Eigen X Case Study - Pennsylvania Humanities Council​ (Grant & Donor Management)

Pennsylvania Humanities Council

Pennsylvania Humanities Council is an independent nonprofit partner of the National Endowment for the Humanities (NEH) and was created with two goals in mind: (1) advancing knowledge and understanding of the humanities and (2) increasing public awareness of, access to, and support for the humanities in the US. They also make grants to non-profits in Pennsylvania with funds provided by NEH.​

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✢ Client Overview

Location: Philadelphia, PA

Employees: 15 - 20

Industry: Non-Profit

Solution: NPSP, OBF, FormAssembly, Demand Tools

The Challenge

• Grant Management – External Review Process for Grant Applications on SF​

• Donor Management – improve existing donor processes​

• Improve understanding of existing SF system​

• Optimize existing SF System​

The Solution

• Restructured Outbound Funds Package (OBF)​

• Created Grant Review portal using Experience Cloud​

• Implemented FormAssembly for form integration with SF​

• Implemented Demand Tools for duplicate management​

• Built out SF Learning Home with TrailHead Modules​

• Trained Staff on basic SF​

The Result

• Increased adoption of SF​

• Improved Grant Management Process​

• Improved Donor Management Process​

• Automation of Duplicate Management​