Case Study: Modernizing Digital Operations for an Urban After-School Not-for-Profit
Client Background
A large not-for-profit delivering after-school programs in New York City, reaching thousands of students annually across 100+ schools in all five boroughs and Long Island, wanted to focus on bridging the opportunity gap in underinvested communities.
The Situation
Rapid growth and a transformed operating structure led to multiple disconnected applications and spreadsheets managing daily operations. These data silos hindered accurate reporting and analysis, increased administrative effort and limited the organization’s ability to scale.
Rising expectations for accountability and data-driven decision-making created the need for a centralized, scalable digital solution. In response, the organization engaged Baker Tilly to develop and implement a strategic Salesforce plan to centralize operations, streamline reporting and improve analytics.
The Solution & Results
Baker Tilly translated the organization’s goals into an executable solution that centralized operations and strengthened reporting and analytics capabilities. Salesforce was implemented to unify data, reduce administrative effort and standardize processes across all school sites. Previous undocumented workflows, managed via paper and Excel, were migrated into a single system to improve tracking of program operations, site performance and outcomes.
The solution also included the design of complementary technology systems to support donations and fundraising events through Classy, as well as community engagement, human resources, partnerships, volunteers and compliance.
Key outcomes include:
- On-time, on-budget implementation, promoting efficiency through integrated solutions
- 9% growth in revenue through more targeted, data-driven outreach
- Enhanced visibility into program performance, enabling high-quality outcomes and scalable growth
We’re Here to Help
For more information on how your organization can leverage Salesforce to streamline operations and boost business outcomes, please contact your Baker Tilly professional.