Challenge
Multiple Branches: The organisation had one system supporting three separate branches running independently. This complicated management and resulted in multiple approaches to communication to accommodate branding and language.
Extensive Customisation: Over many years, their system had undergone repeated customisation, making it difficult to manage.
Inadequate Fundraising System: The existing Salesforce setup was not the NPSP version, which meant it wasn’t optimised for fundraising operations.
Solution
Blaze Your Trail replatformed Our Village onto a new Salesforce with the Non Profit Success Pack (NPSP). The replatform was aligned with a rebrand that had a specific and tight 'Go Live' date.
The rebuild provided the opportunity to review all key processes that feed into the system, such as how social workers order material aid, and how impact is calculated. Legacy data was migrated from the old instance to the new, preserving donation history and activities.
Benefits
One system for all
Replatforming centralised the system for managing all impact data and activities. This includes volunteers, service user information and fundraising campaigns. Triplicates of email templates are no longer needed. Merge fields in communications bring in location-based data as needed.
Reduced processes
The extensive customisation was replaced with up-to-date integration or native functionality within NPSP. This reduces the complexity of the system. Thorough documentation means that current and future administrators will always know how to use various processes.
Data security
Layout customisation, component visibility, profile and permission sets ensure that certain fields are only visible to those who should see them. This includes donation data and confidential data related to service delivery.
Improved trust
The team now feels confident finding data they need, with a reduced number of fields on various layouts. The fundraising team have best practice data integrity for donors and can report confidently on impact.
In their own words...
"Blaze Your Trail were so flexible and responsive. We would not have been able to do this project without their support. We really appreciate their commitment to ensuring the transition was a success and to meeting our tight deadlines."
Katherine Hinton
Head of Corporate Services & People - Our Village
