Eigen X Case Study - Hayward Promise Neighborhoods

Client Overview

Location: Hayward, CA, USA

Employees: 1-20

Industry: Healthcare

Solution: Salesforce, Technical Roadmap, Business Process Mapping

Go-Live Dates: October, 2022

In 2010, Hayward became one of the first five cities in the nation to receive a Promise Neighborhood grant from the US Department of Education. Led by California State University, East Bay, Hayward Promise Neighborhood (HPN) is a partnership of local educators, government agencies, businesses, and nonprofits collaborating to fully support residents within the Jackson Triangle communities of Hayward and students that attend partner schools within the Hayward Unified School District, to provide comprehensive, high-quality educational and social support to ensure the long-term health, safety and economic well-being of the entire community.

Challenge

  • Federal requirements of the Promise Neighborhood grant requires rigorous reporting to substantiate the federal dollars spent across different programs

  • Hayward Promise Neighborhoods was addressing these reporting requirements through manual data entry via spreadsheets and email. Reporting was manually aggregated and compiled

  • No end-to-end case and program management system existed that could summarize all program touchpoints per individual

Solution

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  • Migration of data collection, storage, display, and reporting functionality to Salesforce

  • Conducted onsite workshop sessions to refine future state requirements and data architecture

  • Documented application requirements as efficiently as possible, while also probing for potential enhancements and pain points

  • Identify data migration specifications and needs for different programs and schools

Result

  • CRM configuration to fit new data architecture:

  • Contact, Account, Household, and Household Member objects configured to match business structure

  • Duplication management setup to ensure data integrity for the future

  • End-to-end case management process configured to live under parent objects listed above

  • Data migration of programs from existing systems and salesforce instances to significantly increase data quality and reduce manual efforts going forward