Case Study
Streamlined operations, improved data visibility and enhanced engagement tracking to transform Program Management.
Enhance your program management with improved tracking, data visibility, and automation.
engagement type
Managed Services
product
Sales Cloud
industry
Nonprofit
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The Greater Washington Partnership, uniting employers in Maryland, Virginia, and DC, enhances program management to drive regional growth and prosperity.
Overview
- Key Challenges: Fragmented data and manual processes hindered efficiency.
- Key Solutions: Unified tracking, engagement monitoring, analytics and automation.
- Key Results: Boosted efficiency, scalability, and comprehensive data visibility.
challenges
- Fragmented Data: Scattered participant details, service records, and outcomes across multiple sources.
- Manual Bottlenecks: Reliance on manual processes for tracking and reporting led to inefficiencies.
- Limited Reporting & Metrics: Difficulty in generating comprehensive reports and justifying resource allocation due to unclear metrics.
- Redundant Data Entry: Managing participants involved duplicate data entry across different systems.
- Engagement Tracking Issues: Difficulty in tracking beneficiary engagement hindered program personalization.
Solutions
- Unified Tracking & Management: Consolidated programs, participants, and volunteers in one system.
- Enhanced Engagement Tracking: Monitored how constituents interacted with programs and services.
- Outcome Measurement & Analytics: Defined and measured program outcomes with advanced reporting to gain insights and identify improvements.
- Automated Processes: Streamlined tracking and reporting to reduce manual entry and errors.
- Salesforce and WordPress Integration: Integrated systems to streamline operations and gain valuable insights.
Impact
- Enhanced Efficiency and Scalability: Streamlined program management, reduced manual data entry, and improved scalability.
- Comprehensive Data View: 360° view of program data and contact interactions improved tracking and personalization.
- Informed Lifecycle Management: Data-driven decisions enhanced program design and resource allocation.
- Demonstrated Impact: Effective reporting secured future funding and support.
- Seamless Application Flow: Direct integration from website to Salesforce eliminated manual data entry errors.