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Eigen X Case Study- Pennsylvania Humanities Council​

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Client Overview

Location: Philadelphia, PA

Employees: 15-20

Industry: Non Profit

Solution: NPSP, OBF, FormAssembly, Demand Tools

Go-Live Dates: On Going

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.​

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​

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​

Result

  • Increased adoption of SF​

  • Improved Grant Management Process​

  • Improved Donor Management Process​

  • Automation of Duplicate Management​