Select Clients

  • PATH Logo 2018_PATH_Logo_Color

    PATH

    Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning Read more. The Power of a Phase Approach: Implementing NPSP. 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. The value of partnerships, agility, and documentation for long-term solutions. Read more.

  • ArtsCorps

    Arts Corps

    Designed a teacher portal using Salesforce Communities. Read more. Customized Salesforce support, tool integration and custom tool development to streamline donor and program management. Read more.

  • 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. Read our case study about the custom, responsive, client intake form we built in Salesforce NPSP.

  • 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.


  • Washington Defender Association

    Salesforce Nonprofit Success Pack implementation, membership management and website integration to increase automation and improve business processes. Read more.

  • 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. Read more.


  • Washington Global Health Alliance

    Personalized coaching, reporting assistance, and improved event tracking through automated ticket sale management. Learn more.

  • Fiuts - LOGO small

    The Foundation for International Understanding Through Students

    Salesforce support (events and online donations).

  • ArtsCorps

    Net Hope

    Business and CRM process review, transition to Lightning and Salesforce support and enhancements.

  • renton

    The City of Renton, Washington

    Business and Occupation Tax system implementation, customization and integration with tax filing portal. Read More.

 

Case Studies

Case Study : Process Improvements with Custom Development and Integration

rentonOur DaizyLogik team has a long history of working with local government agencies to support them in upgrading their systems and evolving their technology to adjust to changing demands. We were thrilled to support the City of Renton, Washington, as they sought to adopt and customize the Business and Occupation Tax system, a service oriented, extensible and modular system built on the Microsoft .NET framework and powered by SQL Server. The system supports critical business processes for local city agencies and integrates with external systems via web services.

The goals of this project were: to implement and customize the Business and Occupation Tax software package in accordance to the City of Renton’s specific requirements and tax rules, integrate it with FileLocal’s web-based tax filing portal and the city’s GIS system.

Case Study: A Teacher Portal Using Salesforce Communities

ArtsCorpsArts Corps is a nationally recognized youth arts education organization that works to address the race and income-based opportunity gap in access to arts education. Through participation in our arts integration, out-of-school arts and teen leadership programs, youth experience the transformative power of creativity and gain a deepened belief in their own capacity to learn, take risks, persist and achieve. Their programs reach over 2,500 K-12 students in South Seattle and South King County each year.

We encourage you to learn more about Arts Corps on their website.

Case Study

Icon: The Problem

The Problem

ArtsCorps works with a growing number of teaching artists and other teaching professionals who need to track and submit student attendance as well as payroll information. ArtsCorps had designed a functional solution, but after a number of years, the team realized that it was not a solution that could scale to accommodate the need for a growing number of teaching artists to submit attendance tracking data, timesheets, and expenses.

Specifically, teaching artists would collect and submit student attendance data in Excel spreadsheets, then ArtsCorps staff would upload this data to Salesforce via a custom upload tool that was built specifically to handle the organization’s Salesforce data structure. Similarly, payroll and expenses were submitted via spreadsheets, but the data was never entered into Salesforce.

This cumbersome process demanded that ArtsCorps staff commit time to vet and upload the spreadsheets teaching artists submitted. Moreover, since the payroll information continued to live in separate spreadsheets, it was not reportable in any way.

Case Study: Partnership, Agility, Documentation – Keys to a Long Term Solution

Since 2003, the Fund for Global Human Rights has had one goal: to move human rights forward by providing resources and tools to the people and organizations on the ground who have real potential to generate positive change. Their grants and technical assistance are focused on crucial and difficult work that otherwise might falter for lack of resources. They bring financial stability to human rights groups, and help human rights defenders increase their visibility and impact. The Fund supports a wide range of human rights issues, such as defending indigenous land rights in Guatemala, promoting women’s rights in Morocco, pressing for accountability for war crimes in West Africa, and ending the practice of bonded labor (a form of slavery) in India.

Learn more about their work on their website.

 

Case Study

Background

The Fund for Global Human Rights reached out to DaizyLogik in early 2017 to help them tackle a number of challenges. Among their top priorities, the team wanted to upgrade to Salesforce Lightning, improve processes to manage account distributions and account for multiple incoming payments, and improve Salesforce’s ability to track donations in multiple currencies. The team also wanted help addressing a sync issue between Salesforce and Salsa, and to explore ways to integrate direct marketing tools.

As the project began to pick up momentum, it soon became clear that the solutions needed were far from cut-and-dry. For instance, in order to achieve a clean and simplified solution, it was important to remove layers upon layers of old apps that were no longer being used. Apps such as iATS, iContact, and EventBrite, along with their associated data, had not been uninstalled when the FGHR team moved to Salsa. In order to not accidentally remove valuable information, our team worked with FGHR to evaluate and remove one layer at a time.

For a variety of reasons, the FGHR team soon determined that Salsa no longer met their needs. Specifically, it did not fulfill the organization’s requirements around tracking multiple currencies and email marketing needs. Furthermore, the Salsa-Salesforce sync was unreliable, and they did not feel as though they were receiving the level of support they needed. The team began to research alternatives and settled on Engaging Networks to support their online donation tracking and email marketing needs.

A Case Study for using FormAssembly to Manage Ticket Sales

Washington Global Health Alliance is a nonprofit membership organization that connects and informs global health foundations and corporations. They create opportunities for their members to build connections, and share information and expertise. Their goal is to create a culture of collaboration through programs and initiatives, such as conferences, working groups, briefings for elected officials and business leaders, impact studies, and public forums. These initiatives address the needs of their members and the global health sector as a whole, and help enable their members to deepen their impact throughout the world.

