With a small grants team and a major organizational change underway, Immigrants Rising needed a reliable, efficient system to support grants management within Salesforce. While they were using the Nonprofit Success Pack (NPSP), it had not been configured to manage grants.
Grants were managed outside of Salesforce, using spreadsheets with limited visibility. The team needed a way to distinguish inbound grants from other donation types and to follow each opportunity from research through reporting.
Immigrants Rising had over 18 years of historical data representing over $48 million in grant funding. Migrating this information into Salesforce was essential for reference and analysis.
To become an independent nonprofit by October 2024, the team needed their internal systems to be finalized and functioning ahead of that milestone.
The grants team consisted of fewer than five people. The solution needed to be intuitive, accessible, and supportive of shared ownership across the team.
Fíonta worked with Immigrants Rising to configure a grants management system in Salesforce that met both immediate needs and long-term goals. The project focused on building a strong foundation within Salesforce to reduce reliance on spreadsheets and increase operational efficiency.
Developed a custom process to support the full lifecycle of inbound grants, from application to award to closeout. Used a combination of standard and custom fields to capture details such as proposal type, deadlines, application websites, and reporting requirements.
Designed a grants dashboard with key metrics, including awarded grants by fiscal year, open opportunities, and giving trends by foundation type. Developed two grants reports, a list view for reporting deliverables, and a homepage component showing assigned tasks and upcoming deadlines.
Enabled tracking of research, application, decision status, and installment-based payments. Added functionality to monitor available funds throughout the grant period.
Migrated 18 years of grant data and cleaned legacy data, correcting errors such as misplaced address fields.
With the new system in place, Immigrants Rising gained visibility into every stage of their grant pipeline. The team can now manage applications, track awards, and ensure compliance with grant requirements from a single platform.
This solution prepared the organization to transition to independent nonprofit status by establishing a strong internal structure for grants management. The tools have created a sustainable process that supports informed decision-making, reduces manual tracking, and builds capacity for future growth.
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.
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.
Focused on data analysis, schema design, data migration management, and complex data integration. They collaborate with clients and internal teams, handle data mappings, configure data sources, create scripts or apply tools to execute data migration and/or integrations, write test scripts, and document any deviations from original migration plans.
Specializing in Salesforce and associated systems, our experts configure client instances following technical leads’ solutions, focusing on building functionality.
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