarantee Act which guarantees rural laborers a minimum of 100 days of work per year
  • Forced the Honduran Supreme Court to overturn the conviction of an activist imprisoned for political reasons

Case Study

The Fund for Global Human Rights relies on Salesforce to track and manage grants and individual donations. In addition to some general cleanup, the Fund engaged DaizyLogik to address two particular challenges that were preventing them from getting the most out of Salesforce.