We invite you to read more about Washington Global Health Alliance on their website.

The Problem

Washington Global Health Alliance (WGHA) has been using Salesforce and the Nonprofit Success Pack for a few years to track and manage their members and donors. The data collected in Salesforce allows WGHA to measure and report on their members’ interactions and collaboration, and ultimately on the impact of their work in the global health community.

WGHA organizes a number of member and public events throughout the year. They had used Eventbrite to manage ticket sales, and had tested Brown Paper Tickets, but were disappointed with the new price points of both platforms and policy changes, and wanted to find another solution. More importantly, they wanted a solution that would easily feed all event data into Salesforce and remove the need for double data entry. Once the information was in Salesforce, they wanted to track the participation and payments of event attendees, donors, and other stakeholders associated with the organization.

Supporting Local Governments with Custom Development

Our DaizyLogik team of developers and consultants have a long history of working with local government agencies to support them in upgrading their systems and evolving their technology to adjust to changing demands.

We were thrilled to support the City of Everett, Washington, as they sought to extend the Business and Occupation Tax system, a service oriented, extensible and modular system that our director of technology, Vladimir Martinov, originally led the design and development of for the City of Bellevue, Washington.

Built on the Microsoft .NET framework and powered by SQL Server, the system supports critical business processes for local city agencies and integrates with external systems via web services.

Over the years, this system has become a regional success and has been adopted by other city agencies. Seattle area cities have licensed this system from the City of Bellevue but have needed modifications to ensure the system fits their own business processes and city tax code.

For the City of Everett, DaizyLogik worked to extend the Business and Occupation Tax system by developing and adding new modules that address city specific tax rules and migrate data from legacy systems. By eliminating data silos and manual processes cities were able to consolidate business data into one system of record and automate processes.

Building a Custom, Responsive, Client Intake Form in Salesforce NPSP

The dedicated staff and volunteers of Bellingham Food Bank has worked for 45 years to make sure families in all parts of Whatcom County, Washington have access to the food they need. With substantial warehouse and storage capacity, the organization serves as a hub, connecting nearby emergency food providers with a steady supply of 2 million pounds of nutritious groceries and fresh food each year. They also serve as a public facing food pantry, and distribute another 3 million pounds of food to clients in Whatcom County. To learn more about the great work they do, including their Garden Project, Foodbank Fresh Program, and the Small Potatoes Gleaning Project, visit their website: https://www.bellinghamfoodbank.org/

 

Case Study

The Problem

For many years, Bellingham Food Bank used a legacy Access database called “The Food Bank Intake Database” to track client intake information for the 300-600 households who use their services each day they’re open. This software allowed them to collect data for analysis of the services they provided to their clients, and to produce the monthly statistical reports required by various funders.

As time passed, and as the organization upgraded their various systems, the Access database did not upgrade along with it. The staff at Bellingham Food Bank recognized the mission critical nature of the database, and began to make plans to replace the aging system once it started to crash regularly. In order to process a household every 30-60 seconds, the team needed a system they could depend on.

Updating and Automating Business Processes Through Salesforce NPSP

Washington Defender Association. WDA is voice of the public defense community and provides support for zealous and high quality legal representation by advocating for change, educating defenders, and collaborating with the community and justice system stakeholders to bring about just solutions.

Learn more about their work on their website.

Case Study


The Problem

Washington Defender Association (WDA) engaged DaizyLogik to assist with efforts to update and automate their business processes while moving to Salesforce CRM. This effort was done in concert with WDA’s initiative to redesign their outdated website and ensured a much needed integration between the two systems. WDA is a membership organization whose clients include attorneys and their staffs, all of whom expect an easy-to-use interface, a high level of access, and an equally high level of privacy to protect sensitive data.

WDA’s outdated database in Access was isolated and cumbersome to maintain. The team wanted a more flexible cloud-based solution that would give them the opportunity to integrate with the new website and enable data to flow directly into their database.

A Use Case for FormAssembly to Salesforce Integration – Improved Efficiencies


Arts Corps is a nationally recognized youth arts education organization that works to address the race and income-based opportunity gap in access to arts education. Through participation in our arts integration, out-of-school arts and teen leadership programs, youth experience the transformative power of creativity and gain a deepened belief in their own capacity to learn, take risks, persist and achieve. Their programs reach over 2,500 K-12 students in South Seattle and South King County each year.

We encourage you to learn more about Arts Corps on their website.

The Problem

Arts Corps has been using Salesforce and the Nonprofit Success Pack (NPSP) for a number of years. On their website, they hosted three web-to-lead forms, which would automatically drop new information directly into Salesforce as Leads. For many years, our team at DaizyLogik was able to maintain a legacy solution for the mass conversion of these leads

When this legacy lead conversion tool finally stopped functioning completely in November 2017, Arts Corps knew it had to make a choice about how to move forward.

HomeKeeper 2.0 – Building the Future of HUD Reporting in Salesforce

HomeKeeper 2.0 – Building the Future of HUD Reporting in Salesforce. DaizyLogik worked with Grounded Solutions Network to help them build HomeKeeper into a HUD compliant CMS using Salesforce. HomeKeeper improves the way affordable housing programs track data, measure outcomes, and implement effective property and homeownership stewardship practices.

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.

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

This Case Study provides insights into how DaizyLogik applied our consulting and project delivery methodology to a cross-organizational, complex Salesforce and Nonprofit Success Pack implementation. It also discusses the questions and challenges faced by core members of the PATH and DaizyLogik teams during this extensive requirements collection process. We describe our approach and share some key takeaways that we hope others will find useful.