Family League 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. As a first step in a larger digital transformation, Family League chose one youth enrichment program to pilot a scalable solution.
Replace Excel-based processes with Salesforce Nonprofit Success Pack (NPSP) to centralize data and improve grant tracking.
Connect Fluxx to NPSP to streamline data flow from application to post-award tracking.
Build a secure Experience Cloud portal for grantees to submit baseline data, attendance records, and quarterly deliverables.
Use Salesforce dashboards to visualize program impact across indicators and partners.
Fíonta implemented a tailored 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.
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.
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.
Used Workato to connect Fluxx and Salesforce NPSP. Once a grant was awarded in Fluxx, data flows into Salesforce for post-award management.
Configured Salesforce dashboards to aggregate and display data from across the program and enable informed decision-making.
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.
- Improved Efficiency
Reduced manual processes and streamlined grant tracking. - Enhanced Data Accuracy
Automated integrations reduced errors and kept systems aligned. - Increased Transparency
Real-time dashboards offered insights into program outcomes. - Scalable Solution
Created a flexible framework that can support more programs and future fundraising initiatives.
Steering all project facets like budget, schedule, scope, and risk management while collaborating with technical leads on risk handling, our project managers serve as the primary liaison with clients, offering frequent updates on project progress.
Dedicated to comprehending and documenting client business processes, identifying needs, and converting requirements into user stories. The business analyst works with technical leaders on the project to validate that the proposed solutions meet documented acceptance criteria and will satisfy project success metrics. Business analysts play a key role in planning for and executing user acceptance testing and training and change management when applicable.
Salesforce developers specialize in crafting and tailoring applications beyond what is available out-of-the-box using Salesforce-specific tools like Apex, Visualforce, and the Lightning Component Framework, and integrating with various systems through Salesforce APIs.
Related projects
Enhancing Support for Veterans
Streamlining Fundraising for Critical Human Services
Supporting Immigrants Rising Through a Pivotal Transition
