Family League of Baltimore

Supporting the well-being of children and families in Baltimore through strategic investments

Nonprofits
Children & Youth Services
Community Services
Managed Services
Salesforce

Modernizing grant management and impact reporting

Family League turned to Fíonta to modernize its grant management and reporting systems. The organization needed to bridge its existing grant application tool, Fluxx, with a performance management platform. While they wanted to continue using Fluxx for pre-award activities, the team sought to move grant adjudication and post-award processes into Salesforce. These included verifying partner compliance with reporting requirements tied to disbursements, tracking attendance, and collecting detailed program data.

Challenges

Outdated grant management processes
Disconnected data
Limited tools for grantee reporting
Low visibility into performance metrics

Solutions

Implement Salesforce Nonprofit Success Pack (NPSP)
Connect Fluxx to NPSP to integrate and streamline data
Build Experience Cloud portal to enhance data reporting
Create Salesforce dashboards to visualize data and impact

Results

Improved
efficiency by reducing manual processes and streamlining grant tracking.
Enhanced
data accuracy with automated integrations that reduced errors and kept systems aligned.
Increased
transparency with real-time dashboards that offered insights into program outcomes.

Project highlights

Experience Cloud Portal

Developed a grantee portal on Salesforce Experience Cloud and FormAssembly to support structured deliverable reporting. Grantees submitted baseline information, attendance data, and quarterly reports that included both qualitative narratives and quantitative metrics.
Deliverable Tracking

Leveraged Salesforce Program Management Module (PMM) and the Outbound Funds Module to monitor reporting compliance and ensure required documentation was submitted prior to disbursements, which were managed in a separate system.
System Integration

Used Workato to connect Fluxx and Salesforce NPSP. Once a grant was awarded in Fluxx, data flows into Salesforce for post-award management.
Data Aggregation and Reporting

Configured Salesforce dashboards to aggregate and display data from across the program and enable informed decision-making.

Project Summary

Fíonta implemented a tailored, scalable solution that met Family League’s needs while laying the groundwork for long-term goals. This included building technical integrations, refined data collection, and user-friendly tools for staff and grantees. The initial scope focused on a single program funding community-based initiatives like STEM bootcamps and athletic camps, with future expansion already in motion.

Outcomes

The new system gave Family League greater visibility into program performance and reduced the reporting burden on staff and partners. With improved data consistency and transparency, the organization now has a scalable model for expanding performance management across its full portfolio.