Industry: Research University
Business Model: Education
Location: Indiana, USA
Salesforce Nonprofit Cloud, Salesforce Sales Cloud, Tableau, Zapier
8 Months
Outcome: We support groundbreaking discoveries and academic excellence by simplifying research collaboration and improving access to essential tools and resources.
This is a private, research University located in Indiana, USA, a university with Catholics ethos that required a proper improvement in operation to suit its mission of being an institution that leaves a positive lasting legacy. With Wrinom Solutions, the program of the university first redefined processes so that better automation could be achieved in order to further advance sustainability of the program as well as increase donor acquisition.
Some employees engaged in too many unnecessary activities that resulted in uncontrolled high levels of automation, which caused poor donor information quality.
The absence of a structure to define the kind of technology and vendors disrupted educational outreach activities.
Role changes in the teams along with lack of external support hampered program implementation and disrupted organizational operations.
Wrinom Solutions implemented a comprehensive strategy to address the university’s challenges, ensuring streamlined operations and strategic clarity:
Nonprofit Cloud: Improved and elaborated automations of data aggregation and tracking the donors.
Zapier Integration: Easy operations to allow uniformity on how data flows between the multiple platforms.
Tableau: Supported quantitative decision-making by offering straightforward information about the performance of technologies and the capacities of vendors.
Vendor Assessment Criteria: Established a rational analytical model to assess and approve suppliers to ensure they are in tune with the mission and goals of the university.
Salesforce Sales Cloud: Optimizing the engagement methods with donor and the partner, the correct communication channels for implementation.
Staffing and Partnership Adjustments: Redirected internal and external resources enhance the program delivery and support.
Standardised automation process flows have led to improved and more efficient accuracy of the data collected.
A framework of technology adoption that was couched developed wiser vendor decisions and proper technology for education.
Resource realignment provided a stable base of sustainable funding for such programs, in order to broaden the impact of the university’s mission.
Efficient working contributed to better relations with the donors and resulting increase in program support most importantly educational programs.
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You may also connect with us by mail at info@wrinom.com
