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Unifying Data Across Platforms to Empower Non-Profit Impact

Introduction

Interise, a non-profit organization dedicated to promoting inclusive economic development.

Success Through Service

Challenges

Interise faced significant challenges, including

A lack of a 360-degree view of their constituents

Disparate data across their community platform, Higher Logic, and Salesforce

No single source of truth for constituent information

Objectives

To address these challenges, the objectives were clear

Build a 360-degree view of the constituent.

Reengineer business processes.

Streamline system processes.

Reduce data redundancy.

Establish a data governance framework.

Create a single source of truth about community members.

Build a 360-degree view of the constituent.

Reengineer business processes.

Streamline system processes.

Reduce data redundancy.

Establish a data governance framework.

Create a single source of truth about community members.

Approach and Implementation

TheCloudPartner adopted a comprehensive approach

Applied lean principles and performed complete business process reengineering.

Identified gaps by mapping business processes to Salesforce NPSP and Higher Logic.

Proposed and implemented a new community platform, HiveBrite.

Utilized TheCloudPartner’s proprietary methodologies, TheCloudPath and TheCloudWay, for analyzing applications, business processes, core capabilities, and enterprise data.

Employed an agile methodology (crawl, walk, run) to design, build, test, and deploy solutions in phases, creating a detailed roadmap for success.

Results

TheCloudPartner’s efforts led to significant improvements
Achieved a 360-degree view of contacts and community members in HiveBrite and Salesforce.

Developed trusted, actionable data.

Streamlined and lean system processes, increasing efficiency.

Enhanced end-user efficiency by 30%.

Improved system processes and automation, promoting cross-collaboration among business teams and increasing customer satisfaction.

Established a single source of truth for contact master data, creating a comprehensive 360-degree view.

Testimonial

Jai Lalwani and his exceptional team at TheCloudPartner have been instrumental in transforming Interise’s technology landscape. In 2023, they expertly set up and integrated a state-of-the-art online learning and networking platform with our Salesforce instance. This complex task required re-architecting Salesforce and collaborating seamlessly with third-party providers Hivebrite and Blue-Sky Path LMS.

More recently, TheCloudPartner has centralized and integrated all our marketing and communications into the ‘Marketing Account Engagement’ Pardot platform within Salesforce. Their expertise and dedication have been invaluable, ensuring our systems are robust, efficient, and future-proof.

We are deeply grateful for their unwavering support and profound knowledge. Their contributions have significantly enhanced our operational capabilities and strategic initiatives.

Harper Dangler, Senior Development Manager, Interise

Key Takeaways

Our 25 years of CRM expertise and in-depth knowledge of Salesforce NPSP, combined with our proprietary frameworks, TheCloudPath and TheCloudWay, enabled Interise to achieve a successful digital transformation. This project resulted in a significant increase in ROI on their technology investment and the successful launch of their community platform, HiveBrite, integrated with Salesforce, providing a 360-degree view of contacts and community members.