Salesforce Nonprofit Cloud, Data Integration and Migration Case Study

August 16, 2022
Girikon

Background

The client approached Girikon in the late 2021 to aid them with the implementation of a new instance of Salesforce Nonprofit Success Pack (NPSP). The client had a fixed budget and Girikon managed to provide quality services within their budget because of their hybrid onshore-offshore delivery model. The onshore team of senior business analysts has years of experience working with the not-for-profit sector and has served as an invaluable resource to our clients while assuring them that their data was in safe and reliable hands.

Girikon also places a strong emphasis on social justice as they are a keen participant in the “Pledge 1%,” initiative which works towards the betterment of marginalised communities by pledging 1% of their company’s time, resources, and services.

Moreover, Girikon has a track record of turning around projects in a time-effective manner, which was crucial to the client as their current CRM was not being supported anymore and had limited automation features. The quick delivery time on the implementation of Salesforce has been consistently seen through Girikon’s previous projects, thanks to our senior business analyst’s high competency in the subject matter.

About the client

The client is a well-known Australia-based not-for-profit organisation seeking to aid people diagnosed with breast cancer. They place a strong focus on helping cancer patients through every stage of their journey i.e. from diagnosis to treatment, as well as post-treatment. Clients are provided with access to healthcare practitioners, emotional support services, as well as programs that are free of charge for anyone suffering from the disease.

The Problem

The client’s problems were found during the discovery process and the following main issues were identified:

Tracking and updating a constituent is a manual process.
The current system ‘Donman’ has limitations in terms of automation.
Donman is no longer supported so it needs to be replaced.
The email tracking is done manually.
The client needs to integrate their platform with Mailchimp.

The solution

Girikon successfully customised the Salesforce NPSP for the client with the implementation of the following activities:

Data Migration

The migration of data from existing CRM

Web to Case Management

Configuration on the web to case form (Client Registration Form)
Capturing the Contact and Case (Medical Information) from the Client Registration Form
Auto-generated email for clients
Auto-generated email for delegated users with Task attached
Creation of custom fields on Case and Contact object
Data and Permission setting on the Case object

Account Management

Account Configuration 
Account types 
Duplicate Management 
Customisation of record types and page layouts 
Creation of custom fields for Accounts

Contact Management

Contact Configuration 
Duplicate Management 
Creation custom fields for Contacts
Customisation of page layouts
Create Reports and Dashboards

Opportunity Management 

Tracking of Opportunity progression
Custom field creation for Opportunity 
Opportunity stages configured 
Customisation of record type and page layout 
Create Reports and Dashboards

Case Management

Create customised record type on Case 
Customisation on case object 
Auto generated email when case created 
Security and Permission setting
Create Reports and Dashboards

Web to Lead management

Creation of a web to lead form
Auto-generated email for clients  
Auto-generated email for delegated users with tasks attached 
Creation of custom fields on lead object 
Data and Permission setting on lead object

Volunteer Management 

Set-up Volunteer Management 
Configuration and set-up of Volunteer data
Web to Volunteer lead creation form 
Auto-generated emails for Volunteers 
Create Reports and Dashboards

Program and Services

Customisation of Program objects 
Creation of custom fields for Program and Service object 
Customisation of page layout 
Automated workflow when a client is added to a Program 
Create Reports and Dashboards

Campaign Management

Customisation of Campaign objects 
Customisation of record type and page layout 
Creation of custom fields 
Adding Campaign member 
Create Reports and Dashboards

Mailchimp Integration

Integration of Mailchimp into the Client’s Salesforce.org  
Setting up a connection between Mailchimp and Salesforce through Mailchimp login details  
Field-levelel mapping  
Synchronisation of data between Mailchimp and Salesforce Nonprofit Cloud
Create permission sets 
Lead level access and customisation of the Lead page

The Outcome

Migrating the client’s data from their existing system ‘Donman’ early during the implementation allowed Team Girikon to continue their work with minimal disruption.

Implementing automation processes such as emailing to both volunteers and constituents has allowed the client to redistribute workload throughout the organisation more efficiently. Girikon also automated the previously tedious process of generating and delivering donation receipts to donors.

Thanks to the effective communication between Girikon and the client, the delivered product met the client’s expectations of both quality and stipulated timeframe (6 weeks). By providing the client’s organisation with consistent and high-quality support, a long-lasting relationship was developed.

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Being our first time hearing of Salesforce, Yiannis and Mokshith really helped us get our head around what it is and what it's capable of doing. We came to them with many problems we needed solved for our Advocacy Service, and we were able to get an outcome that works great for our needs. Our day-to-day operations have been streamlined by cutting out a lot of back and forth to the students using our service with a tailor-made form that addresses all the information we require upfront, rather than later through many emails. Compared to the system we were using previously, Salesforce and Girikon together, allow us infinite opportunities to improve our service. We are continuing to work with Girikon for other projects our broader business needs and are sure the outcomes will be successful too.

Maddison Federico, Student Engagement Manager, La Trobe University Student Union

The team are engaging and knowledgeable of the product. They are capable of providing advice and recommendations for “non-technical” people 😊. The team are responsive and continue to support us on our Salesforce journey, no matter how big or small the question. We look forward to continuing to work with the team.

Katrina Bye, Commercial Operations and International Manager, The Gordon

Girikon has been our trusted Salesforce advisor for 2 years. We needed a partner who really understood our unique challenges, and with their extensive experience in consulting for the not-for-profit sector, Girikon helped us get closer to the finish line.

