ProUnitas

Our partnership began with a deep dive into the existing Salesforce application and delivery structure. ProUnitas came to VRP with a working, mission critical platform 
but one that had reached it is limits in both scale and flexibility. Their goal was clear: modernize the Salesforce based application, streamline operations, and lay the groundwork for sustainable growth across districts. Over time, the system had become increasingly difficult to adapt, and delivering enhancements at the pace users expected was no longer feasible. Achieving their vision would require more than code updates it would mean rethinking how development was planned, delivered, and supported. Achieving their vision would require more than code updates. Our initial assessment revealed that the barriers to scale weren’t just technical they were also structural. The platform’s architecture and development workflows had grown complex and fragile over time, limiting agility and making onboarding new districts or addressing user feedback a slow, manual process.

This discovery phase didn’t just help uncover technical pain points — it also laid the foundation for a different kind of collaboration. Through open communication and honest discovery, we aligned on a new path forward one centered on sustainable growth, transparency, and shared accountability. With a clearer technical roadmap and a foundation of trust, we were ready to move from assessment to action.

The next phase of our collaboration focused on two key priorities: stabilizing the platform and rethinking how new value could be delivered reliably, and at scale. twofold: stabilize the platform technically and establish a new delivery model that would enable continuous, collaborative progress.

To do this, we launched two coordinated workstreams:

As a result, we built out CI/CD pipelines, implemented version control, automated sandbox environments, and established a structured planning cadence. The delivery process became faster, more predictable, and far better aligned with evolving district needs:

This collaborative shift allowed ProUnitas to react more quickly to user feedback, roll out stable enhancements, and plan ahead with greater confidence. Whether supporting high stakes deadlines, responding to urgent issues, or evolving product vision, our partnership grew deeper and more effective with every sprint.

With delivery processes in place and early wins behind us, we turned our focus to raising quality and building consistency. This stage was about operational confidence: making sure every release was reliable, every feature tested, and every insight actionable. The team focused on strengthening development practices, improving release confidence, and delivering insights that mattered to end users.

This stage marked a turning point: releases became more reliable, QA processes more mature, and the team was positioned to move from stabilization to growth with confidence.

In parallel, we began working more closely with the ProUnitas team on shaping future product improvements. Our team supported the generation and refinement of new feature ideas, helping to document them as clear, structured user stories. We also conducted impact analysis to identify potential effects on existing functionality ensuring that changes could be implemented safely and with minimal disruption.

In many cases, this meant stepping into roles typically filled by Business Analysts or Solution Designers a natural evolution of our collaboration, driven by our shared goal of building a product that could continue to grow and serve its mission effectively.

With stronger foundations and a more agile delivery model in place, ProUnitas was ready to grow. We focused on scaling the platform to support more school districts
without sacrificing quality, stability, or the values that define their mission.

To support expansion, the teams aligned closely to ensure seamless onboarding and adoption. We:

At the same time, we partnered closely with ProUnitas to enhance data visibility. We developed interactive Tableau dashboards that gave district leaders and counselors real
time insight into student needs, referrals, and counselor activity replacing time consuming manual reports with meaningful, on demand analytics.

This combination of scalable infrastructure and accessible analytics gave ProUnitas the ability to grow its footprint while maintaining a high level of precision and consistency.

But ultimately, what made this possible wasn’t just the tools it was the trust built between our teams. With a shared understanding of priorities and a delivery that worked, ProUnitas could confidently extend their reach and deepen their impact.

What began as a technical engagement evolved into a long-term, multi-year collaboration rooted in trust, shared ownership, and a deep alignment with ProUnitas mission. In the end, we built more than a platform. We built a partnership that continues to drive meaningful, measurable impact across hundreds of schools.

As part of this transformation, we delivered a flexible and scalable Salesforce based solution. This included unified architecture, automated onboarding, and robust CI/CD processes and robust CI/CD processes. To empower data driven decision making, we also launched dynamic Tableau dashboards including the Needs Dashboard and 80/20 Program Dashboard offering real-time insights into student referrals, counselor activity, and compliance metrics. On the student support side, we implemented emergency referral forms, anonymous reporting, and smart routing logic to ensure that each case reached the right specialist with minimal delay.

This strong foundation both technical and relational continues to power ProUnitas as they expand their reach, grow their platform, and stay true to what matters most: ensuring every student is seen, supported, and given the chance to thrive.