Eigen X Case Study - Pennsylvania Humanities Council​

Client Overview

Location: Philadelphia, PA, USA

Employees: 11-50

Industry: Non Profit

Solution: Sales Cloud, NPSP, Experience Cloud, Grants Management, Open States, Demand Tools, FormAssembly, Moves Management​

Go-Live Dates: On Going

Pennsylvania Humanities Council (PHC) is an independent nonprofit partner of the Nation Endowment for the Humanities (NEH) and was created in 1973 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 PA. In addition to their programs and initiatives to advance these goals,  They also make grants to humanity organizations in the state, funded by NEH and other organizations. ​

Challenge

  • Overcoming challenges related to a custom coded undocumented grants management process and WordPress grantseeker portal​

  • Determining who the political districts and representatives are for a client

  • Data duplication​

  • Lack of in-house SF knowledge and undocumented SF business processes​

  • Custom built Visualforce donation page with an integration to Stripe makes it difficult to make changes

  • Disjointed Donation Management process

Solution

  • SF Grants Management managed package:​

    • Experience Cloud Grantee Portal, Grantseeker Organization Registration, Private Grant Invitations, Multiple Application Forms, Due Diligence Organizational Framework, Organization Due Diligence Tax Status Checks, Internal & external Review Process, and Case Management​

  • Built API call to Open States and custom objects and Flows get the political districts and reps based on a client's address​

  • Demand Tools to improve data duplication management​

  • Training classes, use of Learning Home tab, TrailHeads, and documentation of key SF business processes

  • FormAssembly to replace Visualforce donation page

  • SF Moves Management to improve the prospect to donor process

Result

  • Created a robust and scalable Grants Management process that is documented and managed via Salesforce CRM solution​

  • Improved data integrity of political districts and representative information at the client level​

  • Reduction of data duplication using standard Salesforce deduplication functionality​

  • Drastically increased internal PA Humanities staff Salesforce knowledge​

  • Overall increase in Donation Management business process efficiency: Salesforce leading business process​