Consolidating Program and Donor Management Data to Improve Efficiency with Salesforce
At a Glance
Next Generation Men and Women is a non-profit organization that was struggling to maintain dozens of spreadsheets and program management systems. To remedy this, LookThink CognoSIS configured the Salesforce Nonprofit Starter Pack (NPSP) to consolidate their documentation and integrations for better user experience while they close the opportunity gap for the youth of Atlanta.
The Challenge
-
- Migrate donor data from Bloomerang into Salesforce
- Transfer spreadsheets of student case management data and additional donor data into Salesforce
- Improve workflows for admins, teachers, and mentors to manage events.
Our Approach
What We Did
LookThink CognoSIS held multiple discovery sessions before beginning configuration in order to learn about Next Gen’s current workflows and identify areas of improvement. From there, LookThink CognoSIS built off the Salesforce Nonprofit Starter Pack (NPSP) to translate those workflows into Salesforce objects for a tailored solution.
Who We Helped
- Operations Manager
- Program Manager
- Development Manager
- Students
- Teachers
- Mentors
What We Used
- Salesforce
- DonorBox
- Dateloader.io
- Mogli
About the Client
Next Generation Men & Women is an Education Non-Profit that closes the opportunity gap for High School students by creating a path to graduation and success after High School through exposure to colleges, career options, and support.
Industry
Education
Headquarters
Atlanta, GA
Managing with Salesforce
Next Generation Men and Women had two main areas in their workflow they wanted to improve using Salesforce: Fundraising/Donor Management and Program Management. Using Salesforce NPSP, we were able to rely on the data structure Salesforce builds for similar organizations. During the discovery sessions we held at the onset of the project, Next Gen provided insight into their various spreadsheets and management systems so we could determine how much custom work was needed.
Fundraising/Donor Management
The donor data was primarily hosted in Bloomerang, which housed all of their account information including individual donors, schools, the board, corporate, grants, and more. They used different Google Spreadsheets to build reports and pull metrics for annual performance analyses. After identifying solutions to improve this structure, we use dataloader.io to migrate donor account information into Salesforce. From there, we were able to configure the donor data in a way that could be easily reported without relying on alternative tracking methods.
Next Gen Data
Used to be…
stored in cumbersome, Google Sheets based system
a unified, cloud-enabled Salesforce Platform solution
Programs Management
Next Gen manages programs with students from different schools and school districts in Atlanta to coordinate events that expose them to and connect their interests to local colleges and companies, and plans for future success after high school.
“LookThink CognoSIS really helped us get the most from our Salesforce investment. After identifying critical workflows that were missing from our donor data, they configured a system that gives us incredible insights into our operations. We’ve been able to put our attention back to what matters: closing the opportunity gap for Atlanta youth.”
Tim Eldredge – Operations Manager
Training
As LookThink CognoSIS completed the configuration of certain Salesforce sections, we held training sessions walking the Program and Operations Manager through the new workflows we built. These sessions also allowed us to identify even more opportunities for improvement as we gathered insight from personnel directly responsible for the management of the data in question. These sessions were recorded and shared with the Next Gen team for future use by administrators and staff.
Additional Case Studies
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Using Salesforce Student Success Hub for Effective Case Management Across a District
CASE STUDY
Improving Data Accuracy and Management in Education
CASE STUDY
Empowering Students with a Mobile App to Navigate the Campus Experience
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