Lifecentre

When Lifecentre first came to us, much of their staff’s time was spent on administration. Their data was spread across different systems including spreadsheets and paper forms, and manually processing client well-being data was time-consuming. A lack of proper validation processes risked data quality issues and missed sessions due to incorrect contact details. Staff also had to spend much time and attention writing every routine donor and client notification email from scratch.

The charity wanted to ensure their data was being correctly used, in order to speed up administration and increase its effectiveness, while still meeting privacy needs. They needed a unified view of all data and to be able to quickly and easily retrieve it for its own needs, such as session scheduling, or information requests from health services, police or others. Workflows and automations were also a must-have, so they could save valuable time and ensure standards were met.

VRP Consulting quickly devised and implemented a solution to bring together all their operation and client data using Salesforce Nonprofit Success Pack (NPSP). Under this solution, client well-being data calculations are now made automatically and data validation workflows ensure data quality. Furthermore, the VRP team built the “smart templates”, automatically pre-populated with all necessary information, for emails to donors/clients.

When the solution was complete, VRP validated existing data on clients and third-party contacts via automated and manual checks. New data entered would now be automatically validated using pre-set rules, so that a telephone number too long or short would not be accepted, for instance. VRP migrated Lifecentre’s pre-existing data to their new solution, performed testing and made final adjustments.

As well as the challenges initially identified, VRP discovered Lifecentre would benefit from a new HR system. It would assist with scheduling and resourcing, helping them better check and manage staff availability and expedite absence approval processes, increasing their ability to carry out their work effectively. To enable this, the VRP team created and implemented a custom solution using native Salesforce tools, along with all the other agreed functionality.