Success StoryHow Exavalu Enhanced Partner Experience For USA’s Leading Non-Profit With Salesforce

As the technology partner for non-profit organizations, our client provides valuable business & technology solutions that enable the Feeding America Network to reach people in need across communities in the U.S. Through comprehensive IT consulting & outsourcing services, our client has helped hundreds of nonprofits harness productivity gains. To improve upon the efficiency & develop new capabilities for one of their partner agencies, they reached out to Exavalu for expert advisory & implementation services.

Challenge

1

After assessing the client's requirements, we proposed solutions such as the Non-Profit Success Pack (NPSP) and Program Management Module (PMM). Along with offering the solution to the partners through Salesforce Managed Package, we also implemented solutions for major business scenarios like New Intake Process, managing addresses, move in and move out details, sequencing & duplicate check, automating HMIS project detail management, and managing exit program details.

The Difference Exavalu Delivered

  • After assessing the client's requirements, we proposed solutions such as the Non-Profit Success Pack (NPSP) and Program Management Module (PMM). Along with offering the solution to the partners through Salesforce Managed Package, we also implemented solutions for major business scenarios like New Intake Process, managing addresses, move in and move out details, sequencing & duplicate check, automating HMIS project detail management, and managing exit program details.

Services Offered

  • Advisory
  • Implementation

Benefits

1

Revamping Processes: Used Salesforce capability to revamp the straight-through processing, and automate program exit and partner agency exit process, as well as state update process.

2

Ensuring Reusability: Ensured reusability using Lightning web component to build intake process.

3

Platform Integration: Integrated partner platforms using Snowflake to enable seamless data exchange with Salesforce managed packages, automated duplicate checks across agency orgs, and smooth integration with HMIS.

4

Extending Capability: Extended Salesforce functionality to efficiently manage funds, grants, budgets, fundraising, and track housing allocations and evictions.