Case Studies
Foundation
The Problem
World’s Top 25 Philanthropic Foundation needed a way to handle their end to end proposal management. With users based all over the world, spanning all time zones and speaking a myriad of languages, proper and consistent data management in real time was essential. The Foundation was using a myriad of desperate systems, offline spreadsheets and email to try to manage their grant making activities and communications as well as to measure their outcomes and effectiveness of their mission. The foundation wants to see a unified view of the approval process and enhance decision making based on past behavior.
The solution
Implemented a Salesforce end to end proposal management system that was rolled out to the foundation's staff as well as all grantee users around the world. Create a data driven solution approach to deliver dashboards, outcomes and insights based on historical data.The organization was able to effectively and timely manage all grant submissions and communications. The foundation was also able to provide to their executive managers, real time reports and insights. Dashboards were delivered to showcase the grant making impacts the philanthropy was making in the world. The foundation was able to reduce proposal approval time by using