Salesforce

Empowering Nonprofits: Faster Housing Allocation Program Management Through Salesforce Automation

Introduction

A US-based technology partner for nonprofit organizations delivers business and technology solutions that empower nonprofit partner agencies to enhance operational efficiency and community impact. One of their partner agencies faced challenges with disconnected systems, manual processes, and inefficiencies in managing housing programs.

Services Offered

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Advisory

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Implementation

Challenges

Due to disconnected systems and a lack of a standardized model for data sharing, the client was unable to manage grants, funds, budgets, and housing allocations. They faced immense challenges in tracking evictions, automating program exits, and conducting duplicate checks across systems. Seamless data integration with HMIS (Homeless Management Information System) was critical to improving efficiency and ensuring accurate reporting.

Their reliance on manual processing for client intake and various administrative tasks led to lower operational efficiency. To address these gaps, they needed a comprehensive digital platform that could enhance overall efficiency, introduce new capabilities, and support a revamped intake process for enrolling families.

How Exavalu Created Value

To streamline eligibility determination and participant intake for housing programs, we developed a managed package tailored to support homeless service organizations across cities and suburbs in the U.S. Our solution leveraged Salesforce’s Nonprofit Success Pack (NPSP) and Program Management Module (PMM) to enhance fundraising, grant management, budgeting, and tracking of housing allocations and evictions.

We enabled Straight-Through Processing (STP) using Salesforce automation, eliminating manual intervention in program exits and partner agency status updates to improve operational efficiency. We also ensured seamless data interoperability by integrating partner agency platforms with Snowflake using StreamSets, creating a connected ecosystem for real-time data sharing and organizational decision-making.

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