Jenny Davidson, CEO, Council of Single Mothers and their Children

Girikon was excellent in suggesting and implementing what’s a simple process but actually has a number of underlying processes that we now use to better forecast and report over time. If I were to say, there’s probably Agile project management at its finest.

Carmelo Pellizzeri, Director of Revenue Operations, Maropost

As we were the first higher education institution in our region to adopt the EDA with the Student Success Hub (SSH), there was a lengthy scoping phase for this project. Girikon were excellent in assisting us with discovering our needs and how Salesforce could meet and exceed those needs.

Rob Corner, National IT Manager, Morling College.

Girikon's attention to detail and willingness to find integrated solutions with our existing platforms was outstanding. The level of resources they provided to the engagement always made us feel prioritized as a client and kept the project on track. Overall it was the quality and level of project management that stood out across the engagement to make it so successful.

Bevan Nicholson, CEO, Hendry

Our experience with the Girikon team has been fantastic. They helped us develop a custom Salesforce solution to integrate our new website with Salesforce, right before the launch of one of our major annual-giving campaigns. They helped us develop a custom API to integrate our new website with Salesforce, set up our campaigns and streamlined the overall campaign and donor management process. As a small not-for-profit with limited resources, Girikon has become our go-to Salesforce partner. Thanks Girikon!

Maheen Iman, Marketing Manager, GIM Foundation

Thanks so much to everyone on the team for getting Phase 2A completed on schedule.

I appreciate the cooperative spirit and the attention to detail that enabled us to streamline the entire process in order to achieve success and to meet our goals.

I couldn't be more thrilled to work with such a terrific group of people, and I'm looking forward to working with you on the next 2 phases of the project!

With many thanks,

Cesar Muradas, Education Centre of Australia

Very happy with Girikon, as they finish the project working us a team and they got really engaged with our needs and specifications. The communication was excellent and i am more then happy to recommend Girikon to anyone for salesforce projects. Keep up the good job!

JGeorge Gkoumas, Specialist Technician, eduSTAR.TSS | Information Management and Technology Division Bannockburn P12 SC

Girikon have provided a great 'end to end' solution with a minimum of fuss and hassle. The iterative manner by which the project evolved has ensured a 'fit for purpose' outcome. Thank you!

John Mitchell, CEO Delta Gymnastics Group.

“Outstanding Communication”

Jack Socratous, National Product Support, Training & Marketing Mgr, Komatsu Forklift Australia Pty Ltd

It was an absolute pleasure working with Girikon. In all the projects undertaken from us, they have been very helpful in building solutions for our ORG. Also, they have very competitive prices. We Will definitely hire them again for any future projects.

Ali Abbas, Salesforce Administrator, Melbourne Market Authority

Short term initial engagement with real benefits from the product and solutions scoped and delivered. Good experience with an educated & passionate Salesforce implementation partner.

Chris Cadden, Sales Manager, DreamCourts

The team at Girikon were knowledgeable with Salesforce, it's limitations and how best to leverage the resources available to achieve the best outcome. Engagement was flexible and the team continue to support our business.

Beau de la Garde, Client and Operations Lead, Impact Investment Group

Yiannis and the team listened carefully to what I needed to achieve and delivered on time and in budget. I look to working with them again in the future.

Sinead Monaghan, Community Development Officer, Kwinana Early Years Services

Girikon team are professional, knowledgeable with Salesforce product and meet objectives in a timely manner. They are a pleasure to work with..

Jennifer Galea, Finance Manager at Freemasons Victoria

The team at Girikon, they were very professional and detailed in every way! They spent a good amount of time identifying our scope and meticulously understanding our processes before we wrote a single line of code. When they presented a schedule, they stuck to it and the after development support has been top-notch. The Devs have great personalities and I have enjoyed spending time with them building the structure that supports my business. These guys are the best and we already have additional work slated to do with them. We have found a partner for life in Girikon!

Daniel Gourley President – 5WM

From day one, I noticed several differences between Girikon and the previous firms we had worked with. The major difference was the daily communication. I was not only able to jump on a phone call once a day to answer any questions, bounce my ideas to the team and receive progress updates, but also received a daily progress report with upcoming work items.

A project handed off a project to the Girikon team will most certainly be a quality delivery on time and within budget!

Mark Homer, CEO, GNGF

We have been extremely impressed with all of our projects with Girikon. They have helped streamline our internal processes, and made our daily work environment a better place to be. Our work together has reduced the amount of tedious “plug-and-chug” work, helped us to innovate new processes, and allowed us to focus on helping our clients.

Joe Brodar, Development Strategist, GNGF

We at Go! Go! World have had the pleasure of working with the team at Girikon on a very niche project involving multilingual Salesforce B2C implementation.

With brilliant analysis, planning and execution Girikon, not only delivered what we needed but also added value by recommending additional features that we did not previously think possible. Their work ethics and requirement understanding is top-notch and we are absolutely looking forward to working with Girikon for future projects.

Chris Baek, COO, K.K. GoGo World

I can highly recommend the Girkion Team. They have been amazing since my first contact with them via their website to our Go-Live Date

Erin Macdonald, Broker Support Officer, YAKKA FINANCE

Girikon were a very diligent team that helped setup our quick-start Salesforce implementation to enable us to have over 250 accounts, over 1,000 contacts and a number of opportunities transferred and then configured for our requirements.

They listened to our requirements for an effective sales engagement process to be implemented, whilst ensuring integration from Pardot was effective for a streamlined process from lead to opportunity. Our team, whilst small in numbers, are scattered around the world, so being able to implement an effective solution that could be trained quickly for users and have them aligning their use was really effective from Girikon

Daniel Hibbert, Commercial Director, DIGITARY